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FUNDRAISING AND OTHER ADVANCEMENT ACTIVITIES
Guidelines for Gift Items
Updated January 4, 2016,
The following instructions provide guidance to campus units to assure compliance with IRS regulations
and
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How to fill out guidelines for non-gift items

How to fill out guidelines for non-gift items:
01
Start by clearly defining the purpose of the guidelines. Write a concise objective statement that outlines the intention behind creating the guidelines for non-gift items.
02
Identify the target audience. Determine who will be using these guidelines and tailor the language and content to meet their needs. Consider the level of expertise and knowledge of the audience when writing the guidelines.
03
Provide a comprehensive list of non-gift items that are relevant to the guidelines. This can include tangible items such as office supplies, equipment, or software, as well as intangible items like services or experiences.
04
Break down each item into specific categories or criteria. For example, if the guideline is for office supplies, categorize the items into stationary, printing materials, and electronic devices. Specify any specific requirements or limitations for each category.
05
Include detailed instructions on how to select, purchase, and maintain each non-gift item. This can involve providing information on preferred suppliers, preferred brands, pricing considerations, and any necessary maintenance or replacement guidelines.
06
Outline any approval processes or protocols that need to be followed when procuring non-gift items. This can involve specifying who has the authority to approve purchases, any budget restrictions to be taken into account, and any documentation required.
07
Include any legal or compliance considerations that need to be followed when acquiring non-gift items. This can include adhering to specific regulations or policies, ensuring ethical sourcing or sustainability requirements, or following any purchasing guidelines set by the organization.
08
Instruct users on how to document and report any issues or incidents related to non-gift items. Provide clear instructions on how to report defects, damages, or any other concerns regarding the items to the appropriate channels.
09
Include contact information for any support or assistance related to the guidelines. This can include providing the name, email, or phone number of a designated person or department that can address any questions or concerns.
Who needs guidelines for non-gift items:
01
Organizations or companies that regularly procure non-gift items for their operations or business needs.
02
Procurement or purchasing departments within the organization responsible for acquiring non-gift items.
03
Employees or individuals who are involved in the selection and use of non-gift items within the organization, such as department heads, project managers, or administrative staff.
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What is guidelines for non-gift items?
Guidelines for non-gift items are a set of rules and instructions for reporting and documenting items that are not considered gifts.
Who is required to file guidelines for non-gift items?
Any individual or organization that has non-gift items to report is required to file guidelines for non-gift items.
How to fill out guidelines for non-gift items?
Guidelines for non-gift items can be filled out electronically through the designated platform provided by the governing body.
What is the purpose of guidelines for non-gift items?
The purpose of guidelines for non-gift items is to ensure transparency and accountability in reporting non-gift items received or given.
What information must be reported on guidelines for non-gift items?
The guidelines for non-gift items require reporting of detailed descriptions of the items, their estimated value, source, and any other relevant information.
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