GIFT REPORTING AND TRANSMITTAL FORM (GRT) FORM INSTRUCTIONS
Last Revision: 01/12/2022

GIFT REPORTING AND TRANSMITTAL FORM (GRT)

Form Instructions

  1. Date of Gift - Select the date gift was given
  2. Gift Value - Enter the dollar value of the gift. Enter numbers only
  3. Discounted Present Value - Enter the discounted present dollar value of the gift. Enter numbers only.
  4. Matching Gift Form Attached - Check this box if the Matching Gift form is attached
  5. Gift Description - Provide a thorough description of the gift. Use a separate sheet if necessary
  6. Gift Type - Select the gift type from the drop-down list. Options include Cash/Check, Securities, Other, Cash/Check and Securities, and Cash/Check, Securities, and Other.
  7. If other selected, provide details
  8. Cash Deposit Journal Entry Number - Enter the Cash Deposit Journal Entry document number for cash gifts
  9. Benefit - Declare the benefit received (there are two (2) fields available)
  10. Value - Enter the dollar value of the "benefit." Enter numbers only (there are two (2) fields available)
  11. Donor Type - Select the donor type from the drop-down list. Options include Corporation, Foundation, Association, Individual-Individual, or Individual Joint Gift (spouse/partner)
  12. ID # - Enter the AWA ID number of the donor
  13. Donor Full Name - Provide the full name of the donor
  14. Spouse/Partner Name - Enter the full name of spouse/partner (if applicable)
  15. Address - Enter the complete address of the donor
  16. Allocation Table: This table contains 6 columns and 5 rows for data entry. The column headers are as follows:
    1. Gift Purpose - Enter a description of the gift purpose
    2. Pledge - Select Yes or No, from the drop-down list, if a pledge payment
    3. Transaction Type - Enter the transaction type
    4. Allocation Code - Enter the allocation code
    5. Appeal Code - Enter the appeal code
    6. Amount - Enter the dollar amount. Enter numbers only
  17. Acknowledgment - Enter the name and title of the representative to whom an acknowledgment will be sent
  18. Special Handling Instruction - Include any special handling instruction
  19. Form Prepared By - Enter the name of the individual preparing the form
  20. PSU Email - Enter the preparers' Penn State email address
  21. Date - Select the date the form is prepared
  22. Phone - Enter the preparers phone number, including the area code
  23. Campus Location - Enter the building name and room number or campus location of the individual preparing the form
  24. Business Unit - Enter the four (4) digital business area
  25. Department - Enter the department name
  26. OUD Notes - This section is only to be used by the Office of University Development
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