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This guide provides a comprehensive overview of how to fill out the Departmental Gift-in-Kind Transmittal Form efficiently. Whether you are new to digital forms or need a refresher, this step-by-step approach will help you navigate the process with ease.

Follow the steps to complete the Departmental Gift-in-Kind Transmittal Form:

1. Press the ‘Get Form’ button to obtain the Departmental Gift-in-Kind Transmittal Form and open it in your preferred online editor.
2. Enter the date in the designated field at the top of the form. This information is crucial for processing.
3. Fill in the department name next to ‘Department’ so that the form can be correctly assigned.
4. Input the PeopleSoft Org Code provided in the appropriate box marked ‘PeopleSoft Org Code’.
5. Specify the contact person’s name and phone number in the fields labeled ‘Contact Person’ and ‘Phone #’ respectively.
6. Enter the Donor Entity ID, which helps identify the donor in the system.
7. Attach copies of all related correspondence and relevant information as required.
8. Complete the ‘Donor Name’ and ‘Donor Address’ fields to accurately reflect the information of the donor.
9. Describe the gift in detail in the ‘Description of Gift’ section, utilizing a maximum of four lines with 68 characters each.
10. Answer the question regarding whether the donor is a company or if the gift is a product of the company by selecting ‘Yes,’ ‘No,’ or ‘I don’t know.’
11. Fill in the date, location, and value of the gift in the respective fields.
12. Indicate how the value of the gift has been determined by selecting the appropriate option: ‘Formal appraisal by or for Donor’ or ‘Estimated by Dept.’
13. Select whether the gift may be sold or must be retained.
14. Identify where the gift was delivered to by filling out the ‘Gift Delivered to’ field.
15. Review the insurance policy details and contact the Risk Management Office if needed.
16. Obtain the signature of the dean or chair in the designated area to complete the form.
17. Finally, save any changes, download a copy, print the form if necessary, or share it according to your requirements.

Complete the Departmental Gift-in-Kind Transmittal Form online today!