Get Gift Pledge Handling Reference Guide - University Of Houston

This guide is designed to assist users in completing the Gift Pledge Handling Reference Guide for the University of Houston. It provides step-by-step instructions to ensure all necessary information is accurately captured in the online form.

Follow the steps to effectively complete the gift pledge handling reference guide.

1. Click the ‘Get Form’ button to access the Gift Pledge Handling Reference Guide, which you will fill out online.
2. Begin with the overview of Gift and Pledge Handling, ensuring you understand what constitutes a gift and a pledge. Familiarize yourself with the types and purposes of gifts before proceeding.
3. In the Gift Transmittal Form section, accurately complete the required fields including donor ID, donor name, contact person, and address information.
4. Provide details about the transaction type by selecting either ‘Outright Gift’ or ‘Pledge Payment.’ Ensure you indicate if the gift relates to a proposal.
5. Specify the payment method, listing details such as check number or electronic funds transfer information as appropriate.
6. Complete the gift information section, detailing the PeopleSoft Cost Center, the purpose of the gift, and, if applicable, any appeal codes.
7. If applicable, fill out pledge information which includes payment amounts and schedules for new pledges.
8. Review the form for accuracy before submitting. Ensure all required fields are completed, then save the changes, download, or print as needed.

Start completing your Gift Pledge Handling Reference Guide online now!