Development Services

Gift and Records Administration

 


What do we do?


The GRA team is responsible for ensuring compliance with IRS regulations, the Governmental Accounting Standards Board (GASB) accounting standards, and Council for Advancement and Support of Education (CASE) counting standards for all gifts to the University. Accurate reporting of gifts can only occur if all charitable contributions are recorded by GRA and reconciled. From this, official tax receipts are generated. Types of gifts processed and reconciled include:


  • Checks, cash and credit
  • Securities
  • Gifts-in-Kind
  • Matching Gifts
  • Pledges

The GRA team also generates and distributes the following:


  • Gift receipts
  • Pledge reminders

The GRA team creates and maintains donor, alumni and constituent records which include:


  • Creating constituent records for individuals, businesses, foundations and other organizations
  • Updating biographical information on existing records

The GRA team is here to help whenever there are questions about gift, pledge and recognition recording.


Our service level is currently:


  • 48 hours for biographical updates and gift help
  • 72 hours for gift adjustments

GRA Services Offered

Biographical Updates

Please click on the Open Request arrow below to submit your request for the following:

  • Address, phone and email updates
  • Name changes
  • New LID/Record requests
  • Relationship updates
  • Mail preference/solicit code updates
  • Deceasing
  • Duplicates

You should receive a response within 48 hours.

 

Gift Help

Please click on the Open Request arrow below to submit your request for the following

  • Gift back-up
  • Recognition credit
  • Gift comment updates
  • Copies of gift receipts
  • Envelope requests

You should receive a response within 48 hours.

 

Gift Adjustments

Please click on the Open Request arrow below to submit your request for the following:

  • Designation adjustment
  • Donor adjustment
  • Gift amount adjustment
  • Pledge payment adjustment
  • Securities adjustment

 

Gift-in-Kind

Gift-in-Kind forms and guidelines:

For more information, please contact Lindsay Young at 734-615-8175 or umgiftinkind@umich.edu.

Send E-mail umgiftinkind@umich.edu

Securities

For any transfer of securities, please contact Kimberly Clemons, Gift and Records Administration at 734-647-7770 or umgiftsec@umich.edu.

Send E-mail umgiftsec@umich.edu

How can we help?  Jason Kefalas is our Customer Service Manager. For help call:  734 647-7777

The University of Michigan, Office of University Development, Development Services