Office of the Treasurer
	Gifts Accounting
	Appreciated Securities
	Making Gifts to Penn
	Gift Representatives
	Document/Forms
	Contact Information
	Feedback

Division of Finance Access Only
	Inside Finance

Treasurer Office
University of Pennsylvania
Suite 737 Franklin Building
3451 Walnut Street
Philadelphia, PA 19104
215.898.9844 (Phone)
215.573.6392 (Fax)

[ Gifts Accounting & Administration ]

Gifts Accounting & Administration is responsible for the timely and accurate recording, depositing and accounting for all donations and pledges to Penn. In addition to accounting for gifts at the time of a pledge, Gifts has ongoing responsibility to monitor the gift payment flows and to provide management information on gifts to representatives of both the Finance and Development offices.

There are two primary functional units within Gifts - Cash Gifts Accounting & Administration and Securities Gifts Accounting & Administration. Cash Gifts Accounting & Administration receives gifts via check, credit card, lockbox and in-kind. It is responsible for ensuring that all methods of giving are efficient and in compliance with our fiduciary duties. Gifts tracks and records bank wires which are directed to us from Cash & Liability Management. Cash Gifts Accounting & Administration serves as a liaison with Development and school/center representatives in processing gifts and transmittal training. Representatives of the Cash Gifts area are on hand to assist with any questions regarding gifts to Penn.

Securities Gifts Accounting & Administration serves to manage the University's security gifts in a prudent and efficient manner. Gifts of appreciated securities can be a tax efficient means for individuals to donate to Penn. Securities Gifts has responsibility for the acceptance, retention or liquidation of all security gifts to the University of Pennsylvania. All inquiries about security gifts should be directed to this office. Securities Gifts values the gift, properly allocates the gift and proceeds according to the donor's wishes, and acknowledges the gift to the donor by receipt.