Gift Coding Process (for Development Officers)

Published: 25th September 2018

When your proposal has got to the Unconfirmed Pledge stage, please follow the below steps to ensure all the information we require for reporting to faculties and finance is recorded properly.

Go to the Prospect tab and open the relevant proposal.

In the Purpose drop-down field, choose the relevant philanthropic area for this gift. Current options are listed below:

 

  • Access Manchester
  • Cultural Institutions (inc JRL)
  • Discovery
  • Energy & Sustainability
  • Enterprise & Innovation
  • Global Graduates
  • Global Inequalities
  • Healthy Futures
  • IntoUniversity
  • Library
  • Manchester Cancer Research Centre (MCRC)
  • Student Experience
  • Unrestricted
  • World Class Campus
  • Split Priority
  • Other
  • TBC

 

Proposal – Notes Tab

Create a new notepad and choose the type Gift Coding.

In the notes section, please note what the gift is for, the area it is benefiting and whether it is budget relieving or not. Options for these are below.

 

What the gift is for:

 

  • Academic Position (eg Chair, Lecturer)
  • Capital Projects
  • Equity & Merit Scholarships
  • Foundation Scholarships
  • Global Graduates
  • Masters Scholarships
  • Non-Fundraising (Events)
  • Other
  • PhD Scholarships
  • Research Fellowships (Postdoctoral)
  • Staff and Budget Costs
  • Student Experience
  • Student Hardship
  • Undergraduate Access Scholarships (MAP)
  • Undergraduate Scholarships (non-MAP)
  • Unrestricted

 

The area the gift is benefiting:

 

  • Alliance Manchester Business School
  • Cultural Institutions
  • IntoUniversity
  • Library
  • School of Arts, Languages and Cultures
  • School of Biological Sciences
  • School of Chemical Engineering and Analytical Science
  • School of Chemistry
  • School of Computer Science
  • School of Earth and Environmental Sciences
  • School of Electrical and Electronic Engineering
  • School of Environment, Education and Development
  • School of Health Sciences
  • School of Law
  • School of Materials
  • School of Mathematics
  • School of Mechanical, Aerospace and Civil Engineering
  • School of Medical Sciences
  • School of Physics and Astronomy
  • School of Social Sciences
  • University Research Institute
  • University-wide
  • Unrestricted

 

Whether the gift is budget relieving or not, or in part:

Definition of budget relieving:

Budget relieving gifts are defined as gifts where the income is directly supporting the financial bottom line – ie it is either in full or in part contributing to costs the University has already committed to (eg existing posts, replacement funding for existing scholarships (not MAP, E&M or Foundation) or capital projects that are included in the campus masterplan AND are fully costed). Please do also consider any contributions to FEC or similar costs. If unsure, please speak to your line manager or seek advice from Rob Summers, Head of Development.

 

And here’s a smashing example:

 

Rob Summers, September 2018