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How to Pay for a Gift to a Non-employee or Organization  
 
Summary: Use this step-by-step guide to pay for a gift to a non-employee or organization.
What to do How to do it
1 Verify dollar limits for gifts.
  1. Review the guidelines for cost limits.
2 Gather documentation.
  1. Include the following documentation when you submit your request for use in Step 5:
    • A statement that includes:
      • Description of the gift
      • Description of the business purpose of the gift
      • Name, title, and occupation of the recipient (if the recipient is a person)
      • Name of the organization (if the recipient is an entity)
    • An original receipt if you are seeking reimbursement
    • A copy of the transmittal letter that accompanied the award
    • A copy of the approval letter if the request was an exception to policy
3 Request payment.
  1. Complete a Payment Authorization online.
  2. Note the document number for use in Step 5.
Note: If the gift was a ticket to a sporting event or other function, and an employee accompanied the recipient, the employee's ticket must be reimbursed as an entertainment expense. If the employee and recipient have a meal in addition to attending the event, the meal expenditures cannot exceed entertainment maximums.

4 Complete and approve the request.
  1. Click complete and approve to route your request for departmental and Disbursements approval.
Note: The person who authorizes the payment request for your department must have a signature authorization on file with Disbursements.

Note: Employees who have been delegated the authority to approve gifts for non-employees cannot authorize their own payments or reimbursements.

5 Submit documentation.
  1. Include the document number noted in Step 3 on the documentation you gathered in Step 2.
  2. Send the documentation to PAYAUTH, Mail Code 0955.


Need an expert? Contact Robin Posner, (858) 534-0859.


Notice: UCSD gift policy is derived from UC Policy and Regulations. Published policy is decisive as it has been adapted to UCSD's organization, delegation of authority, terminology, and chart of accounts.


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Last reviewed/updated on Nov. 14, 2007 (see more info)
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