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Defining a Gift versus a Sponsored Project

PHILANTHROPY

Corporate and Foundation Relations

10 Holladay Hall

919.515.2200

OR

1

SPONSORED PROGRAM

Sponsored Programs and
Regulatory Compliance Services

1 Leazar Hall

919.515.2444

Consult the official UNC Board of Governor's policy by clicking [here]. However, generally, if you answer "Yes" to one or more of the following scenarios, then the funding in question is sponsored research. The staff of either of the above referenced offices welcome your questions if further clarification if needed.

DELIVERABLES

Based on the following distinctions...

Providing Stewardship Entails Names of scholarship recipients
Summary of how the funds were expended
Brief report evaluating program outcomes


Providing Deliverables Entails Product
Service
Technical or scientific report(s)
Intellectual property rights
Fiscal Reports (including invoices) and Audit

... does the funding agency expect you to provide deliverable(s)? If yes, then contact Sponsored Programs and Regulatory Compliance Services.

WRITTEN AGREEMENT

To carry out a specific project, does the funding agency expect you to enter into a written agreement that is legally enforceable with administrative terms and conditions for the use of the funds? (This agreement may include provisions for intellectual property, reporting, publication rights, and any other legal provision.) If yes, then contact Sponsored Programs and Regulatory Compliance Services.

SPECIFICITY

Degree of specificity alone does not distinguish philanthropy from a sponsored program because philanthropic funds can be undesignated or designated to specified purposes. However, if there is a specific and expected return in exchange for the funding wherein failure to deliver could result in unfavorable consequences to the institution, then contact Sponsored Programs and Regulatory Compliance Services.

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