Corporate and Foundation Relations

John Dodge House
507 Golf View Lane
Rochester, MI 48309-4488

Grants and Gifts

When a “Grant” can also be counted as a “Gift”

A “grant” is money received by Oakland University that furthers some aspect of the University’s mission. The following checklist provides guidance on whether the grant is the type the University can also designate as a countable gift for annual fundraising and comprehensive campaign reporting purposes.

The following checklist is only a guide and not a substitute for professional judgment. In most circumstances, whether a grant can also be counted as a gift will be determined based upon the total facts and circumstances of the particular situation.

YES; a grant might be countable as a gift: 

  • if it comes from a corporation, foundation, or other non-governmental organization rather than from an individual. 
  • regardless of whether or not a grant proposal was submitted by the University. 
  • regardless of whether or not the University commits specific resources or services as a condition of receiving the grant. 
  • regardless of whether or not the University is required to report the use of the money to the Grantor and/or report the results of the programs or projects undertaken. 
  • regardless of whether it is for an unrestricted or restricted use.
  • regardless of whether unspent funds must be refunded to the granting organization. 
  • if it is irrevocable.

NO, a grant cannot also be countable as a gift when it:

  • is money from a governmental agency, whether directly received from the governmental agency, or indirectly as a “pass-through”, and whether the governmental agency is local, state (including state matching grants), federal or from another state.
  • is a contract between the University and another person or entity that provides economic benefits for compensation.  
  • is a sponsored research agreement.
  • involves the negotiation, protection, transfer and/or other disposition of confidential information or intellectual property rights in patentable inventions or copyrights.