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  1. General Description
  2. Policy Content
  3. Performance Evaluation
  4. Terms & Definitions
  5. Revision Management
  6. Approval
 
 

Gift Policy

 
 
Document Number:
BUSO-0030
Policy Owner:
Business Office
Revision #:
v2.0
Status:
Approved

General Description

Policy Summary:

In general, gifts for an employee or group of employees should not be purchased using university funds.
When the use of university funds is inappropriate, departments may take up voluntary collections of
personal funds to purchase gifts for an employee or group of employees.

Purpose:

The policy explains the basic guidelines and restrictions associated with the purchase of gifts for
employees using university funds for expressions of sympathy or employee recognition, and the
acceptance of gifts offered by third parties to university employees.

Scope:

This policy applies to all university staff and faculty

Policy Content

Gift and gift cards for employees for any occasion, including Christmas, birthday, graduation or Secretary's Day, are the personal responsibility of the individual wishing to send the gift. These are not to be charged to the University. University funds may be used to purchase gift cards under $50 for business related purposes, such as thanking students for serving on a Trinity in Focus panel or other related activities for which the student is not paid by the University for the services rendered. 

Flowers sent on major occasions are not classified as gifts and thus may be purchased with University funds. Major occasions include the death of a loved one, hospitalization, and the birth or adoption of a child. 

Retirement gifts may be purchased with University funds not exceeding $100 in value. 

The policy pertains only to gifts, not to meals, travel expenses, and other categories of expenses covered elsewhere in the Finance & Administration Policies. 

In a very limited number of cases a gift or memento may be desired to be presented to a non-university individual in lieu of an honorarium or other payment for some service the individual has performed for the University, When appropriate and with the approval of the Vice President, a gift may be charged to a department's supply and expense account. Such expenditures must be fully documented with original receipts and an explanation of the University business related purpose of the expense, including the name of the recipient. 

There are certain University wide events such as The Phonathon, United Way Breakfast, Purchasing Vendor Fair, Human Resources Monthly Birthday Party, which are permitted to give gifts and gift cards to employees and students where the recipients are unknown until their name is drawn. 

Performance Evaluation

Consequences of Policy Violation:

Addressing Noncompliance
Failure to adhere to this policy may result in the value of the gift being considered reportable as taxable
compensation to the employee, subject to appropriate federal and state withholding requirements and
included in the employee’s year-end Form W-2, Wage and Tax Statement.

Terms & Definitions

Terms and Definitions:

Term:

Definition:

Gift A cash or non-cash item given as a gesture of
goodwill or appreciation, or in recognition of,
or in connection with a holiday season, or
some other purpose not specifically related
to regular job performance. Examples may
include holiday or birthday gifts.
Non-Cash Item A gift of tangible personal property such as a
plaque, electronic equipment, T-shirts,
flowers, etc. Tangible personal property does
not include cash, cash equivalents, gift cards,
gift coupons, certain gift certificates, meals, and other similar items
Gift Card A form of payment, physical or virtual, for a
specified cash value for goods or services.
This includes but is not limited to: gift cards
or certificates to physical stores, including the
University Bookstore, online stores, and
restaurants. Their value is seen as the
equivalent to cash by the Internal Revenue
Service and should be treated in the same
manner as such.

Revision Management

Revision History Log:

Revision #:

Date:

Recorded By:

v2.0 7/14/2025 3:19 PM Pamela Mota
v1.0 8/1/2019 10:31 AM Holly Warfel

 

Vice President Approval:

Name:

Title:

Mark Detterick Vice President for Finance and Administration
 
 

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