Gift Questionnaire

In order to determine whether funding in support of a sponsored program is a gift or unrestricted grant, all project personnel must complete the following questionnaire:

1. Is the funder expecting anything beyond a stewardship report in exchange for financial assistance (e.g., detailed technical/financial report; IP or data rights; test results; prototypes; restriction on publication)? If so, explain.

2. Have you, your spouse, partner, and/or dependent children, currently or in the past year, had agreements with this funder (including consulting agreements, non-disclosure agreements, gifts, and/or sponsored research agreements)? If so, explain.

3. Have you, your spouse, partner, and/or dependent children, currently or in the past year, had any other financial or non-financial relationships with this funder (e.g., sitting on a board of directors, ownership of equity)? If so, explain.

Please copy and paste the above questions (and your answers) into an E-mail and forward to your research administrator. If you answered "yes" to Question 3 above, you also should cc: coistaff@psu.edu. Additional guidance regarding these determinations can be found at RA04.