Meetings & Events

This workshop will be held at UIDP26 in San Jose, CA. This workshop will be highly participatory with case studies from corporate partners and universities, and discussion with experts in gift and grant criteria.

Workshop Overview

Gift agreements are a mechanism for industry support to universities.  In recent years, creative approaches for gift agreements to fund university research have been tried. This workshop will consider appropriate approaches for using these agreements and how both parties can benefit from employing gift agreements. Discussion will include consideration of IP, indirect costs, publication, and reporting.

Who Should Attend

This workshop is targeted to both company and university representatives that are responsible for preparing and reviewing gift and grant agreements.  This includes representatives from offices of sponsored research, corporate relations/engagement, university relations, and research and business development.

In order to maximize direct engagement among attendees and speakers, attendance is limited.

Agenda Highlights

The workshop will address several areas including:

• Why companies choose providing support through gift agreements rather than traditional sponsored research grant/contract agreements
• The appropriate classification and processing of external funding – gifts, grants, cooperative agreements, and contracts
• Acceptable and unacceptable gift restrictions
• Gift fees versus indirect costs
• Use of intermediary organizations for domestic and international grant making
• Use of gift agreements for consortium program and affiliates memberships
• Tax considerations – charitable deductions vs R&D deductions & credits, etc.
• Participation in research activities as an aspect of philanthropic stewardship

Onsite/walk-in registrations will be accepted.
Online registration for this workshop is now closed.

Logistics

Meeting Location: 

Cisco Systems, Inc.
Building 9, 260 E Tasman Drive
San Jose, CA 95134

Hotels: 

IMPORTANT: Please book your accommodations as soon as possible.  Silicon Valley hotel rooms are in high demand and may sell out well in advance of the conference. 

Hilton Garden Inn San Jose/Milpitas
30 Ranch Drive
Milpitas, California 95035
+1-408-719-1313

Hyatt House San Jose / Silicon Valley
75 Headquarters Drive
San Jose, CA 95134
+1-408-324-1155

Courtyard San Jose North / Silicon Valley
111 Holger Way
San Jose, CA 95134
+1-408-383-3700

UIDP26 has a block of rooms for a special rate at the Courtyard San Jose North/Silicon Valley. Here is the reservation link you can use to make online reservations. Deadline is March 30, 2018.

Hilton Santa Clara
949 Great America Pkwy
Santa Clara, CA 95054
+1-408-330-0001

Staybridge Suites Silicon Valley Milpitas
321 Cypress Drive
Milpitas, CA 95035
+1-408-383-9500

Cost

Workshop Fees

• Members – $150.00 until March 2/$250.00 after March 2
• Non-Members – $300.00 until March 2/$500.00 after March 2

This UIDP Academy: Strategic Use of Gift Agreements takes place immediately prior to UIDP26.