The current fee amount and its nonrefundable nature, what vetting involves, when the gift becomes payable, what happens if vetting fails, and which immigrant classification the successful case will use. Keep dated copies of the official pages you relied on.
Get the sequence in writing and keep the date
Because the program is new and its terms are published on an official site rather than in long-standing regulation, an applicant's protection is a dated record of what the terms said when the decision was made. Print or save the program page and FAQ with the date visible. Note the stated processing fee, whether it is per person, and its nonrefundable status. Note the description of vetting, the point at which the gift is requested, and any statement about refunds if the application does not succeed. Note which employment-based category the framework uses so that admissibility and visa-availability questions can be checked against the Visa Bulletin. If the official instructions require identity, financial or background documents, gather those the same way you would for any immigrant petition: originals, certified translations where needed, and a clear explanation of the source of the gift funds.
Hypothetical example: a museum-exhibit design firm owner wants a Gold Card case based on a long professional career. Start with the career file: degrees, employment records, contracts, recognition and evidence relevant to the eventual employment-based classification analysis. Then collect civil records and a traceable source for the proposed payment. The first review should preserve a dated capture of the official program terms, payment sequence and any requested identity or financial evidence. That record settles what the applicant relied on; an adviser email cannot. Keep the gift payment separate from personal transfers so the source and recipient remain clear.