Policies and Procedures

Section I

  • Coordinating Appeals for Funds and Approaches to Donors
    • Clearances
    • Gift levels
    • Literature for fundraising
    • Reports of private philanthropy
    • Prospect files
    • Volunteers in fundraising
    • Appeals to corporations and foundations
    • Public statements on gifts to the University
    • Establishing scholarships
    • Annually funded scholarships
    • Endowed scholarships
    • Endowment accounts
    • Undesirable gifts
    • Naming buildings, parts of buildings, parts of the campus or programs
    • Recognition societies

Section II

  • Accepting, Acknowledging, and Processing Gifts
    • Restricted gifts
    • Unrestricted gifts
    • Service--(gifts)
    • Cash gifts
    • Matching gifts
    • In-kind
    • Gift via payroll deduction
    • Gifts via EFT (Electronic Funds Transfer)
    • Gifts via credit card
    • Gifts of life insurance
    • Deferred gifts/bequests
    • Gifts of stock or other securities
    • Year-end gifts
    • Tax exempt status of gifts to the University
    • Anonymous gifts
    • Gifts Receipts
    • Pledges for gifts
    • Data confidentiality
  • Conflicts of Interest

Section III

  • Miscellaneous Fundraising
    • Account numbers
    • Deposits at the business office
    • Events Income/Expense Reconciliation
    • Files (hard-copy)
    • Interest--earnings/distribution
    • President's Box passes
    • Publications (see also University Policy)
    • Special holding account
    • Tax exempt status

Section IV

  • Miscellaneous UA/University Operations Information
    • Adjusted work schedule
    • Compensatory time
    • Flower fund
    • Inventory
    • Leave policy
    • Lunch Hour
    • Key control
    • Sales tax
    • Subscriptions

Section V

Miscellaneous Addendums

Section VI

Exhibits

Apply Now