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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

		Scholarships (see also Section I)
		FASB Gift Definitions: Restricted, Unrestricted, Temporarily Restricted

Section VI
	Exhibits
		Restrict Database Records Form
		Pledge or Expectancy Form (PDF)
		Sample Annual Letter of Agreement
		Sample Fully Funded Letter of Agreement
		Sample Pledged Letter of Agreement
		Gifts Deposit Form (PDF)
		Gift-in-Kind Form (PDF)
		Fund Raising Project Request Form (PDF)
		Payroll Deduction Form (PDF)
		Confidentiality Agreement Form (PDF)

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