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Institutional Advancement
1111 Franklin St., 7th Fl.
Oakland, CA 94607

Fundraising - Inventory of Policy and Delegation

The following Inventory of Policy and Delegation is provided as a reference for development officers and administrators. It is offered to provide up-to-date information while the Development Policy and Administration Manual is being revised and translated into a web-friendly format. The compilation is a work-in-progress; it will be updated as necessary. The date on this page reflects the most recent revision.

The Inventory provides under a single heading the controlling documents with regard to fundraising authority and the related subjects of endowments, allocations and reallocations, namings, support groups, campus foundations, and alumni associations.

The Miscellaneous section contains other items of interest, including information on letters and deeds of gift, sample language to establish an endowed fund, a paper titled Principles of Endowment Administration, Financial Aid Guidelines for Compliance with Proposition 209, reports dealing with Private Support, gift authority at-a-glance, campus endowment minima, and Office of the President contacts.

For additional information or suggested additions to the inventory Director of Development Policy, or call her at (510) 987-9180

• California State Constitution
• Fundraising
• Allocation and Reallocation
• Naming and Endowed Chairs
• Support Groups, Campus Foundations, and Alumni Associations and Foreign Affiliates
• Financial Aid
• Planned Giving
• Miscellaneous

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1. California State Constitution
   • Article IX, Section 9
2. Fundraising
   • Development Policy and Administration Manual
   • Bylaws and Standing Orders of The Regents
     • Bylaw 21.3f(3). 21.4t
     • Standing Order 100.4 (k), (n), (s), (t), (u), (v), (dd-1&9), (ff), (gg), (hh)
   • Delegation of Authority – To Solicit and Accept Gifts
   • UC's Tax-Exempt Status:
     • California Franchise Tax Board (pdf), June 26, 2002
     • California Franchise Tax Board (pdf), April 3, 1984
     • Internal Revenue Service (pdf), Sep. 8, 1982
     • Internal Revenue Service (pdf), Nov. 23, 1973
     • Internal Revenue Service (pdf), Sep. 14, 1939
     • Revenue Canada
   • Regental Policy on Fundraising Campaigns
   • Delegation of Authority – To Approve and Conduct Fundraising Campaigns
   • Delegation of Authority – Authority to Return Gifts
   • Regental Policy on Payroll Deductions for Charitable Contributions and Development Programs
   • Guidelines for Payroll Deductions for Employee Contributions for Charitable Drives and Campus Fundraising Campaigns
   • Access to Student and Parent Data

     January 11, 2000 Letters to Chancellors to Clarify Policy Related to the Release of Parent and Student Information to Alumni and Development Offices on the Campuses:

     • UCB (pdf)
     • UCD (pdf)
     • UCI (pdf)
     • UCLA (pdf)
     • UCM (pdf)
     • UCR (pdf)
     • UCSB (pdf)
     • UCSC (pdf)
     • UCSD (pdf)
     • UCSF (pdf)
3. Allocation and Reallocation
   • Delegation of Authority and Administrative Guidelines for Allocation and Reallocation of Gifts and Bequests to The Regents and the Campus Foundations (pdf)
4. Naming and Endowed Chairs
   • Policy on Naming University Properties, Programs and Facilities (pdf)
   • Delegation of Authority-Naming University Properties, Programs and Facilities
   • Policy on Endowed Chairs and Professorships, APM 191
   • Administrative Guidelines and Procedures: Endowed Chairs and Professorships, APM 191
   • Policy on the Use of Non-19900 Fund Sources To Support Ladder-Rank Faculty, APM 190, Appendix F
   • Procedures for Presidential Approval of Endowed Chairs and Namings
     • Endowed Chairs and Professorships Template (doc)
   • Policy on Naming Facilities to include Full Name of Individual
   • Chair Review Check List (pdf)
5. Support Groups, Campus Foundations, and Alumni Associations and Foreign Affiliates
   • Policy on Support Groups, Campus Foundations, and Alumni Associations
   • Notice of Guideline Update - February 2004
     • Administrative Guidelines for Campus Foundations
     • Administrative Guidelines for Support Groups
       • Appendix I: Cash-Handling Procedures (pdf)
       • Appendix II: Sample Letter to the Chancellor (pdf)
   • Administrative Guidelines for Alumni Associations and Constituency Groups (pdf)
   • Administrative Guidelines for the Establishment and Operation of Foreign Affiliate Organizations (pdf)
   • Indemnification of Campus Foundation Trustees (pdf)
6. Financial Aid
   • Financial Aid Guidelines for Compliance with Proposition 209
   • Guidelines for Administering Private Outside Agency Student Support Funds Restricted by Race, Ethnicity, Gender or National Origin (pdf)
   • Guidelines on Applying for Federal Student Support Funds Post-Proposition 209 (pdf)
7. Planned Giving
   • Disclosure packet for donors of planned gifts (pdf)
   • Planned Giving Brochure copy for campus use. Editing support available from Institutional Advancement (510) 987-9178:
     • Charitable Gift Annuities (pdf)
     • Life Income Gift Options (pdf)
     • Pooled Income Funds (pdf)
   • States in which UC is authorized to issue Charitable Gift Annuities:
     • California
     • Connecticut
     • Florida
     • Hawaii
     • Idaho
     • Nevada
     • New Mexico
     • New York
     • Texas
     • Washington
8. Miscellaneous
   • Sample Language to Establish an Endowed Fund with The Regents or Campus Foundation (pdf)
   • Sample Bequest Language (pdf)
   • Principles of Endowment Administration (pdf)
   • Annual Report on Private Support (coming in September)
   • Matrix on Gift-Related Authority (pdf)
   • Survey of Endowment Minima (pdf)

University of California - Office of the President © 2009