Overview
   Spring 1992

Development Policy and Administration Manual 
Chapter III. Gift Administration Policy
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                                 OVERVIEW


Chapter III is intended to provide information about the major
gift administration policies of the University.  It essentially
answers two questions:  what kinds of actions require Regental
approval? (Sections B and C); and, what are the things we can and
can't do with gift funds once they have been received? (Sections
D, E, F, and G)

Section B provides general information about the Regental ap-
proval process; Section C, more detailed information about the
naming of UC facilities, programs, or properties in recognition
of gifts. 

Section D provides information that will be useful in determining
whether a particular contribution is to be classified as a gift
or a grant.  (If there is any doubt about its classification,
Development Policy and Administration, Office of the President,
will assist in making a final determination.)

If it has been determined that a particular contribution is a
gift, it will next be necessary to determine an allocation for
the gift, if the donor has not fully designated the campus, type
of fund, and purpose for which the gift is to be used.  Section E
is intended to provide the information needed for answering
procedural questions concerning the allocation and reallocation
of gift funds.  Who may allocate gift funds?  (Sections E.1 and
E.2)  How does the allocation process work when funds are to be
allocated by The Regents?  (Sections E.2 and E.3)  

Type of fund is the most common component requiring allocation,
and Section F is intended to provide information that will be
useful in determining an appropriate allocation of fund type.

Finally, Section G provides information on what to do when it is
not possible to use a gift for the purpose designated by the
donor, and Section H provides guidance on notifying donors
regarding gift fees.