|
Institutional
Advancement
Fundraising - Inventory of Policy and
Delegation, March 2005
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, please contact June Smith [June.Smith@ucop.edu],
Director of Development Policy and Administration, 510/987-9180.
1. California State Constitution
Article IX, Section 9
2. Fundraising
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, April 3, 1984
Franchise Tax Board letter, June 26, 2002
Internal Revenue Service, Sep. 14, 1939
Internal Revenue Service, Nov. 23, 1973
Internal Revenue Service, Sep. 8, 1982
Acceptance of Gifts by a Campus Foundation
See Administrative Guidelines for Campus Foundations, Section
II.J.1,2,3
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, UCD, UCI, UCLA, UCM, UCR, UCSB, UCSC, UCSD, and UCSF
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
4. Naming and Endowed Chairs
Policy on Naming University Properties,
Programs and Facilities
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
Policy on Naming Facilities to include
Full Name of Individual
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 Support
Groups
Administrative Guidelines for Campus
Foundations
Administrative Guidelines for Alumni
Associations and Constituency Groups
Administrative Guidelines for the Establishment and Operation of Foreign Affiliate Organizations
Indemnification of Campus Foundation Trustees
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
Guidelines on Applying for Federal Student
Support Funds Post-Proposition 209
7. Planned Giving
Disclosure packet for donors of planned gifts
8. Miscellaneous - (the following
documents are in Adobe Acrobat .pdf format)
Sample Language
to Establish an Endowed Fund with The Regents or Campus
Foundation
Sample Bequest
Language
Principles of
Endowment Administration
Annual Report on Private Support (coming
in September)
Matrix on
Gift-Related Authority
Survey of Endowment
Minima
Office
of the President Contacts
|
