The Development Reference Guide (pdf) and this inventory of policies and delegations is provided as a reference for development officers and administrators. The Development Reference Guide is a redesign of the Development Policy Manual. The former Development Policy Manual has been separated into two parts — a simplified Development Policy and the Development Reference Guide. The Development Reference Guide is a protected searchable document that can be updated on a timely basis — leading to enhanced user friendliness and current, reliable information. We welcome suggestions that may lead to revising the Guide to more accurately or clearly reflect the information presented.
The inventory provides the controlling documents with regard to fundraising authority and includes the related subjects of endowments, allocations and reallocations, namings, support groups, campus foundations and alumni associations. Also included are documents relating to financial aid compliance with Proposition 209. Information about our Planned Giving program is included as well, along with sample gift language and other helpful reference documents.
Development Reference Guide
A redesign of the Development Policy Manual, the Development Reference Guide is a protected searchable document that can be updated on a timely basis — leading to enhanced user friendliness and current, reliable information.
Heather KopeckDirector of Development Policy and Advancement Relations
Phone: (510) 987-9180