Revisions for 8.33 University Development Fund Policy and Procedure
| Revision | Operations |
|---|---|
| 04/23/2024 - 5:08 pm by hmoreno74 Update policy statement 2. b. for clarity and to be inclusive of the addition of alumni to the development area and align with University Philanthropy and Alumni Engagement. Replace definition for Affiliated Organization with Component Unit Affiliate to align with FSM Policy 6.16 Component Unit Affiliates. No change to policy. |
Current revision |
| 05/10/2022 - 11:15 am by hmoreno74 Update policy 2.a. to clarify the basis on which the gift charge will be applied. No change to policy. |
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| 02/01/2021 - 8:45 am by joeg Update terminology used in FAQ 5 for clarity. No change to policy. |
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| 01/27/2021 - 10:29 am by joeg Clarify that the exception contained in policy statement 6.e. applies to gifts of cash or marketable securities in excess of $15 million. No change to policy. |
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| 09/10/2020 - 8:42 am by joeg Update to Policy statement 6.c. to clarify intent of policy. |
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| 10/29/2018 - 9:02 am by ejv Numbering of policy statements rearranged for clarity. No changes to policy. |
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| 04/01/2018 - 8:07 am by ejv Policy 8.33 has been updated as follows: • The University Development Fund Gift Charge will be applied to all gifts in excess of $1,000 received on or after April 1, 2018. • New gifts from donors who have cumulatively given $15 million or more will not be subject to the gift charge. |
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| 12/07/2017 - 12:05 pm by ejv |