Revisions for 8.12 Gifts

Revision Operations
02/07/2024 - 2:32 pm by hmoreno74

Current revision
07/25/2022 - 4:20 pm by hmoreno74

Update Source section to reference correct sections in ABOR Policy Manual. No change to policy.

11/10/2021 - 1:57 pm by joeg

Update to FAQ 3 to clarify when a letter is required from a faculty or staff member for contributions from which they may indirectly benefit.

10/12/2021 - 12:33 pm by joeg

Replaced "Gift vs. Grant" Addendum with "Considerations for Routing Proposals" in order to provide more helpful guidance to the campus community on proper routing, as well as acknowledge certain factors that are not determinative. Procedures and FAQs were updated where necessary to reflect the name of the new addendum. No change to policy.

10/05/2020 - 12:19 pm by joeg

Added Policy statement #14 to be consistent with the Foundation's gift acceptance policies.

10/02/2020 - 8:24 am by joeg

Updated and reformatted to follow the standard policy template, improve definitions and procedures, and include frequently asked questions and related information. There was no change to policy.

02/14/2020 - 9:37 am by joeg

Minor revision replacing Raiser's Edge system with Lynx system.

09/26/2018 - 1:03 pm by ejv

Updated named endowment minimum amount under #29. Memorial Gifts to $25,000 to correspond to minimum funding level in 8.13 Endowments.

04/02/2018 - 2:08 pm by ejv

Corrected section on Reporting Gifts - Raisers Edge to: • Gifts $1,000 or greater are subject to the University Development Fund Policy.

04/02/2018 - 1:53 pm by ejv

Updated section on Reporting Gifts - The Raiser's Edge: • Gifts greater than $1,000 are subject to the University Development Fund Policy. (UDF Policy)

12/07/2017 - 11:02 am by ejv