Revisions for 8.33 University Development Fund Policy and Procedure

Revision Operations
02/01/2021 - 8:45 am by joeg

Update terminology used in FAQ 5 for clarity. No change to policy.

Current revision
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.

09/10/2020 - 8:42 am by joeg

Update to Policy statement 6.c. to clarify intent of policy.

10/29/2018 - 9:02 am by ejv

Numbering of policy statements rearranged for clarity. No changes to policy.

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.

12/07/2017 - 12:05 pm by ejv