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University Advancement

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Policies & Procedures


  

University Advancement Policies and Procedure Statements (or UA PPS)


University Advancement serves many roles within the university, and certainly one of the most important is accepting and acknowledging gifts and stewarding the process by which those gifts are received. 

In order to do this, there are policies and procedures, as well as specific forms that university employees should utilize so that policy is followed and records can be accurately maintained.

 

For additional questions associated with constituent list requests, please call 512.245.2396.


 ♦The following documents accompany UA PPS 1.01.regarding how and when to request constituent lists from University Advancement


♦The following documents accompany UA PPS 01.02 Gift Acceptance Policies & Procedures

doc iconUA PPS 01.02 Gift Acceptance Policies and Procedures v2-21-08 : UA PPS 01 02 Gift Acceptance Policies and Procedures 2-21-08(DOC, 71.0 KB)
docx iconDonations_Processing_Form_41 : Donations_Processing_Form_41(DOCX, 32.6 KB)

♦The following document pertains to Gift Reporting UA PPS 1.03.


♦The following document refers to UA PPS 1.04. - Naming Opportunities


♦The following section describes UA PPS 01.05., Silent Auction Items


♦The following document accompanies UA PPS 01.06.

docx iconPPS 01.06 Sage Fundraising : PPS 01.06 Sage Fundraising(DOCX, 17.7 KB)

University Policy and Procedure Statements (UPPSs)

docx iconUA UPPS 03.05.01 Attachment 1 MOU Full Outright Gift(DOCX, 22.0 KB)

Sample MOU (memorandum of understanding) for a full, outright gift

docx iconUPPS 03 05 01 Attachment II MOU Pledge : Sample MOU for a Pledge(DOCX, 23.3 KB)
docx iconUPPS 03 05 01 Attachment III MOU Pledge with Corporate Matching : MOU: Pledge with Corporate Matching(DOCX, 23.5 KB)
docm iconUPPS 03 05 01 Attachment IV MOU Memorial Honorific Fundraising : Sample language for MOU: Memorial Honorific Fundraising(DOCM, 31.9 KB)
docx iconUPPS 03 05 01 Attachment V MOU Gift of Property : MOU: Gift of Property(DOCX, 23.4 KB)
docx iconUPPS 03.05.01 Attachment VI : Sample Dean's Letter(DOCX, 22.6 KB)
docx iconUPPS 03.05.01 Attachment VII : Sample Estate Intention Letter(DOCX, 18.7 KB)
docx iconUPPS 03.05.01 Attachment VIII : Sample Anonymous Estate Intention Letter(DOCX, 22.6 KB)
docx iconUPPS 03.05.01 Attachment X : Sample Will Language to create an Endowment(DOCX, 23.1 KB)
docx iconUA UPPS 3.05.01 Attachement XII : Sample Insurance Owner/Beneficiary Designation Language(DOCX, 22.8 KB)
docx iconUPPS 03.05.01 Attachment XIII : Sample Trust Lanquage to create an Endowment(DOCX, 23.5 KB)
docx iconUPPS 03.05.01 Attachment XIV : Sample Trust Language for a Non-Endowed Gift(DOCX, 22.4 KB)
docx iconUPPS 03.05.01 Attachment XV Endowment Funding Levels : Endowment Funding Levels(DOCX, 12.4 KB)

 ♦The following documents relate to UPPS 3.06., Off-campus solicitation of funds or other gifts

docx iconUPPS 03.06.01 Letter to Area Merchants : Attachment I UPPS 03.06.01 Letter to Area Merchants(DOCX, 20.1 KB)
docx iconUPPS 03.06.01 Article for University Star : Attachment II UPPS 03.06.01 Article for University Star(DOCX, 15.9 KB)
docx iconUPPS 03.06.01 Memorandum to Student Organizations : Attachment III UPPS 03.06.01 Memorandum to Student Organizations(DOCX, 17.4 KB)
docx iconUPPS 03.06.01 Permit to Solicit Funds Off-Campus : Attachment IV UPPS 03.06.01 Permit to Solicit Funds Off-Campus(DOCX, 37.4 KB)