Pride in Action Pillars

PPS and Corresponding Forms

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

UA_PPS_01.01__Requesting_Constituents_Lists_2-21-08(PDF, 16.5 KB)

Output Tables for Lists (PDF, 25.0 KB)

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

UA 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)

Cover Letter to Donor: Gift in Kind (PDF, 8.1 KB)

Donor Gift in Kind Form (PDF, 157.4 KB)

Internal Gift in Kind Form (PDF, 41.4 KB)

Donations_Processing_Form_41 : Donations_Processing_Form_41 (DOCX, 32.6 KB)

♦The following document accompanies UA PPS 01.06.

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

University Policy and Procedure Statements (UPPSs)

UA UPPS 02.01 Compensatory Time and Overtime for University Advancement Staff Rev6-15-10(DOC, 41.0 KB)

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

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

UPPS 03 05 01 Attachment II MOU Pledge : Sample MOU for a Pledge (DOCX, 23.3 KB)

UPPS 03 05 01 Attachment III MOU Pledge with Corporate Matching : MOU: Pledge with Corporate Matching (DOCX, 23.5 KB)

UPPS 03 05 01 Attachment IV MOU Memorial Honorific Fundraising : Sample language for MOU: Memorial Honorific Fundraising (DOCM, 31.9 KB)

UPPS 03 05 01 Attachment V MOU Gift of Property : MOU: Gift of Property (DOCX, 23.4 KB)

UPPS 03.05.01 Attachment VI : Sample Dean's Letter (DOCX, 22.6 KB)

UPPS 03.05.01 Attachment VII : Sample Estate Intention Letter (DOCX, 18.7 KB)

UPPS 03.05.01 Attachment VIII : Sample Anonymous Estate Intention Letter (DOCX, 22.6 KB)

UPPS 03.05.01 Attachment IX(DOCX, 19.7 KB)

UPPS 03.05.01 Attachment X : Sample Will Language to create an Endowment (DOCX, 23.1 KB)

UPPS 03.05.01 Attachment XI(DOCX, 22.9 KB)

UA UPPS 3.05.01 Attachement XII : Sample Insurance Owner/Beneficiary Designation Language (DOCX, 22.8 KB)

UPPS 03.05.01 Attachment XIII : Sample Trust Lanquage to create an Endowment (DOCX, 23.5 KB)

UPPS 03.05.01 Attachment XIV : Sample Trust Language for a Non-Endowed Gift (DOCX, 22.4 KB)

UPPS 03.05.01 Attachment XV Endowment Funding Levels : Endowment Funding Levels (DOCX, 12.4 KB)

UA UPPS 05.01 UA Travel(PDF, 199.4 KB)

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

UPPS 03.06.01 Letter to Area Merchants : Attachment I UPPS 03.06.01 Letter to Area Merchants (DOCX, 20.1 KB)

UPPS 03.06.01 Article for University Star : Attachment II UPPS 03.06.01 Article for University Star (DOCX, 15.9 KB)

UPPS 03.06.01 Memorandum to Student Organizations : Attachment III UPPS 03.06.01 Memorandum to Student Organizations (DOCX, 17.4 KB)

UPPS 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)