Institutional Advancement

The following inventory of policy and delegation is provided as a reference for development officers and administrators. It is offered to provide up-to-date information while the Development Policy and Administration Manual is being revised. The compilation is a work in progress; it will be updated as necessary. The inventory provides the controlling documents with regard to fundraising authority and the related subjects of endowments, allocations and reallocations, namings, support groups, campus foundations and alumni associations.

The final section contains other items of interest, including information on letters and deeds of gift, sample language to establish an endowed fund, a paper titled Principles of Endowment Administration, Financial Aid Guidelines for Compliance with Proposition 209, reports dealing with Private Support, gift authority at a glance, campus endowment minima and Office of the President contacts.

For additional information or suggested additions to the inventory, contact Susan Quinn.