Internal Governing Policies


 

#121.1 - Fundraising Initiatives


Approved: December 21, 2005

Nomenclature changes: September 25, 2012

Monitor: Vice President for University Advancement


Board Regulations provide that the President or designee may accept gifts to the University and have final approval of any fundraising initiatives.  For purposes of this policy, fundraising initiatives are defined as annual fund gift solicitation, major and planned gift solicitation, corporate or foundation gift solicitation, and campaign solicitation. 

University priorities will be considered when fundraising initiative requests are reviewed.  The President (or designee) will have final approval of any fundraising initiative.

Annual Fund Gift Solicitation

Donors may be contacted each year requesting annual fund gifts.  Annual fund gifts are made by donors in response to yearly requests for support of the institution's current operating needs.  Annual fund gifts may be solicited through direct mail, organized telephone campaigns, and personal solicitation.

The academic unit should have first right of solicitation through annual fund initiatives.  All annual fund solicitations must be coordinated through the Alumni Services office.

Major and Planned Gift Solicitation

Contacts with donors capable of giving a major or planned gift must be communicated to and approved by the Vice President for University Advancement prior to donor contact occurring.  In the case of two or more areas requesting approval to contact a single donor, academic departments will have priority unless the donor has indicated, either verbally or through giving history, primary interest in a non-academic area.  In all cases, the donors intent will take priority.

The President or Vice President for University Advancement, as the President's designee, will have final approval of all major and planned gift solicitations.

Corporate or Foundation Gift Solicitation

All requests to initiate a corporate charitable gift or private foundation request must be coordinated and endorsed by the Vice President for University Advancement, as the President's designee.  The President or Vice President for University Advancement, as the President's designee, will have final approval of all corporate and foundation solicitations.

Campaign Solicitation

All requests to initiate a departmental, college, or area campaign must be endorsed by the appropriate administrative vice president and approved by the Vice President for University Advancement, as the President's designee.  University and vice presidential priorities will be considered when campaign requests are reviewed.

The President or Vice President for University Advancement, as the President's designee, will have the final approval of any campaign initiative.