Forms & Documents

Forms  |  Directive  |  Gifts  |  Policy  |  Procedure  |  Organizational Information  |  Reference Material  |  Charts  |  Exemption Certificate  |  UF Foundation Board  |  Financial Statements  |  Federal Tax Returns  |  Alumni Association Board  |  UFICO  |  Endowments  |  Notice of Public Meeting  |  Florida Opportunity Scholars  |  Wireless - UFVisitor

There are several documents available relating to the financial operation of the University of Florida Foundation, Inc. (UFF). You are free to review these documents at any time.

Forms

• Accounting For Fundraising Event & Quid pro quo (UFF-C)

• Affidavit and Indemnity Agreement (UFF-N-1)

• Alternate Signature Authority Designation (UFF-L)

• Asset Transmittal (UFF-B)

• Attachment to Form UFF-DR (UFF-DR-A)

• Computer Services Data Request (UFF-Q)

• Disbursement Request (UFF-DR)

• Employee Expense Report

• Expense Certification (UFF-F)

• Expense Sheet (UFF-E)

• Florida Opportunity Scholarship Pledge Form

• Gator Boosters Gift Agreement Questionnaire

• Gift-in-Kind Information (UFF-P)

• Letter of Intent to Create a Charitable Gift Annuity

• Mail-in Recurring Charge Form - Credit Cards

• Notification of Revocable Estate Commitment

• Notification of Revocable Estate Commitment - Medicine

• P-Card Authorization

• Payment Authorization (UFF-PA)

• Payroll Deduction Authorization (UFF-R)

• Pledge Form (UFF-S)

• Prepayment Acknowledgement (UFF-I)

• Request to Pick-up Check (UFF-V)

• Required Information for Charitable Remainder Trusts

• Source of Fund (SOF) Information (UFF-A)

• Source of Funds (SOF) Transfer Request (UFF-K)

• Special Events Contract Request and Vendor Information

• Stop Payment/Void Check Request (UFF-N)

• Transfer Request (UFF-D)

• Transfer to UF (UFF-U)

• UF Alcohol Approval Form

• UFAA Membership Payroll Deduction

• UFF Board Member Annual Review 2010-2011

• UFF Board Member Disclosure Statement

• UFF Gift Agreement Questionnaire

• UFF Travel Meals Worksheet

Directive

• P-Card Expenditures of UF Foundation Monies

• UFF Directive on PCI/DSS Compliance

• UFF Directive on PCI/DSS Compliance - Third Party Vendors

Gifts

• State Matching Gift Program Information - Suspended

Policy

• (1.01) Statement of Values

• (1.02) Code of Ethics

• (1.03) Confidentiality of Foundation Records

• (1.04) Whistleblower Protection

• (1.05) Governmental Relations

• (1.06) Information Technology Security

• (1.07) Credit Card Security Standards

• (1.08) Credit Card Security Standards - Third Party Vendors

• (1.09) Strategic and Business Planning and Risk Assessment

• (2.01) Fundraising and Administration of Gifts

• (2.02) General Provisions for Gifts

• (2.03) Required Approvals for Solicitations

• (2.04) Prospect Tracking

• (2.05) Florida Fund

• (2.06) Corporate and Foundation Relations

• (2.07) Gift Planning

• (2.08) Research

• (2.09) Gift Agreements

• (2.10) Donor Restrictions on Gifts

• (2.11) Changing Donor Restrictions

• (2.12) Gifts of Tangible Personal Property

• (2.13) Gifts of Works of Art

• (2.14) Gifts of Partnership Interests, Non-publicly Traded Stock,Restricted or Non-vested Securities

• (2.15) Gifts of Real Property

• (2.16) Gifts of Insurance

• (2.17) Donor Relations

• (2.18) Allocation and Use of Gifts

• (2.19) Endowed Funds and Related Naming Opportunities

• (2.20) Naming Opportunities for Colleges, Schools, Departments, Institutes, Academic Centers

• (2.21) Naming Opportunities for Buildings,Roads, Bridges,Parks,Recreational Complexes, etc.

• (2.22) Gifts to Support Scholarly Activities of Faculty

• (2.23) Scholarship Gifts

• (2.24) Memorial Funds

• (2.25) Credit and Recognition for Gifts

• (2.26) Payroll Deduction Gifts

• (2.27) Gifts in lieu of Honoraria

• (3.01) Policy Development and Management

• (3.02) External Communications

• (3.03) Signature Authority and Contract Administration

• (3.04) Broadcast Email

• (3.05) Records Management

• (3.07) Interests in Real Property

• (3.08) Acceptable System Use Policy

• (3.09) Campaign Counting

• (3.10) Inventory

• (3.11) Inventory - Computing

• (5.01) Administration of Funds

• (5.02) Endowment

• (5.03) Non-Endowed Funds

• (5.04) Fee Assessment

• (5.05) Processing, Depositing, and Receipting Assets

• (5.06) Valuation of Gifts-in-Kind

• (5.07) Additional Gift Vehicles

• (5.08) Charitable Gift Annuities

• (5.09) Charitable Remainder and Lead Trusts

• (5.10) Disbursements - Generally

• (5.11) Expenditures for Professorships and Chairs

• (5.12) Expenditures for Scholarships and Fellowships

• (5.13) External Audit

• (5.14) Internal Audit

• (5.15) Budget

• (5.16) Funding for Development Programs

• (5.17) Capitalization

• (5.18) Allowance for Doubtful Accounts

• (5.19) Write-off of Pledge Receivables

• (5.20) Reserves and Unrestricted Net Assets

• (5.21) Outstanding Checks

• (5.22) Corporate-guaranteed Credit Cards

• (5.23) Loans to Directors, Officers, and Employees

• (5.24) Petty Cash

• (5.25) Investments

• (5.27) UFF-owned Automobiles

• (5.28) Cellular Phones

• (6.01) Statement of Organizational Principles

• (6.02) Confidentiality of UFAA Records

• (6.03) Execution of Documents

• (6.04) Membership

• (6.05) Membership Benefits and Marketing

• (6.06) Gator Clubs

• (6.07) Affiliated Groups

• (6.08) Special Events

• (6.09) Outreach Events

• (6.11) Governmental Relations

• (6.12) Affinity Partnerships

• Fundraising Policy - Collection

Procedure

• Guide to Special Events

Organizational Information

• Staff Campaign Finale

• UFF 2008-09 Annual Report

• UFF 2009-10 Annual Report

• UFF and UFAA 2009-2010 Accomplishments

Reference Material

• Information for Fund Administrators

• International Travel and MEDEX

• Tigert Fund Informational Brochure

• Trust Donors and Their Advisors Information

• UF and UFF Campus Transportation

• UFF Disclosure Statement

Charts

• UFF Board Organization Chart

Exemption Certificate

• UFF 1023 Application For Tax Exemption

• UFF Consumers Certificate of Sales Tax Exemption

• UFF Tax Exempt Determination Letters 501(c)(3)--(Tax ID #59-0974739)

UF Foundation Board

• Deductibility of Volunteer Expenses

• UFF Articles of Incorporation

• UFF Board Ethics Statement

• UFF Board of Directors List

• UFF Bylaws

Financial Statements

• UFF 2009 Fiscal Year Audit

• UFF 2010 Fiscal Year Audit

• UFF 2011 Fiscal Year Audit

• UFF 2012 Fiscal Year Audit

Federal Tax Returns

• UFAA 2009 Fiscal Year Return - 990

• UFAA 2010 Fiscal Year Return - 990

• UFAA 2011 Fiscal Year Return - 990

• UFAA 2012 Fiscal Year Return - 990

• UFF 2009 Fiscal Year Return - 990

• UFF 2010 Fiscal Year Return - 990

• UFF 2011 Fiscal Year Return - 990

• UFF 2012 Fiscal Year Return - 990

Alumni Association Board

• UFAA Articles of Incorporation

• UFAA Board of Directors List

• UFAA Bylaws

• UFAA Deductibility of Volunteer Expenses

UFICO

• UFF Investment Returns FY 2012 3rd Qtr

• UFF Investment Returns FY 2012 4th Qtr

• UFF Investment Returns FY 2013 1st Qtr

• UFF Investment Returns FY 2013 2nd Qtr

Endowments

• 2012 Annual Endowment Report

Notice of Public Meeting

• Audit Committee Meeting - May 16, 2013

• Executive Committee Meeting Conference Call - June 3, 2013

• UF Foundation Board Finance Committee Meeting - May 22, 2013

Florida Opportunity Scholars

• Florida Opportunity Scholars Annual Report 2011

Wireless - UFVisitor

• - UFVisitors Wireless Information Sheet

• Android Instructions for UFVisitors Wireless

• Apple Computers Instructions for UFVisitors Wireless

• Iphone and Ipads Instructions for UFVisitor Wireless

• Windows Instructions for UFVisitor Wireless

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