University of Florida Foundation, Inc.

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Forms  |  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

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.

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• 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)
• Campaign Pledge Form (UFF-S)
• Campaign Pledge Form E-Mail (UFF-S)
• 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
• New Entity Request for Advance
• Payment Authorization (UFF-PA)
• Payroll Deduction Authorization (UFF-R)
• 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
• UFF Gift Agreement Questionnaire
• UFF Travel Meals Worksheet
• Gifts
  • State Matching Gift Program Information
• 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
• (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) Planned Giving
• (2.08) Prospect 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 Recognition and Stewardship
• (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) Soft 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
• (3.06) Parking Passes
• (3.07) Interests in Real Property
• (3.08) Computing System Use Policy
• (3.09) Campaign Counting
• (3.12) Governmental Relations
• (5.01) Administration of Funds
• (5.02) Endowments
• (5.03) Non-Endowed Funds
• (5.04) Fee Assessment
• (5.05) Processing, Depositing, and Receipting of 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) Write-off of Outstanding Checks
• (5.22) Corporate-guaranteed Credit Cards
• (5.23) Loans to Directors, Officers, and Employees
• (5.24) Petty Cash
• (5.25) Investments
• (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
• (6.07) 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
• Requirements for Transfers of Real Property (Non trust Transfers)
• Organizational Information
  • UFF 2007-08 Annual Report
• UFF 2008-09 Annual Report
• UFF and UFAA 2008-2009 Accomplishments
• Reference Material
  • Information for Fund Administrators
• Tigert Fund Informational Brochure
• Trust Donors and Their Advisors Information
• Charts
  • UFF Board Organization Chart
• Exemption Certificate
  • UFAA Consumers Certificate of Exemption
• UFAA Determination Letter 501(c)(3)- Sub Org (Tax ID #59-2911059)
• UFAA Tax-Exempt Determination Letter 501(c)(3)
• UFF Tax Exempt Determination Letters 501(c)(3)--(Tax ID #59-0974739)
• UF Foundation Board
  • UFF Articles of Incorporation
• UFF Board Ethics Statement
• UFF Board of Directors List
• UFF Bylaws
• Financial Statements
  • UFF 2004 Fiscal Year Audit
• UFF 2005 Fiscal Year Audit
• UFF 2006 Fiscal Year Audit
• UFF 2007 Fiscal Year Audit
• UFF 2008 Fiscal Year Audit
• UFF 2009 Fiscal Year Audit
• Federal Tax Returns
  • UFAA 2004 Fiscal Year Return - 990
• UFAA 2005 Fiscal Year Return - 990
• UFAA 2006 Fiscal Year Return - 990
• UFAA 2007 Fiscal Year Return - 990
• UFAA 2008 Fiscal Year Return - 990
• UFF 2004 Fiscal Year Return - 990
• UFF 2005 Fiscal Year Return - 990
• UFF 2006 Fiscal Year Return - 990
• UFF 2007 Fiscal Year Return - 990
• UFF 2008 Fiscal Year Return - 990
• Alumni Association Board
  • UFAA Articles of Incorporation
• UFAA Board of Directors List
• UFAA Bylaws
• UFICO
  • UFF Investment Returns 1st Qtr FY 2010
• UFF Investment Returns 2nd Qtr FY 2009
• UFF Investment Returns 3rd Qtr FY 2009
• UFF Investment Returns 4th Qtr FY 2009
• Endowments
  • Endowment Report Brochure
• Notice of Public Meeting
  • UFAA Board of Directors meeting 11-07-2009
• UFF Board of Directors Meeting 11-07-2009
• UFF Finance Committee Meeting 11-06-2009

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© University of Florida Foundation, Inc.,  P.O. Box 14425  Gainesville, FL  32604;  (352) 392-1691      
Foundation@uff.ufl.edu       This page was last updated 10/16/2008.