University of Florida Foundation

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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

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

Mail-in Recurring Charge Form - Credit Cards

P-Card Authorization

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

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

(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) Planned Giving

(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 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) 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

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

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

Federal Tax Returns
- UFAA 2009 Fiscal Year Return - 990

UFAA 2010 Fiscal Year Return - 990

UFAA 2011 Fiscal Year Return - 990

UFF 2009 Fiscal Year Return - 990

UFF 2010 Fiscal Year Return - 990

UFF 2011 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 1st Qtr FY 2012

UFF Investment Returns 2nd Qtr FY 2012

UFF Investment Returns 3rd Qtr FY 2012

UFF Investment Returns 4th Qtr FY 2011

UFF Home

Make a Gift Online

Make a general gift to UF,
Make a gift to a specific college/unit

Florida Tomorrow

The Campaign for the University of Florida, Make an Online Gift for Florida Tomorrow, Make a Campaign Pledge

About the Foundation

Endowment & Assets, Board of Directors, Human Resources, Annual Report, UF Alumni Association, UF Investment Corporation (UFICO), Oak Hammock, Emerson Alumni Hall Facility Rental Information, Información en Español

How to Give

Make a Gift Online , Make a Pledge, Cash & securities, Real Estate, Planned Gifts, IRA Gifts, Gift Endowments, Donor Advised Fund, Commemorative Circle, Incentives for Giving

Florida Fund

Why Give, UF License Tag, Senior Legacy, Family Fund, Orange, Blue and You - Faculty & Staff Campaign, Young Alumni Giving, RepDIALS

Scholarships & Fellowships

Florida Opportunity Scholars Program, Browse Scholarships by Unit, Search

Professorships & Chairs

Browse by Unit, Search, Faculty Support

Named Facilities

Browse by Unit, Browse by Name, Search

Program & Research Support

Browse by Unit, Browse by Fund Type, Search

President's Council

Contact Directory

Gators for Higher Education

UF Women

F.A.Q.

Document Library