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© 2021 University of Florida

Gainesville, FL 32611

(352) 392-1691

Policies

Documents

(1.01) Statement of Values

(1.02) Code of Ethics

(1.03) Confidentiality of Foundation Records

(1.04) Whistleblower Protection

(1.05) Conflict of Interest

(1.06) Information Technology Security

(1.07) Strategic and Business Planning and Risk Assessment

(2.01) Fundraising and Administration of Gifts

(2.02) General Provisions for Gifts

(2.03) General Provisions for Solicitations

(2.04) Donor Restrictions on Gifts

(2.05) Annual Giving

(2.06) Donor Intent and Changing Donor Restrictions

(2.12) Gift Acceptance Policy

(2.13) Gifts to Support Scholarly Activities of Faculty

(2.19) Endowed Funds and Related Naming Opportunities

(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) Governmental Relations

(3.07) Interests in Real Property

(3.08) Acceptable System Use Policy

(3.09) Prospect Tracking

(3.10) Purchasing and Inventory

(3.11) Scholarship Gifts

(3.12) Gift Agreements

(3.13) Payroll Deduction Gifts

(3.14) Credit and Recognition for Gifts

(3.15) Fiscal Year-end Gifts

(3.16) Data Sharing and Application

(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

(5.11) Expenditures for Endowed Faculty Positions

(5.12) Expenditures for Scholarships, Fellowships, and Assistantships

(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 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

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Gainesville, FL 32611

(352) 392-1691

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