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Foundation Policies and Procedures
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General
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Tax Information
Foundation Corporate Charter
Scanned document dated February 15, 1963
Foundation Bylaws
Cooperative Agreements with University
Foundation - Board of Regents Cooperative Agreement - September 27, 2018
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Policies
SECTION I: GOVERNANCE
1.1
Trustee Letter of Understanding
1.2
Conflict of Interest
- Conflict of Interest Disclosure Form
1.3
Anonymous Reporting (Whistle-Blower) Policy
1.4
Code of Conduct Policy
SECTION II: GIFT ACCEPTANCE POLICY (GAP)
2.1
GAP Title I: Principles And Definitions
2.1b
Donor Recognition Procedures
2.2
GAP Title II: Outright Gifts
2.3
GAP Title III: Pledges
2.4
GAP Title IV: Planned Giving
2.5
GAP Title V: Restrictions On Gifts
2.6
GAP Title VI: Appendices
2.6.1
Model Standards of Practice for Charitable Gift Planners
2.6.2
Donor Bill of Rights
SECTION III: REAL ESTATE
3.1
Real Estate Property Acceptance Policy
SECTION IV: FINANCIAL REPORTING AND ACCOUNTING
4.1
Records Retention Policy
SECTION V: EXPENDITURES AND DISBURSEMENTS
5.1 Expenditure Policy
5.2
Unrestricted Spending Policy and Reserves Operating Funds
SECTION VI: INVESTMENTS
6.1
Investment Policy
SECTION VII: Reserved for Expansion
SECTION VIII: Reserved for Expansion
SECTION IX: Reserved for Expansion
SECTION X: UNIVERSITY POLICIES
10.1
Fund-Raising Policy
10.2
Naming of Places
10.2.1
Place Naming Financial Commitment Minimums
SECTION XII: UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS POLICIES
12.1 701.01 Private Donations To the University System And Its Institutions
12.2 803.0402 Establishment of Special Faculty Positions
12.3 901.07 Place Naming
12.4 1905 Cooperative Organizations
›
Procedures
SECTION I: GOVERNANCE
SECTION II: GIFT ACCEPTANCE POLICY (GAP) PROCEDURES
2.1
GAP Title I: Principles and Definitions - Procedures
2.1-a
Annual Programs Counting and Reporting Procedure
2.1-b
Donor Recognition Procedure
2.1-c
Soft Credit Procedure
2.2
GAP Title II: Outright Gifts - Procedures
2.2-a
Receipts, Acknowledgement, and Thank-You Procedures
2.3
GAP Title III: Pledges - Procedures
2.3-a
Pledge Fulfillment Procedure
2.4
GAP Title IV: Planned Giving - Procedures
2.4-a
Gift Annuity Establishment Procedure
2.4-b
Gift Annuity Execution Procedure
2.4-c
Planned Giving Acknowledgement Procedure
2.4-d Life Insurance Monitoring Procedure
2.4-e
Procedure for Monitoring Planned Gift Settlements
2.4-f
Planned Gifts Valuation Procedure
2.5
GAP Title V: Restrictions on Gifts - Procedures
2.5-a Endowment Agreements and Descriptions Drafting Procedure
2.5-b Fund Contact Procedures
2.5-c
University Level Scholaraship Committees
2.6
GAP Title VI: Appendices - Procedures
SECTION III: REAL ESTATE
3.1
Real Estate Property Acceptance Procedures
3.1-a
Real Estate Gift Acceptance Procedure
3.1-b
Environmental Analysis Guidelines Procedure
3.1-c
Real Estate Marketing Procedure
SECTION IV: FINANCIAL REPORTING AND ACCOUNTING PROCEDURES
SECTION V: EXPENDITURES AND DISBURSEMENTS PROCEDURES
SECTION VI: INVESTMENTS PROCEDURES
Section VII: Reserved for Expansion
Section VIII: Reserved for Expansion
Section IX: Reserved for Expansion
SECTION X: UNIVERSITY POLICIES - PROCEDURES
10.1
Fund Raising Procedures
10.1-a
Prospect Management Procedure
10.1-b
Alumni Development Protection and Use Procedure
10.2 Place Naming Procedures
SECTION XII: BOARD OF REGENTS POLICIES - PROCEDURES