Foundation Policy Manual
General
Annual Reports Tax Information Foundation Corporate Charter Scanned document dated February 15, 1963
Foundation Bylaws Cooperative Agreements with University Foundation Cooperative Agreement - October 23, 2008 Others
Conflict of Interest Disclosure Form
Policies
SECTION I: GOVERNANCE
1.1 Trustee Letter of Understanding
1.2 Conflict of Interest
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 Place Naming Policy
10.2.1 Naming Opportunities for Facilities, Streets or Physical Spaces
10.2.2 Removal of Names for Facilities, Streets or Physical Spaces
SECTION XII: UNIVERSITY SYSTEM OF GEORGIA BOARD OF REGENTS POLICIES
701.01 Private Donations To the University System And Its Institutions
http://www.usg.edu/regents/policymanual/700.phtml
803.0402 Establishment of Special Faculty Positions
http://www.usg.edu/regents/policymanual/800.phtml
901.07 Place Naming
http://www.usg.edu/regents/policymanual/900.phtml
1905 Cooperative Organizations
http://www.usg.edu/regents/policymanual/1900.phtml
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 PROCEDURES
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
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