Foundation Policy Manual

General

Annual Reports

Tax Information

Foundation Corporate Charter

Scanned document dated February 15, 1963

Foundation Bylaws

Cooperative Agreements with University

Foundation - Board of Regents Cooperative Agreement - October 7, 2013

Others

 

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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