Financial Policies

Funds Glossary

110 Gift Acceptance Policy

110 Gift Acceptance Policy-GIK Auction Donation Guidelines

111 Gift Assessment Fee Policy

113 Events Policy

114 Endowment Fundraising Policy

300 Accounts Payable Invoice Processing

301 Public Relations Expenditures

302 Accounts Payable Payment Processing

303 Accounts Payable Consultant Activity

304 Advances/Non-Receipted Policy

305 Accounts Payable Documentation of Expenditure

306 Accounts Payable Prizes Awards and Gifts

307 Foundation Cash Receipts and Deposits Policy

308 Delinquent Pledge Payment Policy

321 Purchasing Card Policy

501 General Investment Policy

502 Endowment Investment Policy

503 Administration of Funds Policy

504 Donor Advised Fund Policy

505 Fund Transfer Policy

506 Discretionary Accounts and Campus Programs Accounts

507 Petty Cash Fund Policy

508 Establishing New Foundation Account

509 Project Transaction Control and Donor Restrictions

510 Fixed Asset Policy

511 Policy for Accepting Credit Card and E-commerce Payments (PCI)

512 Unrestricted Net Assets and Reserves

513 Purchasing and Capitalization