Accepting Gifts or Donations to the University

Policy Number: III.05
Policy Level: Operating Policy

Originally Issued: November 18, 2013
Revised:  March 7, 2016
Reviewed:  February 5, 2018

Policy Owner: VP for University Advancement
Policy Implementation: VP for University Advancement

I. Policy Statement and Purpose

In accordance with Athens State University’s mission, this policy establishes the standards for Accepting Gifts or Donations to the University.

The President of the University is authorized to accept designated gifts and donations to the University. Gifts and donations considered for acceptance must be aligned with and support the vision, mission, and goals of the University.

II. Definitions

Donor Rights
The University will comply with the Model Standards of Practice for the Charitable Gift Planner promulgated by the Partnership for Philanthropic Planning. The University also subscribes to the CASE Statement of Ethics and the Donor Bill of Rights.

Gift
Any funds, property, or service voluntarily bestowed upon the University without expectation of return or compensation on the part of the donor.

Pledge
A pledge is a promise, documented in writing by the party making the pledge, to provide gifts over a specified period of time.

III. Rules

Naming Opportunities
Gift levels required to name buildings, endow professorships and chairs, or establish named scholarship funds will be consistent with the Naming of University Property policy.

Accepting Gifts
No gifts or donations will be accepted which are in violation of the University’s Non-Discrimination/Equal Opportunity policy or which are prohibited by any federal, state, and local laws and regulations. Gifts or donations which do not support or are otherwise contrary to the University’s vision, mission, and goals will not be accepted. All accepted gifts will be acknowledged through the Office of University Advancement.

All information related to gifts and donations is to be treated as confidential by University employees. Only those individuals requiring access to such information to fulfill their accounting, fundraising, or other work responsibilities will be authorized to access hard copy and/or computer files relative to donors and gifts.

Reports of Private Philanthropy
The Office of University Advancement will be responsible for compiling official donor records on all gifts.

Appeals to Government, Corporations and Foundations
The Vice President for University Advancement will coordinate the cultivation, solicitation, and stewarding of gifts from corporations and private foundations, including gifts whose purpose will benefit the academic divisions of the University. This coordination will prevent multiple and potentially inappropriate solicitations to any single source of private, corporate, or foundation funds. Solicitations involving local, state and Federal government agencies should also be coordinated with the Vice President for University Advancement in conjunction with the Office of the Provost/Vice President for Academic Affairs and appropriate faculty or staff members when necessary.

Public Statements on Gifts
The Office of University Advancement will determine the appropriate channels for the communication and announcement of gifts or donations to the University.

IV. Procedures for Accepting Gifts

All individuals must follow the Practice and Procedures Manual established by the Office of Financial Affairs.

V. Responsibility for this Operating Policy

Policy Owner
As part of the initial approval of this policy by the President and subsequent to the original dissemination of the policy, the Vice President for University Advancement is the policy owner for the ongoing evaluation, review, and approval of this policy. Subsequent reviews and revisions to this policy must be in accordance with approved operating policy procedures and processes.

This policy will be reviewed every 2 years or more frequently as needed.

Responsibility for Policy Implementation
The President has assigned the responsibility of implementing this policy to the Vice President for University Advancement.