Gift Agreements

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href="/advancement/gac/whatisagift.php#1a">1.a. Charitable Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1b">1.b. Non-Charitable Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1c">1.c. Grant</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1d">1.d. Contract (Sponsored Programs) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1e">1.e. Pledge</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1f">1.f. Planned Gift</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-2" data-toggle="collapse" aria-expanded="false">GIFT ACCEPTANCE </a> <div id="item-2" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php2a">2.a. Utah System Of Higher Education, R530, Acceptance Of Conditional Gift Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2b">2.b. Gift Acceptance Committee</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2c">2.c. Gift Acceptance Committee Members</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2d">2.d. Gift Acceptance Committee Meeting </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2e">2.e. Conditions for Declining a Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2f">2.f. Appraisal and Determination of Fair Market Value</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2g">2.g. Use of Legal Counsel and Tax Advisors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2h">2.h. Exceptions to the Procedures</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-3" data-toggle="collapse" aria-expanded="false">GIFT PLEDGES (non-campaign)</a> <div id="item-3" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php">Intro</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a">3.a. Pledge Type</a> <ul class="nav" style="padding-left: 15px;"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a1">1) Signed Agreement </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a2">2) Annual Scholarship</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a3">3) Annual Fund Phonathon</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3b">3.b. Pledge Duration</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3c">3.c. Pledge Payment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3d">3.d. Pledge Reminder</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3e">3.e. Pledge Write Off </a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-4" data-toggle="collapse" aria-expanded="false">GIFT DELIVERY</a> <div id="item-4" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php">Intro </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4a">4.a. Cash or Checks </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4b">4.b. Wire Transfer </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4c">4.c. Credit Cards </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4d">4.d. University Payroll Deductions </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4e">4.e. Electronic Funds Transfer (“EFT”) or Automated Clearing House (“ACH”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4f">4.f. Publicly Traded Securities and Mutual Funds </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4g">4.g. Closely Held Stock </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4h">4.h. Cryptocurrency</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4i">4.i. Real Estate or Remainder Interests in Property </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4j">4.j. Gifts-in-Kind </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4k">4.k. Gifts of Service </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4l">4.l. Honoraria and Awards </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4m">4.m. Matching Gifts </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4n">4.n. IRA Qualified Charitable Distribution (Charitable Rollover) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4o">4.o. Sponsorships of Events/Programs/Clubs</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4p">4.p. Gifts from a Donor Advised Fund or Community Foundation </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4q">4.q. Mineral, Oil, and Gas, (“MOG”) Interest </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4r">4.r. Auctions, Golf Tournaments, and Raffles </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s">4.s. Third Party Fundraising </a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s1">1) Event use of USU Name/Logo </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s2"> 2) Event Marketing and Promotion </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s3"> 3) Event Finances and Tax Guidelines </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s4"> 4) Assistance </a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4t">4.t. Intellectual Property </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4u">4.u. Athletics Premium Seating Requirements </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4v">4.v. Savings Bonds </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w">4.w. Planned or Deferred Gifts </a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w1">1) Charitable Bequest </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w2">2) Beneficiary Designation </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w3"> 3) Life Insurance Policy Gift </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w4">4) Charitable Remainder Trust </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w5">5) Charitable Lead Trust (“CLT”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w6">6) Charitable Gift Annuity (“CGA”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w7">7) Deferred Charitable Gift Annuity (“DCGA”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w8">8) Retained Life Estate </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w9">9) Bequest Expectancy Contributor is Under the Age of 60</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4x"> 4.x. Donate Button from Offsite Fundraising Websites </a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-5" data-toggle="collapse" aria-expanded="false">GIFT FUND TYPES </a> <div id="item-5" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php">Intro</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5a">5.a. Expendable </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5b">5.b. Endowment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5c">5.c. Quasi Endowment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5d">5.d. Building Fund</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5e">5.e. Loan Funds</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-6" data-toggle="collapse" aria-expanded="false">GIFT AGREEMENTS</a> <div id="item-6" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a">6.a. Gift Agreement Templates</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a1">1) Gift and Pledge Disclosure </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a2">2) Planned Giving Intent Disclosure </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a3">3) Endowed Gift Agreement </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a4">4) Expendable Gift Agreement </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a5">5) Gift Agreement Amendment </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a6">6) Donor-Advised Fund – Endowment Memorandum of Intent </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a7">7) Memorandum for Multi Donor Endowment </a></li> <li class="nav-item"><a class="nav-link d-flex" href="#6a8">8) Memorandum for Multi Donor Expendable</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6b">6.b. Criteria for Expendable Scholarship - No Agreement</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6c">6.c. Gift Agreement Process Flow Chart</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6d">6.d. Agreement Review Form</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6e">6.e. Use of Office of General Counsel on Gift Agreements</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6f">6.f. Signatures on Gift Agreements</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g">6.g. Scholarship Selection and Restriction Criteria</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g1">1) Scholarship Unallowable Terms</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g2">2) Grandfathered Criteria</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g3">3) Charitable Class</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g4">4) Donor not part of Selection Committee</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g5">5) Undocumented Students</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6h">6.h. Amending Gift Agreement</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6i">6.i. Use of an MOU</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6j">6.j. Modifications to Donor Restrictions without Gift Agreement</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-7" data-toggle="collapse" aria-expanded="false">GIFT SUBSTANTIATION </a> <div id="item-7" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php7a">7.a. USU Policy 524</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7b">7.b. Determining the Legal Gift Date</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7c">7.c. Determining the Legal Donor</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7c1">1) Gifts from Individuals and Organizations</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7c2">2) Gifts From Donor-Advised and Donor-Directed Funds</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7d">7.d. Gift Dates for Booking Purposes</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7e">7.e. Value of Gifts-in-Kind and Securities</a> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7e1">1) Gift-in-kind</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7e2">2) Securities</a></li> </ul> </li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-8" data-toggle="collapse" aria-expanded="false">GIFT REPORTING & COUNTING</a> <div id="item-8" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8a">8.a. Daily Receipt Summary Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8b">8.b. Weekly Stewardship Reports</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8c">8.c. Cash vs. Progress Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8d">8.d. VSE Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8e">8.e. USU Board of Trustees Reports</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8f">8.f. USU Foundation Board Reports</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g">8.g. Campaign Counting for USU Capital Campaign 2003-2012</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g1">1) Campaign Reporting Standards</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g2">2) Campaign Impact Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g3">3) Chairs Established</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g4">4) Donor Funded Buildings during Campaign</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g5">5) Endowments Established</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8h">8.h. Campaign Counting for USU Impact Campaign starting July 1, 2019</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8i">8.i. Recognition Hard Credit vs. “Soft” Credit</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8j">8.j. Anonymity</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8k">8.k. Non-Governmental Grants and Contracts</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-9" data-toggle="collapse" aria-expanded="false">OTHER CONSIDERATIONS </a> <div id="item-9" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9a"> 9.a. Quid Pro Quo Gifts/Premiums</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9b">9.b. Privacy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9c">9.c. The requirement to Report Gifts from Foreign Donors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9d">9.d. The requirement to Report Cash Gifts over $10,000</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9e">9.e. Anonymity</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9f">9.f. Memorial or Honor Gifts</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9g">9.g. Recognition “Soft” Credit</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9h">9.h. Old Main Credit</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9i">9.i. Foreign Currency</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9j">9.j. When Gifts Are to be Raised From Multiple Donors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9k">9.k. Gifts From Unknown Donors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9l">9.l. Record Retention</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9m">9.m. Return of Gifts to Donors at Their Request</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9m1">1) Refunds given for gifts donated in previous tax year</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9m2">2) Refunds given for gifts donated in same tax year</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9n">9.n. Gifts From Faculty to Support Their Research</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9o">9.o. Separately Invested Endowment Funds</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9p">9.p. Use of Earnings from Restricted Endowment Funds</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9q">9.q. Conflict of Interest when Advancement Staff Serving as Executor or Successor Trustee of Living Trusts</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9r">9.r. Undesignated Bequests</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9s">9.s. Membership Programs</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9t">9.t. Holding Account</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9u">9.u. Charity Registration for Solicitation</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-10" data-toggle="collapse" aria-expanded="false">FUNDRAISING ORGANIZATION </a> <div id="item-10" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10a"> 10.a. Major Giving</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10b">10.b. Annual Leadership Giving</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c">10.c. Annual Fund</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c1">1) Aggie Connection Phonathon</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c2">2) Class Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c3">3) Parent Fund</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c4">4) Young Alumni</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c5">5) Direct Mail</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c6">6) Crowdfunding – AggieFunded</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c7">7) “A” Day of Giving</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c8">8) Employee Giving</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c9">9) Aggie License Plate</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c10">10) Annual Fund Chargebacks</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10d">10.d. Student Organization Fundraising</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10e">10.e. Unit Department Solicitation</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10f">10.f. Other Resources</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10f1">1) Solicitation Calendar</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10f2">2) Solicitation Code for Tracking</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10g">10.g. 4-H Fundraising</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-11" data-toggle="collapse" aria-expanded="false">ADVANCEMENT POLICIES & PROCEDURES</a> <div id="item-11" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11a">11.a. USU Cash Handling Policy 530</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11b">11.b. Advancement Cash Handling Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11c">11.c. Extension/4-H Donation Handling</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11d">11.d. Regional Campus Deposit Instructions</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11e">11.e. Gift Receipting Cycle</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11f">11.f. Insubstantial Benefit Limits (Safe Harbor Rules)</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11g">11.g. Gift Transmittal Form</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11h">11.h. Depositing Non-Charitable Donations</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11i">11.i. Endowment Overview</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11j">11.j. USU Investment Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11k">11.k. Endowment Performance</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11l">11.l. Endowment Administrative Fee and Use Of</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11m">11.m. Endowment Spending Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11n">11.n. CMIP Investment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11o">11.o. CASE Reporting & Management Guidelines</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11p">11.p. FASB</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11q">11.q. Donor Bill of Rights</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11r">11.r. Requesting Banner Index</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11s">11.s. Solicitation Codes</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11t">11.t. Moving Donations to a Different Account</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11u">11.u. Compliance</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11v">11.v. GRAMA Requests</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11w">11.w. Advancement Privacy Statement</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11x">11.x. University Gift Investment Fee</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11y">11.y. Using Email Lists from the University Advancement Office</a></li> </ul> </div> </li></ul> </div> </nav> </div> <div class="col-lg-8 col-xl-9 pb-3"> <div class="row mt-5"> <div class="col-12 col-lg-12 h-bold xl subhead-bright-light"> <h1>GIFT AGREEMENTS</h1> <h2 class="brick"><a name="6a"></a>6.a. Gift Agreement Templates</h2> <p>Gift agreements are written according to the most current agreement template. Templates are approved by the Office of General Counsel and are available on the <a href="/advancement/staffresources/#giftagreements" target="_blank" rel="noopener">Office of Advancement Resource site</a>.</p> <ol style="padding-left: 50px;"> <li> <p class="lead"><strong><a name="6a1"></a><a href="https://usu.box.com/s/y48rvs3fnbj60giebyxxljyjv1iuhv01" target="_blank" rel="noopener">Gift and Pledge Form</a></strong></p> <p>The <a href="https://usu.box.com/s/y48rvs3fnbj60giebyxxljyjv1iuhv01" target="_blank" rel="noopener">Gift and Pledge Form</a> records donor intent and signature and is considered a signed agreement pledge. The full amount pledged is counted in University fundraising totals at the time of signature. (Donor-advised fund pledges, however, are counted at the time of receipt of funds.) If a donor plans to recommend a grant from a DAF/CF to create a named fund, a <a href="https://usu.box.com/s/mtt96stnat8mwb56y39naplz57wax9la" target="_blank" rel="noopener">Memorandum of Intent</a> shall be used in place of a Gift Agreement.</p> </li> <li> <p class="lead"><strong><a name="6a2"></a><a href="https://usu.box.com/s/0utn76g2yqcjz8jxtmgw38kmrrkcia5p" target="_blank" rel="noopener">Planned Giving Intent Form</a></strong></p> <p>If a planned gift (e.g., will, bequest, beneficiary designation) is being considered, the donor completes and signs the <a href="https://usu.box.com/s/0utn76g2yqcjz8jxtmgw38kmrrkcia5p" target="_blank" rel="noopener">Planned Giving Intent Form</a> . The document is an authoritative reference to direct gift administration and memorialize donor intent. The estimated gift value counted in University fundraising totals is determined by the <a href="https://usu.box.com/s/bg966on85r7olloczxnnzau7r8hx9l4n" target="_blank" rel="noopener">Planned Giving Counting Guidelines.</a></p> </li> <li> <p class="lead"><strong><a name="6a3"></a><a href="https://usu.box.com/s/7naedzca89lvaxz01gppwnl32aqk8esr" target="_blank" rel="noopener">Endowed Gift Agreement</a></strong></p> <p>An endowment may be established with a $25,000 minimum gift, either outright or pledged over a maximum of five years. A gift agreement must be executed before a Banner index can be created to hold endowment funds. Funds received <em>before</em> a gift agreement is executed are deposited in the University Advancement holding account. The Office of Advancement Services moves the held funds (via journal transfer) once a Banner index is in place.</p> </li> <li> <p class="lead"><strong><a name="6a4"></a><a href="https://usu.box.com/s/wr9iewz075ut3yn42r79b4sza7zwzq16" target="_blank" rel="noopener">Expendable Gift Agreement</a></strong></p> <p>A $10,000 minimum gift, either outright or pledged over a maximum of five years, is required to create a named expendable agreement. An expendable gift agreement must be executed before a banner index can be created to hold the donated funds. Funds received <em>before</em> the gift agreement is executed are deposited in the University Advancement holding account. The Office of Advancement Services moves the held funds (via journal transfer) once a Banner index is in place.</p> </li> <li> <p class="lead"><strong><a name="6a5"></a><a href="https://usu.box.com/s/1mmv2lkhck0f1s8sa33wj6tvhdaubxpt" target="_blank" rel="noopener">Gift Agreement Amendment</a></strong></p> <p>If a donor wishes to make a simple change or two to her/his existing gift agreement, a <a href="https://usu.box.com/s/1mmv2lkhck0f1s8sa33wj6tvhdaubxpt" target="_blank" rel="noopener">Gift Agreement Amendment</a> is executed. If multiple changes are expected, an amended and restated gift agreement is executed to ensure that the resulting agreement stands on its own and provides a complete history of the fund.</p> </li> <li> <p class="lead"><strong><a name="6a6"></a><a href="https://usu.box.com/s/mtt96stnat8mwb56y39naplz57wax9la" target="_blank" rel="noopener">Donor-Advised Fund – Endowment Memorandum of Intent </a></strong></p> <p>If an endowment pledge is to be fulfilled with charitable contributions from a donor-advised fund, an <a href="https://usu.box.com/s/mtt96stnat8mwb56y39naplz57wax9la" target="_blank" rel="noopener">Endowment Memorandum of Intent</a> is executed. Individuals cannot legally obligate a donor-advised fund to satisfy a pledge. While donor-advised fund commitments do not factor in University fundraising totals, the pledge payments are counted when funds are received.</p> </li> <li> <p class="lead"><strong><a name="6a7"></a><a href="https://usu.box.com/s/bw86qammu93lo1pa773629mcawsaymoa" target="_blank" rel="noopener">Memorandum for Multi Donor Endowment</a></strong></p> <p>Instances when a group of donors decides to coordinate efforts to raise gifts to establish a “True Endowment” for a specific purpose to be named after a professor, advisory board, deceased classmate, etc., a <a href="https://usu.box.com/s/bw86qammu93lo1pa773629mcawsaymoa" target="_blank" rel="noopener">Memorandum for Multi Donor Endowment</a> is executed. The Unit’s Development Officer should be the point of contact to facilitate the process. It is recommended that prior to establishing an endowment for a memorial or to honor an individual that permission from the family or honoree has been granted. The minimum funding amount for an endowment is $25,000 and must be met within five years, if not met, the gift will be considered expendable towards the stated purpose.</p> </li> <li> <p class="lead"><strong><a name="6a8"></a><a href="https://usu.box.com/s/55lwnozxbflrdj61i4889d67ka94ht3m" target="_blank" rel="noopener">Memorandum for Multi Donor Expendable</a></strong></p> <p>Instances when a group of donors decides to coordinate efforts to raise gifts to establish an expendable fund for a specific purpose to be named after a professor, advisory board, deceased classmate, etc., a <a href="https://usu.box.com/s/55lwnozxbflrdj61i4889d67ka94ht3m" target="_blank" rel="noopener">Memorandum for Multi Donor Expendable</a> is executed. The Unit’s Development Officer should be the point of contact to facilitate the process. It is recommended that prior to establishing the fund for a memorial or to honor an individual that permission from the family or honoree has been granted. The minimum funding amount for an expendable fund is $10,000 and must be met within five years, if not met, the gift will be moved to a general fund with a similar purpose.</p> </li> </ol> <h2 class="brick"><a name="6b"></a>6.b. Expendable Scholarship with No Agreement</h2> <p>If a scholarship gift of $10,000 or more will be expended completely within a year of receipt, a gift agreement need not be executed. Scholarship criteria, however, must be approved by the Office of Advancement Services.<br><br>Scholarship gifts below $10,000 shall be deposited to an existing general scholarship fund (usually department general scholarship accounts), as determined in consultation with the donor.</p> <h2 class="brick"><a name="6c"></a>6.c. Gift Agreement Process Flow Chart</h2> <p>The gift agreement process, from donor inclination to final signature, is outlined in the gift agreement <a href="/advancement/staffresources/files/gac/Gift_Agreement_Flow_Chart.pdf" target="_blank" rel="noopener">flowchart</a>. The formal review, compliance, and recording procedures ensure that the document is correctly written and legally sound, and that the donor and University, upon final signature, are satisfied with the executed gift agreement.</p> <h2 class="brick"><a name="6d"></a>6.d. Agreement Review Form ( ARF )</h2> <p>The <a href="/advancement/staffresources/files/gac/Agreement_Review_Form.pdf" target="_blank" rel="noopener">ARF</a> accompanies the gift agreement through the approval process to assure that all University parties (e.g., development officer, dean/unit lead, Foundation president, general counsel) are in agreement.</p> <h2 class="brick"><a name="6e"></a>6.e. Use of Office of General Counsel on Gift Agreements</h2> <p>If a gift agreement requires information or measures not included in the approved template, the Associate Vice President Advancement Services and/or the Vice President of Advancement should be consulted for recommendations. If necessary, the Gift Acceptance Committee may be consulted and the Office of General Counsel may be asked to create a new gift agreement.</p> <h2 class="brick"><a name="6f"></a>6.f. Signatures on Gift Agreements</h2> <p>According to <a href="/policies/528/" target="_blank" rel="noopener">USU Policy 528: Contract Signature Authority and Delegation</a>, gift agreements are contracts that bind the University to legal obligation. The table below indicates the signatures required for the three endowment types:</p> <table class="table "> <tbody> <tr> <td width="190"><strong>Expendable </strong></td> <td width="190"> <p><strong>Endowment </strong></p> </td> <td width="190"> <p><strong>Memorandum of Intent </strong></p> </td> </tr> <tr> <td style="background-color: #e8e8e8;" width="190"> <p>Donor</p> </td> <td style="background-color: #e8e8e8;" width="190"> <p>Donor</p> </td> <td style="background-color: #e8e8e8;" width="190"> <p>Donor</p> </td> </tr> <tr> <td width="190"> <p>Unit Administrator</p> </td> <td width="190"> <p>Unit Administrator</p> </td> <td width="190"> <p>Unit Administrator</p> </td> </tr> <tr> <td style="background-color: #e8e8e8;" width="190"> <p>VP for Advancement</p> </td> <td style="background-color: #e8e8e8;" width="190"> <p>Foundation Board President</p> </td> <td style="background-color: #e8e8e8;" width="190"> <p>Foundation Board President</p> </td> </tr> <tr> <td width="190"> <p>VP for Business & Finance</p> </td> <td width="190"> <p>USU President</p> </td> <td width="190"> <p>USU President</p> </td> </tr> <tr> <td style="background-color: #e8e8e8;" width="190"> <p>USU President</p> </td> <td style="background-color: #e8e8e8;" width="190"> <p> </p> </td> <td style="background-color: #e8e8e8;" width="190"> <p> </p> </td> </tr> </tbody> </table> <h2 class="brick"><a name="6g"></a>6.g. Scholarship Selection and Restriction Criteria</h2> <p>As a federally-funded public institution of higher education, the University must comply with federal law that governs the permissibility of donor-named restrictions in a gift agreement. These laws include but are not limited to Title VI of the Civil Rights Act of 1964, Title IX of the Education Amendments of 1972, and the Equal Protection Clause of the U.S. Constitution. State law and institutional policy may also restrict the University’s ability to accept funds for scholarships that are limited to certain protected classes of individuals.</p> <ol style="padding-left: 50px;"> <li> <h3><a name="6g1"></a>Scholarship Unallowable Terms</h3> <ul> <li>Race/Ethnicity,</li> <li>Disability,</li> <li>Marital and Parental Status,</li> <li>Religion,</li> <li>Citizenship,</li> <li>National Origin,</li> <li>Gender,</li> <li>Age, or</li> <li>Family Descendants.</li> </ul> <p>Utah State University has made an administrative decision to not allow “Preference for” added to any term that is unallowable.</p> </li> <li> <h3><a name="6g2"></a>Grandfathered Criteria</h3> <p>In 2017 Utah State University made an administrative decision to allow scholarship criteria that may be problematic to remain in gift agreements created before 2017. It is agreed that any agreement that is amended after 2017, that includes problematic scholarship criteria, will have the criteria removed or restated at the time of amending.</p> </li> <li> <h3><a name="6g3"></a>Charitable Class</h3> <p>The number of potential individuals that may benefit from a scholarship must be large enough to be considered a charitable class. IRS Publication 3833 (Rev. 9-2005) provides the following description of a <strong>charitable class</strong>:</p> <div style="padding-left: 50px; padding-right: 50px;"><em>The group of individuals that may properly receive assistance from a charitable organization is called a charitable class. A charitable class must be <strong>large or indefinite</strong> enough that providing aid to members of the class benefits the community as a whole. Because of this requirement, tax-exempt disaster relief or emergency hardship organization cannot target and limit its assistance to specific individuals, such as a few persons injured in a particular fire. Similarly, donors cannot earmark contributions to a charitable organization for a particular individual or family. When a disaster or emergency hardship occurs, a charitable organization may help individuals who are needy or otherwise distressed because they are part of a general class of charitable beneficiaries, provided the organization who selects who gets the assistance.</em></div> </li> <li> <h3><a name="6g4"></a>Donor not part of Selection Committee</h3> <p>Utah State University has made the administrative decision not to allow the donor or donor’s family to be part of the selection committee that chooses the recipient.</p> <p>IRS Revenue Ruling 68-484, 1968-2 C.B. 105, states that for purposes of determining that a contribution is made to or for the use of an organization described in section 170 of the Code (rather than to a particular individual who ultimately benefits from the contribution), the organization must have full control of the use of the donated funds; and the contributor's intent in making the payment must have been to benefit the organization itself and not the individual recipient.</p> </li> <li> <h3><a name="6g5"></a>Undocumented Students</h3> <p>Effective May 4, 2022, Utah Code 63G-12-402 states that undocumented/DACAmented students are eligible for privately funded scholarship as long as the student meets the same eligibility requirements outlined in HB144. Donors cannot make stipulations in their gift agreement that differs from this.</p> </li> </ol> <h2 class="brick"><a name="6h"></a>6.h. Amending Gift Agreement</h2> <p>If an existing scholarship has become difficult to award, the development officer will work with the donor (if surviving) to release or modify the gift restrictions. All changes to a gift agreement are recorded as an amendment to the agreement. If multiple changes are expected, an amended and restated gift agreement is executed to ensure that the resulting agreement stands on its own and provides a complete history of the fund.<br>In cases where the signatory of the agreement is no longer living, the development officer shall contact the Associate Vice President Advancement Services for instructions on the process. To the extent possible, the University should honor the original intent. If this is not feasible, Release or modification of a gift’s purpose is subject to Utah Code 51-8-501<em> (Uniform Prudent Management of Institutional Funds Act)</em>. <a href="https://le.utah.gov/xcode/Title51/Chapter8/C51-8_1800010118000101.pdf" target="_blank" rel="noopener">https://le.utah.gov/xcode/Title51/Chapter8/C51-8_1800010118000101.pdf</a> and may need to be approved by the Attorney General (AG) for authorization to use the funds for other purposes. <br>The process shall include identifying and documenting:</p> <ul style="padding-left: 50px;"> <li>Account name, index</li> <li>Current purpose based on gift agreement</li> <li>Donor that signed gift agreement name and status (deceased/living)</li> <li>Why the University requests a change to the original purpose (i.e., the program no longer exists)</li> <ul> <li>Description of proposed purpose/modification – how it aligns or is similar to donor’s original intentions (i.e., are there other department purposes which are similar to the original intent of the donor?)</li> </ul> <li>Approval by Dean or VP</li> <li>Approval by Internal Audits and General Council if applicable</li> <li>Approval by Advancement VP</li> </ul> <p>A MOU shall be created that will reference the following information that will serve as documentation for managing the account going forward:</p> <ul style="padding-left: 50px;"> <li>Account name and index,</li> <li>Current purpose based on index request form, solicitations, and/or other documentation,</li> <li>Name of donor(s) that signed gift agreement,</li> <li>History of how the funds have been used,</li> <li>Why the University requests a change to the original purpose,</li> <li>Description of approved purpose/modification and how it aligns or is similar to donor’s original intentions,</li> <li>AG approval documentation as Appendix A to support the future use of the donor funds (if applicable),</li> <li>Approval by Dean or VP,</li> <li>Approval by VP of Advancement</li> <li>Approval by University President</li> </ul> <h2 class="brick"><a name="6i"></a>6.i. Use of an MOU</h2> <p>When a department or unit creates a quasi-endowment with donor funds, it is strongly encouraged that a Memorandum of Understanding is created to accompany the account request form and memorialize the Unit’s intentions. See section 5.c. Quasi Endowment for more information.</p> <h2 class="brick"><a name="6j"></a>6.j. Modifications to Donor Restrictions without Gift Agreement</h2> <p>In the absence of donor agreements, the University will rely upon contemporaneous documentation to help provide clues to indicate donors’ intent when the donors are no longer living or available.<br>To the extent possible, the University should honor the original intent. If this is not feasible, Release or modification of a gift’s purpose is subject to Utah Code 51-8-501<em> (Uniform Prudent Management of Institutional Funds Act)</em>. <a href="https://le.utah.gov/xcode/Title51/Chapter8/C51-8_1800010118000101.pdf" target="_blank" rel="noopener">https://le.utah.gov/xcode/Title51/Chapter8/C51-8_1800010118000101.pdf</a> and may need to be approved by the Attorney General (AG) for authorization to use the funds for other purposes. <br>Units and/or Departments wishing to make modifications on a charitable gift shall contact the Vice President of Advancement or Associate Vice President Advancement Services for instructions on the process. <br>The process shall include identifying and documenting:</p> <ul style="padding-left: 50px;"> <li>Account name, index,</li> <li>Current purpose based on index request form, solicitations, and/or other documentation,</li> <li>If living or presumed living, steps the University has taken to locate/contact the donor to request approval to change the original purpose,</li> <li>Why the University requests a change to the original purpose (i.e., the program no longer exists),</li> <li>Description of proposed purpose/modification – how it aligns or is similar to donor’s original intentions (e.g., are there other department purposes which are similar to the original intent of the donor?),</li> <li>Approval by Dean or VP,</li> <li>Approval by Internal Audits and General Council if applicable, and approval by Advancement VP</li> </ul> <p>A MOU shall be created that will reference the following information that will serve as documentation for managing the account going forward:</p> <ul style="padding-left: 50px;"> <li>Account name and index,</li> <li>Current purpose based on index request form, solicitations, and/or other documentation,</li> <li>Name of donor(s) that signed gift agreement,</li> <li>History of how the funds have been used,</li> <li>Why the University requests a change to the original purpose,</li> <li>Description of approved purpose/modification and how it aligns or is similar to donor’s original intentions,</li> <li>AG approval documentation as Appendix A to support the future use of the donor funds (if applicable),</li> <li>Approval by Dean or VP,</li> <li>Approval by VP of Advancement, and</li> <li>Approval by University President</li> </ul> </div> </div> </div> </div> </div> </main> <footer class="mt-auto" id="site-footer"> <section id="fat-footer" class="bg-blue-dark"> <div class="container"><div class="row"> <div class="footer-brand d-inline-flex ml-lg-3 mx-auto"><a>University Advancement</a></div> </div> <div class="row"> <div class="col-lg col-12"> <div class="col-border"> <h2 class="h6 mb-0 text-white">CONTACT</h2> </div> <ul class="social-list"> <li><a href="https://www.facebook.com/UtahStateAlumni"><i class="fab fa-facebook-square fa-2x"></i><span class="sr-only">Facebook</span></a></li> <li><a href="https://twitter.com/utahstatealumni"><i 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