Gift Acceptance & Crediting Procedures

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				 jumbotron-content-bottom-left" data-height="300px" style="overflow-x: hidden; background-image: url(https://it.usu.edu/web/images/example-pics/ViewFromSER.jpg); min-height: 300px;"> <div class="jumbotron-content xl h-bold text-white"> <div class="container "> <h1 class="h-bold text-white">Gift Acceptance & Crediting Procedures</h1> </div> </div> </div> <div class="container py-4">  <div class="row"> <div class="col-12"> <div class="well cyan accent inverse center-block text-center"> <div class="row"> <div class="col-12"> <h2 class="brick">Table of Contents</h2> <ol> <li style="font-size: 17px; padding-bottom: 10px;"><a id="whatisagift2" href="#whatisagift">WHAT IS A GIFT?</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="whatisagift" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td> </td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift"><em>Intro</em></a></td> </tr> </tbody> <tbody> <tr> <td style="width: 5%;" valign="top">1.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift#1a"><em>Charitable Gift</em></a></td> </tr> </tbody> <tbody> <tr> <td style="width: 5%;" valign="top">1.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift#1b"><em>Non-Charitable Gift</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">1.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift#1c"><em>Grant</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">1.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift#1d">Contract (Sponsored Programs) </a></td> </tr> <tr> <td style="width: 5%;" valign="top">1.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift#1e"><em>Pledge</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">1.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/whatisagift#1f"><em>Planned Gift</em></a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftacceptance2" href="#giftacceptance">GIFT ACCEPTANCE</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftacceptance" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top">2.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2"><em> Utah System Of Higher Education, R530, Acceptance Of Conditional Gift Policy</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2b"><em>Gift Acceptance Committee</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2c"><em>Gift Acceptance Committee Members</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2d"><em>Gift Acceptance Committee Meeting </em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2e"><em>Conditions for Declining a Gift</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2f"><em>Appraisal and Determination of Fair Market Value</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.<em>g</em>.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2g"><em>Use of Legal Counsel and Tax Advisors</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">2.h.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftacceptance#2h"><em>Exceptions to this Policy</em></a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftpledges2" href="#giftpledges">GIFT PLEDGES (non-campaign)</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftpledges" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td> </td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges"><em>Intro</em></a></td> </tr> </tbody> <tbody> <tr> <td style="width: 5%;" valign="top">3.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left; width: 95%;"><a href="/advancement/gac/giftpledges#3a"><em>Pledge Type</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3a1"><em> Signed Agreement </em></a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3a2"><em>Annual Scholarship</em></a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3a3"><em>Annual Fund Phonathon</em></a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="padding-top: 5px;">3.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3b"><em>Pledge Duration</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">3.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3c"><em>Pledge Payment</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">3.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3d"><em>Pledge Reminder</em></a></td> </tr> <tr> <td style="width: 5%;" valign="top">3.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftpledges#3e"><em>Pledge Write Off </em></a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftdelivery2" href="#giftdelivery">GIFT DELIVERY</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftdelivery" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td> </td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery"><em>Intro</em></a></td> </tr> </tbody> <tbody> <tr> <td style="width: 5%;" valign="top">4.a.</td> <td style="width: 95%; padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4a">Cash or Checks</a></td> </tr> <tr> <td style="padding-top: 5px;">4.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4b">Wire Transfer</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4c">Credit Cards</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4d">University Payroll Deductions</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4e">Electronic Funds Transfer (“EFT”) or Automated Clearing House (“ACH”)</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4f">Publicly Traded Securities and Mutual Funds</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.g.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4f">Closely Held Stock</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.h.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4h">Cryptocurrency</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.i.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4i">Real Estate or Remainder Interests in Property</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.j.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4j">Gifts-in-Kind</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.k.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4k">Gifts of Service</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.l.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4l">Honoraria and Awards</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.m.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4m">Matching Gifts</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.n.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4n">IRA Qualified Charitable Distribution (Charitable Rollover)</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.o.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4o">Sponsorships of Events/Programs/Clubs</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.p.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4p">Gifts from a Donor Advised Fund or Community Foundation</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.q.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4q">Mineral, Oil, and Gas, (“MOG”) Interest</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.r.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4r">Auctions, Golf Tournaments, and Raffles</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.s.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4s">Third Party Fundraising</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4s1">Event use of USU Name/Logo</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top"><em>2</em>)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4s2">Event Marketing and Promotion</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4s3">Event Finances and Tax Guidelines</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top">4)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4s4">Assistance</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">4.t.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4t">Intellectual Property</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.u.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4u">Athletics Premium Seating Requirements</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.v.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4v">Savings Bonds</a></td> </tr> <tr> <td style="width: 5%;" valign="top">4.w.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w">Planned or Deferred Gifts</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w1">Charitable Bequest</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w2">Beneficiary Designation</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w3">Life Insurance Policy Gift</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">4)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w4">Charitable Remainder Trust</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">5)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w5">Charitable Lead Trust (“CLT”)</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">6)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w6">Charitable Gift Annuity (“CGA”)</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">7)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w7">Deferred Charitable Gift Annuity (“DCGA”)</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">8)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4w8">Retained Life Estate</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td valign="top">4.x.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftdelivery#4x">Donate Button from Offsite Fundraising Websites</a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftfundtypes2" href="#giftfundtypes">GIFT FUND TYPES</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftfundtypes" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td> </td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftfund"><em>Intro</em></a></td> </tr> </tbody> <tbody> <tr> <td style="width: 5%;" valign="top">5.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftfund#5a">Expendable </a></td> </tr> <tr> <td style="padding-top: 5px;">5.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftfund#5b">Endowment</a></td> </tr> <tr> <td style="width: 5%;" valign="top">5.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftfund#5c">Quasi Endowment</a></td> </tr> <tr> <td style="width: 5%;" valign="top">5.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftfund#5d">Building Fund</a></td> </tr> <tr> <td style="width: 5%;" valign="top">5.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftfund#5e">Loan Funds</a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftagreements2" href="#giftagreements">GIFT AGREEMENTS</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftagreements" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top"><em>6</em>.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left; width: 95%;"><a href="/advancement/gac/giftagreements#6">Gift Agreement Templates</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6a1">Gift and Pledge Disclosure</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6a2">Planned Giving Intent Disclosure</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6a3">Endowed Gift Agreement</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">4)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6a4">Expendable Gift Agreement</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">5)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6a5">Gift Agreement Amendment</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">6)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6a6">Donor-Advised Fund – Endowment Memorandum of Intent</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td valign="top"> </td> <td valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">7)</td> <td style="padding-left: 10px; padding-bottom: 5px;"><a href="/advancement/gac/giftagreements#6a7">Memorandum for Multi Donor Endowment</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td valign="top"> </td> <td valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">8)</td> <td style="padding-left: 10px; padding-bottom: 5px;"><a href="/advancement/gac/giftagreements#6a8">Memorandum for Multi Donor Expendable</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="padding-top: 5px;" valign="top">6.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6b">Criteria for Expendable Scholarship - No Agreement</a></td> </tr> <tr> <td style="width: 5%;" valign="top">6.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6c">Gift Agreement Process Flow Chart</a></td> </tr> <tr> <td style="width: 5%;" valign="top">6.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6d">Agreement Review Form</a></td> </tr> <tr> <td style="width: 5%;" valign="top">6.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6e">Use of Office of General Counsel on Gift Agreements</a></td> </tr> <tr> <td style="width: 5%;" valign="top">6.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6f">Signatures on Gift Agreements</a></td> </tr> <tr> <td style="width: 5%;" valign="top">6.g.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6g">Scholarship Selection and Restriction Criteria</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6g1">Scholarship Unallowable Terms</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6g2">Grandfathered Criteria</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6g3">Charitable Class</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">4)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6g4">Donor not part of Selection Committee</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td valign="top"> </td> <td valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">5)</td> <td style="padding-left: 10px; padding-bottom: 5px;"><a href="/advancement/gac/giftagreements#6g5">Undocumented Students</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">6.h.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6h">Amending Gift Agreement</a></td> </tr> <tr> <td style="width: 5%;" valign="top">6.i.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6i">Use of an MOU</a></td> </tr> <tr> <td valign="top">6.j.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftagreements#6j">Modifications to Donor Restrictions without Gift Agreement</a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftsubstantiation2" href="#giftsubstantiation">GIFT SUBSTANTIATION</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftsubstantiation" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top">7.a.</td> <td style="width: 95%; padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7">USU Policy 524</a></td> </tr> <tr> <td style="padding-top: 5px;">7.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7b">Determining the Legal Gift Date</a></td> </tr> <tr> <td style="width: 5%;" valign="top">7.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7c">Determining the Legal Donor</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7c1">Gifts from Individuals and Organizations</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7c2">Gifts From Donor-Advised and Donor-Directed Funds</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">7.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7d">Gift Dates for Booking Purposes</a></td> </tr> <tr> <td style="width: 5%;" valign="top">7.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7e">Value of Gifts-in-Kind and Securities</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7e1">Gift-in-kind</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftsubstantiation#7e2">Securities</a></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="giftreporting2" href="#giftreporting">GIFT REPORTING & COUNTING</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="giftreporting" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top">8.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left; width: 95%;"><a href="/advancement/gac/giftreporting#8">Daily Receipt Summary Report</a></td> </tr> <tr> <td style="padding-top: 5px;">8.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8b">Weekly Stewardship Reports</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8c">Cash vs. Progress Report</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8d">VSE Report</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8e">USU Board of Trustees Reports</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8f">USU Foundation Board Reports</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.g.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8g">Campaign Counting for USU Capital Campaign 2003-2012</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8g1">Campaign Reporting Standards</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8g2">Campaign Impact Report</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8g3">Chairs Established</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">4)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8g4">Donor Funded Buildings during Campaign</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">5)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8g5">Endowments Established</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">8.h.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8h">Campaign Counting for USU Impact Campaign starting July 1, 2019</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.i.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8i">Recognition Hard Credit vs. “Soft” Credit</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.j.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8j">Anonymity</a></td> </tr> <tr> <td style="width: 5%;" valign="top">8.k.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/giftreporting#8k">Non-Governmental Grants and Contracts</a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="considerations2" href="#otherconsiderations">OTHER CONSIDERATIONS</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="otherconsiderations" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top">9.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left; width: 95%;"><a href="/advancement/gac/otherconsiderations#9">Quid Pro Quo Gifts/Premiums</a></td> </tr> <tr> <td style="padding-top: 5px;">9.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9b">Privacy</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9c">The requirement to Report Gifts from Foreign Donors</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9d">The requirement to Report Cash Gifts over $10,000</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9e">Anonymity</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9f">Memorial or Honor Gifts</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.g.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9g">Recognition “Soft” Credit</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.h.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9h">Old Main Credit</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.i.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9i">Foreign Currency</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.j.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9j">When Gifts Are to be Raised From Multiple Donors</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.k.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9k">Gifts From Unknown Donors</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.l.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9l">Record Retention</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.m.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9m">Return of Gifts to Donors at Their Request</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9m1">Refunds given for gifts donated in previous tax year</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9m2">Refunds given for gifts donated in same tax year</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">9.n.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9n">Gifts From Faculty to Support Their Research</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.o.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9o">Separately Invested Endowment Funds</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.p.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9p">Use of Earnings from Restricted Endowment Funds</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.q.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9q">Conflict of Interest when Advancement Staff Serving as Executor or Successor Trustee of Living Trusts</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.r.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9r">Undesignated Bequests</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.s.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9s">Membership Programs</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.t.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9t">Holding Account</a></td> </tr> <tr> <td style="width: 5%;" valign="top">9.u.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/otherconsiderations#9u">Charity Registration for Solicitation</a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="fundraising2" href="#fundraisingorganization">FUNDRAISING ORGANIZATION</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="fundraisingorganization" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top">10.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left; width: 95%;"><a href="/advancement/gac/fundraising#10">Major Giving</a></td> </tr> <tr> <td style="padding-top: 5px;">10.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10b">Annual Leadership Giving</a></td> </tr> <tr> <td style="width: 5%;" valign="top">10.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c">Annual Fund</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c1">Aggie Connection Phonathon</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c2">Class Gift</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">3)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c3">Parent Fund</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">4)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c4">Young Alumni</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">5)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c5">Direct Mail</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">6)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c6">Crowdfunding – AggieFunded</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">7)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c7">“A” Day of Giving</a></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">8)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c8">Employee Giving</a></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">9)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c9">Aggie License Plate</a></td> </tr> </tbody> </table> </td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">10)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10c10">Annual Fund Chargebacks</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">10.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10d">Student Organization Fundraising</a></td> </tr> <tr> <td style="width: 5%;" valign="top">10.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10e">Unit Department Solicitation</a></td> </tr> <tr> <td style="width: 5%;" valign="top">10.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10f">Other Resources</a></td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">1)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10f1">Solicitation Calendar</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top"> </td> <td style="width: 5%;" valign="top"> <table cellspacing="0" cellpadding="0"> <tbody> <tr> <td valign="top">2)</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10f2">Solicitation Code for Tracking</a></td> </tr> </tbody> </table> </td> </tr> <tr> <td style="width: 5%;" valign="top">10.g.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/fundraising#10g">4-H Fundraising</a></td> </tr> </tbody> </table> </div> </li> </ol> </li> <li style="font-size: 17px; padding-bottom: 10px;"><a id="policies2" href="#policiesprocedures">ADVANCEMENT POLICIES & PROCEDURES</a> <ol style="list-style-type: none;"> <li style="font-size: 15px; padding-bottom: 10px;"> <div id="policiesprocedures" class=" " style="padding-left: 15px; padding-bottom: 15px; padding-top: 15px;"> <table class="table table-responsive-xl
				"> <tbody> <tr> <td style="width: 5%;" valign="top">11.a.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11">USU Cash Handling Policy 530</a></td> </tr> <tr> <td style="padding-top: 5px;">11.b.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11b">Advancement Cash Handling Policy</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.c.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11c">Extension/4-H Donation Handling</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.d.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11d">Regional Campus Deposit Instructions</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.e.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11e">Gift Receipting Cycle</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.f.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11f">Insubstantial Benefit Limits (Safe Harbor Rules)</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.g.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11g">Gift Transmittal Form</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.h.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11h">Depositing Non-Charitable Donations</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.i.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11i">Endowment Overview</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.j.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11j">USU Investment Policy</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.k.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11k">Endowment Performance</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.l.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11l">Endowment Administrative Fee and Use Of</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.m.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11m">Endowment Spending Policy</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.n.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11n">CMIP Investment</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.o.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11o">CASE Reporting & Management Guidelines</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.p.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11p">FASB</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.q.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11q">Donor Bill of Rights</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.r.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11r">Requesting Banner Index</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.s.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11s">Solicitation Codes</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.t.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11t">Moving Donations to a Different Account</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.u.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11u">Compliance</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.v.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11v">GRAMA Requests</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.w.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11w">Advancement Privacy Statement</a></td> </tr> <tr> <td style="width: 5%;" valign="top">11.x.</td> <td style="padding-left: 10px; padding-bottom: 5px; text-align: left;"><a href="/advancement/gac/policies#11x">University Gift Investment Fee</a></td> </tr> <tr> <td style="width: 5%;" 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