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Advancement Policies & Procedures | USU
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class="nav-item"><a class="nav-link" href="https://my.usu.edu"><i class="fa-solid fa-user mr-2 mb-1"></i>MyUSU</a></li> </ul> </div> </div> </nav> <main role="main" id="content" class=""> <div class="container"> <div class="row"> <div class="col-lg-4 col-xl-3"> <nav id="sub-menu" class="navbar navbar-expand-lg my-4 px-0 pb-lg-4 pt-lg-0" style=""> <div class="sub-menu-brand-wrapper pb-1 py-lg-3"> <div class="sub-menu-brand px-3">Table of Contents</div><button class="navbar-toggler collapsed custom-toggler" type="button" data-toggle="collapse" data-target="#sub-menu-navbar" aria-controls="navbarTogglerDemo03" aria-expanded="false" aria-label="Toggle navigation"><span class="sr-only">Toggle page menu</span><span class="my-1 mx-2 fas fa-times close"></span><span class="navbar-toggler-icon"></span></button></div> <div class="collapse navbar-collapse flex-column" id="sub-menu-navbar"> <ul class="navbar-nav p-3"><li class="nav-item"><a class="nav-link d-flex" href="#item-1" data-toggle="collapse" aria-expanded="false">WHAT IS A GIFT? </a> <div id="item-1" 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/whatisagift.php">Intro</a></li> <li class="nav-item"><a class="nav-link d-flex" 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>ADVANCEMENT POLICIES & PROCEDURES</h1> <h3><a name="11a"></a>11.a. <a href="/policies/530/" target="_blank" rel="noopener">USU Cash Handling Policy 530</a> <span class="glyphicon glyphicon-new-window"></span></h3> <h3><a name="11b"></a>11.b. <a href="https://usu.box.com/s/v5pc5ee56kv84hmjicn9s9y9aegsm5j3" target="_blank" rel="noopener">Advancement Cash Handling Policy</a> <span class="glyphicon glyphicon-new-window"></span></h3> <h3><a name="11c"></a>11.c. <a href="/advancement/give/4h/fundraising" target="_blank" rel="noopener">Extension/4-H Donation Handling</a> <span class="glyphicon glyphicon-new-window"></span></h3> <h3><a name="11d"></a>11.d. <a href="https://usu.box.com/s/jovvc9ue45ehk8x28vsg2h18u2o9xpee" target="_blank" rel="noopener">Regional Campus Deposit Instructions</a> <span class="glyphicon glyphicon-new-window"></span></h3> <h3><a name="11e"></a>11.e. <a href="https://usu.box.com/s/5o0h751nf565s8wq79yn375l8bvuy1zc" target="_blank" rel="noopener">Gift Receipting Cycle</a> <span class="glyphicon glyphicon-new-window"></span></h3> <h3><a name="11f"></a>11.f. <a href="https://usu.box.com/s/1kzfnmuuejhca16hmglkwvrviinm17lx" target="_blank" rel="noopener">Insubstantial Benefit Limits (Safe Harbor Rules)</a> <span class="glyphicon glyphicon-new-window"></span></h3> <h3><a name="11g"></a>11.g. <a href="https://usu.box.com/s/dnfj109p9au4hqb1j1o8q5mdy1cofyvn" target="_blank" rel="noopener">Gift Transmittal Form</a> <span class="glyphicon glyphicon-new-window"></span></h3> <p><strong> </strong></p> <h2 class="brick"><a name="11h"></a>11.h. Depositing Non-Charitable Donations</h2> <p>Noncharitable donations are non-tax deductible (e.g., donations from a government agency, paying for a specific student's tuition, where the donor benefits from donating, donations to sororities or fraternities, or donations that do not support the mission of the University. Units are encouraged to thank donors for non-charitable donations, however, because the funds are non-charitable the donation does not get deposited through the Office of Advancement Services. Non-charitable donations may be tracked as an attribute in the Alumni Donor Database so that they can be included when pulling reports that reflect how the constituent has supported the University.</p> <h2 class="brick"><a name="11i"></a>11.i. Endowment Overview</h2> <p>The Utah State University Endowment Fund consists of endowed gifts which provide perpetual financial support for scholarships, fellowships, faculty chairs and professorships, and other important University programs and services. An endowed gift is intended to provide the University with a permanent source of funding by investing the principal amount of the gift and making available a portion of the income it generates. The amount of endowment "income" available for spending is determined by the USU Board of Trustees and is governed by Utah law.</p> <p>The Endowment may also include donor contributions and surplus funds that are designated by the University as "quasi-endowments." Quasi-endowments are treated like endowed funds, except that no laws prohibit any portion of a quasi-endowment from being spent in accordance with its designated purpose. However, University policies and procedures govern the minimum time frame a quasi-endowment must be established before the principal is eligible to be spent.</p> <p>Nearly all endowment and some quasi-endowment funds are collectively invested as a large, singular pool of funds, called the Endowment Pool (the "Pool"). Although the Pool is invested as a singular fund, the individual endowment and quasi-endowment funds comprising it are separately tracked by assigning each fund shares of ownership in the Pool, similar to how an individual's investment in a mutual fund is tracked.</p> <p>The investment objectives for the University endowment funds are long-term in nature. The Endowment Pool is a balanced portfolio of funds designed to produce long-term growth with reduced volatility. The strategy for endowment management includes investing in a broad range of financial instruments. It is the desire of the University to continue to grow the size of the endowment over time and to produce a stable and predictable payout stream.</p> <h2 class="brick"><a name="11j"></a>11.j. <a href="/policies/517/" target="_blank" rel="noopener">USU Investment Policy 571</a> <span class="glyphicon glyphicon-new-window"></span></h2> <h2 class="brick"><a name="11k"></a>11.k. Endowment Performance</h2> <center> <table class="table "> <tbody> <tr> <td valign="bottom" nowrap width="76"> <p align="right"><strong>Fiscal Year</strong></p> </td> <td valign="bottom" nowrap width="48"> <p align="right"><strong>Year</strong></p> </td> <td valign="bottom" nowrap width="97"> <p align="right"><strong>Rate of Return</strong></p> </td> <td valign="bottom" nowrap width="103"> <p align="right"><strong>Endowment Value</strong></p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">1997</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">1997</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">13.09</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$44.90</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">1998</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">1998</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">12.78</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$54.60</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">1999</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">1999</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">5.19</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$66.70</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2000</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2000</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">(3.88)</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$76.90</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2001</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2001</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">(6.38)</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$85.50</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2002</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2002</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">(7.18)</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$81.90</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2003</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2003</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">0.65</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$81.90</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2004</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2004</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">18.38</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$91.50</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2005</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2005</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">7.65</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$97.10</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2006</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2006</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">6.78</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$110.30</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2007</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2007</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">15.77</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$130.60</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2008</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2008</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">(3.20)</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$145.60</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2009</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2009</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">(13.70)</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$151.20</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2010</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2010</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">10.60</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$172.40</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2011</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2011</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">17.40</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$209.10</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2012</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2012</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">2.25</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$209.20</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2013</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2013</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">12.40</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$242.06</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2014</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2014</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">13.90</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$283.10</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2015</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2015</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">2.90</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$315.10</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2016</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2016</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">1.50</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$326.00</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2017</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2017</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">12.50</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$360.20</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2018</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2018</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">7.60</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$322.04</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2019</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2019</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">6.10</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$341.80</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2020</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2020</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">1.51</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$346.95</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2021</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2021</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">23.94</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$430.01</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2022</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2022</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">1.05</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$425.51</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2023</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2023</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">6.32</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$452.41</p> </td> </tr> <tr> <td valign="bottom" nowrap width="76"> <p align="right">2024</p> </td> <td valign="bottom" nowrap width="48"> <p align="right">2024</p> </td> <td valign="bottom" nowrap width="97"> <p align="right">11.29</p> </td> <td valign="bottom" nowrap width="103"> <p align="right">$503.47</p> </td> </tr> </tbody> </table> </center> <h2 class="brick"><a name="11l"></a>11.l. Endowment Administrative Fee and Use Of</h2> <p>Utah State University assesses up to a 1.5% fee on the true endowments invested in the endowment pool. This fee, that has been approved by University leadership, USU Foundation Board and USU Board of Trustees, is used to support University Advancement, investment administration, and other president-approved purposes. The fee is assessed on the 12-quarter moving average of the portfolio fair market unit value for the three preceding fiscal years, with a budget lead time of one year. No new endowments whether funded with new money or existing monies will have the endowment fee waived. Any exception to this will be reviewed by the Gift Acceptance Committee for recommendation to the University President for action.</p> <p>Endowment administrative fee calculations are made as follows:</p> <ol style="padding-left: 50px;"> <li style="padding-bottom: 10px;">If there is a transfer to the spendable, then a fee will be charged.</li> <li style="padding-bottom: 10px;">If there is no transfer to the spendable due to a restriction on the endowment (endowment has to get to a certain dollar value, can't spend until someone retires, no spending until a certain fiscal year), then no fee will be charged UNLESS the corpus of the endowment is over $25,000.</li> <li style="padding-bottom: 10px;">For the first fiscal year an endowment buys into the endowment pool the fee will be calculated as follows: <ul> <li style="padding-bottom: 10px; padding-top: 10px;">All units purchase on October 1, 20xx will be charged 75% of the fee (calculated on a per unit basis).</li> <li style="padding-bottom: 10px;">All units purchase on January 1, 20xx will be charged 50% of the fee (calculated on a per unit basis).</li> <li style="padding-bottom: 10px;">All units purchase on April 1, 20xx will be charged 25% of the fee (calculated on a per unit basis).</li> <li style="padding-bottom: 10px;">All units purchase on June 30, 20xx will not be charged a fee - These endowments will pay the full fee the next fiscal year.</li> </ul> </li> <li style="padding-bottom: 10px;">For endowments that specifically say to spend all the earnings each fiscal year, there will be no fee charged in years when there is less than the 4% earnings.</li> <li style="padding-bottom: 10px;">The fee will be charged only if there are funds in appreciation. The University will spend appreciation down to zero, but won't go negative to pay the spending rule or fee.</li> </ol> <h2 class="brick"><a name="11m"></a>11.m. Endowment Spending Policy</h2> <p>The University's spending policy is to distribute, annually, 4% of the three-year average fair market value of the endowment. These funds are taken from the earnings. In years when the investment does not earn 4%, the transfer for spending can come from appreciation. In addition to the 4% that is transferred for spending, the university currently retains 1.5% of the value of the endowment to support University Advancement, investment administration, and other president-approved purposes.</p> <p>The spending policy benefits both the donor and the University by protecting the core growth of the endowment. This protects the distributable income. Therefore, the University ensures that donors' funds are not losing income for awards made according to donors' wishes.</p> <h2 class="brick"><a name="11n"></a>11.n. CMIP Investment</h2> <p>Cash Management Investment Pool, consists of available cash in excess of estimated daily operating requirements from all University and agency funds. The pool is not operated on a unit (marked value) method. The rate of return is similar to a money market. <br><a href="/policies/517/Cash_Management_Investment_Pool_Guidelines" target="_blank" rel="noopener">https://www.usu.edu/policies/517/Cash_Management_Investment_Pool_Guidelines</a></p> <h2 class="brick"><a name="11o"></a>11.o. CASE Reporting & Management Guidelines</h2> <p>The University follows the CASE Reporting Standards and Guidelines for Educational Fundraising by the Council for Advancement and Support of Education (CASE) for reporting annual fundraising and campaigns. The latest edition of the guidelines is the 4th edition.</p> <h2 class="brick"><a name="11p"></a>11.p. FASB</h2> <p>Financial Accounting Standards Board (FASB) that establishes financial accounting and reporting standards for public and private companies and not-for-profit organizations that follow Generally Accepted Accounting Principles (GAAP).</p> <h2 class="brick"><a name="11q"></a>11.q. Donor Bill of Rights</h2> <p>The Donor Bill of Rights, found at <a href="https://www.case.org/resources/donor-bill-rights" target="_blank" rel="noopener">https://www.case.org/resources/donor-bill-rights</a>, was created by the Association of Fundraising Professionals (AFP), the Association of Healthcare Philanthropy (AHP), the Council for Advancement and Support of Education (CASE), and the Giving Institute: Leading Consultants to Non-Profits. It has been endorsed by numerous organizations including Utah State University.</p> <h2 class="brick"><a name="11r"></a>11.r. Requesting Banner Index</h2> <p>Requesting new banner indexes for a unit/department will go through the unit Financial Officer using Service Now. When requesting an index for a charitable donation, you must ensure that the fund type is one that can hold a donation. <br>The new endowment must have a completed gift agreement in place before a new index can be requested. Donations will be deposited in the Advancement holding index until a new index can be created.</p> <h2 class="brick"><a name="11s"></a>11.s. Solicitation Codes</h2> <p>Units can request a solicitation code through the Office of Advancement Services that can be tied to their specific solicitation. When donations are processed in the database, the gift is then tagged with the same solicitation code to ensure accurate reporting on solicitation efforts.</p> <h2 class="brick"><a name="11t"></a>11.t. Moving Donations to a Different Account</h2> <p>The Alumni Donor Database used in Advancement is the system of record for donations. Any donation that needs to be moved to a different account than what the funds were initially deposited to must work with the Office of Advancement Services to move the funds. This is to ensure that the funds are being used for the purpose the donor instructed and to keep Banner in sync with the Alumni Donor Database.</p> <h2 class="brick"><a name="11u"></a>11.u. Compliance</h2> <p>The following regulatory requirements, managed by University Advancement or in partnership with other USU areas, are reviewed annually.</p> <ol style="padding-left: 50px;"> <li style="padding-bottom: 10px;">CAN-SPAM Act of 2003, 16 CFR 316, controls electronic marketing communications, including to prospective donors<strong> </strong></li> <li style="padding-bottom: 10px;">Charitable Gift Annuity Antitrust Relief Act</li> <li style="padding-bottom: 10px;">Charitable Gift Annuity Registration</li> <li style="padding-bottom: 10px;">Charitable Solicitations Act, UCA 13-22-6</li> <li style="padding-bottom: 10px;">Disclosure of Foreign Donations to Higher Education Institutions, Board of Regents R545</li> <li style="padding-bottom: 10px;">Donor restrictions (as per agreements with donors)</li> <li style="padding-bottom: 10px;">HEA, Foreign Gift & Contract Support, 34 CFR 668, requires reporting of large donations or contracts from foreign sources</li> <li style="padding-bottom: 10px;">IRA Charitable Rollover, IRC Section 408(d)(8)</li> <li style="padding-bottom: 10px;">Internal Revenue Code, Substantiation and Disclosure Provisions, substantiation of donations made to non-profits</li> <li style="padding-bottom: 10px;">Philanthropy Protection Act of 1995</li> <li style="padding-bottom: 10px;">Uniform Prudent Management of Institutional Funds Act (UPMIFA)</li> </ol> <h2 class="brick"><a name="11v"></a>11.v. GRAMA Requests</h2> <p>The public can request access to specific records maintained by Utah State University, through (Government Records Access and Management Act). Requests related to University Advancement are forwarded by the Office of General Counsel, along with relevant instructions. GRAMA requires that Utah State University respond as promptly as possible, but no later than ten business days after receiving a written request for records. Any records released will be provided in the format in which they are currently maintained by the university. For more information on GRAMA, click <a xmlns:ouc="http://omniupdate.com/XSL/Variables" href="/legal/grama/">here</a>. All GRAMA requests for donor biographical and giving information will be reviewed by the Vice President of Advancement, the AVP for Advancement Services, General Counsel and the President to determine compliance with the request. </p> <h2 class="brick"><a name="11w"></a>11.w. Advancement Privacy Statement</h2> <p>The Office of Advancement at Utah State University (“we”) are committed to supporting the privacy of USU Students, Alumni, and Friends of the University. This <a href="/advancement/privacy-policy">privacy statement</a> explains how we handle and use the personal information collected about our alumni and our past, present, and future supporters. </p> <h2 class="brick"><a name="11x"></a>11.x. University Gift Investment Fee</h2> <p>Instituted on July 1, 2021, the <a href="chrome-extension://efaidnbmnnnibpcajpcglclefindmkaj/https:/www.usu.edu/advancement/University-Gift-Investment-Fee-2021.pdf">gift investment fee</a> improves our capacity to increase philanthropic giving to the university. Charitable giving is vital to sustaining USU as a thriving institution, as state support for higher education continues to diminish.</p> <p>Our goal is to significantly increase the number of donors and amount of private charitable dollars supporting Utah State, and continuously improve the health of the university’s endowment. Doing so requires USU Advancement to upgrade its information and processing systems, support the growth and efficiency of fundraising operations, and increase the number of focused fundraising staff across our campuses. Each of these initiatives expands our capacity to encourage philanthropic support for Utah State among alumni and friends.</p> <h2 class="brick"><a name="11y"></a>11.y. Using Email Lists from the University Advancement Office</h2> <p>Requests for email address lists for alumni and donors and scheduling on the email calendar can be made <a xmlns:ouc="http://omniupdate.com/XSL/Variables" href="http://www.usu.edu/requests">here</a>. Requests must be made by university staff; lists will not be given to volunteers or students.</p> <p><strong>Solicitation Emails</strong><br>Units, departments, and programs must coordinate all solicitations through their unit development officer and the <a href="mailto:jonathan.young@usu.edu">Director of Annual Fund</a>. An updated mailing, emailing and/or phone list for your constituent solicitation must be used to ensure accurate data and applicable communication restrictions are applied. All solicitations must be noted on the <a href="/advancement/office/solicitations">solicitation calendar</a> at the time the request is made to coordinate fundraising efforts and ensure alumni and friends are not over solicited.</p> <ol style="padding-left: 50px;" start="1" type="1"> <li>To ensure that USU is compliant with the CAN-SPAM Act of 2003, 16 CFR 316, the Office of Advancement Services must send all email communication for lists that have been generated from the Alumni and Donor Database to guarantee that emails are being sent properly.</li> </ol> <ol style="padding-left: 50px;" start="2" type="1"> <li>Restrictions on the frequency of emails to a constituent are as follows:</li> </ol> <ul style="padding-left: 50px;"> <ul> <li style="padding-bottom: 10px;">There will be a minimum of two days between emails sent to the same constituent,</li> <li style="padding-bottom: 10px;">The same constituent should not receive more than two emails in one week,</li> <li style="padding-bottom: 10px;">The same constituent should not receive more than eight emails in one month, and</li> <li style="padding-bottom: 10px;">The number of email messages regarding a particular event is limited to one invite and up to two reminder messages. </li> </ul> </ul> <ol style="padding-left: 50px;" start="3" type="1"> <li>Email messages should meet at least one of the following criteria:</li> </ol> <ul style="padding-left: 50px;"> <ul> <li style="padding-bottom: 10px;">Inform the recipient about general university information on or off campus,</li> <li style="padding-bottom: 10px;">Invite the recipient to an event,</li> <li style="padding-bottom: 10px;">Solicit the recipient for university support,</li> <li style="padding-bottom: 10px;">Present a call to action to the recipient,</li> <li style="padding-bottom: 10px;">Thank the recipient, or</li> <li style="padding-bottom: 10px;">Involve the recipient with Utah State University.</li> </ul> </ul> <ol style="padding-left: 50px;" start="4" type="1"> <li style="padding-bottom: 10px;">If the email request is for a solicitation, the Annual Fund Director will review each request to ensure the timing and content of the email message is appropriate as it relates to the overall strategies and objectives of University Advancement.</li> <li style="padding-bottom: 10px;">A copy of the email will be circulated and approved by the University Advancement email test group and requester before sending</li> <li style="padding-bottom: 10px;">Email address lists from the database will not be given to any University employee or volunteer to create their address book or shadow database for mass emailing. Any exception to this will be approved by the Vice President of Advancement.</li> <li style="padding-bottom: 10px;">Emails for specific Unit/Department events will only be allowed to have email addresses for alumni and donors from their unit/college. Unit/Departments are encouraged to advertise their events via social media, USU event page, and a call to action for alumni to spread the word.</li> <li style="padding-bottom: 10px;">All emails must abide by appropriate email communication restrictions noted in Millennium</li> <li style="padding-bottom: 10px;">All emails must display one of the approved USU logos prominently on the page in the header of the email.</li> <li style="padding-bottom: 10px;">Emails will contain a footer message and opt out message.</li> <li style="padding-bottom: 10px;">The subject line for each email should not exceed 25 characters and must be relevant to the message.</li> <li style="padding-bottom: 10px;">The sent and reply email address must be an official USU domain.</li> <li style="padding-bottom: 10px;">For emails that are plain text it is recommended to keep the message to a single page or less.</li> <li style="padding-bottom: 10px;">Emails with video or graphics are not recommended because servers often filter them out as spam and harmful emails but when they are used the size of the email should not exceed 30 MB for USU servers, this may be smaller for other systems.</li> <li style="padding-bottom: 10px;">It is recommended that attachments not be sent as email servers often filter those out as spam and harmful emails.</li> <li style="padding-bottom: 10px;">All embedded links in the email message must be complete links, please test each link to verify it is a properly formatted link.</li> </ol> <p><strong>Emails to USU Employees</strong><br>University Advancement receives HR data on all employees to support fundraising efforts and event communications. When a college or unit wishes to send emails or mailings, they may contact only their own faculty and staff, not the entire university employee list. If they want to send an email to all employees, they must first obtain permission from the Office of the Vice President for Finance & Administrative Services. For requests to contact all faculty members, approval must be obtained from the Provost's Office.</p> <p><strong>Emails to current Student Population</strong><br>University Advancement receives student data to support fundraising efforts and track student involvement. 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