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Gift Reporting | 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>GIFT REPORTING & COUNTING</h1> <h2 class="brick"><a name="8a"></a>8.a. Daily Receipt Summary Report</h2> <p>The report summarizes all gifts processed for the day and is emailed to a distribution list managed by the Office of Advancement Services.</p> <h2 class="brick"><a name="8b"></a>8.b. Weekly Stewardship Reports</h2> <p>The report summarizes all gifts processed for the week by Unit, Department and/or Fund. The report runs automatically and results are emailed Monday mornings to the representative identified in the Alumni Donor Database.</p> <h2 class="brick"><a name="8c"></a>8.c. Cash vs. Fundraising Progress Report</h2> <p>The report compares cash and fundraising progress received for a specified time. Fundraising progress is defined as all new gifts and signed agreement pledges. It does not include pledge payments received toward a signed agreement pledge. Cash is defined as all gifts received regardless of tender type excluding pledges.</p> <h2 class="brick"><a name="8d"></a>8.d. VSE Survey</h2> <p>The Voluntary Support of Education (VSE) annual survey is the authoritative North American source of data on charitable giving to higher education and private K-12 institutions. The survey yields hundreds of variables related to fundraising in public and private colleges and universities and a small number of precollege institutions. The data is used to estimate national trends and for benchmarking by individual institutions.</p> <h2 class="brick"><a name="8e"></a>8.e. USU Board of Trustees Reports</h2> <p>Fundraising reports provided to USU Board of Trustees four times a year include:</p> <ol style="padding-left: 50px;"> <li>Fundraising progress comparing present FY to prior FY.</li> <li>Major gifts received since the last report – includes amount, purpose and receiving division.</li> </ol> <h2 class="brick"><a name="8f"></a>8.f. USU Foundation Board Reports</h2> <p>Fundraising reports provided to USU Foundation Board monthly include:</p> <ol style="padding-left: 50px;"> <li>Progress to goals from Reeher</li> </ol> <h2 class="brick"><a name="8g"></a>8.g. Campaign Counting for USU Capital Campaign 2003-2012</h2> <ol style="padding-left: 50px;"> <li style="padding-bottom: 10px;"><a name="8g1"></a><a href="/advancement/staffresources/files/gac/Campaign_Accounting_Standards.pdf" target="_blank" rel="noopener">Campaign Reporting Standards</a></li> <li style="padding-bottom: 10px;"><a name="8g2"></a><a href="/advancement/staffresources/files/gac/Campaign_Impact.pdf" target="_blank" rel="noopener">Campaign Impact Report</a></li> <li style="padding-bottom: 10px;"><a name="8g3"></a><a href="/advancement/staffresources/files/gac/Chairs_Established.pdf" target="_blank" rel="noopener">Chairs Established</a></li> <li style="padding-bottom: 10px;"><a name="8g4"></a><a href="/advancement/staffresources/files/gac/Donor_Funded_Bldgs_2003-12_campaign.pdf" target="_blank" rel="noopener">Donor Funded Buildings during Campaign</a></li> <li style="padding-bottom: 10px;"><a name="8g5"></a><a href="/advancement/staffresources/files/gac/Endowments_Established.pdf" target="_blank" rel="noopener">Endowments Established</a></li> </ol> <h2 class="brick"><a name="8h"></a>8.h. Campaign Counting for USU Impact Campaign starting July 1, 2019</h2> <p>Note that the following will contain links to the Campaign Tableau Reports.</p> <ol style="padding-left: 50px;"> <li style="padding-bottom: 10px;"><span> </span><a href="https://viz.uen.org/#/site/USUAdvancement/workbooks/7972/views">Campaign Overview</a></li> <li style="padding-bottom: 10px;"><span> </span><a href="https://viz.uen.org/#/site/USUAdvancement/workbooks/7703/views">Campaign Initiatives</a></li> <li style="padding-bottom: 10px;"><span> </span><a href="https://viz.uen.org/#/site/USUAdvancement/workbooks/7703/views">Capital Project Tracker</a></li> </ol> <h2 class="brick"><a name="8i"></a>8.i. Recognition Hard Credit vs. "Soft" Credit on Reports</h2> <p>The term "credit" is a method the University uses to recognize the amount and type of a donor's contributions.</p> <ol style="padding-left: 50px;"> <li style="padding-bottom: 10px;">Hard credit is recorded on the legal donor, who is the only entity able to deduct the gift for tax purposes.</li> <li>Soft credit can be given to any constituent the University chooses to recognize as "responsible" for the gift, without actually controlling the money.</li> </ol> <h2 class="brick"><a name="8j"></a>8.j. Anonymity in reports</h2> <p>When a donor stipulates that the gift be anonymous, every effort should be made to maintain the requested level of anonymity. The two levels of anonymity include:</p> <ol style="padding-left: 50px;"> <li style="padding-bottom: 10px;"><a name="8j1"></a>The donor requests the gift to be anonymous but also requests a charitable gift receipt. <ul> <li style="padding-bottom: 10px;">The gift is recorded on the donor's record in the database and is tagged anonymous.</li> <li style="padding-bottom: 10px;">The donors' charitable receipt will state, "At your request, this transaction is designated as anonymous."</li> <li style="padding-bottom: 10px;">The donor's name will not appear on any gift report. The name and address will read "anonymous".</li> <li style="padding-bottom: 10px;">There will be no recognition and no stories in publications for the gift in question.</li> <li style="padding-bottom: 10px;">An acknowledgment letter, if the donor requests, is sent.</li> </ul> </li> <li style="padding-bottom: 10px;"><a name="8j2"></a>The donor requests to be completely anonymous and does not care about receiving a charitable receipt. <ul> <li style="padding-bottom: 10px;">The gift is recorded on the Anonymous Donor record in the database.</li> <li style="padding-bottom: 10px;">No charitable gift receipt is sent to the donor,</li> <li style="padding-bottom: 10px;">No recognition, no stories in publication,</li> <li style="padding-bottom: 10px;">No listing on donor wall other than "anonymous,"</li> <li style="padding-bottom: 10px;">No acknowledgment letter,</li> <li style="padding-bottom: 10px;">No soft credit in the Alumni Donor Database is linked to the donor's record, and <ol> <li style="padding-bottom: 10px;"> <h3>Anonymity may not extend to:</h3> <ul> <li style="padding-bottom: 10px;">Audits,</li> <li style="padding-bottom: 10px;">Government subpoenas for information, or</li> <li style="padding-bottom: 10px;">The USU Board of Trustees "need to know."</li> </ul> </li> <li> <h3>Anonymity communication guidelines for receiving unit:</h3> <ul> <li style="padding-bottom: 10px;">Unit must ensure that written, verbal and electronic communication does not compromise the donor and gift anonymity.</li> <li style="padding-bottom: 10px;">Unit must not promise or guarantee anonymity.</li> <li style="padding-bottom: 10px;">Unit must provide all documentation on anonymous donors and anonymous gifts to the Office of Advancement Services upon finalization of the gift.</li> <li style="padding-bottom: 10px;">Development officers should not record details of anonymous gifts in contact reports.</li> <li style="padding-bottom: 10px;">Development officer should ask the donor for stewardship preferences e.g., endowment reports, acknowledgment letter, and donor recognition.</li> </ul> </li> </ol> </li> </ul> </li> </ol> <h2 class="brick"><a name="8k"></a>8.k. Non-Governmental Grants and Contracts</h2> <p><span style="text-decoration: underline;">Grants</span><br>Also known as specific grants, are received by the University resulting from grant proposals. The University has committed resources or services as a condition of the grant, and the grantor often requests an accounting of the use of funds and results of the programs or projects undertaken. Note: this requirement of reporting does not negate the philanthropic nature of a specific grant. Grants are included in the University fund-raising totals.<br><br><span style="text-decoration: underline;">Contracts</span><br>Is an agreement between the University and another entity to provide an economic benefit for compensation. This agreement is binding and creates a quid pro quo relationship between the University and the entity. A clinical trial is also considered a contract. Contracts are excluded from the University fund-raising totals.</p> <p><a href="https://usu.app.box.com/s/36eik65p4hbv51xultsf5dp22dkzezxn?_gl=1*hwal06*_ga*MTM3MzkwOTAyNC4xNzI3MTIyMjg2*_ga_3KZW5EJ285*MTcyNzMwNTM4NC43LjAuMTcyNzMwNTM4NC4wLjAuMA..">Gift/Grant checklist</a> to determine if the funding is likely a grant/sponsored program or a gift. 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