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<!DOCTYPE HTML><html lang="en"> <head> <meta http-equiv="Content-Type" content="text/html; charset=UTF-8"> <title>Fundraising Organization | USU</title> <meta charset="utf-8"> <meta http-equiv="X-UA-Compatible" content="IE=edge,chrome=1"> <meta name="viewport" content="width=device-width, initial-scale=1.0"> <meta name="author" content="Utah State University"> <meta name="language" content="en"> <meta name="robots" content="follow, all"> <meta name="revisit-after" content="5 days"> <link rel="icon" href="https://www.usu.edu/favicon.ico" type="image/x-icon"> <meta name="Description" content="A major gift is defined as a gift of $25,000 or more, that is either made outright or pledged."> <meta property="og:type" content="website"> <meta property="og:url" content="https://www.usu.edu/advancement/gac/fundraising"> <meta property="og:image" content=" "> <meta property="og:title" content="Fundraising Organization"> <meta property="og:description" content="A major gift is defined as a gift of $25,000 or more, that is either made outright or pledged."> <link rel="dns-prefetch" href="https://fonts.googleapis.com"> <link rel="dns-prefetch" href="https://ajax.googleapis.com"> <link rel="dns-prefetch" href="https://stackpath.bootstrapcdn.com"> <link rel="dns-prefetch" href="https://www.googletagmanager.com"> <link rel="dns-prefetch" href="https://www.google-analytics.com.com"> <link rel="dns-prefetch" href="https://cse.google.com"> <link rel="stylesheet" type="text/css" href="https://www.usu.edu/assets/bs4/css/bootstrap.min.css"> <link rel="stylesheet" type="text/css" href="https://www.usu.edu/assets/bs4/css/main.css"> <link rel="stylesheet" type="text/css" href="https://templateresources.usu.edu/_resources/css/global-custom.css"> <script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); })(window,document,'script','dataLayer','GTM-WPLCQ7L');</script><script>(function(w,d,s,l,i){w[l]=w[l]||[];w[l].push({'gtm.start': new Date().getTime(),event:'gtm.js'});var f=d.getElementsByTagName(s)[0], j=d.createElement(s),dl=l!='dataLayer'?'&l='+l:'';j.async=true;j.src= 'https://www.googletagmanager.com/gtm.js?id='+i+dl;f.parentNode.insertBefore(j,f); })(window,document,'script','dataLayer','GTM-5D5WNBPS');</script>   <style> main#content div.container div.row div.col-12.pb-3 h1.pageTitle {display:none;} main#content section.jumbotron-fluid.jumbotron-full.jumbotron-full-image div.jumbotron-content.xl.h-bold.container.text-white {display:none;} </style> <script src="https://ajax.googleapis.com/ajax/libs/jquery/3.5.1/jquery.min.js"></script> <link rel="stylesheet" href="https://usu.edu/advancement/sfo/layout.css">  </head> <body class="ou"> <div class="alert text-center cookiealert d-none" role="alert"><span class="text-access text-white text-roboto">Utah State University sites use cookies. 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mx-3">Quick Links</div> </div> <ul class="dropdown-menu" aria-labelledby="offcanvas-quicklinks"> <li><a class="dropdown-item" href="https://www.usu.edu/apply/">Apply</a></li> <li><a class="dropdown-item" href="https://www.usu.edu/visit/">Visit</a></li> <li><a class="dropdown-item" href="https://www.usu.edu/giving/">Give</a></li> <li><a class="dropdown-item" href="https://www.usu.edu/calendar/">Calendar</a></li> <li><a class="dropdown-item" href="https://www.usu.edu/azindex/">A-Z Index</a></li> <li><a class="dropdown-item" href="https://directory.usu.edu/">Directory</a></li> <li><a class="dropdown-item" href="https://library.usu.edu/">Libraries</a></li> </ul> </div> </li> <li 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 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href="/advancement/gac/whatisagift.php#1a">1.a. Charitable Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1b">1.b. Non-Charitable Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1c">1.c. Grant</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1d">1.d. Contract (Sponsored Programs) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1e">1.e. Pledge</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/whatisagift.php#1f">1.f. Planned Gift</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-2" data-toggle="collapse" aria-expanded="false">GIFT ACCEPTANCE </a> <div id="item-2" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php2a">2.a. Utah System Of Higher Education, R530, Acceptance Of Conditional Gift Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2b">2.b. Gift Acceptance Committee</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2c">2.c. Gift Acceptance Committee Members</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2d">2.d. Gift Acceptance Committee Meeting </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2e">2.e. Conditions for Declining a Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2f">2.f. Appraisal and Determination of Fair Market Value</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2g">2.g. Use of Legal Counsel and Tax Advisors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftacceptance.php#2h">2.h. Exceptions to the Procedures</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-3" data-toggle="collapse" aria-expanded="false">GIFT PLEDGES (non-campaign)</a> <div id="item-3" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php">Intro</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a">3.a. Pledge Type</a> <ul class="nav" style="padding-left: 15px;"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a1">1) Signed Agreement </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a2">2) Annual Scholarship</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3a3">3) Annual Fund Phonathon</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3b">3.b. Pledge Duration</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3c">3.c. Pledge Payment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3d">3.d. Pledge Reminder</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftpledges.php#3e">3.e. Pledge Write Off </a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-4" data-toggle="collapse" aria-expanded="false">GIFT DELIVERY</a> <div id="item-4" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php">Intro </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4a">4.a. Cash or Checks </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4b">4.b. Wire Transfer </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4c">4.c. Credit Cards </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4d">4.d. University Payroll Deductions </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4e">4.e. Electronic Funds Transfer (“EFT”) or Automated Clearing House (“ACH”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4f">4.f. Publicly Traded Securities and Mutual Funds </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4g">4.g. Closely Held Stock </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4h">4.h. Cryptocurrency</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4i">4.i. Real Estate or Remainder Interests in Property </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4j">4.j. Gifts-in-Kind </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4k">4.k. Gifts of Service </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4l">4.l. Honoraria and Awards </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4m">4.m. Matching Gifts </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4n">4.n. IRA Qualified Charitable Distribution (Charitable Rollover) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4o">4.o. Sponsorships of Events/Programs/Clubs</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4p">4.p. Gifts from a Donor Advised Fund or Community Foundation </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4q">4.q. Mineral, Oil, and Gas, (“MOG”) Interest </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4r">4.r. Auctions, Golf Tournaments, and Raffles </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s">4.s. Third Party Fundraising </a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s1">1) Event use of USU Name/Logo </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s2"> 2) Event Marketing and Promotion </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s3"> 3) Event Finances and Tax Guidelines </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4s4"> 4) Assistance </a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4t">4.t. Intellectual Property </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4u">4.u. Athletics Premium Seating Requirements </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4v">4.v. Savings Bonds </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w">4.w. Planned or Deferred Gifts </a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w1">1) Charitable Bequest </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w2">2) Beneficiary Designation </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w3"> 3) Life Insurance Policy Gift </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w4">4) Charitable Remainder Trust </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w5">5) Charitable Lead Trust (“CLT”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w6">6) Charitable Gift Annuity (“CGA”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w7">7) Deferred Charitable Gift Annuity (“DCGA”) </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w8">8) Retained Life Estate </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4w9">9) Bequest Expectancy Contributor is Under the Age of 60</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftdelivery.php#4x"> 4.x. Donate Button from Offsite Fundraising Websites </a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-5" data-toggle="collapse" aria-expanded="false">GIFT FUND TYPES </a> <div id="item-5" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php">Intro</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5a">5.a. Expendable </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5b">5.b. Endowment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5c">5.c. Quasi Endowment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5d">5.d. Building Fund</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftfund.php#5e">5.e. Loan Funds</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-6" data-toggle="collapse" aria-expanded="false">GIFT AGREEMENTS</a> <div id="item-6" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a">6.a. Gift Agreement Templates</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a1">1) Gift and Pledge Disclosure </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a2">2) Planned Giving Intent Disclosure </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a3">3) Endowed Gift Agreement </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a4">4) Expendable Gift Agreement </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a5">5) Gift Agreement Amendment </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a6">6) Donor-Advised Fund – Endowment Memorandum of Intent </a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6a7">7) Memorandum for Multi Donor Endowment </a></li> <li class="nav-item"><a class="nav-link d-flex" href="#6a8">8) Memorandum for Multi Donor Expendable</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6b">6.b. Criteria for Expendable Scholarship - No Agreement</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6c">6.c. Gift Agreement Process Flow Chart</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6d">6.d. Agreement Review Form</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6e">6.e. Use of Office of General Counsel on Gift Agreements</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6f">6.f. Signatures on Gift Agreements</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g">6.g. Scholarship Selection and Restriction Criteria</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g1">1) Scholarship Unallowable Terms</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g2">2) Grandfathered Criteria</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g3">3) Charitable Class</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g4">4) Donor not part of Selection Committee</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6g5">5) Undocumented Students</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6h">6.h. Amending Gift Agreement</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6i">6.i. Use of an MOU</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftagreements.php#6j">6.j. Modifications to Donor Restrictions without Gift Agreement</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-7" data-toggle="collapse" aria-expanded="false">GIFT SUBSTANTIATION </a> <div id="item-7" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php7a">7.a. USU Policy 524</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7b">7.b. Determining the Legal Gift Date</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7c">7.c. Determining the Legal Donor</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7c1">1) Gifts from Individuals and Organizations</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7c2">2) Gifts From Donor-Advised and Donor-Directed Funds</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7d">7.d. Gift Dates for Booking Purposes</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7e">7.e. Value of Gifts-in-Kind and Securities</a> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7e1">1) Gift-in-kind</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftsubstantiation.php#7e2">2) Securities</a></li> </ul> </li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-8" data-toggle="collapse" aria-expanded="false">GIFT REPORTING & COUNTING</a> <div id="item-8" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8a">8.a. Daily Receipt Summary Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8b">8.b. Weekly Stewardship Reports</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8c">8.c. Cash vs. Progress Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8d">8.d. VSE Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8e">8.e. USU Board of Trustees Reports</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8f">8.f. USU Foundation Board Reports</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g">8.g. Campaign Counting for USU Capital Campaign 2003-2012</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g1">1) Campaign Reporting Standards</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g2">2) Campaign Impact Report</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g3">3) Chairs Established</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g4">4) Donor Funded Buildings during Campaign</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8g5">5) Endowments Established</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8h">8.h. Campaign Counting for USU Impact Campaign starting July 1, 2019</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8i">8.i. Recognition Hard Credit vs. “Soft” Credit</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8j">8.j. Anonymity</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/giftreporting.php#8k">8.k. Non-Governmental Grants and Contracts</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-9" data-toggle="collapse" aria-expanded="false">OTHER CONSIDERATIONS </a> <div id="item-9" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9a"> 9.a. Quid Pro Quo Gifts/Premiums</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9b">9.b. Privacy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9c">9.c. The requirement to Report Gifts from Foreign Donors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9d">9.d. The requirement to Report Cash Gifts over $10,000</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9e">9.e. Anonymity</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9f">9.f. Memorial or Honor Gifts</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9g">9.g. Recognition “Soft” Credit</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9h">9.h. Old Main Credit</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9i">9.i. Foreign Currency</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9j">9.j. When Gifts Are to be Raised From Multiple Donors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9k">9.k. Gifts From Unknown Donors</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9l">9.l. Record Retention</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9m">9.m. Return of Gifts to Donors at Their Request</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9m1">1) Refunds given for gifts donated in previous tax year</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9m2">2) Refunds given for gifts donated in same tax year</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9n">9.n. Gifts From Faculty to Support Their Research</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9o">9.o. Separately Invested Endowment Funds</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9p">9.p. Use of Earnings from Restricted Endowment Funds</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9q">9.q. Conflict of Interest when Advancement Staff Serving as Executor or Successor Trustee of Living Trusts</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9r">9.r. Undesignated Bequests</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9s">9.s. Membership Programs</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9t">9.t. Holding Account</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/otherconsiderations.php#9u">9.u. Charity Registration for Solicitation</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-10" data-toggle="collapse" aria-expanded="false">FUNDRAISING ORGANIZATION </a> <div id="item-10" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10a"> 10.a. Major Giving</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10b">10.b. Annual Leadership Giving</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c">10.c. Annual Fund</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c1">1) Aggie Connection Phonathon</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c2">2) Class Gift</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c3">3) Parent Fund</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c4">4) Young Alumni</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c5">5) Direct Mail</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c6">6) Crowdfunding – AggieFunded</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c7">7) “A” Day of Giving</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c8">8) Employee Giving</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c9">9) Aggie License Plate</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10c10">10) Annual Fund Chargebacks</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10d">10.d. Student Organization Fundraising</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10e">10.e. Unit Department Solicitation</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10f">10.f. Other Resources</a> <ul class="nav" style="padding-left: 15px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10f1">1) Solicitation Calendar</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10f2">2) Solicitation Code for Tracking</a></li> </ul> </li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/fundraising.php#10g">10.g. 4-H Fundraising</a></li> </ul> </div> </li> <li class="nav-item"><a class="nav-link d-flex" href="#item-11" data-toggle="collapse" aria-expanded="false">ADVANCEMENT POLICIES & PROCEDURES</a> <div id="item-11" class="collapse"> <ul class="nav" style="padding-left: 5px;" aria-labelledby="item-1"> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11a">11.a. USU Cash Handling Policy 530</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11b">11.b. Advancement Cash Handling Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11c">11.c. Extension/4-H Donation Handling</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11d">11.d. Regional Campus Deposit Instructions</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11e">11.e. Gift Receipting Cycle</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11f">11.f. Insubstantial Benefit Limits (Safe Harbor Rules)</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11g">11.g. Gift Transmittal Form</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11h">11.h. Depositing Non-Charitable Donations</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11i">11.i. Endowment Overview</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11j">11.j. USU Investment Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11k">11.k. Endowment Performance</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11l">11.l. Endowment Administrative Fee and Use Of</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11m">11.m. Endowment Spending Policy</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11n">11.n. CMIP Investment</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11o">11.o. CASE Reporting & Management Guidelines</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11p">11.p. FASB</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11q">11.q. Donor Bill of Rights</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11r">11.r. Requesting Banner Index</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11s">11.s. Solicitation Codes</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11t">11.t. Moving Donations to a Different Account</a></li> <li class="nav-item"><a class="nav-link d-flex" href="/advancement/gac/policies.php#11u">11.u. Compliance</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11v">11.v. GRAMA Requests</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11w">11.w. Advancement Privacy Statement</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11x">11.x. University Gift Investment Fee</a></li> <li><a class="nav-link d-flex" href="/advancement/gac/policies.php#11y">11.y. Using Email Lists from the University Advancement Office</a></li> </ul> </div> </li></ul> </div> </nav> </div> <div class="col-lg-8 col-xl-9 pb-3"> <div class="row mt-5"> <div class="col-12 col-lg-12 h-bold xl subhead-bright-light"> <h1>FUNDRAISING ORGANIZATION</h1> <h2 class="brick"><a name="10a"></a>10.a. Major Giving</h2> <p>A major gift is defined as a gift of $25,000 or more, that is either made outright or pledged.</p> <h2 class="brick"><a name="10b"></a>10.b. Annual Leadership Giving</h2> <p>An annual leadership gift is an outright gift of $1,000 made on an annual basis with the goal of eventually becoming a major gift donor.</p> <h2 class="brick"><a name="10c"></a>10.c. Annual Fund</h2> <p>The Annual Fund is the umbrella program for annual giving at Utah State University. It is the only program at Utah State that contacts alumni, parents, faculty, staff, and students every year. The Annual Fund focuses on building a sustainable, reliable base of non-legislative support for the University and its students. Gifts to the Annual Fund help all the University students by providing resources to support academic initiatives that are not funded through state allocations or tuition and student fees. The priority of the Annual Fund is to raise unrestricted funds for the University and the colleges; however, donors may designate their gifts to any college, department, or program of the University they choose. The Annual Fund also is a continuing source of information about the University to our constituents.</p> <ol style="padding-left: 50px;"> <li> <h3><a name="10c1"></a>Alumni Center for Engagement Phonathon</h3> <p>The Alumni Center for Engagement (A.C.E.) Phonathon program reaches out to alumni, parents, faculty, staff, and friends of Utah State University. A.C.E. is staffed entirely by university students who provide a firsthand perspective on the difference a gift can make and why the annual fund is crucial to the University's success. A.C.E. is used to increase alumni participation and support as well as to keep our alumni and friends connected to the University.</p> </li> <li> <h3><a name="10c2"></a>Senior Class Gift</h3> <p>The Student Alumni Association (SSA) invites all graduating seniors to leave their mark at USU for future Aggies by contributing to a purpose identified by SSA for the current year. </p> </li> <li> <h3><a name="10c3"></a>Parent Fund</h3> <p>The Parent Fund solicits parents of currents students, former and current library staff and former donors to the parent fund to help create quality library services to benefit University students.</p> <p>A parent can honor their student, a current/former professor, or someone important with a bookplate for a donation of a $75 or more.</p> </li> <li> <h3><a name="10c4"></a>Young Alumni Giving</h3> <p>Young Alumni are defined as alumni and attendees aged 40 years and younger. The Young Alumni Giving Campaign supports the Student Emergency Hardship Fund, which provides scholarships to students facing circumstances that could prevent them from continuing their education.</p> </li> <li> <h3><a name="10c5"></a>Direct Mail</h3> <p>Annual Fund direct mailings are sent throughout the academic year for various campaigns, targeting alumni, attendees, and friends of the university to encourage their support. Advancement may occasionally partner with third parties for solicitation efforts.</p> </li> <li> <h3><a name="10c6"></a>Crowdfunding – AggieFunded</h3> <p>AggieFunded is the university's crowdfunding platform that enables student organizations and affinity groups to raise funds for new projects and initiatives, with goals not exceeding $10,000.</p> <p>All project teams must first complete the <a href="/advancement/forms/student-fundraising">Application to Raise Funds</a><u>.</u> Once approved, you can submit a <a href="/aggiefunded/">Crowdfunding Application</a>. There is an application checklist that must be completed prior to your project being approved by the student giving committee. Crowdfunding campaigns require a minimum of 4-6 weeks to plan and execute a successful campaign launch.</p> </li> <li> <h3><a name="10c7"></a>“A” Day of Giving</h3> <p>“A” Day of Giving held for 1888 minutes during Homecoming Week is a special opportunity to celebrate Aggie pride and express gratitude for the impact USU has had on each of us. </p> </li> <li> <h3><a name="10c8"></a>Employee Giving</h3> <p>Employees of USU play a crucial role through their service and participation in the USU Employee Giving Campaign, held each spring.</p> </li> <li> <h3><a name="10c9"></a>Aggie License Plate</h3> <p>If you live in Utah, there is no better way to show your love for Utah State than with an A-Plate that supports our students. Every A-plate on the road helps make it possible for the Alumni Association to award student scholarships each year.</p> </li> <li> <h3><a name="10c10"></a>Annual Fund Chargebacks</h3> <p>To cover some of the costs of administering the University Annual Fund program (e.g., student wages, calling software, and IT support) chargebacks will be assessed to colleges and departments based on a percentage of each cash gift (not pledged) raised through the Annual Fund, including those solicited through phonathon, mail, email, and personal solicitation.</p> <p>Each department has chargeback Banner indexes for each of their accounts tracked in the Millennium database. A daily automated feed debits the department account and credits the Annual Fund account. In Banner, the description will say “Annual Fund Charge Axxxx.” The Axxxxx is the account where the gift was originally deposited.</p> <ul> <li style="padding-bottom: 10px;">Chargebacks are currently set at a rate of 5% of the gift.</li> <li style="padding-bottom: 10px;">Payroll deduction gifts are excluded from chargebacks.</li> <li style="padding-bottom: 10px;">Crowdfunding gifts are excluded from chargebacks.</li> <li style="padding-bottom: 10px;">Chargebacks for all student giving solicitations (including Senior Gift) are charged to the Class Gift account.</li> </ul> </li> </ol> <h2 class="brick"><a name="10d"></a>10.d. Group/Organization Fundraising</h2> <p>Group/Organization Fundraising is defined as any event where the student organization intends to raise additional funds through solicitation (funds and items), charging admission to a fundraising event, or selling products/services excluding collecting membership fees or dues. This includes fundraisers that may benefit the student organization, other charitable groups or an individual.</p> <p>Only group/organizations that have been pre-approved by completing the <a href="/advancement/forms/student-fundraising">Application to Raise Funds</a> at least ten business days prior to the day of the fundraiser will be allowed to fundraise.</p> <p>Applicants can expect a response via email within five business days of submitting a completed application. If the fundraiser has been approved, the response will include instructions pertinent to your fundraiser. If the fundraiser is not approved, the group/organization is not allowed to hold the fundraiser. Appeals to this decision must be directed to the Unit’s Development Officer and Financial Officer. </p> <p>If applicable, the response will include instructions for coordinating with Event Services, the Student Center, University Marketing & Communication, Trademark Licensing, Cash Handling Training, and Business Services.</p> <h2 class="brick"><a name="10e"></a>10.e. Unit Department Solicitation</h2> <p>Units, departments, and programs must coordinate all solicitations through their unit development officer and the Annual Fund. 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. New lists can be requested at <a href="/advancement/request/">https://www.usu.edu/advancement/request/</a>. All solicitations must be noted on the solicitation calendar to coordinate fundraising efforts and ensure alumni and friends are not over solicited.</p> <h2 class="brick"><a name="10f"></a>10.f. Other Resources</h2> <ol style="padding-left: 50px;"> <li> <h3><a name="10f1"></a>Solicitation Calendar</h3> <p>Solicitation details, such as the mailing date and the mailing audience will be submitted on the University Advancement Solicitation Calendar to coordinate fundraising efforts at the University and ensure that alumni and friends are not "over solicited."</p> </li> <li> <h3><a name="10f2"></a>Solicitation Code for Tracking</h3> <p>Units can request a solicitation code that can be tied to their specific solicitation. When donations are processed, the gift is tagged with the same solicitation code to ensure accurate reporting on solicitation efforts.</p> </li> </ol> <h2 class="brick"><a name="10g"></a>10.g. 4-H Fundraising</h2> <p>4-H fundraising is defined as any event or activity where the 4-H club or affiliated 4-H organization intends to raise additional funds through solicitation (funds and/or items), charging admission to a fundraising event, soliciting sponsorships for a 4-H event, or selling products or services. This excludes collecting 4-H club fees or dues that are collected and spent for club operations and are de minimis in nature. This includes fundraisers that may benefit the 4-H club or other affiliated 4-H organizations, other charitable groups, or an individual.</p> <p>Only 4-H Clubs or affiliated 4-H organizations that have been pre-approved by completing the Application to Raise Funds through the USU Advancement Office, at least ten days before the day of the fundraiser, will be allowed to fundraise. Each 4-H Club or affiliated 4-H organization is encouraged to hold one yearly fundraiser. If the fundraiser is ongoing or happening more than once in the school year and you are charging admission or selling items, you will be required to collect sales tax on the sales of all goods and services. Contact your Financial Officer for directions on how this should be done. </p> <p>4-H fundraising is divided into two classifications 1. Charitable Fundraising and 2. Non-Charitable Fundraising. The <a href="/advancement/give/4h/application">Application to Raise Funds </a>process will determine the classification for your fundraiser. Applications must be completed and approved for each fundraiser, unless the event is for the same fundraiser that happens on a regular basis. For example, if the 4-H club plans to sell items every Tuesday at a table outside the arena at the fairgrounds, only one application is necessary. For multi-day fundraising, the 4-H club or organization will need to supply an end date.</p> </div> </div> </div> </div> </div> </main> <footer class="mt-auto" id="site-footer"> <section id="fat-footer" class="bg-blue-dark"> <div class="container"><div class="row"> <div class="footer-brand d-inline-flex ml-lg-3 mx-auto"><a>University Advancement</a></div> </div> <div class="row"> <div class="col-lg col-12"> <div class="col-border"> <h2 class="h6 mb-0 text-white">CONTACT</h2> </div> <ul class="social-list"> <li><a href="https://www.facebook.com/UtahStateAlumni"><i class="fab fa-facebook-square fa-2x"></i><span class="sr-only">Facebook</span></a></li> <li><a href="https://twitter.com/utahstatealumni"><i class="fa-brands fa-square-x-twitter fa-2x"></i><span class="sr-only">Twitter</span></a></li> <li><a href="https://www.youtube.com/channel/UC0u-ouvsJv4TDVV_f9EmaUA"><i class="fab fa-youtube-square fa-2x"></i><span class="sr-only">YouTube</span></a></li> <li><a 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