8.12 Updates
8.12 Updates
last updated: 03/09/2007
Online update 03/09/2007
Change: Added Gift or Sponsored Project Indicators table under #10 to assist individuals in determining proper classification and new #14, Gift or Sponsored Project Determination Process
Superseded Section
Online update 07/01/2005
Change: Updated policy to reflect change from Campaign Arizona to University Development Fund July 1, 2005
Superseded Section
Online update 07/02/2004
Changed fax phone number in Section 40b for FSO. Change requested by Mike Treiber.
Superseded Section
Online update 07/18/2002
At the request of Financial Services
and the Development Office, Draft #2, dated 5/5/99, was reviewed, updated, and
consolidated with the existing Gift policy. The policy provides guidelines
for soliciting, reviewing, accepting, and acknowledging gifts. The
Development Office is the designated owner of this policy.
Superseded Section
Online update 04/29/2002
Retract changes dated 4/26/02, a revision of verbiage for Establishing Quasi Endowments, Paragraph 51c.
Superseded Section
Online update 04/26/2002
Revise verbiage for Establishing Quasi Endowments, Paragraph 51c.
Superseded Section
Online update 04/25/2002
Revised verbiage for Types of Endowments - paragraph 48b and Establishing
Endowments - paragraph 49.
Superseded Section
Online update 04/23/2002
Revised Establishing Endowments, paragraphs 48-52.
Superseded Section
Online update 03/05/2002
Deleted references to social security
number collection requirements and subsidiary ledger accounts. Revised
verbiage referencing Space Management. Added verbiage defining research
fellowships.
Superseded Section
Online update 06/22/2001
Updated "Investing Endowments" by modifying Growth Income, deleting Income Pool and
adding Separately Held.
Superseded Section
Online update 01/27/2000
Policy modified to address contributions made by UA employees.
- Paragraph 16.a. became new par 18,
- Paragraph 16.b. became new paragraph 19.
- Added Paragraph 17, re IRS Code section 170 and employee contributions.
Superseded Section
Online update 11/12/99
- Added Purpose, Related Policy and Policy Owner.
- Changed Gift Office to Central Gifts throughout.
- Due to new online form, changed the following:
- Par 22 - Reworded 1st sentence to include useage of online Gift Report/DDF.
- Changed Gift Report to "Gift Report or Gift Report/DDF (required if gift greater than $1,000 - when applicable)" throughout.
- Modified the Purpose of the Paper Form.
Superseded Section
On line update 4/23/97
Added procedures for Gifts of Stocks and Bonds.
Hardcopy update 04/01/96
Added Endowment spending policy.
Hardcopy update 05/31/95
Added Endowment Mgmt Fee polices and procedures.
Hardcopy update 06/30/93
Included deleted sections 8.30, 8.31 (Gift Procedures) & 8.51 (Gift Report Form).
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to 8.12, Gifts