Policies and Procedures
- Joint Venture Policy
- Disbursement Procedure
- Disbursement Policy
- Directed Investments
- Document Retention Schedule
- Donative Naming Policy
- Establishing Endowment Accounts Policy
- Establishing and Investing Gift Annuities
- External Communications
- Foundation Advancement Initiative
- Foundation Reserves Policy
- Investing Endowed Funds and Use of Earnings Policy
- Investment Policy Statement
- Minimum Required to Establish Accounts Policy
- Non-Cash Gifts Policy
- Purchasing Policy
- Real Estate Gift Acceptance Policy
- Statement of Guidelines with Respect to Potential Conflicts of Interest
Business Office Guidelines
- Running nVision Reports - How to Create a New Report Request
- Running nVision Reports - DT Report for FIU01
- Events Procedure
- Compensatory Payments & Loans
- Gift Acknowledgements
- Running Nvision Reports Monthly Balance Sheet & Income Statement
- Running Nvision Reports by Project
- Running a Trial Balance Report
- Trandata Query
- How to Create a Foundation Project
- Instructions for the Foundation Project Request E-form
- Procedures to View Payment Status of Supplier
- Foundation Disbursement Policy-Procedure Summary
Training Presentations
- Electronic Invoice Training
- Foundation Disbursement Training
- Have a Bite, Deposit Right!- Foundation Deposits
Training Videos
- How to Create a Foundation Project
- How to Create a Foundation Project – for Scholarships
- How to Create a Foundation Project – for ORED-Managed Projects