Policies and Procedures
- Joint Venture Policy (367 KB)
- Disbursement Procedure (287 KB)
- Disbursement Policy (243 KB)
- Directed Investments (305 KB)
- Document Retention Schedule (169 KB)
- Donative Naming Policy (295 KB)
- External Communications (108 KB)
- Foundation Advancement Initiative (207 KB)
- Foundation Reserves Policy (211 KB)
- Investment Policy Statement (179 KB)
- Non-Cash Gifts Policy (145 KB)
- Purchasing Policy (269 KB)
- Real Estate Gift Acceptance Policy (220 KB)
Business Office Guidelines
- Events Procedure (235 KB)
- Compensatory Payments & Loans (48 KB)
- Gift Acknowledgements (38 KB)
- Miscellaneous Disbursements (43 KB)
- Processing Disbursements (452 KB)
- Prohibited Disbursements (32 KB)
- Revenue Processing & Depositing (94 KB)
- Running Nvision Reports by Project (308 KB)
- Running a Trial Balance Report (596 KB)
- SFAS 116 and 117 (34 KB)
- Sources of Revenue (58 KB)
- Trandata Query (322 KB)
- How to Create a Foundation Project (101 KB)
- Foundation Policy-Procedure Summary (716 KB)
Training Presentations
- Electronic Invoice Training (1 MB)
- Purchasing Policy & Procedures (567 KB)