Policies & Procedures

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)
• ​Establishing Endowment Accounts Policy (256 KB)
• ​Establishing and Investing Gift Annuities (242 KB)
• ​External Communications (108 KB)
• ​Foundation Advancement Initiative (207 KB)
• ​Foundation Reserves Policy (90 KB)
• ​Investing Endowed Funds and Use of Earnings Policy (176 KB)
• ​Investment Policy Statement (179 KB)
• ​Minimum Required to Establish Accounts Policy (256 KB)
• ​Non-Cash Gifts Policy (145 KB)
• ​Purchasing Policy (147 KB)
• ​Real Estate Gift Acceptance Policy (220 KB)
• ​Statement of Guidelines with Respect to Potential Conflicts of Interest (42 KB)

Business Office Guidelines

• Running nVision Reports - How to Create a New Report Request (52 KB)
• Running nVision Reports - DT Report for FIU01 (55 KB)
• Events Procedure (235 KB)
• ​Compensatory Payments & Loans (48 KB)
• ​Gift Acknowledgements (350 KB)
• Running Nvision Reports Monthly Balance Sheet & Income Statement (303 KB)
• Running Nvision Reports by Project (308 KB)
• ​Running a Trial Balance Report (596 KB)
• ​Trandata Query (322 KB)
• ​How to Create a Foundation Project (102 KB)
• ​Procedures to View Payment Status of Suppliers (1,007 KB)
• ​Foundation Policy-Procedure Summary (282 KB)

Training Presentations

• Electronic Invoice Training (1 MB)
• Foundation Disbursement Process (2 MB)
• Updated Disbursement Policy & Procedure (795 KB)
• ​Have a Bite, Deposit Right!- Foundation Deposits (833 KB)
• ​Purchasing Policy & Procedures (567 KB)

Helpful Resources

• IRS Publication 526, Charitable Contributions
• IRS Publication 463, Travel, Entertainment, Gift, and Car Expenses
• OANDA - Currency Exchange
• U.S. General Services Administration