Ohio UniversityDRAFT Policy and Procedure

37.001:  Fund Raising from Private Sources


Status:

Approved on July 31, 2003Signatures and dates
on archival copy

Effective:

when approved 

Initiated by:

Margaret Sheskey
Assistant Vice President for
University Advancement
 

Reviewed by:

Herman ("Butch") Hill, Chair
Policy and Procedure Review Committee
 

Endorsed by:

Leonard Raley
Vice President for
University Advancement
 

Approved by:

Stephen Kopp
Provost
 


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Purpose

All efforts to secure philanthropic gifts from the private sector are to be coordinated through the Development Office, housed within the Division of University Advancement, in order to meet the following goals:

  1. insure maximum efficiency and productivity;

  2. establish funding priorities;

  3. serve as a central clearinghouse or depository for resource materials and records; and

  4. coordinate efforts in order to avoid any potential conflicts of interest or cross-purpose solicitation of donors.


Policy

The Office of Development is the official unit of the University for fund raising from all sources. The Vice President for University Advancement, or his or her assignee, is to be consulted before initiating or announcing any fund raising activities involving administrators, faculty, staff, alumni, friends, foundations, corporations, or other organizations, either within or outside the University.


Procedures

The Development Office, through The Ohio University Foundation, will record all gifts and deposit all monies to assure donors that proper accounting and stewardship procedures are being maintained. All checks are to be made payable to The Ohio University Foundation and sent to

P. O. Box 869
Athens, Ohio 45701

Formal acknowledgment and receipting will be utilized to ensure recognition of the donor and that appropriate documentation is provided to the donor.

Ohio University colleges or departments wishing to undertake private fund raising projects are to contact the Development Office for assistance.

Any externally distributed fund raising publications, especially those directed to alumni, should comply with Policy 31.010, "Publication of Periodicals Distributed to Off-Campus Audiences."


Reviewers

Proposed revisions of this policy should be reviewed by:

  1. Policy and Procedure Review Committee


Forms

There are no forms that are specific to this policy.


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Dick Piccard revised this file (http://www.ohio.edu/policy/37-001.html) on May 7, 2013.

Please E-mail any comments or suggestions to "policy@ohio.edu".