Policies & Procedures

01.0      THE MISSION
02.0      LEGAL
03.0      GIFT ACCEPTANCE
03.1      PLEDGE ACCEPTANCE
04.0      ESTABLISHING A NEW ACCOUNT
05.0      RECEIVING, ACKNOWLEDGING AND RECEIPTING GIFTS
06.0      FEES CHARGED TO ENDOWED ACCOUNTS
07.0      SPENDING POLICY
08.0      OBTAINING FUNDS FROM NON-SCHOLARSHIP ACCOUNTS
09.0      SCHOLARSHIP DISBURSEMENTS        
10.0      INVESTMENT POLICY
11.0      ALLOCATION OF INCOME
 12.0     CHARITABLE GIFT ANNUITY                                                     
13.0      CONFLICT OF INTEREST
14.0      WHISTLEBLOWER
16.0      IRS RELATED POLICIES                       

DOCUMENTS

A.      MEMORANDUM OF UNDERSTANDING
B.      PLEDGE MEMORANDUM OF UNDERSTANDING
C.      NEW ACCOUNT SET-UP FORM
D.      DISBURSEMENT AUTHORIZATION FORM
E.      SCHOLARSHIP RECIPIENT LIST
F.      SCHOLARSHIP ACCEPTANCE FORM