SCSU Foundation policies and procedures

All of the documents linked to this page open in PDF format, which requires Adobe Reader, a free download.

 

Use of Foundation Funds (Internal Use Only)

 

cash disbursements

Disbursement Request Form

W-9 Form

Payment Schedule

Per Diem Rates (see page 7 of document)

Check Endorsement Policy

 

PURCHASING/APPROVAL POLICY

Purchase/Approval Policy 

Purchase Approval Form 

 

Purchase Orders 

PO Form


GIFT ACCEPTANCE

Gift Acceptance Policy

Offer of Gift-In-Kind Contribution Form

Stock Gifts

 

general policies

Whistleblower Policy

Record Retention Policy

Conflict of Interest Policy

Donor Bill of Rights

 

investment policies

Endowment Spending Policy

Operating Funds Investment Policy (Internal only)

Endowment Investment Policy & Guidelines

 

fee policy 

SCSU Foundation, Inc. Fee Policy

 

other

Endowment Agreement - Sample

Annual Scholarship Agreement - Sample

Operating Account Agreement - Sample (Internal only)

Pledge of Support - Sample

Non-Endowed Scholarship Policy