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



Purchase/Approval Policy 

Purchase Approval Form 


Purchase Orders 

PO Form


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



Endowment Agreement - Sample

Annual Scholarship Agreement - Sample

Operating Account Agreement - Sample (Internal only)

Pledge of Support - Sample

Non-Endowed Scholarship Policy