Financial Management University-Wide Policy Documents

Gifts & Endowments

Document Type Numbersort descending Extension Documents Revision Date
Procedures 1304 PR.02 Distinguishing Between Gifts and Sponsored Awards April 25, 2017
Policies 2200 Gifts to the University June 2, 2017
Procedures 2200 PR.01 Gifts Processing and Stewardship June 2, 2017
Forms 2200 FR.01 Donee Information Return (IRS Form 8282) April 26, 2017
Forms 2200 FR.02 Noncash Charitable Contributions (IRS Form 8283) April 26, 2017
Policies 2201 Gifts from External Parties to Employees August 16, 2006
Forms 2203 FR.07 YSM - Request to Reinvest Unspent Endowment Income to Principal June 2, 2017
Forms 2203 FR.08 YSM - Request to Set-Up or Add to a University Fund Functioning as Endowment (UFFE) June 2, 2017
Forms 2203 FR.09 YSM - Request to Decapitalize an Existing University Fund Functioning as Endowment (UFFE) June 2, 2017
Policies 2203 University Funds Functioning as Endowment (UFFEs) June 2, 2017
Procedures 2203 PR.01 Establishing and Liquidating a University Fund Functioning as Endowment (UFFE) June 2, 2017
Forms 2203 FR.10 Request to Set Up a New Gift July 2, 2017
Forms 2203 FR.03 Request to Reinvest Unspent Endowment Income to Principal June 2, 2017
Forms 2203 FR.04 Request to Set-Up or Add to a University Fund Functioning as Endowment (UFFE) June 2, 2017
Forms 2203 FR.05 Request to Decapitalize an Existing University Fund Functioning as Endowment (UFFE) June 2, 2017
Forms 2203 FR.06 Request to Close Spendable Gift June 2, 2017
Forms 2810 FR.02 Sales Tax Report August 8, 2017
Policies 3303 Gifts from University Funds May 16, 2016