Print Policies

a. Prompt Delivery of Gifts
All gifts arriving at or transferred to any part of the University should be initiated in the Gift Transmittal system by a trained user, and then be sent on the same day the gift is received to the Development Services department in the Office of Development, 326 Galvez Street, mail code 5018. Alternately, gifts may be sent to the local development offices in the schools and departments across campus. Gifts to the School of Medicine should always be sent directly to Medical Center Development. Gifts should never be sent to the Controller's Office, Fund Accounting, or the Cashier's Office.

For gifts of equipment, see Guide Memo 4.2.3: Records of Donated Equipment.

b. Required Documentation
In all cases, the University unit that has received the gift must follow these steps:

• Scan all original correspondence pertaining to a gift, including the envelope and/or shipping label. The postmarked envelope will ensure the proper gift date is verified and recorded by Development Services.
• Initiative a Gift Transmittal. An authorized Gift User may go to the system and login using SUNet ID and password. Instructions are available on Fingate.
• Complete the Gift Transmittal form as appropriate. Instructions for authorized users are on Fingate.
  The office forwarding the gift can save the scanned documents for their records through the fiscal year, but please note that this is optional, and that once posted to PostGrads, documents should be deleted from local files.
• Any questions should be directed to Development Services, (650) 725-4360 or development_services@lists.stanford.edu.

c. Donor Record Files
The Office of Development maintains complete donor records, including all University alumni and friends, as well as corporations and foundations that support the University. Original donor correspondence and copies of all University correspondence pertaining to gifts should be sent to the Office of Development, Development Services. The Office of Development will forward gift documents to the Fund Accounting section of the Controller's Office as appropriate.

a. Cash
Do not send cash through interdepartmental or other mail service. Call Development Services (650) 725-4360 for instructions.

b. Checks
Checks should be forwarded to Development Services (326 Galvez Street, mail code: 5018) immediately for prompt deposit after initiating the Gift Transmittal (see above). Holding checks results in lost interest earnings for the University and, if not cashed in a reasonable amount of time, may eventually result in invalidation.

c. Securities
Stock certificates received by a school or department should be forwarded to Development Services immediately for prompt processing. If stock certificates are received in the mail the postmarked envelope must be included so that Development Services can determine the correct date for valuing the shares and dating the gift receipt. If stock certificates are received via private courier (e.g., UPS, Federal Express, DHL), the department must include a memo stating when the envelope was received in the department. The University (via Stanford Management Company) will, in almost all cases, sell the securities through its brokers as soon as they are received.
(1) Delivery of Securities
The transfer of securities to Stanford may be accomplished in several ways:
(i) Broker-to-Broker Transfer: Donors should instruct their broker to transfer securities intended for Stanford to the University by contacting the Gifts and Distributions Administrator at the Stanford Management Company (650) 926-0244, fax (650) 854-9267), who will then issue instructions to the broker for handling and processing. A copy of any gift transmittal letter or other related correspondence should be sent immediately to the Administrator.
(ii) Mail: Endorsed certificates naming Stanford University (or the Board of Trustees of the Leland Stanford Junior University) as transferee may be sent by regular mail (certified mail recommended) to the Office of Development, 326 Galvez Street, Stanford University, Stanford, CA 94305-6105.
(iii) Hand Delivery: Endorsed certificates naming Stanford University (or the Board...) as transferee may be delivered by hand to any of the following locations:

Office of Development
Frances C. Arrillaga Alumni Center
326 Galvez Street
Stanford University
Stanford, California 94305-6105

Stanford Management Company
Gifts and Distributions Administrator
635 Knight Way
Stanford, California 94305-7297

(2) Certificate in Excess of Gift
If a donor's stock certificate is for a greater number of shares than he or she plans to give the University, the certificate may be endorsed to Stanford with instructions to keep a specified number of shares as a gift and to have a new certificate for the balance issued to the donor. The donor or the University office forwarding the certificate should include clear written instructions in this regard.

d. Credit Cards
Donors may charge gifts to their Mastercard, Visa, DiscoverCard or American Express credit cards by indicating in writing the amount of the gift, their credit card number, the date of its expiration, and their signature (as the name appears on the credit card). This written information should be forwarded to Development Services, 326 Galvez Street, 94305-6105, or secure fax (650) 723-0020. Donors may also call Development Services at (650) 725-4360 to make a credit card gift. If a Stanford employee receives credit card information intended for a gift, they should send it to Development Services via the Office of Development courier service, fax it via the secure fax number, put the information in the one of the two gift drop boxes on campus (located at the Alumni Center and the Edwards building) or hand-carry it to the Development Services office. DO NOT email credit card information or send it via campus mail as both of these options have serious potential for security risks.

e. Electronic Transfers
Donors may make gifts to the University through three types of electronic transfer.
(1) Wire Transfer
A donor who wishes to make a gift via wire transfer into a Stanford account must contact Development Services to obtain current instructions and to make sure the appropriate University personnel are alerted to the transaction.
(2) Payroll Deduction
Stanford employees may authorize a set amount to be deducted from their paychecks as a gift to Stanford. To arrange for payroll deduction gifts Stanford employees should contact Development Services, which will make arrangements with the Payroll Department. Employees wishing to change, renew, or cancel payroll deduction gifts should send a written request to Development Services.
(3) Electronic Funds Transfer (EFT) or Direct Deposit
Donors may authorize a set amount to be automatically withdrawn from their checking or savings accounts as a gift to Stanford. To arrange for EFT gifts donors should contact Development Services.

f. Memorial and Honorarium Gifts
In most cases, the University uses memorial gifts (i.e., contributions made in memory of someone who has passed away) to purchase and maintain books for its library system; honorarium gifts made in honor of a special event or living person are handled in the same way. If an alternative purpose is preferred, a separate memorial or named fund may be established through the Office of Development.

g. Gifts of Real or Personal Property
If a gift of real estate or an item of personal property is offered to Stanford it is important that the proper University department or official determine whether the University is able to accept it. Such decisions are made according to established University policies and guidelines according to the type of gift.
(1) Real Estate Gifts
The staff counsel in the Office of Planned Giving, (650) 725-4358, and the Manager of Gift Real Estate at the Stanford Management Company should be notified of a donor's intent to make a gift of real property to the University. The Manager of Gift Real Estate must first inspect the property and determine that the property may be accepted by the University. The staff counsel will then obtain any necessary Board of Trustees approval, draft requisite documents, make arrangements for title to be transferred to the University and for the gift to be credited in Development Services, and provide the donor with IRS Form 8283. The staff counsel is available to respond to donors' tax and other related questions.
(2) Gifts in Kind (Tangible Personal Property)
(i) Categories

• Equipment: See Guide Memo 4.2.3: Records of Donated Equipment.
• Artifacts, specimens, and historical objects for departmental special collections: see Guide Memo 4.2.4: Departmental Special Collections.
• Gifts of Personal Property for Resale: Gifts of personal property intended for resale should not be accepted unless it is determined that the item is appropriate for the University to resell. Examples include gifts made for the Committee for Art's Treasure Market or for a rummage sale to benefit a particular department or project. Questions about salability of items not earmarked for a specific sales event may be directed to the Property Management Office.

(ii) Prior Consultation
The staff counsel in the Office of Planned Giving should be contacted prior to accepting gifts in kind to make sure that the donor has been apprised of tax deductibility and IRS substantiation requirements, and to assist in drafting any agreements with the donor relating to the gift. Development Services must then be notified in order for the donor to obtain a gift receipt, unless previously arranged procedures have been established for the unit (e.g., University Libraries, Treasure Market) to issue its own receipt.
(iii) Delivery Arrangements
Gifts in kind that Stanford plans to keep and use are usually delivered directly to the relevant school, department, laboratory, library, or museum that has previously approved the item's acceptance and is where the item will be housed. Preliminary arrangements may also include agreements regarding costs of packing and freight charges, which are usually the responsibility of the donor.
(iv) Recording
Except for donated capital equipment, gifts in kind are not normally recorded in the donor's gift record nor in the University's accounting system; contact Planned Giving, (650) 725-4358, for information about exceptions for crediting gifts in kind to a donor's record.

h. Special Types of Gifts
(1) Life Income Gifts
Donors may arrange to make a gift to Stanford that will pay them and/or a designated beneficiary an income for life or for a term of years. After the death of the last beneficiary or expiration of the term of years, the gift remainder is used by the University as specified by the donor. Contact the Office of Planned Giving for further information and/or to arrange for consultation with a donor and their advisor(s).
(2) Bargain Sales
Under some circumstances, the University may provide some cash consideration below market value to a donor in exchange for a gift of real or personal property. Offers to sell art objects, equipment, securities, real estate, etc. to Stanford at a substantially discounted price should be referred to the staff counsel in the Office of Planned Giving. The amount of the gift recorded by Development Services will be the difference between the fair market value and the discounted price.
(3) Life Insurance
Donors may make life insurance gifts in a number of ways:
(i) by naming the University as the beneficiary of the policy;
(ii) by transferring ownership of a paid-up policy to the University; or
(iii) by transferring ownership of a policy to the University and making periodic gifts to the University to cover payment of the policy premiums. Stanford does not make premium payments from sources other than gifts intended for such purposes. The tax ramifications of life insurance gifts are complicated; questions should be referred to the staff counsel in the Office of Planned Giving.
(4) Bequests
Since its founding, Stanford has derived significant and ongoing support from bequest gifts. Names of donors who have confirmed that a bequest for Stanford is included in their will or trust should be forwarded to the Office of Planned Giving along with any known details of the gift. The Office of Planned Giving operates The Founding Grant Society, which recognizes and honors those who have made life income gifts or who have indicated that a bequest to the University is included in their estate plans. Staff counsel in the Office of Planned Giving are available to consult with donors and their advisors in the drafting of bequests to the University. Information about or questions concerning any bequest gift that has matured should be immediately referred to the Manager of Trusts and Bequests in the Office of Planned Giving (650) 725-4358.
(5) Corporate Matching Gifts
Donors or their spouses may work for, serve on the board of, or be retired from, a company that will match their gifts to Stanford. Donors should follow their company's procedures, which usually involve filling out a form and sending it to Stanford with their gift. Departments or other units that receive any corporate matching forms MUST forward the forms to Development Services in the Office of Development, 326 Galvez Street, mail code 5018, and should NOT sign the forms themselves or return them to the company. Only Development Services is authorized to verify to a company that a gift qualifies for matching funds.

a. Tax-Year End
During the month of December the volume of gifts to be processed increases sharply. Departments or other units receiving gifts during this very busy time of year should expedite delivery of gifts to Development Services and should take steps (described below) to verify the date of the gift so that the receipt issued by Development Services to the donor will reflect the proper date for the donor's tax purposes. The gift receipt will bear a December date even when the gift is processed in January if the gift is received in Development Services on or before December 31 or if the date is verified in one of the following ways:
(1) Hand Delivery
Gifts may be delivered to any Stanford representative on or before December 31 in order to be treated as a gift made during that tax year. The Stanford representative should provide the donor with a signed and dated memo acknowledging receipt for securities or cash, keeping a copy to send to Development Services, 326 Galvez Street, mail code 5018, with the gift. In addition, the Stanford representative should sign or initial a notation of the date the gift was delivered directly on the check, or on the remit or any correspondence accompanying the gift.
(2) Postmarks
The date of receipt for gifts received by mail is the postmark date that appears on the envelope. Therefore during December and early January it is especially important to include the postmarked envelope along with the gift when forwarding it to Develpment Services.
(3) Transfers
Broker to broker transfers of securities and wire transfers of cash must be completed and the transferred property must be in Stanford's account by December 31 to count as a gift for that tax year.

b. Fiscal Year-End
The University fiscal year ends August 31. To be reflected in the University's record for a given fiscal year, gifts must be received in Development Services by 2:00 p.m. on the last working day of the fiscal year. Gifts processed later, even if dated before August 31, will be entered in the University's records in the following fiscal year. After the end of the fiscal year, requests for corrections to gift records should be made to Development Services at development_services@lists.stanford.edu, who will in turn coordinate the necessary journal entries with Fund Accounting.

The purpose of this policy is to ensure that Stanford complies with all of its contractual and legal obligations with regard to recording donations of equipment.

This policy applies to all Stanford faculty and staff who are involved with the receipt of gifts of equipment and related material.

a. Gifts for University Purposes
A donation of capital equipment such as a computer, laboratory equipment, vehicle, or machine tool that is to be used for University purposes must be recorded as a donation in the University accounting system at the Controller's Office and in the University's Sunflower Assets system (SFA) and in Oracle Fixed Assets. The items are recorded at fair market value as of the date of donation.

b. Gifts for Resale
A donation of equipment that is given with the understanding that the University intends to resell it upon receipt should not be entered into the University's accounting system or in Sunflower Assets. However any sale proceeds should be recorded as a gift of cash in the Controller's Office and reported to the Office of Development for inclusion in its gift records. If sale action is not initiated within 60 days of receipt, the donated item must be recorded in the Sunflower Assets system and in Oracle Fixed Assets.

a. Capital Equipment is equipment that individually at the time of donation has (i) a minimum market value of $5,000 or more and (ii) a useful life of more than one year.

b. Fair Market Value for various circumstances:

(1) Educational Discount
If an educational discount is normally available to Stanford for purchase of the equipment, its recorded value should be net of the applicable educational discount; i.e., the fair market value is the price at which the vendor (donor) will sell the equipment to Stanford.

(2) New Equipment From Private Individuals
Equipment purchased for the purpose of a donation is valued at the invoice price to the donor. Donation must occur within 60 days of purchase.

(3) Used Equipment
Fair market value is obtained from backup paperwork or appraisal (at the donor's expense) verifying the value at the time of the donation. At the discretion of the University Property Management Office (PMO) and at the cost of the receiving fund (school/department), an independent or a second appraisal may be requested.

(4) Additional Costs
Any third party installation or modification costs, attachments, accessories or auxiliary apparatus that are paid for by the department to make the donation usable for the purpose that it was given are not included in the equipment valuation. However, they are included in the acquisition cost when the item is entered into Sunflower Assets and Oracle Fixed Assets.

a. The donor is responsible for:

• Bearing the cost of the appraisal if an appraisal is required for the donor's tax purposes (see Guide Memo 4.1.1: Gifts to the University).

b. The School/Department receiving or benefiting from the donation is responsible for:

• Bearing the cost of an independent or second appraisal if needed to establish the University's record of fair market value.
• Bearing any other cost incurred for or by the donation.

c. The faculty member or department official receiving notice that a donation was received is responsible for:

• Informing the Department Property Administrator (DPA).
• Providing the DPA with a legible copy of all documentation received.
• Notifying the University Property Management Office (PMO) if they know that the estimated/appraised value of the donation is more than what would be an acceptable value.
• Ensuring that the equipment is used for the purpose for which it was donated.

d. The Department Property Administrator (DPA) is responsible for:

• Gathering all supporting documentation.
• Establishing a no-cost Rapid Purchase Order (RPO) in the Oracle iProcurement system.
• Establishing a record within the Sunflower Assets System (SFA).
• Providing a legible copy of all documents to the PMO office.

e. University Property Management Office (PMO) is responsible for:

• Verifying that the donation is appropriately recorded into the Sunflower Assets (SFA) and Oracle Fixed Assets systems.
• Verifying that all documentation is in order.
• Providing appropriate documentation to Accounts Payable to initiate a journal entry of equipment donation value into the accounting system.
• Processing required IRS forms through the Accounting Officer. IRS Forms 8283 and 8282 must be routed through PMO prior to signature by the Accounting Officer.

f. Accounts Payable is responsible for:

• Preparing journals to initiate entry of equipment donation values into the accounting system.

g. Accounting Officer (Controller's Office) is responsible for:

• Signing IRS Forms 8283, Noncash Charitable Contributions and IRS Form 8282, Donee Information Return (see Guide Memo 4.1.1: Gifts to the University). The Accounting Officer (or authorized designee) is the only individual within the University with authority to do so.

h. Fund Accounting (Controller's Office) is responsible for:

• Recording the value of the donation in the University accounting system.

i. The Office of Development (OOD) is responsible for:

• Ensuring that Noncash Charitable Contributions forms (IRS Form 8283) and any other documents received from a donor with respect to gifts of donated capital equipment are sent to the Property Management Office (PMO).
• Informing the PMO office of prospective donations and notifying PMO of acknowledged donations.

a. PMO Involvement
Disposal requests must be cleared through the PMO office before disposal of equipment occurs.

b. IRS Filing Requirements
See Guide Memo 4.1.1: Gifts to the University, for circumstances under which the IRS requires submittal of IRS Form 8282.

c. Sale of Equipment Claimed as a Tax Deduction
(1) Unrestricted Donations
Resale or cannibalization, within two years of the date of receipt, of equipment that is donated with no utilization restrictions may reduce the donor's tax deduction, and should be done only by mutual written agreement between Stanford and the donor.

(2) Restricted Donations
Equipment donated to Stanford and claimed as a tax deduction under Internal Revenue Code Sec. 170(e)(4) (which restricts its use to research experimentation, or research training in the United States, in physical or biological sciences) must be held in Stanford's possession for at least two years from the date of receipt, after which disposition must be cleared through PMO. Restricted donations may not be sold.

d. Successor Donees
If property is transferred to another organization, external to Stanford, within two years of receipt, an IRS Form 8282 must be filed. Contact the University Property Management Office (PMO) for more information.

e. Sale Proceeds
All proceeds from the sale of unrestricted donated equipment are credited in accordance with the terms stated by the donor or as defined in the donation agreement. If no terms are specified then all proceeds are credited to the fund that originally recorded the gift.

f. Source for More Information
Policy on sale of surplus property may be found in Guide Memo 5.2.4: Surplus Property Sales. Detailed information on disposal procedures may be found in the Stanford University Property Administration Manual available from the PMO office.

Additional information or assistance in addressing issues regarding donations of equipment or materials is available from the Property Management Office (PMO), and Property Manual chapter 2.5.

a. New Facilities and Land Features
Names proposed for Stanford University facilities and land features require the review of the Office of Development and Land, Buildings and Real Estate (LBRE)/ University Architect/Campus Planning  and Design (UA/CPD) for possible conflicts and other University-wide implications before submission to the President for approval. Facilities and land features covered by this requirement include: buildings and the components of buildings (classrooms, laboratories, auditoria, conference and seminar rooms); ornamental structures; streets; fountains; courts; plazas; gardens; etc.

b. Renamed Facilities and Land Features
In cases of renaming, the senior line officer(s) in whose jurisdiction the facility or land feature is located should have the sponsorship of the Provost in submitting the recommended name change for the approval procedure described in paragraph

c. Plaques, Trees, and Other Similar Memorials
While Stanford gratefully accepts gifts in memory of someone, the University is not able to accommodate requests for plaques, trees, benches, or other similar memorials. Donors who wish to make a gift and receive the appropriate recognition should consult with the Office of Development.

a. Names of Faculty and Staff
Names of Stanford faculty and staff bestowed on Stanford University facilities and land features should be selected from individuals who have been emeritus or retired for at least 10 years.

b. Streets
Street names should be historically or geographically significant to the campus. Streets may be named for living individuals, but the use of individuals' names should be minimized.

c. Donor Names
(1) Buildings
Donor names proposed for buildings or portions of buildings are reviewed on a case-by-case basis. The "name" gift will normally cover between 35 and 70 percent of total project costs.
(2) Other Features
Donor names proposed for fountains, ornamental buildings, landscaping, and similar features will normally require a gift to cover the full cost of the project and a maintenance fund.

The Stanford University Archives receives and preserves the official record of all Stanford University names. In addition, notification of the appropriate information and long-term maintenance of the gift goes to LBRE/Buildings and Grounds Maintenance (BGM) and/or the appropriate Stanford department or auxiliary organization.

Requests to raise gift funds are subject to review and approval under the procedures set forth in this Guide Memo. The procedure for obtaining clearance to approach and solicit specific prospective donors is set forth in Guide Memo 4.3.1: Operating Policies for Development.

a. Applicability
The procedures detailed in this Guide Memo apply whenever approval is sought to raise gifts from individuals, foundations, associations or corporations to support a project. Projects are defined broadly to include any program or activity of the University and/or its schools and units. Gifts are defined in Guide Memo 4.1.1: Gifts to the University. These procedures do not apply to the following:

(1) Certain small projects
Projects for which the total fundraising requirement over the life of the project is less than $1,000,000 require only decanal or directorial approval if all of the fundraising will be handled within the school or unit by the faculty and/or school's or unit's development staff without assistance sought from the central Office of Development. However, clearance to approach each specific prospect is still required under Guide Memo 4.3.1: Operating Policies for Development.
(2) Facilities
Requests for approval to raise funds for facilities projects are handled as part of the Provost's Capital Plan process. Approval of a facilities project, including new construction and renovation projects, will include a careful consideration of potential funding sources. Facilities projects will be assigned a fundraising priority by the Provost after consultation with the Office of Development about those sources. Clearance to approach each specific prospect is still required under Guide Memo 4.3.1: Operating Policies for Development.
(3) Sponsored Projects
Policy and procedures with respect to the preparation, review, and submission of sponsored project proposals are set forth in the Research Policy Handbook 14.1. Consult Research Policy Handbook Document 13.1 for the distinction between gifts and sponsored projects.
(4) Industrial Affiliates Programs
Principles, guidelines, and procedures for the establishment and operation of industrial affiliates and related membership-supported programs are set forth in the Research Policy Handbook 13.4.

b. Specific Requirements for Certain Activities
Gift solicitations for activities involving human subjects, laboratory animals, radiological hazards, biologically infectious agents, or recombinant DNA techniques are also subject to review by the Sponsored Projects Office for compliance with University policies and external requirements.

a. Request
The Requestor initiates the process by completing the on-line Request for Fundraising Approval and Priority Form. Once the Requestor has completed the Form, it is automatically routed to the cognizant Development Officer.

b. Development Officer Review
Based on the information provided by the Requestor, the cognizant Development Officer completes the next section of the Form, including an assessment of fundraising feasibility and a recommendation regarding fundraising priority. When the Development Officer has completed the Form, it is automatically routed to the Office of the Vice President for Development.

c. School Dean/Cognizant Cabinet Officer Review
Based on the information provided by the Requestor, cognizant Development Officer, and Office of the Vice President for Development, the School Dean or cognizant Cabinet officer completes the next section of the Form. At this point, the School Dean or cognizant Cabinet officer may (1) approve the Request and provide a recommendation regarding fundraising priority, (2) return the Request and ask for additional information, or (3) deny the Request. If the Request is approved, the Form will be automatically routed to the Office of the Provost. If the Request is denied or returned for additional information, the Form will be automatically routed back to the Requestor.

d. Office of the Vice President for Development Review
Based on the information provided by the Requestor and the cognizant Development Officer, the Vice President for Development (or his or her designee) completes the next section of the Form, including his or her own assessment of fundraising feasibility and recommendation regarding fundraising priority. When the Office of the Vice President for Development has completed the Form, it is automatically routed to the School Dean or cognizant Cabinet member.

e. Provostial Review
After a Request has been approved by the School Dean or cognizant Cabinet officer and forwarded to the Office of the Provost, the Provost or the Provost's designee, in consultation with such individuals and/or committees as the Provost may designate, will review the Request using the following criteria:
(1) Academic justification
How closely does the project relate to the academic plans of the department, the school, and the University?
(2) Budgetary impact
Would funding the project by means of gifts offset existing demands on general funds budgets? Would the project require general funds support, cost sharing, or other immediate financial obligations? Would the project place future financial obligations on the University once the gift or grant funds have expired?
(3) Fundraising potential
How many prospective donors exist for the project and to what extent would it compete with other projects of interest to such donors?

f. Provostial Decision
After weighing these factors the Provost or the Provost's designee will (1) approve the Request with an assigned priority, (2) return the Request and ask for additional information, or (3) deny the Request. The designation of a priority determine the level of effort expected from the Development staff. Such priority designations will also assure that donors are presented with the University's most important projects.
(1) Approved with High Priority
Funds for projects awarded this priority will be actively sought, both by school and unit development staff and by the central Office of Development. The Office of Development will work with school and unit development staff to identify and solicit prospects for high priority projects and will enlist volunteers and faculty support as needed, taking into account other project(s) in which prospects may also be interested. Clearance to approach specific prospects is required under Guide Memo 4.3.1: Operating Policies for Development.
(2) Approved with Standard Priority
Fundraising for projects with this priority must be in the form of specific proposals to particular prospective donors or on a noncompetitive "target of opportunity" basis. Fundraising, including identification and solicitation of prospects, will primarily be handled within the school or unit, subject to clearance of prospect access under Guide Memo 4.3.1: Operating Policies for Development. The central Office of Development may, at the discretion of the Vice President for Development, initiate further activity and provide assistance in identifying additional prospective donors.
(3) Approved with Minimum Priority
Fundraising projects with this priority must not compete with fundraising for other projects. In most cases, this will mean that fundraising will be limited to corporations and foundations that have an identifiedprogrammatic interest in the project, and except in the most unusual cases must not include approaches to alumni, parents, and friends. Fundraising must be handled exclusively by the school or unit, without any assistance from the central Office of Development. As always, clearance to approach any specific prospect is required under Guide Memo 4.3.1: Operating Policies for Development.
(4) Denied
No gifts may be solicited for projects for which fundraising approval has been denied. Requestors may wish to consider other funding sources as outlined in Guide Memo 4.5.1: Funding New Programs.

g. Development Action
After a project has been approved and assigned a priority, the Provost will send the Request for Fundraising Approval and Priority form describing the project to the Office of the Vice President for Development for distribution to the fundraising staff. At the discretion of the Vice President for Development, a fundraising coordinator for the project may be appointed. The Development Office will periodically review its list of approved and rated projects in order to recommend changes to the Provost based on fundraising results.