Regent Policy Documents

SECTION 22: GIFTS, BEQUESTS, ART, AND FUNDRAISING

22-4 FUNDRAISING PRINCIPLES AND GUIDELINES

(Formerly 85-4)

The University of Wisconsin System Fundraising Principles and Guidelines are adopted as system wide policy, and each institution shall develop specific procedures consistent with the principles and guidelines for submission to System Administration for review and approval and to the Board of Regents for information.
  1. Principle: Organizations whose primary activity is to solicit funds publicly on behalf of the University of Wisconsin System or its institutions shall obtain the approval of the chief administrative officer of the institution involved or his/her designee before using the University's name or facilities. Institutional guidelines shall:
    1. Specify the form and process of approval.
    2. Require, when applicable, that such organizations give assurances of their federal and state tax exempt status and their compliance with state regulations (e.g., Chapter 440 of Wis. Stats.).
    3. Require that such organizations provide information as to the purpose of the contemplated fundraising effort and intended distribution of proceeds.
  2. Principle: Organizations whose primary activity is not fundraising but which occasionally provide funds to the University of Wisconsin System or its institutions are not covered by these guidelines unless their fundraising efforts involve the use of the University's name and facilities. However, the University of Wisconsin System and its institutions neither endorse nor disapprove efforts by private sector groups to engage in such fundraising activities when those activities are associated with the sale of goods or services.

    If fundraising efforts involve the use of the university's name and facilities, institutional guidelines shall:
    1. Specify the form and process of approval.
    2. Require, when applicable, that such organizations give assurances of their federal and state tax exempt status and their compliance with state regulations (e.g., Chapter 440 of Wis. Stats.).
    3. Require that such organizations provide information as to the purpose of the contemplated fundraising effort and intended distribution of proceeds.
  3. Principle : The University of Wisconsin System and its institutions shall provide a regular and complete accounting to the Board of Regents of the receipt and disposition of funds or gifts-in-kind contributed to the University. The frequency of such reports to the Board of Regents shall be determined by the Vice President for Business and Finance in consultation with the University of Wisconsin System Institutions.

    Institutional guidelines shall:
    1. Assure appropriate reporting procedures and public disclosure of fundraising proceeds or gifts-in-kind received by the university.
    2. Develop specific procedures for transmittal of fund raising proceeds from the organization to the university.
  4. Principle: The relationship of the University of Wisconsin System Institutions to specific fund raising efforts for intercollegiate athletics shall be in strict compliance with applicable rules and regulations of any intercollegiate athletic association or conference of which the institution is a member.

    In recognition of: the diversity of University of Wisconsin System Institutions, specific fundraising efforts, and associated athletic programs, each institution shall develop specific procedures consistent with the principles and guidelines stated above. Institutional guidelines and procedures shall be submitted to System Administration for review and approval no later than February 1, 1986 and to the Board of Regents for information no later than May 1, 1986.

History: Res. 3419 adopted 11/8/85.


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The Regent Policy Documents were adopted and are maintained pursuant to the policy-making authority vested in the Board of Regents by Wis. Stats. § 36. The Regent Policy Documents manifest significant policies approved by the University of Wisconsin System Board of Regents. This document is a ready reference for those charged with carrying out these policies. Unless noted otherwise, associated documents and reports may be obtained from the Office of the Secretary of the Board of Regents, 1860 Van Hise Hall, 1220 Linden Drive, Madison, WI 53706, ph 608-262-2324. http://www.uwsa.edu/bor/policies/