Procedures and Guidelines
- Gift Acceptance Policy – Sections V, VI, and Appendix
- Outlines what gifts the Foundation will accept (cash, in-kind, real estate, etc.) and under what conditions.
- Foundation Fee Policy – Budget and disbursement procedures
- Describes any administrative fees applied to donations or funds the Foundation manages.
- Refund Policy– Sections V, VI
- Defines the conditions under which donations or event fees are refundable.
- Scholarship Guidelines and policy documented Section VI
- Overview of scholarship eligibility, application process, and fund disbursement.
- Fundraising Event Procedures – Section VIII
- Process and compliance expectations for hosting fundraising events.
- Quid Pro Quo Disclosure Guidelines – Not explicitly present, partially covered in donor acknowledgment language
- IRS disclosures are required when a donor receives something in exchange for a contribution.
- Signature Authority Guidelines – Disbursement and approval process (Section VI)
- Details who is authorized to approve financial documents, agreements, and disbursements.
- Donor Acknowledgment Guidelines – Appendix: Sample thank-you letter and donation processing
- Standards for how and when donors are thanked/recognized.