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College Heights Foundation Policies and Procedures

Linked policies appear in red


100.1         501(c)3 determination letter

100.2         Form 990

100.3         State Registration and Reporting Requirements

100.4         Corporate Seal

100.5        Freedom of Information Laws

100.6         State and Federal Disclosure Requirements

100.7         CASE Reporting Standards


200.1         Articles of Incorporation

200.2         Bylaws

200.3         Board Meeting Minutes

200.4        Board Member Responsibilities

200.5         Corporate Resolution

200.6         Annual Audit of Financial Statements

200.7         Dissolution Clause

200.8         Donor Bill of Rights

200.9         CASE Statement of Ethics


300.1         Memorandum of Understanding with Institution

300.2         D & O Liability Policy

300.3         Conflict of Interest Policy

300.4         Whistleblower Policy

300.5         Records Management Policy

300.6         Compensation Policy

300.7         Performance Evaluations

300.8         Human Resources Policy

300.9         Information Technology and Security Policy

300.10       Database Information Policy

300.11       Operating Budget

300.12       Property Management


400.1         Investment Policy

400.2         Spending Policy

400.3         Management Fee Policy (Endowed/non-endowed)

400.4         Annual Audit

400.5         Underwater Endowment policy

400.6         Trust Services

400.7         Investment Management Fees

500.Gift Acceptance

500.1         Memorandum of Understanding with Institution

500.2         Real Estate Gifts

500.3         Stock Gifts

500.4         Deferred Gifts

500.5         Gift Annuities

500.6         Stewardship Policy


600.1         Establishment of a New Fund (endowed and non-endowed)

600.2         Scholarship Guidelines

600.3         Scholarship Building Funds

600.4         Matching Scholarships

700.Operating Procedures

700.1         Cash Receipting

700.2         Credit Card

700.3         Donor Acknowledgement

700.4         End of Day/Daily Deposits

700.5         Monthly statement reconciliation

700.6         Bad Check

700.7         Split Gifts

700.8         Opening Mail

700.9         Gift Agreements

700.10       Gifts of Stock

700.11       Gifts of Real Estate

700.12       New Scholarship Funds

700.13       Year End

700.14       Award Letters

700.15       Scholarship Book

700.16       Memorial Gifts

700.17       Annual Appropriation

700.18       Property Management

700.19       Website Maintenance

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 Last Modified 12/16/15