Policies & Procedures

01.0      THE MISSION
02.0      LEGAL
03.0      GIFT ACCEPTANCE
04.0      ESTABLISHING A NEW ACCOUNT
05.0      RECEIVING, ACKNOWLEDGING AND RECEIPTING GIFTS
06.0      FEES CHARGED TO ENDOWED ACCOUNTS
07.0      SPENDING POLICY
08.0      OBTAINING FUNDS FROM NON-SCHOLARSHIP ACCOUNTS
09.0      SCHOLARSHIP DISBURSEMENTS        
10.0      INVESTMENT POLICY
11.0      ALLOCATION OF INCOME                                                      
12.0      CONFLICT OF INTEREST
13.0      WHISTLEBLOWER
14.0      UPMIFA & FASB 117-1 
15.0      IRS RELATED POLICIES                       

DOCUMENTS

A.      MEMORANDUM OF UNDERSTANDING
B.      PLEDGE MEMORANDUM OF UNDERSTANDING
C.      NEW ACCOUNT SET-UP FORM
D.      DISBURSEMENT AUTHORIZATION FORM
E.      SCHOLARSHIP RECIPIENT LIST
F.      SCHOLARSHIP ACCEPTANCE FORM