Regents Policy 5201: Policy on Fundraising Campaigns

Approved July 16, 1993
Technical correction, November 19, 1993
Amended September 22, 2005 and March 20, 2014

1. Fundraising campaigns are defined as organized efforts to solicit gifts and grants for any University purpose from multiple private sources such as individuals, firms, corporations, groups, and/or foundations. This Policy applies to all forms of fundraising campaigns for the benefit of the University whether conducted by the University, Campus Foundations, University Support Groups, or individuals or organizations outside the University. The Policy does not apply to instances when family or friends of a deceased person announce that contributions may be sent to the University in lieu of other remembrances.
2. The President shall submit for endorsement by the Committee on Educational Policy any proposal for the public phase of a fundraising campaign with a goal of $250,000,000 or more.
3. The President is authorized to approve all other fund-raising campaigns, including the initial phases of campaigns with goals of $250,000,000 or more, provided that fundraising campaigns for support of capital improvement projects shall be approved only if the project has been approved for inclusion in the Capital Improvement Program.
4. The conduct of all fundraising campaigns shall be subject to the following conditions:
   1. All fundraising activities shall conform with established University programs and policies.
   2. Fundraising activities shall not obligate the University to expend funds in excess of budgeted items.
   3. A capital improvement project shall be subject to completion of the environmental review process in accordance with the California Environmental Quality Act and subsequent approval of the site and design of the project.