Regents Policy 5201: POLICY ON FUNDRAISING CAMPAIGNS
Approved July 16, 1993
Technical correction, November 19, 1993
Amended September 22, 2005
(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 review
and recommendation by the Committee on Educational Policy
(a) for the public phase of a fundraising
campaign with a goal of $50,000,000 or more;
(b) for a campaign which involves the solicitation
of real property or funds for the purchase of real property.
(3) The President is authorized to approve
all other fund-raising campaigns, including the initial phases
of campaigns with goals of $50,000,000 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:
(a) All fundraising activities shall conform
with established University programs and policies.
(b) Fundraising activities shall not obligate
the University to expend funds in excess of budgeted items.
(c) 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.
POLICY ON FUNDRAISING CAMPAIGNS - Regents of the University of California