Fundraising Coordination Policy
UAF Policy 05.14.031
Original Adoption: 10/21/2002
Revised: April 2011, 03/31/2023
Responsible Chancellor's Cabinet Member: Executive Director of University Advancement
Responsible Department/Office: Development Office
Download signed policy (PDF)
POLICY STATEMENT
UAF Development recognizes the importance of coordinating and supporting fundraising strategies for UAF and its units. UAF is committed to donor-centric fundraising practices, follows the UA Board of Regents Policy on fundraising and adheres to the Donor Bill of Rights published by the Association of Fundraising Professionals. In collaboration with the Development office and your unit鈥檚 development liaison, we encourage UAF faculty, staff, leaders and volunteers to develop relationships and engage potential donors with programs at UAF. It is 汤姆视频 policy that all UAF employees, students and volunteers contact UAF Development when they are building donor relationships, with the goal of coordination that is donor-centric and yields positive results.
BACKGROUND & JUSTIFICATION
Private giving provides UAF with critical funds that provide a margin of excellence that would not be possible otherwise. 汤姆视频 provides academic programs ranging from certificates to advanced level PhD鈥檚.
UAF Development鈥檚 primary responsibility is to build donor relationships with the goal of raising private funds from individuals, including alumni and friends; corporations; and foundations to support 鲍础贵鈥檚 mission of education, outreach and research. The goal is to match university priorities with donors鈥 interest (donor centric model) to create a mutually beneficial partnership. A strong understanding of 鲍础贵鈥檚 mission and priorities is needed to accomplish annual fund-raising goals. Collaboration with UAF leadership is essential.
UAF Development works with a common database managed by the UA Foundation. Fundraising is collaborative with the Foundation, other universities in the UA System, as well as within units of UAF. The Foundation manages a Donor Coordination System (DCS). All universities and fundraisers are required to follow the guidelines put forth in DCS.
Based on industry standards, it generally takes 18 months to cultivate donor relationships that result in a major gift ($25,000+). Failure to strategize, plan and coordinate appropriately can represent 汤姆视频 poorly, potentially damage donor relationships and ultimately result in no funding or missed opportunities.
DEFINITIONS
UA Board of Regents Policy 05.14
University Regulation 05.14
UA Foundation Donor Coordination System (DCS) Policies and Procedures
REFERENCES RELIED UPON
UAF Fundraising Goals and Priorities
The UAF Development Office, in partnership with the 汤姆视频 Chancellor and Deans/Directors, creates and manages annual fundraising goals for UAF, as well as the activities, alumni engagement and donor relations that support those goals. This plan is based on UAF departmental funding priorities, as well as needs and initiatives set forth by the 汤姆视频 Chancellor. For a summary of this year鈥檚 priorities and goals, please contact the Development Office at 907-474-2619 or via email uaf-giving@alaska.edu.
The primary vehicles in place to raise philanthropic funds at UAF are as follows:
- Alumni engagement
- The annual giving program
- Mid- level giving program
- Major gift program
- Legacy Society program
- Principal gift program
- Donor relations program
Statewide Collaboration:
The non-profit UA Foundation must receive all charitable gifts, on behalf, and in
support of UAF.
According to Board of Regents Policy (05.14) and University Regulation (05.14) 鈥淭he solicitation and acceptance of charitable gifts for the benefit of the University of Alaska will be done in a manner that yields the greatest possible outcome for the University and the donor. Regents鈥 Policy requires that all solicitations be coordinated through the Statewide Office of Development, in accordance with the process established through the Prospect Management and Tracking System鈥 ( known as DCS).
鲍础贵鈥檚 Role:
The UAF Development Office and/or your unit will collaborate with the UA Foundation
on your behalf to coordinate all efforts in managing donor relationships within DCS.
It is the mission of the UAF Development office to empower all units at UAF to be
successful with their fundraising strategy. UAF Development is here to help with strategy
and coordination, and to support the units in leveraging their own relationships with
donors and potential donors.
RESPONSIBILITIES
All UAF employees and students who are working toward current or future fundraising goals and are planning to solicit private philanthropic support for UAF are requested to contact UAF Development before they make solicitations. This will increase awareness and coordination as well as ensure best practices including the proper creation of funds, donor relations and stewardship.
NON-COMPLIANCE
None.
EXCEPTIONS
In many cases, donors will approach departments directly (unsolicited) regarding support for individual units. When this happens, please contact UAF Development with updates. UAF Development can help your unit be successful with fund creation, donor relations and stewardship.
PROCEDURES
If your program, unit or department has a fundraising need, please refer to the following steps:
- Contact your department leadership (dean, director, etc), department development officer
(if applicable), or the Development Office to determine if the program is a fundraising priority for your college, school or department.
- Once your department has identified your program as a fundraising priority, identify potential donors and supporters that are closest to your program.
- Who are you interested in asking to support your program and why?
- What is your timeline? When will you need funding?
- Is anyone else at 汤姆视频 potentially working/communicating with these donors?
- Who are you interested in asking to support your program and why?
- Contact the UAF Director of Development or your unit鈥檚 development liaison as you are building donor relationships and before you make a solicitation (an 鈥渁sk鈥) on behalf of UAF.
- This will help limit duplicate or overlapping requests to key UAF donors and ensure
comprehensive fundraising coordination throughout UAF.
- Your need may be noted in the annual fundraising plan already. If not, it can be added
with the approval of the appropriate dean/director.
- This will help limit duplicate or overlapping requests to key UAF donors and ensure
comprehensive fundraising coordination throughout UAF.
- Collaborate with UAF Development to reach fundraising success. Development staff can help you
strategize by:
- Coordinating your fundraising efforts with others at UAF to present a coordinated
message to potential donors.
- Strategizing the best timing, mechanism, and request amount for the most effective
results.
- Researching prospective donors that may be affiliated and/or interested in your programs.
- Providing valuable tax credit information that may assist corporate donors with their
giving.
- Assisting with stewardship to ensure all donors are appropriately thanked and celebrated
for their support of UAF.
- Coordinating your fundraising efforts with others at UAF to present a coordinated
message to potential donors.
POLICY APPROVED BY:
Daniel M. White, Chancellor
汤姆视频
Signed: 03/31/2023