Development Manual - Last Updated 01.01.07
TABLE OF CONTENTS
SECTION I Introduction 
1.1 Introduction
1.2 Statement of Purpose
1.3 Mission of Institutional Advancement
1.4 The Purpose of University Development
1.5 Responsibilities of University Development
1.6 Philosophy of University Development
1.7 Development Planning
SECTION II Organization
2.1 Organizational Chart for Institutional Advancement
2.2 The Vice President for Institutional Advancement
2.3 The Associate Vice President for Development
2.4 The Director of Advancement Relations
2.5 The Director of Corporate and Foundation Relations
2.6 The Director of Annual Giving Programs
2.7 The Assistant Director of Annual Giving Programs
2.8 The Director of Planned Giving
2.9 The Director of Prospect Research
2.10 The Directors of Development
SECTION III Information Systems
3.1 Description of Services
3.2 Use of Computer Resources
3.3 Access to Electronic Donor Records
3.4 Use of Donor Files
| SECTION IV |
Prospect Research |
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4.1 Code of Ethics
4.2 Privacy and Prospect Research
4.3 Prospect Research Requests
4.4 Prospect Discovery
| SECTION V |
The Administration of Gift Solicitation |
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5.1 Introduction
5.2 Commitment to the Community
5.3 Internal Process
5.4 The University Advancement Council
5.5 Basic Components of the Fund Raising Process
5.6 Gift Acceptance
5.7 Definition of Sponsorship
5.8 Event Sponsorships
5.9 Fund Raising Drawings
5.10 Auctions
5.11 Quid Pro Quo
5.12 Budget Formulation for Fund Raising
5.13 Minimum Funding Requirements for Donor Recognition
5.14 Involvement of Volunteers
5.15 Report of Private Philanthropy
5.16 Compliance with local, state and federal law
5.17 Steps for seeking philanthropic support
5.18 Steps Explained
5.19 Solicitation Approval Form
5.20 Naming Policy
5.21 Naming Procedures
| SECTION VI |
Coordination of Development Activities
and Moves Management |
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6.1 Moves Management Defined
6.2 Duties of the Development Directors
6.3 Definition of Stewardship
6.4 Prospect Clearance
6.5 Assigning Relationship Managers
6.6 Institutional Prospect
6.7 Reasons a prospect for funding support is not approved for solicitation
6.8 Managing prospects
6.9 Stages of Moves Management
6.10 Personal Outlook Calendars
6.11 Call Reports
6.12 Activity Report
6.13 Special Event Planning
6.14 Special Event Planning involving the President
6.15 Presidential Telephone calls and meetings with donors
6.16 Media and Public Relations
| SECTION VII |
Gifts, Grants and Contracts |
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7.1 Definition of gifts and related terms
7.2 Gift Recognition
7.3 Care in recording gifts
7.4 Items that should not be considered gifts
7.5 Grants
7.6 Contracts
| SECTION VIII |
Acceptance, Recording and Acknowledgment of Gifts |
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8.1 University Gift Policy
8.2 The University of Toledo Foundation
8.3 Procedures – Introduction
8.4 Gifts in Support of the University
8.5 Annual Giving
8.6 Corporations and Foundations
8.7 The University Advancement Council
8.8 Preparation and mailing of fund raising literature
8.9 Capital and Endowment Campaigns
8.10 Records
8.11 Donor Recognition
8.12 Ethical Guidelines
8.13 Conflict of Interest
8.14 Legal arrangements and fees
8.15 Endowment Fund
8.16 Matching Gifts
8.17 Documentation
| SECTION IX |
Donor Recognition Procedures |
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9.1 General Introduction
9.2 Administration of recognition procedures
9.3 Giving Societies: The Tower Club
9.4 Giving Societies: The Rocket Fund (Rocket Club)
9.5 Giving Societies: The Heritage Society
9.6 Giving Societies: The Presidents Club
9.7 Giving Societies: College Specific Presidents Club Societies
9.8 Giving Societies: The Henry J. Doermann Society
9.9 Giving Societies: Jesup W. Scott Society
9.10 Giving Societies: The Founders Circle
9.11 Donor Wall
9.12 Other recognition sites
| SECTION X |
Endowments |
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10.1 Definition of an Endowment
10.2 Management of Funds
10.3 Establishing an Endowment Fund
10.4 Points to consider when setting up a non-endowed/endowed scholarship fund
| SECTION XI |
Annual Giving |
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11.1 Planning and coordination
11.2 Solicitation
11.3 Acknowledgments
11.4 Recognition
11.5 Assessment
| SECTION XII |
Corporations and Foundations |
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12.1 Responsibilities
12.2 Research Information
12.3 Proposal Assistance
12.4 Corporate Annual Fund
12.5 Capital or Endowment
| SECTION XIII |
General Office Policies and Procedures |
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13.1 University Policies
13.2 Office Hours
13.3 Office Supplies
13.4 Absence Reports
13.5 Mail
13.6 Telephone
13.7 Work Study Students
13.8 Photocopy Machines
13.9 When out of the office
13.10 Budget Issues
| SECTION XIV |
Ethics |
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14.1 Ethical guidelines governing philanthropic promotions and solicitations
14.2 Conflict of Interest
APPENDICES
Appendix 1 Organizational Chart
Appendix 2 (a) Solicitation/Sponsorship Clearance Form
(b) Student version
Appendix 3 Solicitation Approval Form
Appendix 4 Prospect Clearance Form
Appendix 5 Activity Report
Appendix 6 Event Request Form
Appendix 7 Event Planning Form
Appendix 8 Briefing Packet
Appendix 9 Request for Press Release
Appendix 10 Mid Year Budget Request
Appendix 11 Travel Request
Appendix 12 CASE Statement of Ethics
Appendix 13 AFP Code of Ethical Principles
Appendix 14 Donor Bill of Rights
Appendix 15 UT Foundation Gift Transmittal Form
Appendix 16 UT Foundation Account Control Sheet
Appendix 17 Fund Agreement Template
