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Institutionally Related Foundations

Institutionally Related Foundations

endowment fee disclosure examples on annual reports to donors_ESR Reference Guide_e (2)
Roles and Responsibilities for Fundraising_Optimizing-Development-at-Large-Research-Universities2010
RFP for wealth screening_UVU Request for Proposal
RFP for Screening
Quarterly Investment Update Spring 2016
PSU RFP for Donor Screening
New Endowments Distributions_Waiting_Growth period_Phased-in_Immediate_CU Foundation Endowment Spending Policy
March 31, 2018 endowment returns_cuf-quarterly-ltip-investment-management-update-spring-2018 - University of Colorado
Managing new endowments at $10m range_2011 0124 AGB Rethinking Spending (Sedlacek)
Looking for 3 Different Policies_Quais-Endowment Policy Examples - University of West Florida
Investment Services RFP_RFP 2761-17 Investment Advisory Services HCC Foundation CLEAN
Investment Policy Statement_Committee Charter_AGB Investment book_Travel and Expense Reimbursement Policy
Investment Policy Statement_Committee Charter_AGB Investment book_FOUNDATION CODE OF CONDUCT
How to Build a Strong Nonprofit Board_Bloomerang
GHC Foundation areas of support 080609
Fundraising Events Policies_Procedures
Foundation Financial Policies - Univ of Colorado
FY17 IRF Data Book Survey Instrument
FY16 IRF Data Book Survey
FY15 IRFDataBookSurveyInstrument1
Endowment Spending Policy update_cuf-endowment-spending-policy
Endowment Spending Policy update_changes-to-endowment-spending-policy-2017-02-03
Duke Bonus Program
Creating a LLC or LLP To Handle Property Donations_OrgChart Aug 2018
CU Foundation sharing_Webinar_Update_Endowment Fee_TED Talks_CU Foundation Advancement Fee 101
CU Foundation Quarterly LTIP Investment Update - 3.31.17
CU Foundation March 2016 Quarterly Investment Update v4
CU Foundation FY18 Investment Update
CU Foundation FY18 Endowment Spending Policy Changes v6
CASE Quick Poll Summary President Chancellor Discretionary Funds
Board Member Commitment Letter_Current Commitment_Agreement_REVISED 06-02-2017
Application of Charitable Solicitation Registration Statutes to Tax-Exempt Educational Institutions and Related Organizations
2016 9-30 Naming Standards Survey Results
4 Disciplines of Execution - presentation - University of Colorado
1st Quarter Return_Sept 30 2016 Quarterly LTIP Investment Management Update

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Institutionally Related Foundations

WHAT WE DO

We provide crucial support to participating system institutions in the areas of prospect research and management, CRM data and reporting services, and gift planning services. Additionally, the division supports vendor coordination, analytics, and professional development for the fundraising and alumni engagement programs of the multi-campus UNC System. The University of North Carolina System appreciates the many alumni, organizations and friends whose support creates the margin of excellence for which our institutions and affiliated entities have become known.

OUR MISSION

Shared Advancement Services (SAS) employs our expertise in Advancement to enhance the philanthropic success of our partnering UNC System institutions and affiliated entities by immersive collaboration, targeted education, and expert consultation which leads to improving operational efficiency, building equity, and increasing the margin of excellence.