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Title Preview Responsible Unit Last Revised Last Approved Effective Date
Communication with Media Policy Policy Development Communications in the Office of University Development serves as the primary contact and liaison for media representatives seeking information for stories related to ... Development 11/2015 11/2015 11/16/2015
Davie: Alumni/Development Policy for Sharing Record Information This policy is created to guide University employees on the appropriate sharing of demographic and financial information stored in Davie with external sources – those ... Development 03/2016 03/2016 3/24/2016
Davie: Confidentiality Agreement Alumni/Development Confidential Information Policy Davie is the University of North Carolina's alumni and development database. It is the source of credible, accurate information about alumni, ... Development 05/2015 05/2015 5/12/2015
Deeply Anonymous Policy Policy for Deeply Anonymous Gifts, Documentation, and the Sharing of Information with Recipient Units and Foundations Although the University of North Carolina at Chapel Hill ... Development 07/2011 04/2016 4/4/2016
Endowment Types Gift Minimums Endowment Minimum Gift Levels Endowed funds provide permanent support for Carolina's most important activities: recruiting the finest students and faculty, generating trailblazing research, and work Development 09/2016 09/2016 9/28/2016
Gift Acceptance Policy TABLE OF CONTENTS 1. Purpose of Policy 2. Authority to Accept Gifts 3. Gift Types 4. Policies Related to Donor-Imposed Restrictions on Gifts 5. Unique ... Development 09/2015 09/2015 9/3/2015
IRA Beneficiary Instructions Naming the University of North Carolina at Chapel Hill, as the Beneficiary of Your Retirement Plan Contact your Retirement Plan Administrator; ask to be sent ... Development 04/2016 04/2016 4/4/2016
Removal of Associated Entity Approved Status Policy Policy Statement An Associated Entity’s approved status may be removed by the Chancellor only upon advance written notice provided by the Chancellor to the Associated ... Development 07/2015 07/2015 7/1/2015
University of North Carolina at Chapel Hill Policy on Anonymous Records Policy Statement The university protects the identity of donors who have requested anonymity by coding their record "anonymous." Anonymous records in Davie have a bright ... Development 08/2010 07/2015 7/2/2015
University of North Carolina at Chapel Hill Policy on Capital Gift Funding Policy Statement This policy pertains to capital projects that are supported by fundraising – in particular, the policy provision for interest accrual on potential bridge ... Development 11/2009 09/2011 9/22/2011
University of North Carolina at Chapel Hill Policy on Confidentiality It is crucial to remember the importance of confidentiality in all aspects of our development operation. Confidentiality extends to information found in Davie, in research ... Development 08/2010 05/2015 5/12/2015
University of North Carolina at Chapel Hill Policy on Courtesy Reply Envelope Listing Policy Statement Carolina Annual Giving includes courtesy reply envelopes (CRE) three times per year in specific direct mail appeals. These appeals include the Chancellor's FYI ... Development 05/2009 09/2015 9/8/2015
University of North Carolina at Chapel Hill Policy on Direct Marketing Policy Statement Direct marketing is an important component of Carolina Annual Giving (CAG). Direct marketing appeals, which include mail and email, are sent throughout the ... Development 01/2011 08/2015 8/5/2015
University of North Carolina at Chapel Hill Policy on Direct Marketing for Schools & Units Carolina Annual Giving (CAG) can assist schools and units with their direct mail and email needs as time permits. CAG can assist with different parts ... Development 06/2015 03/2016 3/1/2016
University of North Carolina at Chapel Hill Policy on Distinguished Professorship Policy Statement The North Carolina General Assembly established the Distinguished Professors Endowment Trust Fund in 1985. The Fund provides challenge grants for endowed professorships at ... Development 05/2016 05/2016 5/9/2016
University of North Carolina at Chapel Hill Policy on Endowment Administrative Fee Policy Statement The endowment administrative fee is charged by the Chapel Hill Investment Fund (CHIF) to certain participants and transferred to the University in order ... Development 08/2010 09/2015 9/30/2015
University of North Carolina at Chapel Hill Policy on Gifts With Personal Benefit Policy Statement Financial, Economic, or Personal Benefit Received from a Gift By its very definition, a gift is an outright or deferred contribution received from ... Development 10/2011 10/2011 10/7/2011
University of North Carolina at Chapel Hill Policy on Nondiscrimination Policy Statement Neither the University of North Carolina at Chapel Hill, the UNC-CH Foundation nor any University-associated entity will accept any gift that is inconsistent ... Development 08/2010 05/2015 5/12/2015
University of North Carolina at Chapel Hill Policy on Online Giving Menu Listing Reason for Policy To ensure easy use of the online giving site for donors and to direct gifts to priority designations. Policy Statement This policy ... Development 09/2004 06/2015 6/2/2015
University of North Carolina at Chapel Hill Policy on Outdoor Memorial or Marker Eligibility Governing Policy Refer to the "Policy on Standards and Procedures for Authorization and Placement of Permanent Outdoor Memorials and Markers on Campus" For information regarding ... Development 06/2006 11/2010 11/11/2010