DIXIE STATE COLLEGE OF UTAH

POLICIES AND PROCEDURES MANUAL


Section: 7-Institutional Advancement

Policy No: 2

Approved: 9/26/96

Policy: INITIATION OF FUND-RAISING PROJECTS - PRIVATE SECTOR

7-2 INITIATION OF FUND-RAISING PROJECTS - PRIVATE SECTOR

2.1 PURPOSE

To outline the procedures by which private sector fund-raising projects are initiated and placed in priority.

2.2 DEFINITION

2.2.1 A private sector fund-raising project is defined as any effort to raise funds for college programs, chairs, professorships, scholarships, loans, physical facilities, equipment, seminars, travel and other such projects and activities.

2.3 POLICY

2.3.1 PROJECT INITIATION

2.3.1.1 To initiate a fund-raising project, the project initiator will complete an Institutional Advancement Office Abstract-Preliminary Proposal Form (see sample attached), which calls for such information as the amount of private money needed, the objectives of and budget for the project, and the identification of potential donors.

2.3.1.2 The project initiator should attach a one-to-two page summary of the project to the abstract form, relating it to the goals of the college.

2.3.1.3 The form and the project summary should then be routed through the project initiatorís department chairman, dean, and vice-president for approval.

2.3.1.4 A letter of support that addresses the project's priority within the college as well as the project's academic and/or intellectual merits should be obtained from the project initiatorís dean and attached to the abstract form.

2.3.1.5 All materials should then be forwarded to the college president for review.

2.3.2 If the project proposal is found to be a high priority of the college, even though it is outside current college goals, the college president may direct the Institutional Advancement Office to review the project for funding feasibility and to proceed in securing private support for the project.

2.3.3 Periodic reports on current Office of Institutional Advancement projects will be submitted to the college president for purposes of information and coordination.

2.3.4 A representative of the Office of Institutional Advancement will serve on all campaign planning committees, providing resources and staff assistance and ensuring liaison.

2.3.5 The employment of personnel to staff a campaign, the structuring of a budget, the development of a case statement and other printed materials, and the establishment of a timetable for the campaign are the responsibility of the Office of Institutional Advancement, in conjunction with the project initiator or sponsoring agency.