(A)
Policy statement
The vice president for institutional
advancement shall review and authorize, for approval of the president, any
philanthropic fundraising activities and request for gifts by external or
internal individuals and organizations. Furthermore, the vice president for
institutional advancement shall review and authorize, for approval of the
president, capital campaigns by internal units and organizations designed to
solicit large groups of alumni and supporters. The president or designee shall
provide procedures for the request of gifts and/or funds by any individual,
organization, department, school, college, or division for any purpose
connected with the university.
(B)
Purpose of
policy
The purpose is to ensure that
philanthropic fundraising activities and strategies are organized, avoid
duplication, and maximize private financial support to the
university.
This policy provides the procedures for
philanthropic fundraising activities and request for gifts by external and
internal organizations and individuals, and identifies the responsible parties
for authorization and approval of such activities.
(C)
Procedures
(1)
Internal:
(a)
The vice
president for institutional advancement directs and supervises the office of
development to plan, coordinate, and implement all philanthropic fundraising
activities for the university.
(b)
The vice
president for institutional advancement or designee must approve and authorize
the solicitation of philanthropic support from individuals, corporations, and
foundations prior to any effort or action to contact or solicit such
support.
(2)
External:
(a)
The university will permit a single joint fund raising
campaign (the united way campaign) where united way, community health charities
of Ohio, northwest Ohio community shares and earth shares of Ohio, using the
existing united way structure, will solicit gifts in support of the charities
they represent using the process outlined in this rule. United way will serve
as the lead organization.
(b)
The campaign will use the time period, process,
structure and organization established by united way. The structure will
include united way's e-pledge process to incorporate all participating
organizations. The participating organizations are charged to develop the
processes necessary to expand the e-pledge system.
(c)
The university
reserves the right to review and approve as appropriate all campaign
literature. United way, in cooperation with community health charities of Ohio,
northwest Ohio community shares and earth shares of Ohio will share expenses
for executing the campaign, including technology and literature
development.
(d)
As lead organization, united way, in cooperation with
community health charities of Ohio, northwest Ohio community shares and earth
shares of Ohio, will develop a campaign plan outlining process, timetable and
printed and electronic communications. This plan will be presented to the
university for approval.
Notes
Ohio Admin. Code 3364-55-04
Effective:
4/20/2020
Promulgated Under:
111.15
Statutory
Authority: 3364
Rule Amplifies:
3364
