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Home » Policies and Procedures
Special Note:
Welcome to the Policies and Procedures section of the Office of University Development website. This site is currently in development. All policies, procedures, forms and related data documents may not be currently viewable from this site. Please call Melchee Johnson at 919-962-3292 if you have any questions.

Policies and Procedures

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Learn more:

  • General Statement of Purpose
  • Glossary
  • Procedures Relating to Gifts
  • Designating and Restricting Gifts
  • Endowment Policies
  • Pledges
  • Coordination of Cultivation of Prospects, Solicitation and Acceptance of Gifts
  • Recognition/Stewardship Policies
  • Communication with Alumni and Donors
  • Alumni Development Database
  • Other Administrative
 
  • Carolina DevNet Home
  • Campus-wide Development Staff Directory
  • Policies and Procedures
    • General Statement of Purpose
      • Ethical Principles and Standards
      • Confidentiality
    • Glossary
      • Relevant University Offices/Committees
        • Annual Fund
        • Major Gifts
        • Events
        • Office of University Development
        • Development Officer
        • Gift Services
        • Information Services
        • Donor and Prospect Relations
        • Corporate and Foundation Relations
        • Events
        • Communications
        • Gift Planning
      • Definitions of Revenue Sources
        • Grants
        • Investment and Endowment
        • Planned Gifts
        • Pledges
        • Sales and Services
        • Contracts
        • Gifts
        • Deferred Gifts
        • Exclusions for Charitable Donations
        • Tuition and Fees
        • Clinical Trials
        • State Appropriations
    • Procedures Relating to Gifts
      • Tangible Personal Property
      • Bequests & Other Deferred Gifts (Planned Gifts)
        • States Where UNC Can Offer Charitable Gift Annuities
        • Bequest Documentation Procedure
        • Charitable Gift Annuities Policy
        • Unstipulated Gifts Policy
      • Private Foundations
      • Other Transactions Policy
      • Gifts of Real Estate – Legal
      • Donor Advised Funds
      • United Kingdom Gifts – Carolina Trust
      • Benefits and Events Policy
      • Auction Procedure
      • Gift Delivery Procedure
      • Correction of Gift Detail Procedure
      • Bargain Sale Arrangements
      • Gifts of Securities
        • Gifts of Publicly-traded Securities Instructions
        • Subchapter S Corporation Stock Procedure
        • Closely Held C Stock Procedure
        • Gifts of Publicly Traded Securities Procedure
      • Cash
        • Currency Procedure
        • Wire Transfers Procedure
        • Payroll Deduction Procedure
        • Credit Card Procedure
        • Checks Procedure
        • Bank Draft Procedure
        • Matching Gifts Procedure
    • Designating and Restricting Gifts
      • Outdoor Memorial or Marker Eligibility
      • Scholarship Gift Acceptance Policy
      • Gifts with Personal Benefit Policy
    • Endowment Policies
    • Pledges
    • Coordination of Cultivation of Prospects, Solicitation & Acceptance of Gifts
      • Major Gift Solicitations – Prospect Management
        • Prospect Management Policy
        • Prospect Management Guidelines
        • Intents to Solicit Procedure
        • Contact Reports Procedure
        • Prospect Management Assignment Procedure
      • Corporation and Foundation Relations
      • Annual Gift Solicitations
        • Phonathon Scripting Survey
        • Bell Ringers Policy
        • Direct Marketing Policy
        • Courtesy Reply Envelope Listing Policy
      • Prospect Research Policy
        • Prospect Research Policy
        • Prospect Research Request Procedure
      • Innovation Campaign Codes
      • Capital Gift Funding Policy
    • Recognition/Stewardship Policies
    • Communication with Alumni & Donors
      • Communication with Media Policy
    • Alumni Development Database
      • Special Code Policy
      • Record Creation Policy
    • Other Administrative
      • Signature Authority
      • Meetings to Know About
  • Web Reports
  • Orientation
    • Annual Fund
    • Corporate and Foundation Relations
    • Gift Planning
    • Gift Services
    • Information Services: Fundraising Database and Reports
    • Major Gifts
    • Prospect Management
      • Prospect Management Overview
    • Research
    • SAVC for University Development
    • SAVC Advanced Orientation for Front-line Fundraisers
      • Naming Submission Procedure
    • Stewardship
      • Gift Acknowledgement Procedure
  • Most Frequently Requested Documents
  • File Sharing
Office of University Development
PO Box 309

Chapel Hill, NC 27514-0309 Phone: 919-962-2336
Fax: 919-962-2387

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