Development and Advancement

Policy on Distribution from Endowed Chairs and Professorships

It is the policy of the University of California, Berkeley to administer the distribution from endowed chairs and professorships established under the funding minima effective July 1, 2017.

Assessment and Distribution of the Campus Philanthropic Allocation and Research Administrative Fee

It is the policy of the University of California, Berkeley to offset a portion of the costs of advancement activities and administering research gift funds, and to provide funding for deferred maintenance, by assessing a philanthropic allocation OR research administrative fee on each gift. For non-research gifts, gifts are assessed a philanthropic allocation of 7.5%. For research gifts, defined as funds to support the research of one or more specified faculty members acting as Principal Investigators (PIs) for a specific research project, OR as general research support for a specified PI, gifts are assessed a research administrative fee of 13%.

Policy on Philanthropic Gift Fund Minima

It is the policy of the University of California, Berkeley to establish philanthropic gift funds capitalized by donors at the following levels effective July 1, 2017:

DA2206 Redelegation to Associate Chancellor, Government and Community Liaison (2008)

Brief description of redelegated authority: serve as "Gift Reporting Filing Officer" for the campus Date: 8/12/2008 Delegated from: Chancellor Delegated to: Associate Chancellor, Government and Community Liaison Can redelegate? Yes Original document source: available upon request

DA2206 Gifts to an Agency Approval and Reporting Requirements (2008)

Brief description of delegated authority: serve as “agency head” for the campus, including designating a “filing officer” to file the Gift to Agency Report (California Form 801) and publish reports online Date: 7/2/2008 Delegated from: UC President Delegated to: Chancellor Can redelegate? Yes Original document source:

https://policy.ucop.edu/_files/da/da2206.pdf...

Gift Acceptance

This policy governs the solicitation and acceptance of philanthropic gifts benefiting the Berkeley campus of The Regents of the University of California (the Campus), including those gifted to the University of California, Berkeley Foundation (the Foundation).

Prospect Management

Establishes standard practices for engagement with prospective donors