Donors and Gifts

Raising money is critical for the continued success of colleges and universities, but gifts and endowments can also raise a host of legal compliance issues. The resources below can assist administrators in complying with applicable laws and best practices.

• U.S. Laws & Regulations

• Uniform Prudent Management of Institutional Funds Act (UPMIFA)

• Resource Pages

• CASE Underwater Endowments Resource Page 

  CASE

• NACUA Endowments and Gifts Resource Page 

  NACUA

• The Uniform Registration Statement Resource Page

  The Multi-State Filer Project

• Index of State Offices Regulating Charitable Solicitations

  National Association of State Charity Officials (NASCO)

• American Council on Gift Annuities

• Publications

• Endowment Policy Samples 

  CASE

• Donor Bill of Rights

  CASE

• Principles of Practice for Fundraising Professionals at Educational Institutions

  CASE

• Ethical Principles Behind the Acceptance of Gifts

  CASE

• Aligning Donor Vision with Institutional Needs Podcast 

  CASE

• Gift Agreement Samples 

  CASE

• Gift Fee Policies & Disclosure Statement Samples 

  CASE

• Gift Fee Bibliography and Sample FAQs, News and Memos 

  CASE

• Charitable Gift Law by Country 

  CASE

• IRA Charitable Rollover Resource Page 

  CASE

• Records Retention Policy Samples 

  CASE

• CASE Statements on Compensation for Fundraising Performance

  CASE

• NACUANOTE: Spending from Underwater Endownment Funds in Times of Economic Distress

  A.L. Spitzer, Carolyn Ward, 2009, NACUA

• NACUANOTE: Uniform Prudent Management of Institutional Funds Act

  Gordon Beeman, 2008 , NACUA