Foundations and Affiliated Enterprises

Foundations and other affiliated enterprises play a critical role in the operations of many colleges and universities. Development and fundraising foundations, research foundations, alumni associations, and athletic or booster organizations can raise a number of compliance obligations depending on their relationship with the institution. The resources below provide compliance resources for managing such entities in compliance with federal laws and regulations.

• Resource Pages

• NACUA Foundations and Affiliated Entities Resource Page  

  NACUA
• Publications

• Compliance and Affiliated Entities at Private Colleges and Universities

  James Carolan, 2007, NACUA

• Compliance by Affiliated Foundations and Other Related Entities

  Paul Ward, 2007, NACUA

• Public Policy Influences on Public College and University Foundations: AGB Occasional Paper No. 40

  Anne H. Moore, 2000, AGB

• State University-Related Foundations and the Issue of Independence: AGB Occasional Paper No. 39

  Thomas Arden Roha, 2000, AGB

• Foundation FAQs  

  CASE

• AGB-CASE Illustrative Memorandum of Understanding Between a Foundation and Host Institution or System

  CASE

• Sample Memoranda of Understanding between Institutionally Related Foundations & Host Institutions  

  CASE

• Management and Governance Checklist for Institutionally Related Foundations 

  CASE