Northern Arizona University

Policies and Procedures

General

IRS Determination Letter (501c3 letter)
Annual Financial Reports and Statements
990
Arizona Corporation Commision Certificate of Good Standing
Articles of Incorporation

Forms

Account Application
Account Signature Authorization
Check Request
Deposit Transmittal for Bank Cards
Deposit Transmittal for Cash
Deposit Transmittal for Checks
Donor Pledge Form
Foundation Fund Access Form
Gift-in-Kind for the Foundation
Gift-in-Kind for the University
Scholarship Check Request Form
Scholarship Check Request Form - Page 2
Special Event Application

Governance

MOU with NAU
Component Unit Agreement
NAUF Bylaws
Board of Directors Conflict of Interest
Tax Return Questionaire Agreement
Letter of Commitment
Emeritus Directors and Committee Members
Fundraising Policy Statement
Audit Committe Charter
Whistleblower Protection Policy
Confidentiality of NAUF Records and Files
Investment Policy Statement
Endowment Spending Policy

Giving

Gift Acceptance
Gift-in-Kind
Gifts of Works of Art
Gifts of Real Property
Gifts NAUF will not accept
Procedures of Other Gift Acceptance

Gift Administration

Named Gift/Fund Policy
Reinvestment Fee Policy
Endowment Funds
Quasi Endowment Funds
Custodial Funds
Scholarship Funds
Guidelines on Disbursements

Other

File Retention Policy
Gifts and Grants - Working with OCGS and NAUF
Policy on Gifts and Sponsored Projects
Special Events Policy
NAU Alcohol Waiver Policy
Wire Transfer Instructions
Stock Donation Instructions
How to Work with NAUF Manual - PDF document

Appendix

A - Model Standards of Practice for the Charitable Gift Planner
B - Sample Lettter of Understanding
C - Sample Letter of Agreement
E - IRS From 8282 "Donee Information Return and Instructions" (PDF)
      IRS Form 8283 "Noncash Charitable Contributions" (PDF)
      IRS Form 8283 "Instructions" (PDF)
H - Heritage Society Application