Documents & Policies
Documents
Custodian of Public Records
Jennifer Cerasa
Legal Counsel
12424 Research Parkway,
Suite 250
Orlando, FL 32826
407.882.1295
jennifer.cerasa
@ucf.edu
Gift-Giving Documents
- Transfer instructions for gifts of cash (large cash gifts/endowments)
- Transfer instructions for gifts of mutual funds
- Transfer instructions for gifts of stock
- Bank of America – Electronic Payments Instructions (general cash gifts)
- Credit card gift authorization form
- Gift-In-Kind Form (fillable fields)
- Information for donors regarding donor advised funds and private foundations
- Keep Charging On Fund – Athletics
- Pledge commitment form (PDF)
- Planned gift commitment form – please contact [email protected]
- Charitable gift via IRA documents (MS Word download)
- Donation transmittal form
- UCF Football Excellence Pledge Form (Fillable fields)
Foundation Governing Documents
IRS Documents
Miscellaneous
- UCF Foundation disclosures
- Statement to UCF Advancement Vendors re: Blackbaud Server Data Breach
- 2021 Knight’s Krossing Student Housing LLC certificate of status
- 2021 UCF Foundation certificate of status
- 2021 UCF Real Estate Foundation LLC certificate of status
- 2018 Resale Certificate for Sales Tax
- IRS determination letter
- Original (1968) tax exemption application
- Tax exemption certificate 2020-2025
- Foundation W-9 Form
- Foundation Address/Identification Confidentiality Request
- Fictitious Name Renewal – UCF Advancement
- Fictitious Name Renewal – UCF Alumni
- Fictitious Name Renewal – UCF Alumni Engagement and Annual Giving
Internal Forms
- Donation transmittal form
- Payment authorization
- Scholarship award form
- Travel reimbursement one page
- Travel reimbursement two page
- Credit Card Donation Form (PDF)
- Goods and services received but not invoiced (updated 2021)
- Image Release Form (Fillable fields)
- Work for Hire – hourly rate artist writer photographer (Fillable fields)
- Work for Hire – flat rate artist writer photographer (Fillable fields)
- Corporate Resolution
- Delegation of Signing Authority
- Faculty and Staff Ambassador Toolkit
Policies
Executive
- (2.00) Naming Opportunities Policy
- (3.00) Board Conflict of Interest Policy and Duty to Disclose
- (3.01) Board of Directors Code of Conduct
- (3.05) Records Management Policy
- (5.00) Internal Data/Information Sharing Policy
- (10.02) IT Acceptable Use Policy
- (10.03) IT Procurement Policy
- (10.04) Procedure Compliance Policy
- (10.05) Data Integrity Policy
- (10.06) Information Technology Change Management Policy
- (10.10) Information Security Policy
Development
- (9.00) Prospect Development and Research Policy
- (9.01) Bundled Gifts
- (9.02) Gift Acceptance for Life Insurance Policy
- (9.03) Deferred Gift Acceptance Policy
- (9.04) Solicitations Policy
- (9.05) Donor Relations and Stewardship Policy
Alumni
Finance And Accounting
- (7.00) Mobile Device Policy
- (7.01) Purchases of $75,000 or Greater Policy
- (7.02) Loans to Directors, Officers and Employees Policy
- (7.03) Accounting for Pledges in the Financial Accounting System
- (7.04) Gift-in-Kind Acceptance Policy
- (7.05) Real Estate Policy
- (7.06) New Project and Project Authorizer Policy
- (7.07) General Spending Guidelines from Foundation Accounts
- (7.08) Student Scholarship Award Processing Policy
- (7.09) Spending on Endowment Policy
- (7.10) Accounting Guidelines Policy
- (7.11) Business Manager Responsibilities
- (7.12) Club Membership Policy
- (7.13) Endowment Policy
- (7.14) Entertainment and Ticket Certification Policy
- (7.15) Financial Risk Management Policy
- (7.16) Gift Acceptance Policy for Securities
- (7.17) Investment Policy
- (7.18) Salary Supplements Payment Policy
- (7.19) Written Acknowledgement Policy
- (7.20) Advertising, Royalty and Other Misc Income
- (7.21) Budget Development and Approval Policy
- (7.22) Changes to a Foundation Project
- (7.23) Conflicts of Interest in Authorizing Expenditures Policy
- (7.24) Disposition of Securities
- (7.25) Fringe Benefit Reporting
- (7.26) Fundraising Events Advertising, Trade Shows, Conferences and Exclusive Arrangements Guidelines
- (7.27) Fundraising Events Publicity and Printed Materials
- (7.28) Fundraising Events Risk Management Policy
- (7.29) Fundraising Events Sponsorship Guidelines
- (7.30) License Plate Funds
- (7.31) Management and Spending of Unrestricted Contributions
- (7.32) Meals for Business Meetings and Banquet Reception Events Policy
- (7.33) Outside Revenue from Work Performed (assignment of Income) Policy
- (7.34) Travel Reimbursement Policy
- (7.35) W-9 Distribution/Society Security Number Collection Policy
- (7.36) Corporate Credit Card Policy
Human Resources
Legal
- (6.01) Confidentiality of Records Policy
- (6.02) Open Meeting Policy
- (6.03) Gifts in Lieu of Honoraria Policy
- (6.04) External Communication Policy
- (6.05) Gift Acceptance Policy for Real Estate
- (6.06) Real Estate Liquidation Policy
- (6.07) Gift Acceptance Policy
- (6.08) Foundation Development of Policies
- (6.09) Gift Agreement Pollicy
- (8.00) Governing Documents Policy
- (8.01) Donor Restrictions Policy