Advancement Policies

The following represents the Advancement Officer Handbook, which includes official policies, but also includes other information that will be helpful to Advancement Officers in accomplishing their goals.  For questions or more information, contact the Advancement Policy Group. 

• Organizational Effectiveness   

  
  

  Title	Date	Review	Resources
  Mission, Vision, Values	8/10/2022	Aug 2023
  Organizational Chart	2/3/2022	Feb 2023
  Responsibility and Ethics and Donor Bills of Rights	11/8/2017	Nov 2023
  Confidentiality and Data Control	8/11/2022	Aug 2023
  Goals and Expectations Policy	6/15/2021	Jun 2023
  Advancement Travel Policy	02/21/2022	Feb 2023	Travel Authorization Request Travel Claim Form
  University Advancement Style and Name Use Standards	1/15/2019	Jan 2023
  ETSU FOUNDATION Investment Policy	6/25/2019	Jun 2023
  Campaign Counting Guidelines	3/19/2019	Apr 2023
  External Requests for Advancement Data	02/07/2018	Feb 2023	Request Form
  PCI Compliance Policy	02/21/2022	Feb 2023
  ETSU FOUNDATION - Unrestricted Funds	5/9/2018	BEING REVISED	Unrestricted Funds Request Form

• Solicitation of Gifts

  
  

  Title	Date	Review	Resources
  Solicitation and Acceptance of Gifts	11/8/2017	Nov 2023	Fundraising Request Form
  Naming of Facilities, Positions, and Organizations	9/2/2017	Being Revised	Naming Request Form
  Prospect Management and Fundraiser Credit	8/24/2020	Aug 2023
  Proposal Policy	7/26/2019	Jul 2023	Proposal Template (2019) Discussion Document (2019)
  Deferred Giving Policy	7/6/2020	Jul 2023
  Accepting Life Insurance Gifts	3/24/2021	Mar 2023
  Annual Giving Plan	7/26/2023	Jul 2024
  Establishing Endowments Policy	6/15/2021	Being Revised
  Establishing, Tracking, and Stewarding Scholarships	1/15/2019	Jan 2023
  Gift-in-Kind (GIK) Policy	11/16/2020	Being Revised	GIK Request/Approval (electronic)

• Gift Acceptance & Processing

   

  Title	Date	Review	Resources
  Gift Receipts and Acknowledgements Policy	8/27/2019	Aug 2023	Acknowledgement Checklist
  Soft Credit	8/22/2016	Aug 2023
  Electronic Funds Transfer (EFT) Policy	2/21/2022	Feb 2023	EFT Authorization Form
  Pledges Policy	10/31/2018	Oct 2023	Pledge Form Campaign Pledge Form Day of Giving Pledge Form
  Acceptance of Gifts of Real Estate	2/21/2019	Feb 2023
  Classification of Annual Gifts	4/5/2019	Apr 2023

• Stewardship

  Title	Date	Review	Resources
  Distinguished Presidents Trust (DPT)	10/16/2019	Oct 2023
  Reporting to Donors	7/24/2017	Sep 2023	Types of Stewardship Activities
  Advancement Events	02/07/2018	Feb 2023
  President's Circle Policy	10/4/2022	Oct 2023