Resources

UH FOUNDATION FINANCE

Policies

Fundraising Forms Overview [Overview]

Gift/Data Processing

Determining the Contribution Portion of Funds Raised [Instructions]
2009 Safe Harbors [Instructions]
Gift Acceptance Policy [Instructions]
Submitting Contributions [Instructions]
Submitting Other Income [Instructions]
Gifts In Kind [Instructions]
Silent Auctions
  • Donated Items
  • Auction Proceeds
[Instructions]
[Instructions]
Prize Acknowledgement [Instructions]

Finance

Account Administration Policy [Complete Policy]
Introduction [Policy]
Types of Accounts [Policy]
Establishing an Account [Policy]
Account Responsibilities [Policy]
Changes to Account Attributes [Policy]
Account Management [Policy]
Revenues [Policy]
Expenditures [Policy]
  • General Expenditure Policies
[Policy]
  • Requests for Payment
[Policy]
  • Business Purpose and Documentation of Expenditures
[Policy]
  • Reimbursement Timing
[Policy]
  • Other Documentation Summary
[Policy]
  • Types of Expenditures
 
    • Contributions
[Policy]
    • Employee Recognition and Appreciation Activities
[Policy]
    • Facilities Renovation
[Policy]
    • Fines and Late Fees
[Policy]
    • Flowers
[Policy]
    • Fundraising Activities
[Policy]
    • Fundraising Events/Tables
[Policy]
    • Furniture/Equipment
[Policy]
    • Meals and Receptions
[Policy]
    • Membership and Dues
[Policy]
    • Moving/Relocation Expenses
[Policy]
    • ORS Agreements
[Policy]
    • Prizes
[Policy]
    • Salary Supplements
[Policy]
    • Services Rendered
[Policy]
    • Student Aid
[Policy]
    • Subscriptions
[Policy]
    • Travel
[Policy]
  • Non Resident Aliens
[Policy]
Exceptions [Policy]

Scholarships

Student Aid Expenditure Process [Policy]
Student Aid Expenditure Process - Attachement A [Attachment]