The University at Albany Foundation staff is here to assist Foundation fund managers with the following Policies and Procedures, which have been approved as of 7/1/07.  Below you will find the most current information, policies, guidelines, and forms you will need to establish and maintain your Foundation accounts. If you have any questions, please contact the University at Albany Foundation office at 518-437-5090.

• Executive Summary of Significant Changes
• Table of Contents
• Introduction
• Investment Policies
• Gift Solicitation
• Gift Policies
• Gift Crediting and Reporting
• Expendable Fund Information and Fund Managers
• Endowments
• Endowed Chairs and Professorships
• Student Financial Aid and Prizes
• Recognition Opportunities
• Internal Controls
• Procedures for Depositing Funds
• Policies and Procedures for Disbursements
• IRS Information
• Policies and Procedures for Equipment
• The University at Albany Foundation Governance
• CASE Statement of Ethics
• Forms and Directions