Policies and Procedures

Table of Contents

The University at Albany Foundation staff is here to assist Foundation fund managers with the following Policies and Procedures. 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.

• Introduction
• Investment Policies
• 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
• CASE Statement of Ethics