Minutes of a Regular Meeting, June 22-23, 2004 - Digital Collections

Minutes of a Regular Meeting, June 22-23, 2004 - Digital Collections Minutes of a Regular Meeting, June 22-23, 2004 - Digital Collections

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REGENTS’ POLICY MANUALSECTION 7 – UNIVERSITY DEVELOPMENT7.10—ALUMNI/DONOR RECORDS7.10.1—MAINTENANCE OF RECORDSUniversity Development is committed to maintaining an updated, current listing of alumni andfriends. Therefore, any information received by any campus division regarding name, address, familyhistory, degree, etc., of any alumnus or friend should be forwarded to University Development. Althoughalternative or parallel databases may be created in other campus locations, these are to be consideredauxiliary, and any information regarding alumni records should be transferred to UniversityDevelopment.7.10.2—REQUESTS FOR INFORMATIONAll requests for alumni or friends information from any University division should be directed to themanager of Alumni/Donor Records in University Development. Such requests will be forwarded to theappropriate University Development administrator for approval.(RM, 12-02-03, p. 28868)THE UNIVERSITY OF OKLAHOMA 321

REGENTS’ POLICY MANUALSECTION 7 – UNIVERSITY DEVELOPMENT7.11—APPROVAL OF ALL FUNDRAISINGACTIVITYThe Vice President for University Development has final authority in all for developing andimplementing policy matters regarding the raising of private funds at the University. Any fundraisingactivity, whether on behalf of students, faculty/staff, colleges, or programs, must be approved by the VicePresident of University Development prior to being initiated. The Vice President will maintain a systemby which any and all gift solicitations above $5,000 are assigned, tracked, and managed. Furthermore,any communication developed for potential donors, whether individuals, corporations, or foundations,must be approved by the Vice President for University Development. This includes proposals, letters,brochures, and pledge or gift cards. This policy is designed to protect the University’s friends and alumnifrom multiple solicitations by the University’s divisions. If multiple University divisions seek to solicitthe same prospective donor, the President may be asked to make the ultimate decision on shall determinewhich divisions might move forward with a solicitation.(RM, 12-02-03, p. 28868)THE UNIVERSITY OF OKLAHOMA 322

REGENTS’ POLICY MANUALSECTION 7 – UNIVERSITY DEVELOPMENT7.10—ALUMNI/DONOR RECORDS7.10.1—MAINTENANCE OF RECORDSUniversity Development is committed to maintaining an updated, current listing <strong>of</strong> alumni andfriends. Therefore, any information received by any campus division regarding name, address, familyhistory, degree, etc., <strong>of</strong> any alumnus or friend should be forwarded to University Development. Althoughalternative or parallel databases may be created in other campus locations, these are to be consideredauxiliary, and any information regarding alumni records should be transferred to UniversityDevelopment.7.10.2—REQUESTS FOR INFORMATIONAll requests for alumni or friends information from any University division should be directed to themanager <strong>of</strong> Alumni/Donor Records in University Development. Such requests will be forwarded to theappropriate University Development administrator for approval.(RM, 12-02-03, p. 28868)THE UNIVERSITY OF OKLAHOMA 321

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