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

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REGENTS’ POLICY MANUALSECTION 7 – UNIVERSITY DEVELOPMENT7.16—WAYS TO GIVEDonors can help the University through several methods. Gifts may be designated to certain programsor unrestricted for use where the need or opportunity is the greatest. Certain methods of giving providetax or estate planning benefits. The University of Oklahoma Foundation Inc., staff is available to shareexpertise in these areas with donors and their attorneys and tax advisers.CASH GIFTS OR PLEDGESA gift of cash or a pledge over a period of years is the most direct way to support the University.Checks should be made payable to “The University of Oklahoma Foundation, Inc.”SECURITIESStocks, bonds, certificates of deposit, and other securities may be donated to the University throughThe University of Oklahoma Foundation, Inc. Depending upon circumstances of the gift, The Universityof Oklahoma Foundation, Inc. will manage or liquidate the securities to achieve the donor’s goals.GIFTS OF PROPERTYMany donors contribute their personal residences, farmland, or commercial or other property to theUniversity through The University of Oklahoma Foundation, Inc. Certain personal property, includingworks of art, books, furnishings and other valuables, may be appropriate gifts to enhance a particulardiscipline or one of the University’s museum or library collections.DEFERRED OR PLANNED GIFTSAn increasingly popular method of giving is the charitable remainder trust, of which there are twovarieties – the charitable remainder unitrust and the charitable remainder annuity trust. Both can befunded through a gift during a donor’s lifetime or through a testamentary disposition. Both provide lifeincome for the donor and/or a designated beneficiary(ies).Life insurance can become a gift of much greater value than the actual money expended when thepolicy is given to the University through The University of Oklahoma Foundation, Inc., which is namedas the beneficiary. The donor can pay up the entire policy or make annual contributions to The Universityof Oklahoma Foundation, Inc., for the cost of the premiums.The University of Oklahoma Foundation, Inc. often is named beneficiary in the wills of Universityalumni and friends. The donor may elect to leave all or part of an estate to benefit the University.THE UNIVERSITY OF OKLAHOMA 327
REGENTS’ POLICY MANUALSECTION 7 – UNIVERSITY DEVELOPMENTMEMORIALS GIFTS IN MEMORY OR HONORDonors may establish a fund to honor the memory of a loved one, friend or mentor or contribute to anexisting fund for that purpose. Not all such funds are memorials, however, for a number of donors alsomake contributions to honor individuals during their lifetime.MATCHING GIFTSMany corporations match the gifts their employees make to the University. Donors are asked toconsult their employers to determine if such a program exists in their firm.(RM, 12-02-03, p. 28868)THE UNIVERSITY OF OKLAHOMA 328
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MINUTES OF A REGULAR MEETINGTHE UNI
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Athletic Ticket Scanning Software .
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June 22-23, 2004 29135B. Rogers Sta
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June 22-23, 2004 29137The design de
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June 22-23, 2004 29139LAW ENFORCEME
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June 22-23, 2004 29141The federal D
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June 22-23, 2004 29143Any fundraisi
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June 22-23, 2004 29145from the Roge
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June 22-23, 2004 29147SCHOOL OF LIB
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June 22-23, 2004 29149tuition rates
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June 22-23, 2004 29153DISTRICT IIJe
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June 22-23, 2004 29157Biomedical Re
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June 22-23, 2004 29159NON-SUBSTANTI
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June 22-23, 2004 29162A copy of the
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June 22-23, 2004 29164The Legislati
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June 22-23, 2004 29166interceptor p
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June 22-23, 2004 29168Several types
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June 22-23, 2004 29170CONTINUATION
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June 22-23, 2004 29173APPOINTMENT O
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June 22-23, 2004 29177proud to serv
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June 22-23, 2004 29179ESTABLISHMENT
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June 22-23, 2004 29181Department wa
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June 22-23, 2004 29183amount, withi
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June 22-23, 2004 29185Rick Hart, As
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June 22-23, 2004 291871.2 General C
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June 22-23, 2004 29191the quotient
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June 22-23, 2004 29193President Bor
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June 22-23, 2004 291977 HSC -Testin
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June 22-23, 2004 29201CUMULATIVE TO
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June 22-23, 2004 29203LEASE OF REAL
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June 22-23, 2004 29205Malke, Horst,
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June 22-23, 2004 29207Archer, Ann G
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June 22-23, 2004 29209Yount, Brian
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June 22-23, 2004 29211White, Kathry
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June 22-23, 2004 29213Magsig, Micha
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June 22-23, 2004 29215Wang, Yunheng
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June 22-23, 2004 29217Pham, Ngoc Tr
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June 22-23, 2004 29219Forren, Harry
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June 22-23, 2004 292233) change his
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June 22-23, 2004 29225Schmidt, Jerr
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June 22-23, 2004 29227LITIGATIONThi
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June 22-23, 2004 29229CAMERON UNIVE
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June 22-23, 2004 29231Substantially
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June 22-23, 2004 29233sessions, stu
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June 22-23, 2004 29235fee. As noted
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June 22-23, 2004 29237committee. Pr
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June 22-23, 2004 292394.14.1—Sele
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June 22-23, 2004 29241programming,
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June 22-23, 2004 29243SCHEDULE 1 CU
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June 22-23, 2004 29245Bachelor, Joh
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June 22-23, 2004 29247LITIGATIONThi
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Agreement between the Commissioner
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June 22-23, 200413. This Agreement
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June 22-23, 20044.4.6—Legal Actio
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REGENTS’ POLICY MANUALSECTION 2
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Page 399 and 400: REGENTS’ POLICY MANUALSECTION 5
Page 429 and 430: REGENTS’ POLICY MANUALSECTION 7 -
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Page 453 and 454: THE UNIVERSITY OF OKLAHOMAJune 22-2
Page 461 and 462: AWARDNO.AGENCYTITLEVALUEPERIODPI(S)
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Page 465: The authority and responsibility of
Page 468 and 469: June 22-23, 2004REGENTS’ FUNDQUAR
Page 470 and 471: June 22-23, 2004• CIF Performance
Page 472 and 473: June 22-23, 2004IV.Short Term Inves
Page 474 and 475: June 22-23, 2004• A gift from the
Page 476 and 477: June 22-23, 2004QUARTERLY FINANCIAL
Page 478 and 479: June 22-23, 2004Expenditures by Org
Page 480 and 481: June 22-23, 2004Health Sciences Cen
Page 484 and 485: June 22-23, 2004CAMERON UNIVERSITYS
Page 486 and 487: June 22-23, 20048. Benefits and pro
Page 488 and 489: ContactsJune 22-23, 2004I. Sick Lea
Page 490 and 491: Cameron UniversitySchedule 2CUState
Page 492 and 493: Cameron UniversitySchedule 4.1CUSta
Page 494 and 495: Cameron UniversitySchedule 4.3CUSta
Page 496: Cameron UniversitySchedule 4CUState
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Minutes of a Regular Meeting, June 22-23, 2004 - Digital Collections

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