University of Saskatchewan Policies
Fundraising Priority Setting
| Category: | Advancement |
| Responsibility: | Vice-President, University Advancement |
| Authorization: | Board of Governors |
| Approval Date: | May 11, 2001 |
| Amendment Date: | June 26, 2009 [Project summary and forms updated December 9, 2011] |
Purpose:
It is imperative that fundraising efforts be coordinated at the University of Saskatchewan in a manner that serves the best interest of the institution as a whole and supports the University's priorities to the fullest extent possible. Coordinated fundraising efforts can strengthen the University's ability to conduct innovative research, to provide excellent teaching, and to enhance the quality of campus life.
While the ultimate selection of fundraising priorities rests with the President in consultation with the Provost’s Committee on Integrated Planning (PCIP) and the Board of Governors, there needs to exist simple mechanisms and procedures to ensure that all significant projects and proposals are reviewed and considered, that significant fundraising proposals are constructed in terms of the University's mission and strategic plan, that all fundraising efforts are compatible with University’s academic priorities, that approaches to donors are carefully coordinated through prospect clearance, and that the efforts of development officers are directed and informed by the University's priorities as well as the college(s), school(s), or administrative unit(s) priorities.
Policy:
All fundraising initiatives must be vetted through an established process at the University of Saskatchewan. Projects must first be authorized by the appropriate college, school or administrative unit and contain a standard set of information to ensure that projects meet the strategic objectives and priorities. Projects of an interdisciplinary or cross-functional nature must be approved by all of the appropriate college(s), school(s), and/or administrative unit(s).
Procedures Summary:
The exchange of information is essential to the effective coordination of fundraising activities and priorities, and will assist in ensuring the consistency of faculty plans with University plans and priorities.
Each college in their integrated planning will identify its proposed annual fundraising priorities and activities. These priorities will be shared with the Provost’s Committee on Integrated Planning (PCIP).
- Fundraising proposals of $0 - $49,999 must be approved by the dean of the college(s), head of the school(s), or in the case of non-academic unit(s) the director/manager in accordance with the University’s Signing Authority Policy no.4.40. Fundraising proposals under $50,000 can be approved by a Dean but a Fundraising Project and Campaign proposal form must be completed. Fundraising Proposals under $50,000 will be reviewed by the Development Project Approval Committee (DPAC). DPAC Approval Document
- Fundraising proposals of $50,000 to $999,999, once approved by dean of the college, head of the school or, in the case of non-academic units the director/manager require approval from the Associate Vice-President, Development, to ensure the project is compatible with approved fundraising initiatives and that prospect clearance procedures are adhered to. Moreover, all new fundraising campaign proposals (over $50,000) must be presented to the Development Project Approval Committee (DPAC) for further discussion and consultation.
- All fundraising proposals of $1,000,000 and over, once approved by the dean of the college, head of the school or, in the case of non-academic units the director/manager must be presented to the Development Project Approval Committee (DPAC) for further discussion and consultation. These proposals are then reviewed and considered for institutional approval by Provost’s Committee on Integrated Planning (PCIP).
- The Provost’s Committee will consult on an on-going basis with the Planning Committee of Council and the Finance and Investment Committee of Board.
Please complete the attached Fundraising Project/Campaign Proposal Form. All Fundraising campaign and project proposals are to be sent to Development Program Manager, Brenda Beavis Frey
Proposals must contain:
- Project /Campaign Identification
- Target (financial goal)
- Timeline (start/end dates)
- List Budget and outline how project/campaign will be funded
- Signed authorization from the academic or administrative unit for budgetary approval/support
- Chart of Standards Identifying Lead Prospects (for projects over $100,000):
Contact:
Office of the Vice-President, University Advancement (966-1602)
Associate Vice-President, Development, University Advancement (966-5202)
Program Manager, Development (966-7655)
Website: http://www.usask.ca/vpadvancement/
