接受礼物的政策、程序和分类
接受礼物的政策、程序和分类 Herzing大学, Ltd. (the “University”) seeks outright gifts 和 future gift commitments that are consistent with its mission.
一般接受个人捐款, 合作伙伴关系, 公司, 组织, government agencies or other entities without limitations—unless acceptance of gifts from a specific source is inconsistent with the organization’s beliefs, 价值观和使命.
The University will not accept gifts from companies whose products may be harmful to our students or from donors whose requests for public recognition are incompatible with our philosophy of appreciation.
在处理, all gifts must be accompanied by the Herzing大学 gift form so they will be coded for the constituency source from which the gifts were given (e.g.、个人、公司、基金会、组织等.). Multiyear pledges for major gifts are encouraged, but for no more than three to five years. Donors should complete 和 sign a gift or pledge agreement form detailing the purpose of the gift, payment schedule 和 how they wish their names to appear in donor‐recognition materials. The University priorities include gifts for unrestricted, restricted 和 endowment purposes.
除非校董会另有决定， 只有 以下类型的礼品将被接受:
- 现金. 现金 gifts are acceptable in any form, including by check, money order, credit card, or on‐line. Donors wishing to make a gift by credit card must provide the card type (e.g., 签证, 万事达卡, 美国运通(American Express), 卡号, 截止日期, 和 name of the card holder as it appears on the credit card.
- 有价证券. Marketable securities may be transferred electronically to an account maintained at one or more brokerage firms or delivered physically with the transferor's endorsement or signed stock power (with appropriate signature guarantees) attached. 所有 marketable securities will be sold promptly upon receipt unless otherwise directed by the University’s Finance Committee of the Board of Trustees (“Finance Committee”). 在某些情况下，有价证券可能受到限制, 例如, by applicable securities laws or the terms of the proposed gift; in such instances the decision whether to accept the restricted securities shall be made by the Finance Committee.
- Bequests 和 Beneficiary Designations under Revocable Trusts, 人寿保险单, 商业年金和退休计划. Donors are encouraged to make bequests to the University under their wills, 并指定学校为信托受益人, 人寿保险单, 商业年金和退休计划.
- 慈善剩余信托基金. The University will accept designation as a remainder beneficiary of charitable remainder trusts.
- 慈善领导信托基金. The University will accept designation as an income beneficiary of charitable lead trusts.
- 有形个人财产. The University will accept personal property 只有 to the extent it is usable by the University.
Unless 和 until the Executive Committee of the University decides otherwise, 以下礼品名称将被使用:
- 不受限制的 – all gifts are considered unrestricted unless designated at the time of the gift or unless the gift was solicited for a special purpose in which case it must be used for that purpose.
- 暂时限制 – gifts given for a special purpose will be considered temporarily restricted until used for that purpose. The only special purpose which may be designated is for general student scholarships unless the donation is $10,000或更多.
- 永久限制 - 5元礼物,000 or more may be designated to the Suzanne R Herzing Scholarship Fund, the income from which is used for student scholarships each year per the policy of that scholarship fund. If a donor wished to establish a named permanently restricted fund, the minimum donation is $50,000.
所有 information on the contributor 和 the contribution is confidential except the contributor’s name 和 contribution level as well as year of graduation for alumni. 但是，匿名要求将得到尊重.