Administration & Finance

A&F SERVICES

University Advancement

CHAPTER 700 University Advancement



700 Administrative Organization

700.1 Organizational Structure

University Development and Alumni Engagement (UDAE) organization structure and department descriptions are available on its Cal Poly home page located at http://giving.calpoly.edu.

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700.2 General Functions

University Development and Alumni Engagement establishes and implements an overall development program for Cal Poly, including coordinating fundraising, communications, and alumni programs. University Development and Alumni Engagement staff may be located in a central services office or within Cal Poly's divisions and colleges. Development professionals support the following functions:

  1. Fundraising solicitation planning and collaboration
  2. Prospect identification, qualification and research
  3. Gift recording and administration
  4. Donor recognition
  5. Donor management and relations
  6. Corporate and foundation relations
  7. Alumni programs and relations
  8. Alumni and fundraising events
  9. Database management and report generation on alumni, parents, friends, corporations and foundations
  10. Development training and support - Campuswide
  11. Trust and endowment management
  12. Cal Poly Foundation support and administration
  13. Establish and support annual, program, and campaign goals
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References for CAP 700

  1. Date approved by the President: May 15, 2013
  2. Effective Date: May 15, 2013
  3. Responsible Department/Office(s): Vice President for University Advancement
  4. Revision History: Not applicable
  5. Related University Policies, Procedures, Manuals and/or Documents:
    1. University Advancement Policies and Procedures http://giving.calpoly.edu.
    2. CSU Executive Order 676: Delegation of Gift Evaluation and Acceptance to Campuses, http://www.calstate.edu/eo/EO-676.pdf.
  6. Laws, Regulations and/or Codes of practice referred to herein or related to this policy:
    1. California Education Code Section 89720, authorizing acceptance of donations that advance the mission and purpose of CSU, http://www.leginfo.ca.gov.