The Gift Administration office is responsible for the recording and receipting of all philanthropic contributions on behalf of the University and its Auxiliary Organizations. Data & Systems is responsible for the maintenance of the Cal Poly's centralized constituent database. Collectively they have the responsibility for the following activities in support of the University.
The Cal Poly Foundation is responsible for investing, managing and administering donations received for the benefit of Cal Poly. Administrative services may be provided by University employees as outlined by a formal agreement. Cal Poly Foundation policies can be found under CAP 1100.
The Office of Planned Giving in coordination with Gift Administration and Trust & Endowments have the the sole responsibility for the creation, review, circulation, approval and maintenance of all gift agreements.
The Prospect Management and Research (PMR) Office is responsible for prospect and portfolio management. This includes prospect identification and research, relationship management, and pipeline management.
University Development and Alumni Engagement maintains the official University-wide development database for biographical, contact, relationship, and giving information about university constituents. Data contained in the files is considered sensitive and confidential, to the extent permitted by law, and is to be used for authorized purposes only.
