750.1 Advancement Services
The Advancement Services office is responsible for the receipting of all gifts other than securities on behalf of the University and its Auxiliary Organizations and for maintenance of the Cal Poly Foundation’s centralized constituent database. Advancement Services has sole responsibility for the following activities in support of the University:
- receipt of private, non-securities gifts according to Cal Poly’s Gift Acceptance Policy;
- administer the matching gifts program; and
- update and verify alumni and donor records, and maintain the reference contact list for University constituents.
750.2 Trusts, Endowments, Accounting and Gift Administration
750.2.1 - Management of Donations:
The Cal Poly Foundation is responsible for investing, managing and administering donations received for the benefit of Cal Poly, and for receipting of all gifts of securities. Administrative services may be provided by University employees as outlined by a formal agreement. Cal Poly Foundation policies can be found under CAP 1100.
750.2.2 - Gift Agreements:
Advancement Operations has the sole responsibility for the creation, review, circulation, approval and maintenance of all gift agreements.
750.4 Maintenance and Confidentiality of Records
University Advancement maintains the official University-wide development database for biographical, contact, relationship, and giving information about university constituents. The central filing system is overseen by Prospect Management and Research. 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.