University Resources, Operations and Policies

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  • Office of University Advancement
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  • Fundraising

    Gifts of Securities

    Policy Statement                                                               

    The policies and procedures set forth in this document are intended to assist and guide the activities of University personnel who are involved in the acceptance of gifts of securities to Adelphi.

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    Reason for Policy                                                                    

    These policies and procedures are intended to provide a standardized and consistent approach to the University’s solicitation and acceptance of gifts of securities that protects our good relationships with the many alumni, friends, corporations, foundations, and others who benefit Adelphi through their philanthropy.

    It also insures that the receipt of gifts of securities advances the University’s mission and is done in accordance with applicable local, state, and federal statutes. The guidelines are designed with sufficient flexibility to accommodate complex or unpredictable gift situations and donor expectations within the constraint of consistency with the University’s mission and policies.

    Who Is Governed by this Policy                                         



    Policy Owner                                                                  

    Brady Crook 

    Secondary Contact

    Jim Perrino

    Document History                                                      

    • Last Reviewed Date: December 30, 2017
    • Last Revised Date: December 30, 2017
    • Policy Origination Date: Unknown

    Who Approved This Policy

    Brady Crook, Vice President, University Advancement



  • Office of University Advancement
  • Categories:

  • Fundraising
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