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Policies Index

Advancement

Policy and Procedure Manual

The Policy & Procedure Manual (PPM), along with the Academic and Staff Personnel Manuals, serves as the primary reference guide for campus operating policies and procedures which apply to academic, administrative, research and service units. The policies connect the campus’ mission to the everyday actions of its community, clarify the institution’s expectations of its individual members, mitigate institutional risk, enhance efficiency and support the university’s compliance with laws and regulations. If you have questions, contact Information Governance and Policy at policy@ucsd.edu.

Policy Name   PPM #CategoryEffective Date
Allocation, Reallocation and Administration of Gifts and Bequests410-20Advancement03/05/2012
Assessment of Current Gift & Private Grant Fund Interest Earnings from UCSD and the UC San Diego Foundation410-10Advancement02/18/2021
Endowed and Current Use Gift Funds Minimum Policy410-30Advancement10/01/2011
Policy on Faculty Gifts in Support of Their Own Research410-7Advancement09/23/2024
Policy on Financial Stewardship of Donor Gift Funds and Reporting To Donors410-6Advancement03/01/2021
Policy on Timely Expenditure of Endowment Payout and Expendable Gifts410-5Advancement08/07/2018
Solicitation, Acceptance, and Administration of Gifts to the University410-1Advancement01/07/1977