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gift or grant

Presenters. Tim ReddenSenior Director, Corporate and Foundation RelationsUniversity of Virginiaredden@Virginia.EDU. Mike GlasgowAssistant Vice President for Research AdministrationUniversity of Virginiamgg5e@Virginia.EDU. Keith RootsDirector, Corporate and Foundation RelationsCollege of Arts and SciencesUniversity of Virginiakroots@Virginia.EDU.

Jimmy
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gift or grant

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    1. Gift or Grant? Sponsored Programs and Development Reaching Agreement and Getting Along

    2. Presenters

    4. A Brief History

    5. Historically, OSP and Development Had Relationship Issues

    6. Why is Development So Interested in Sponsored Programs ? Perfect platform to match investigators to corporate or research foundations Great cultivation/stewardship tool Great way to help fund rising stars or retain super star investigators 6 endowed professorships at UVa all started with OSP relationships

    7. Old Gifts/Grants Policy FUNDS RECEIVED FROM SPONSORS ARE CONSIDERED GRANTS OR CONTRACTS RATHER THAN GIFTS IF THEY INCLUDE ONE OR MORE OF THE FOLLOWING CONDITIONS: Investigator initiated project-specific proposals for research, training or public service activities. Projects are normally funded by sponsor from an established program for such activities. The absence of an established program does not preclude the award from being a sponsored program activity.

    8. The Straw that Broke the Camel’s Back Old Gift/Grant policy- written 1972 Policy could be interpreted that ANY corporate or foundation gift had to go through Sponsored Programs (and was by at least two of UVA’s ten schools) In 2000, UVA received a major gift from an alumnus, and this gift was a major trigger in the development of our new g/g policy The donor had several restrictions, including additional payments contingent upon receipt of activity reports Originally processed through development as a gift, but restrictions caused a shift to Sponsored Programs (OSP) Shift created a rift and distrust – from the development side

    9. What CFR Development Officers Did to Address the Problem 2001-New Assistant Vice President for Research Administration hired 2002 saw several changes in CFR operation which led to the new policy New Senior CFR Director hired Start of new monthly lunch meetings of all development officers with CFR as a major job duty Subcommittee formed to address G/G policy and other possible revisions Amy Blumenthal-chief architect; drew upon Michigan, Harvard, Georgia Tech, Washington Wrote policy with OSP in mind

    10. New Policy For the purposes of this policy statement, the term "gifts" refers exclusively to private gifts (even though such gifts are often termed "grants" by corporations and foundations). These gifts are outright contributions received from private sources in which no goods or services are expected, implied or forthcoming for the donor and in which no proprietary interests are to be retained by the donor.

    11. New Policy Clear list of characteristics for when a activity must be handled through sponsored programs Clear list of characteristics of when an activity may be handled as a gift Policy jointly owned by the VP for Finance and the VP for Development Memorandum of Understanding

    12. New Policy & The Role of Development The Development Office is the general clearing house for all fund- raising activities throughout the University. It shall function as adviser to the President on matters relating to the solicitation and acceptance of private funds, and shall provide the President with information concerning prospects for major gifts from private sources. Since many alumni and friends, corporations and foundations, and other private charitable organizations have special relationships with the University, the Development Office has the responsibility of coordinating fundraising efforts which involve these sources of support.

    13. Creation of the Gift Horse Committee Comprised of senior leadership from Sponsored Programs and Development Arbitrates gift or grant status

    14. Now OSP and Development Regularly Exchange Gifts and Grants

    15. New OSP-Development Partnerships Regular meetings with OSP and CFR officers An annual lunch meeting with program and development officers from all Schools and Units Development now represented at Bi-monthly Research Administrator meetings New formal partnership with key stakeholders in the School of Medicine: Purpose is to get more proposals in the pipeline for major foundation opportunities. The group has discussed shared goals (especially for building grant information infrastructure) and ways to move ahead with CFR leading the project.

    17. Contact us if you want to know more about the OSP-Development Relationship at UVa

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