Documents
Resources
Learning Center
Upload
Plans & pricing Sign in
Sign Out

Gift or Grant - VA-SRA

VIEWS: 1 PAGES: 17

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

Tim Redden                               Mike Glasgow
Senior Director, Corporate and           Assistant Vice President for
Foundation Relations                     Research Administration
University of Virginia                   University of Virginia
redden@Virginia.EDU                      mgg5e@Virginia.EDU

                      Keith Roots
                      Director, Corporate and
                      Foundation Relations
                      College of Arts and Sciences
                      University of Virginia
                      kroots@Virginia.EDU
    A Brief History
                                    1920, the
                                                        1970,
                                    University
           In March 1865,                               University of
                                    agreed women
           Union General                                Virginia fully      December
                                    over twenty
           George A.                                    becomes             2000, End
                                    years of age
           Custer accepts                               coeducational       of first
           the surrender of         could enroll in     and later           major
           Charlottesville          graduate            creates first       capital
           and UVA                  programs            OSP/Gift Policy     campaign

                     UVA April 13,            1951, Walter            Circa 1985,
                     1905, Edwin              N. Ridley               Development
                     Alderman was             becomes the             begins as a
                     inaugurated as           first African-          function of
                     first President of       American                Alumni
                     UVA                      graduate of             Relations
                                              the University
Founded in 1819 by
Thomas Jefferson
                       Development is the newest innovation at UVa
Historically, OSP and
Development Had Relationship
Issues




         OSP
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
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.
  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
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
 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.
 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
     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.
Creation of the Gift Horse
Committee
                • Comprised of senior
                  leadership from
                  Sponsored Programs
                  and Development
                • Arbitrates gift or grant
                  status
Now OSP and Development
Regularly Exchange Gifts and
Grants

            Development




            Sponsored Programs
    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.
CFR and OSP
are now looking
                    Before
at ways
determine how
the CFR
development
team and the
research office
can collaborate
most effectively
to pull the right
people together
for these major
opportunities
and manage the
proposal
process.
Contact us if you want to know
more about the OSP-
Development Relationship at
UVa
                                  Mike Glasgow
                                  Assistant Vice President for
                                  Research Administration
                                  University of Virginia
 Tim Redden                       mgg5e@Virginia.EDU
 Senior Director, Corporate and
 Foundation Relations
 University of Virginia           Keith Roots
 redden@virginia.edu              Director, Corporate and
                                  Foundation Relations
                                  College of Arts and Sciences
                                  University of Virginia
                                  kroots@Virginia.EDU

								
To top