CHF Policies and Procedures
Linked policies appear in red
100.Compliance
100.1 501(c)3 determination letter
100.2 Form 990
100.3 State Registration and Reporting Requirements
100.4 Corporate Seal
100.5 Freedom of Information Laws
100.6 State and Federal Disclosure Requirements
100.7 CASE Reporting Standards
200.Governance
200.1 Articles of Incorporation
200.2 Bylaws
200.3 Board Meeting Minutes
200.4 Board Member Responsibilities
200.5 Corporate Resolution
200.6 Annual Audit of Financial Statements
200.7 Dissolution Clause
200.8 Donor Bill of Rights
200.9 CASE Statement of Ethics
300.Administration
300.1 Memorandum of Understanding with Institution
300.2 D & O Liability Policy
300.3 Conflict of Interest Policy
300.4 Whistleblower Policy
300.5 Records Management Policy
300.6 Compensation Policy
300.7 Performance Evaluations
300.8 Human Resources Policy
300.9 Information Technology and Security Policy
300.10 Database Information Policy
300.11 Operating Budget
300.12 Property Management
400.Treasury
400.1 Investment Policy
400.2 Spending Policy
400.3 Management Fee Policy (Endowed/non-endowed)
400.4 Annual Audit
400.5 Underwater Endowment policy
400.6 Trust Services
400.7 Investment Management Fees
500.Gift Acceptance
500.1 Memorandum of Understanding with Institution
500.2 Real Estate Gifts
500.3 Stock Gifts
500.4 Deferred Gifts
500.5 Gift Annuities
500.6 Stewardship Policy
600.Scholarships
600.1 Establishment of a New Fund (endowed and non-endowed)
600.2 Scholarship Guidelines
600.3 Scholarship Building Funds
600.4 Matching Scholarships
700.Operating Procedures
700.1 Cash Receipting
700.2 Credit Card
700.3 Donor Acknowledgement
700.4 End of Day/Daily Deposits
700.5 Monthly statement reconciliation
700.6 Bad Check
700.7 Split Gifts
700.8 Opening Mail
700.9 Gift Agreements
700.10 Gifts of Stock
700.11 Gifts of Real Estate
700.12 New Scholarship Funds
700.13 Year End
700.14 Award Letters
700.15 Scholarship Book
700.16 Memorial Gifts
700.17 Annual Appropriation
700.18 Property Management
700.19 Website Maintenance
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