Fillable Project-Authorization-Form 2017.12.18-1 Project Authorization Form

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Project-Authorization-Form 2017.12.18-1 Project Authorization Form

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CALIFORNIA STATE UNIVERSITY, CHICO
Project Authorization Form
University Foundation
530-898-4488 | Zip 0155
Date:
☐ NEW or
☐ UPDATE
Please return completed form to Advancement Services, Zip 0155
Revised 12/14/2017
Project Name:
College:
Department:
Project Director:
Campus Zip:
Date from:
to:
☐
Ongoing
Purpose of Project:
Source of Funds:
Project Type: Permanent Endowments – Assets held as endowment funds vary by classification. Permanent Endowments are permanently
restricted funds, which means the donor has set forth specific restrictions to last in perpetuity. A donor may establish a named
endowment fund by providing pledged gifts for up to five years totaling the threshold amount of $25,000. For endowments that
have not reached the threshold amount no distributions will be made and no fees will be assessed.
☐ Endowment – Permanent* ☐ Spending Account ☐
Annual Award
☐ Endowment – Permanent/5 yr Pledged Gifts* ☐ Spending Account Annual Scholarship
☐
Scholarship Endowment – Permanent*
☐
Annual Scholarship
☐
☐
Capital Project Fund
☐ Scholarship Endowment – Permanent/5 yr Pledged Gifts* ☐
Annual Scholarship
☐ Planned Gift
*Please check appropriate box if a spending account or annual scholarship is to be created with the endowment
☐ Other
Approving Signatures: This project is approved in accordance with the University Foundation’s administrative fee policies for Annual Fund,
Scholarship/Award, Endowment, and Trust/Annuity series projects. By signing, you acknowledge that you are aware and
understand the administrative fee policies for the aforementioned University Foundation Projects.
College Dean or Vice President:
Date:
Project Director:
Date:
Executive Director, Advancement Services
Date:
- For Foundation Use Only –
Project Number(s) Issued:
01 Instruction
☐ 06 Institutional Support
☐ 04 – Annual Scholarship/Award
☐
☐
02 Research
☐ 07 Oper. and Maintenance
☐ 09 – Spending
☐
03 Public Service
☐ 08 Scholarship (17xxx)
☐
01 – General Fund
☐
04 Academic Support
☐ 09 Enterprise Auxiliary
Non-Scholarship/Award Endowments:
☐
05 Student Services
☐ 99 Exclude – Net with Revenue
☐ 16 – Non-Expendable Endowment
Division Code:
☐
19 – Expendable Endowment
☐
Permanent Endowment (Perm)
☐ Quasi-Endowment (Quasi)
Scholarship/Award Endowments:
☐
Term/Temporary Endowment (Term)
Function:
☐ 18 – Non-Expendable Endowment
Officer:
☐
1
☐
3
☐
5
☐
7
☐
9
☐ 17 – Expendable Endowment
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Project-Authorization-Form 2017.12.18-1 Project Authorization Form

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Completed 8 February 2020

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