UMB Foundation

UMBF Policies and Procedures

UMBF is a 501(c)(3) public charity established to receive, manage, and invest private gifts and/or property on behalf of and for the benefit of the University of Maryland, Baltimore (UMB); facilitate fundraising programs; and engage in other activities to advance the educational, clinical, and service missions of UMB.

The University of Maryland Baltimore Foundation, Inc.’s Policies and Procedures library are outlined below as a guideline for individuals with regular business with the Foundation. They were constructed to be alignment with the University of Maryland, Baltimore as appropriate and the University System of Maryland (USM) Policy on Affiliated Philanthropic Support Foundations.

For questions regarding Foundation accounts, endowments, or disbursement requests, please contact UMBF-Operations@umaryland.edu; for questions regarding incoming philanthropic donations or gift processing GiftAdmin@umaryland.edu.

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Sortable table: Search Policies and Procedures
	Name	Topics
	Mission Statement	The classification and the guiding principles of the University of Maryland Baltimore Foundation.
	Whistleblower Policy	Conflict of Interest, Nepotism, Whistle Blower
	Record Retention and Destruction	How to keep records and how to dispose of them.
	Gift Acceptance Guidelines	Restrictions, Accepting Gifts from Faculty and Staff, Philanthropic Gifts-in-Kind, Private Fundraising and Stewardship,
	Special Scenarios	Auctions, Raffles, Student Fundraising
	Pledges	Annual Pledges, Multi-Year Pledges, Booking Pledge Payments, Pledge Review and Write-off
	Deposits	Check Acceptance Policy, Online Transactions, ACH/Wire Transfer, Transferring Securities, Securities Held by a Broker
	Foundation Account Administration	New Account Request, Account Information Change Request, Close/Inactivate Account
	Routing and Acceptance of Grant Applications	Grant Proposal Submission, Grant Award Receipt
	Disbursements	Disbursement Request Criteria, Payments to Vendors, Reimbursements to the University of Maryland, Baltimore, Reimbursements to Employees, Meals and Entertainment, Travel, Flowers/Memorial Contributions, Employee Appreciation, Gift Cards/Gift Certificates, Cell Phone Costs, Disallowed Expenditures, Students, Electronic Disbursement Request Form
	Taxes and Contracts	Sale of Merchandise, Contracts
	Endowments	Purpose, Administration, Investment Policy, Stewardship of Endowed Funds
	Donor Bill of Rights	Discover the principles guiding the University of Maryland Baltimore Foundation, Inc. in its commitment to the Donor Bill of Rights, ensuring transparency, responsible stewardship, and donor satisfaction in the philanthropic journey.
	Planned Giving	Guidelines for the Identification and Solicitation of Planned Gifts and Bequests.
	Interfacing Entities	This section lists each of these organizations and indicates their roles and responsibilities pertaining to the Foundation.

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