This area houses all of the TU Foundation forms, policies and procedure manuals and governing documents.
Policies & Resources
Forms
- ACH / Wire In Transfer Form (XLSX)
- ACH Vendor Payment Authorization Form (PDF)
- Capital One Corporate Credit Card Disbursement Form (XLSX)
- Disbursement Form for TU Foundation (DOCX)
- File Drop for Submitting Secure Documents to TUF (HTML)
- Foundation Grant Program One Pager 2018/2019 (PDF)
- Gift in Kind Form (DOCX)
- Gift Transmittal Form (DOCX)
- Interfund Transfer Form (DOCX)
- New PaperSave Vendor Set Up Form (PDF)
- New Project Request Form (DOCX)
- Non-Gift Deposit Form (XLSX)
- Non-Gift with Sales Tax Deposit Form (XLSX)
- Program Director Change Request Form (DOCX)
- Silent Auction Donation Form (DOCX)
- Silent Auction Spreadsheet (XLSX)
- TU Foundation Tax Exempt Certificate for State of Maryland
(call the TU Foundation office to obtain a copy of this form) - TU Foundation Grant Application (2022) (DOCX)
- W-9 IRS Form for Vendors (PDF)
- W-9 IRS Form for TU Foundation
(call the TU Foundation office to obtain a copy of this form)
PaperSave Training Videos
- How to Submit an Electronic Disbursement Request Form in PaperSave
- How to Approve an Electronic Disbursement Request Form in PaperSave
Policies
- 2020 TU Foundation Strategic Plan (PDF)
- 501(c)3 IRS Letter of Determination (PDF)
- Bylaws - TU Foundation (DOCX)
- Endowment Spending Policy (DOCX)
- Investment Policy Statement (PDF)
- USM Policy on Affiliated Foundations (HTML)
- Whistleblower Policy (PDF)
Manuals
- Accounting Policies & Procedures Manual (DOCX)
- ACH Wire Transfer Policy (DOCX)
- Art Gift in Kind Policy (PDF)
- Employee Handbook (PDF)
- Fundraising Event Guidelines (PDF)
