Policies & Resources

Forms

• ACH / Wire In Transfer Form (XLSX)
• Capital One Corporate Credit Card Disbursement Form (XLSX)
• Disbursement Form for TU Foundation (DOCX)
• Gift in Kind Form (DOCX)
• Gift Transmittal Form (DOCX)
• Interfund Transfer 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 (2020) (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)

Manuals

• Accounting Policies & Procedures Manual (DOCX)
• ACH Wire Transfer Policy (DOCX)
• Art Gift in Kind Policy (PDF)
• Employee Handbook (PDF)
• Fundraising Event Guidelines (DOCX) 

Policies

• 501(c)3 IRS Letter of Determination (PDF)
• Bylaws - TU Foundation (DOCX)
• Endowment Spending Policy (DOCX)
• Investment Policy Guidelines (DOCX)
• USM Policy on Affiliated Foundations (HTML)
• Whistleblower Policy (PDF)