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University of California Support Group Services Welcome Aboard!!

University of California Support Group Services Welcome Aboard!!. HOW TO GAIN UCLA RECOGNITION & STAY IN COMPLIANCE WITH GUIDELINES & POLICIES October 22, 2011. Stephanie Bradford Director, Fund Management & Support Group Services Minolie Jayamaha Compliance & Support Group Administrator.

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University of California Support Group Services Welcome Aboard!!

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  1. University of CaliforniaSupport Group ServicesWelcome Aboard!! HOW TO GAIN UCLA RECOGNITION & STAYIN COMPLIANCEWITH GUIDELINES & POLICIES October 22, 2011

  2. Stephanie Bradford Director, Fund Management & Support Group Services Minolie Jayamaha Compliance & Support Group Administrator Presenters for this Session

  3. Introductions/Overview of PresentationStephanie Support Group Manual & GuidelinesMinolie Support Group Financial Activities Stephanie Gaining UCLA Support Group Recognition Minolie Support Group Renewal Portal Agenda NEW

  4. Primarycontact office for prospective support groups. Oversee the support group applications; work with the liaisons Approve all solicitations, recognition renewals, and special events SGS-What is our Role? • Offerstraining presentations and helps support groups understand and comply with University guidelines. • Maintains records of all support group accounts and funds.

  5. Support Group Manual & Guidelines

  6. As a public trust and as the beneficiary of these fundraising and outreach activities, the University is obligatedto assure that the funds raised and the activities conducted on its behalf meet the required legal and fiduciary standards, and exemplify prudent business practices. Why Do We Have This Policy

  7. A support group is an organization, foundation, or association that operates in affiliation and collaborationwith UCLA to raise gift funds or otherwise provide public support for the teaching, research, patient care, and public service programs of the University. A support group also offers important social and professional networks for alumni and students, and may serve as an intermediary to other friends of the University and its mission. Definition of Support Group

  8. An organization must have official recognition for the following: To represent itself as raising funds or otherwise providing support on behalf of, or for the benefit of, the University, a campus or an institutional unit thereof; To use the name of the University, a campus or an institutional unit either expressly or by implication in connection with its activities; or To use University facilities, equipment, or personnel in connection with its activities. Benefits of Being a Support Group

  9. Support Group Financial Activities

  10. Financial Activities forSupport Groups Gifts • Tax deductible donations to support UCLA Types • Current Expenditure Fund • Endowment Fund • Quasi Endowment Fund Non-Gifts • Non-Tax deductible Types • Membership Dues • Sale of Items

  11. Outside Bank Accounts Must have prior approval and an assigned Tax Identification number Accounts can only contain non-gift money Online Payment Sites Used to collect membership dues or sales that have no gift component (Pay Pal) Financial Activities forSupport Groups Reimbursements • Get prior approval for out-of pocket expenditures (postage, invitations, etc.) that are connected to an event • Services rendered (catering, use of facilities, DJ, etc.) must be paid through the university.

  12. Support Group Event Insurance-Why Risk it?

  13. Liability Coverage Special Events Your event MUST be registered prior to it’s occurrence Special Events are events/activities for members or member committee meetings held at Faculty, Alumni, Support Group offices, or chapter members homes or businesses This coverage protects the FAS entities from claims/suits brought by “third parties” Register your event in 6 steps: Step 1-3 Submit Event Registration Information Step 4- Verify & Confirm Information Step 5- Submit E Signature Step 6- Email Notification Confirming Event Registration is Complete • Web Link and contact info: • Marshcampusconnexions.com • Lorver Lentejas- 310.794.3449

  14. Gaining UCLA Support Group Recognition

  15. Signed Recognition Agreement Current List of Officers Bylaw Statements Dated Ex-officio Dissolution Audit Current Roster of Members and Donors Gaining Support Group Recognition • 2010-2011 Bank Account Statements, if applicable • Sample of Membership Solicitation, if applicable • Sample of Gift Solicitation, if applicable • All Questions Answered?

  16. NewOnline Support Group Renewal Portal

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