Fund Raising and Solicitation Procedure Regulation (Retired)

Purpose:

This regulation establishes guidelines for campus groups, clubs, organizations, or individuals (including students, faculty, classified and unclassified staff) at Winona State University (WSU) to conduct off-campus or oncampus solicitations of gifts, advertising, donations or engage in any kind of fund-raising activity and for off-campus groups or individuals to conduct on-campus solicitations.

Stakeholder Review Notes:

This legacy regulation is a candidate for retirement. Comments from the WSU Gift Administrator:

“Originally written 2007. University Advancement has not been using this fundraising approval procedure for at least 7 years. Need to determine if UA does want/need to require that we review/approve off-campus fundraising initiated by student clubs, departments, teams. On-campus fundraising, as mentioned in this procedure (#4), falls under Student Life which should review that portion for policy/procedure development.”

Regarding the form previously associated with this regulation:

“If UA does want/need to approve off-campus fundraising then Annual Giving has a solicitation request form that [the office] uses when a department reaches out for our assistance (crowdfunding page, contact information, etc.) We would NOT post this form online because it is an internal document to facilitate/document the discussion.”

Stakeholder Feedback Report:

• (No feedback was received.)

Regulation:

A. Authorized Student Groups

In order for a student club, organization, or group to request permission to conduct a fund-raising activity, it must first be approved as a legitimate campus group by the Winona State University (WSU) Student Senate.

B. Procedure For Off-Campus Solicitations

1. All off-campus fund-raising activities must receive authorization from the Director of University Advancement one (1) month prior to the solicitation.

2. The WSU Fund-Raising/Solicitation Approval form (see attached) is available in the Office of University Advancement.

3. Two (2) copies of this approval must be completed, including appropriate signatures, and returned to the Office of University Advancement, one (1) month prior to the solicitation. The second copy will be returned to the applicant group no later than one (1) week prior to the solicitation.

C. Procedure For On-Campus Solicitations

1. All on-campus fund-raising activities must receive authorization from the Vice President for Student Life and Development or his/her designee.

2. The WSU Fund-Raising/Solicitation Approval form (see attached) is available in the Student Union Director’s Office in Kryzsko Commons.

3. Two (2) copies of this approval must be completed in full, and returned to the Student Union Director’s Office one (1) week prior to the solicitation.

4. On-campus solicitations in residence halls are handled through the Inter-
Residence Hall Council (IRHC) and must be approved through that Council.

D. Exceptions To Procedure

1. The Winonan, Campus Life, and KQAL staffs may solicit for advertising and underwriting funds under the supervision of their supervisors/advisors.

2. The Office of University Advancement may conduct fund drives for the WSU Foundation, Alumni Society, and Warrior Club.

E. Institutional Liability

WSU assumes no responsibility or liability for any debts or encumbrances resulting from solicitations by any campus groups or organizations not acting specifically as agents for the University.

Related Documents

• Minnesota State Policy 5.15 (Fund Raising)

History:

Date of Revisions: 08/18/1988, 08/13/2007

Adoption date: 10/02/1985
Implementation date: 08/13/2007