University Sponsored Charitable Giving Policy
Subject |
Personnel |
Effective Date |
January 1992 |
Revised Date |
June 2002, January 15, 2025 |
Review Date |
January 2028 |
Responsible Party |
Administration & Finance and Human Resources |
Table of Contents
100.00 Introduction and Purpose
500.00 Solicitation and Payroll Deductions
100.00 Introduction and Purpose
The university may provide services to facilitate contributions. Giving is a matter of personal conscience and ability and is not a job performance requirement. Due to the cost of the university services necessary to administer payroll deduction options, it is necessary to limit the number of sponsorships that will be offered.
200.00 Policy
On an annual basis, a maximum of two charitable, non-profit organizations that are not associated with Montana State University will be authorized to conduct a university sponsored fund-raising campaign on the campus, among the employees of the university.
All campaigns will be conducted in the autumn of each year, to solicit (calendar year,) payroll deduction pledges that will be initiated in January of the following year.
300.00 Selection
An organization may seek authorization to conduct a University sponsored fund raising campaign by submitting an application to the Vice President of Administration and Finance by the first in April of the year in which the campaign is to be conducted.
The Vice President for Administration and Finance, upon recommendation by Human Resources, shall be responsible for authorizing charitable organizations to conduct a campaign on campus.
If more than two organizations seek authorization to conduct a fund-raising campaign on campus, the Vice President for Administration and Finance will solicit employee comments from the Montana State University All Staff Council, university governance, and then determine the organization(s) recommended for authorization.
The authorization to conduct a campaign is effective for three years. An organization which desires to continue to conduct a campaign in succeeding years, must
400.00 Eligibility
To be eligible, a charitable, non-profit organization must:
- Be recognized by the Internal Revenue Service as tax-exempt under 26 U.S.C. 501(c)(3) and to which contributions are tax-deductible pursuant to 26 U.S.C. 170;
- Have filed an IRS 990 Form for the previous year;
- provide direct services, benefits, assistance, care, research or educational activities which have a primary purpose of supporting human and animal welfare, cultural and natural resources;
- Have a written policy and procedure of nondiscrimination in regard to race, color, religion, national origin, disability, age, marital status or gender applicable to persons served by the organization; applicable to the organization's staff; and applicable to membership on the charitable organization's board of directors;
- Provide full disclosure of administrative and fund-raising costs (not to exceed 25 percent) and distribution contributions; and the totals from Columns (C) and (D) in the Statement of Functional Expenses in the IRS Form 990 will be used to determine the fund-raising and administrative expenses.
- Are regularly audited by independent auditors.
500.00 Solicitation and Payroll Deductions
Those organizations which are authorized to conduct a fundraising campaign on campus will be provided the following University services and considerations:
- Authorization to collaborate with University Communications utilize Campus Mail Services for the distribution of two campus-wide communications of the organization's informational literature and pledge materials.
- Authorization to utilize the MSU payroll process for employee initiated, voluntary payroll deductions; and, all payroll services support necessary to provide for a transfer of collected funds to the organization provided specific administration criteria and procedures are met and coordinated with Human Resources.
- Representatives of those organizations which are authorized to conduct a fund-raising campaign on campus may make personal visits to individual employees, or offices, for the purpose of soliciting donations, as long as each visit is requested by the employee and/or office, and does not disrupt the functions of the workplace.
600.00 Termination
MSU mayterminate authorization to any organization upon six months written notice.