DONATE
Forms & Policies
1) Approval of Donation Solicitation
Prospect Management is a critical component in the identification, cultivation, solicitation, recognition, and stewardship of private funding sources, that is, donors and sponsors, through a centralized and managed process. A centralized system for Lakehead University ensures that:
- Funding opportunities can be maximized to the greatest benefit of Lakehead overall;
- Donors continue to be stewarded to enhance the donor/institution relationship for the greatest benefit to both;
- Multiple solicitations are avoided; and
- Future donations are encouraged.
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2) Approval of Sponsorship
The purpose of this policy is to establish the framework and guidelines within Lakehead University for the creation of productive partnerships between the University and the private sector, i.e. sponsorship alliances with corporations, foundations, individuals and other non-government organizations. A sponsorship is about relationship building and is a powerful way to build and strengthen partnerships. It is recognized that such alliances can provide important financial and marketing support to potential partners of the University while at the same time generate additional revenues to support the University's mission and mandate.
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3) Policy on Naming of Property
As the need for private donations to the university continues to increase, there is an opportunity for Lakehead University to facilitate gifts by naming university structures, assets, programs, endowments and other funds in honour of significant financial contributors to the university.
This policy shall govern the naming or renaming of university property.
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4) Statement of Investment Policies & Guidelines for Trust and Endowment Funds
The purpose of this policy is to provide guidelines for the segregation of funds held as trusts and endowments and for the investment, monitoring and reporting on the management of these funds.
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5) Trust and Endowment Management Policy
The purpose of this policy is to provide guidelines for the segregation of funds held as trusts and endowments and for the spending or “pay-out” policies and responsibilities for investment oversight regarding the University’s Trust and Endowment Funds.
Trust and Endowment Management Policy
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6) Third Party Event Proposal
The Office of University Advancement is pleased to work with various departments and organizations as you plan events in support of Lakehead University. The following Third Party Event Proposal will assist you during the event planning process. This form must be completed and submitted to the Office of University Advancement prior to organizing your event.
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7) Employee Payroll Deduction
Lakehead University is pleased to offer employees an opportunity to donate easily via payroll deduction. Please return completed forms to Meghan Hanbury, Advancement Officer - Annual Giving in the Office of University Advancement.
Employee Payroll Deduction Form