Hi Nicole, So I have been at several institutions and all treated this a little differently. And one of the questions I have for you is, are the collections deposited into a University account or unit checking account? And the other I have is, are you looking for guidance on when a department should establish these funds vs. what department funds might be used for. In general, schools I have been at allow a department to utilize its funds for flowers for condolence purposes, for an immediate family member and for retirement gifts for long time employees ($$ usually at discretion of unit director) Anything else, baby showers, weddings, birthdays, etc. was done through employee collections. Generally that was just done ad hoc through departments. One institution actually allowed accounts to be set up for those occasions when I was there, but that was a very long time ago. Establishment of those accounts had special requirements. Miami's gift policy is currently under revision, but is silent on this topic currently.
Not sure if that's of any help or not. Best, Doug From: [email protected] [mailto:[email protected]] On Behalf Of Nicole Goodman Sent: Wednesday, December 16, 2015 5:44 PM To: [email protected] Subject: [acupa-l] sunshine funds Does anyone have any guiding documents for Sunshine Funds where employees collect donations to purchase things for personal gifting (cards, flowers, etc) such as for condolences? Best, Nicole Nicole Goodman BFA Budget Officer and Internal Controls/BFA Policy Coordinator OM 403, MS - 9044 Western Washington University *|360.650.2477 6|360.650.3037 *| [email protected]<mailto:[email protected]> [Description: Description: Full color logo, small size] Active Minds Changing Lives Replying to Messages: Replying (using Reply) to an ACUPA-L e-mail will distribute your message to the ENTIRE list of members. To send a message privately, reply directly to the individual who sent the message (their e-mail address appears in the "From" line of their original e-mail). To Unsubscribe: Go to http://www.acupa.org/MembershipForm_Discontinue.html<https://urldefense.proofpoint.com/v2/url?u=http-3A__www.acupa.org_MembershipForm-5FDiscontinue.html&d=CwMFAg&c=y2w-uYmhgFWijp_IQN0DhA&r=FbxNVDpb0dMHqW5PgsfqtA&m=tl8sOuhv4ojU-59EUrE6JnS3aRdTkAfZ_XrKIQF8-1A&s=kEWs9rHebp2yJOUkaAjky-pnqUaB0uPEVb9rur8peXE&e=> and complete the form. We will remove you from the list within 24 hours, during normal business hours. Questions about the ACUPA e-list? Contact Jamie Parris at [email protected]<mailto:[email protected]?subject=ACUPA%20e-list%20assistance> or 607-255-6837.
