UCLA DA 730.02: Soliciting, Accepting and Returning Gifts
April 17, 2014
From: Chancellor Gene D. Block
To: Vice Chancellor, External Affairs Rhea Turteltaub
Associate Vice Chancellor, External Affairs Julie Sina
Executive Director, Donor Relations Carol Buge
Director, Gift Policy and Agreements William Kinsella
Director, Fund Management Stephanie Bradford
  1. Regents’ Standing Order Section 100.4 (v);
  2. UC DA 2011 (To Solicit and Accept Gifts) to Chancellors, et al., dated March 23, 1994;
  3. UC DA 2579 (Authority to Return Gifts) to Chancellors, et al., dated February 5, 2014;
  4. UC DA 2018 (To Approve and Conduct Fundraising Campaigns) to Chancellors, et al., dated May 26, 1994);
  5. UC Administrative Guidelines for Campus Foundations, February 12, 2004.
Supersedes: UCLA DA 730.01 (Soliciting, Accepting, and Returning Gifts) to Vice Chancellor Eicher, et al., dated February 28, 2006.

Effective as of the date above, I hereby delegate to your positions, in your respective areas of responsibility, in accordance with the relevant provisions referenced in (a), (b), (c), (d), and (e) above, and the conditions set forth in the attached matrix (Attachment A), authority to solicit, accept, and return gifts. In all cases, the gifts must be for existing academic or previously approved programs not requiring the approval of the President or The Regents. The UCLA Foundation may accept gifts in accordance with the provisions of Section II.J of the UC Administrative Guidelines for Campus Foundations. In the exercise of the authorities described above, External Affairs officials and other officials, acting on behalf of External Affairs or the UCLA Foundation, will be governed by the conditions set forth in UC DA 2011, dated March 23, 1994 (Attachment B).

Regental, Presidential, or Chancellorial authorization is required for solicitation or acceptance of any gifts that involves:

  • any gift over $5,000,000 (Presidential approval);
  • any gift over $1,000,000 up to $5,000,000 (Chancellorial approval);
  • an exception to approved University programs or policies (Regental approval);
  • an obligation on the part of the University to expenditures or costs for which there is no established fund source (Regental approval);
  • construction of facilities not previously approved (Regental approval);
  • an interest in real property (Regental or Presidential approval, as appropriate);
  • an endowed chair or professorship (Presidential approval; UC Policy APM-191);
  • naming of University properties, programs and facilities (Presidential or Chancellorial approval as appropriate; UC Policy dated March, 1996; UCLA Policy 112);
  • a fundraising campaign up to and including $5,000,000 for any purpose (Chancellorial approval; UC DA 2018);
  • a fundraising campaign over $5,000,000 for any purpose (Presidential approval; UC DA 2018);
  • the quiet phase of a fundraising campaign with a goal of $250,000,000 or more (Presidential approval; Regents Policy 5201) and the public phase of a fundrasing campaign with a goal of $250,000,000 or more, shall be submitted to the President for endorsement (Regents Policy 5201).

This delegation includes the authority to return to the donor all or any unused portion of a gift of personal property, when the purposes of the gift have been fulfilled or fulfillment has become impossible or impractical and when alternative uses are precluded. General Counsel must be consulted prior to the return of any gifts. In the case of a gift of real property that required approval from the President, Treasurer, and /or The Regents, the return of the gift is subject to the same approval requirements as applied when you accepted the gift.

This delegation is being reissued due to the reissuance of parent UC delegation of authority 2579. Substantive changes to the delegation being superseded include, organizational change, adding a provision for the return of gifts of real property, Chancellorial approval for fundraising campaigns up to and including $5,000,000, Presidential approval for the quiet phase of a fundraising campaign with a goal of $250,000,000, and Presidential endorsement for the public phase of a fundraising campaign with a goal of $250,000,000.

This authority may not be further redelegated.

Attachment A - Delegated Authority Matrix

Attachment B - UC DA 2011

cc: Executive Vice Chancellor & Provost
Vice Chancellor, Legal Affairs
Manager, Administrative Policies & Delegations