Gifts to the university shall be reported in a manner consistent with the standards recommended by the Canadian Association of University Business Officers (CAUBO), the Council for the Advancement and Support of Education (CASE) and the Canadian Council for the Advancement of Education (CCAE).
Gifts to the university and accompanying correspondence are handled with discretion. Development & Advancement Services maintains records required by Canada Revenue Agency for Receipting purposes. Access to these records is restricted to appropriate staff in Development & Advancement Services and the Comptroller’s Office and senior executives of the university.
The university will not release the names of alumni, friends and donors to unrelated organizations.
The university will comply with any legal obligation to disclose names of donors and the nature of their gifts (for example, obligations that may arise under the Income Tax Act, the Freedom of Information and Protection of Privacy Act or other relevant statutes).
The university encourages donors to make donations directly to the university to minimize the costs of investment and administration of trust and endowment funds. The university’s Trust and Endowment Funds are professionally managed and administered in accordance with The University of Manitoba Act and the University’s Investment Policy Statement as amended periodically.
However, where the donor wishes to establish a private foundation and requests that one or more university representative(s) act as directors of the Foundation, the Committee must approve of such appointments.
With regard to the administration of invested funds:
1. General Recognition Policies
Gifts to the university will generally be recognized as follows:
2. Receipting vs. Recognition Issues
It is important to differentiate between who is receiving the Receipt and who is being recognized for the gift. The rules regarding issuance of Receipts (Section IV D) do not apply to recognition. Recognition for a gift can be given to whomever the donor wishes (within reason). Some examples are: