Giving Policies & Guidelines
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How 91¿ì²¥ Ensures Integrity, Stewardship, and Donor Trust
91¿ì²¥ is committed to the highest standards of ethical fundraising, donor stewardship, transparency, and compliance. Our Giving Policies & Guidelines ensure that every contribution, large or small, is managed responsibly, used as intended, and invested in ways that maximize long-term impact for our students, faculty, patients, and communities.
These guidelines reflect a comprehensive framework upheld across the University, integrating nationally recognized best practices and federal and state law. They protect our donors, support strategic priorities, and safeguard Roseman’s reputation for integrity.
Gift Acceptance & Valuation
91¿ì²¥ welcomes a wide range of charitable contributions that advance our mission of transforming education, reimagining healthcare, embracing discovery, and serving our communities.
Philanthropic Gift Acceptance and Gift Valuation (PDF)
We accept many forms of philanthropic support, including cash, securities, endowments, donor-advised fund contributions, planned gifts, in-kind donations, charitable grants, and more. Complex gifts undergo review by the University’s Gift Acceptance Committee to ensure appropriate stewardship and feasibility.
A shared services fee, up to five percent, is applied to philanthropic gifts to support essential stewardship, reporting, compliance, and fund management infrastructure.
Endowment Policy
Endowed gifts create permanent, mission-driven resources that support scholarships, faculty excellence, research, and community impact. All endowments are governed by Roseman’s Endowment Policy.
Endowments are invested under the oversight of the University’s Investment Committee to ensure enduring stability and growth, preserving the donor’s legacy for generations.
Donor Recognition & Naming Rights
91¿ì²¥ celebrates the generosity of our donors through a thoughtful, consistent, and mission-aligned recognition program. Naming opportunities, recognition societies, and cumulative lifetime honors are governed by our Donor Recognition and Naming Rights Policy.
Donor Recognition and Naming Rights Policy (PDF)
Recognition is designed to be meaningful, appropriate, and reflective of the profound impact donors have on Roseman’s students, faculty, and communities.
Donor Website Privacy & Terms of Use Policies
91¿ì²¥’s Office of Philanthropy and Alumni Relations values the trust of our donors, alumni, and community partners and is committed to protecting the personal information shared through this website. This Privacy Notice and Terms of Use explain how information is collected, used, protected, and managed, as well as the guidelines governing access to and use of the site, including online giving and engagement tools.
Philanthropy and Alumni Relations Donor Website Privacy Notice
Philanthropy and Alumni Relations Donor Website Terms of Use
Our Commitment to Transparency
Across all policies, 91¿ì²¥ is guided by:
- Accountability in gift processing and stewardship
- Clarity in donor communication
- Ethical fundraising principles (aligned with CASE, AFP, CGP)
- Annual review and updates to maintain best practices
Together, these principles ensure that every contribution is managed with care, respect, and institutional responsibility.