{"id":913,"date":"2015-07-06T15:11:38","date_gmt":"2015-07-06T22:11:38","guid":{"rendered":"http:\/\/www.wou.edu\/new-advancement\/?page_id=913"},"modified":"2023-10-24T13:16:29","modified_gmt":"2023-10-24T20:16:29","slug":"policies","status":"publish","type":"page","link":"https:\/\/wou.edu\/foundation\/forms-and-policies\/policies\/","title":{"rendered":"Policies"},"content":{"rendered":"<p>[et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|0px|0px|0px&#8221; collapsed=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;0&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; make_fullwidth=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#484848&#8243; background_enable_image=&#8221;off&#8221; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.22.2&#8243; text_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;10%|10%|5%|10%&#8221; custom_padding=&#8221;||0px|||&#8221; hover_enabled=&#8221;0&#8243; global_colors_info=&#8221;{}&#8221; sticky_enabled=&#8221;0&#8243;]<\/p>\n<ul>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2020\/06\/Administration-Fee-Policy-June-2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\"><\/a><span style=\"color: #ffffff\"><a href=\"https:\/\/wou.edu\/foundation\/files\/2023\/10\/Administration-Fee-Policy-2023.pdf\" rel=\"attachment wp-att-106235\" style=\"color: #ffffff\">Administration Fee Policy<\/a><\/span><a href=\"https:\/\/wou.edu\/foundation\/files\/2020\/06\/Administration-Fee-Policy-June-2020.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\"><\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><a href=\"https:\/\/wou.edu\/foundation\/files\/2022\/05\/Board-Code-of-Ethics.pdf\" style=\"color: #ffffff\">Board Code of Ethics<\/a><strong><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/11\/CGA-Investment-Policy-Statement-2009-11-23.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">Charitable Gift Annuity Investment Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/11\/Confidentiality-Policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">Confidentiality Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/11\/WOUF-Conflict-of-Interest-Policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">Conflict of Interest Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2020\/02\/eCommerce-Privacy-Policy.pdf\" style=\"color: #ffffff\">eCommerce Privacy Policy\u00a0<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2018\/12\/Endowment-Investment-Policy-Statement-December-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">Endowment Investment Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2020\/02\/Endowment-Investment-Policy-Statement-Socially-Responsible-Portfolio-Feb-2016.pdf\" style=\"color: #ffffff\">Endowment Socially Responsible Portfolio\u00a0<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2018\/08\/Endowment-Spending-Policy-Fees-June-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\"><\/a><span style=\"color: #ffffff\"><a href=\"https:\/\/wou.edu\/foundation\/files\/2023\/10\/Endowment-Spending-Policy-Fees-2023.pdf\" rel=\"attachment wp-att-106237\" style=\"color: #ffffff\">Endowment &#8211; Spending Policy<\/a><\/span><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2017\/11\/Foundation-Expenditures-and-Discretionary-Funds-Policy-2.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">Foundation Expenditures and Discretionary Funds Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2023\/10\/Gift-Acceptance-Policy-October-2023.pdf\" rel=\"attachment wp-att-106238\" style=\"color: #ffffff\">Gift Acceptance Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2022\/03\/2020-21-IRS-990-Public-Disclosure-1.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">IRS Form 990 Review Policy<\/a><\/strong><\/span><\/li>\n<li role=\"tab\"><span style=\"color: #ffffff;font-size: large\"><strong><a href=\"https:\/\/wou.edu\/foundation\/files\/2015\/07\/Short_Term_Investment_Management_Policy_for_Non-Endowed_Funds_Feb_2014.pdf\" target=\"_blank\" rel=\"noopener noreferrer\" style=\"color: #ffffff\">Short Term Investment Management Policy for Non-Endowed Funds<\/a><\/strong><\/span><span style=\"color: #ffffff;font-size: large\"><strong><\/strong><\/span><\/li>\n<\/ul>\n<p>[\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_enable_color=&#8221;off&#8221; background_image=&#8221;https:\/\/wou.edu\/foundation\/files\/2016\/11\/give-2.jpg&#8221; custom_padding=&#8221;|||&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; padding_last_edited=&#8221;on|phone&#8221; custom_padding__hover=&#8221;|||&#8221;][\/et_pb_column][\/et_pb_row][\/et_pb_section][et_pb_section fb_built=&#8221;1&#8243; _builder_version=&#8221;4.16&#8243; custom_padding=&#8221;0px|0px|0px|0px&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_row column_structure=&#8221;1_2,1_2&#8243; use_custom_gutter=&#8221;on&#8221; gutter_width=&#8221;0&#8243; make_equal=&#8221;on&#8221; custom_padding_last_edited=&#8221;on|tablet&#8221; module_class=&#8221; et_pb_row_fullwidth&#8221; _builder_version=&#8221;4.16&#8243; width=&#8221;100%&#8221; width_tablet=&#8221;100%&#8221; width_phone=&#8221;&#8221; width_last_edited=&#8221;on|desktop&#8221; max_width=&#8221;100%&#8221; max_width_tablet=&#8221;100%&#8221; max_width_phone=&#8221;&#8221; max_width_last_edited=&#8221;on|desktop&#8221; custom_padding=&#8221;0px|0px|0px|0px&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; make_fullwidth=&#8221;on&#8221; global_colors_info=&#8221;{}&#8221;][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_image=&#8221;https:\/\/wou.edu\/foundation\/files\/2020\/03\/AlumniGettingStarted.jpg&#8221; custom_padding=&#8221;|||&#8221; global_colors_info=&#8221;{}&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; custom_padding_tablet=&#8221;200px||200px|&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221;][\/et_pb_text][et_pb_text _builder_version=&#8221;4.16&#8243; global_colors_info=&#8221;{}&#8221;][\/et_pb_text][\/et_pb_column][et_pb_column type=&#8221;1_2&#8243; _builder_version=&#8221;4.16&#8243; background_color=&#8221;#484848&#8243; custom_padding=&#8221;|||&#8221; custom_padding_tablet=&#8221;&#8221; custom_padding_phone=&#8221;&#8221; custom_padding_last_edited=&#8221;on|phone&#8221; global_colors_info=&#8221;{}&#8221; padding_last_edited=&#8221;on|phone&#8221; custom_padding__hover=&#8221;|||&#8221;][et_pb_text _builder_version=&#8221;4.16&#8243; text_font=&#8221;||||||||&#8221; background_layout=&#8221;dark&#8221; custom_margin=&#8221;10%|10%|5%|10%&#8221; custom_padding=&#8221;||1px|||&#8221; global_colors_info=&#8221;{}&#8221;]<\/p>\n<p><span style=\"color: #ffffff;font-size: large\"><strong>Contact:<\/strong><b><br \/> <\/b>Cara Groshong<br \/> Phone: 503-838-8148<br \/> Fax: 503-838-8289<br \/> <a href=\"mailto:groshonc@wou.edu\" style=\"color: #ffffff\">groshonc@wou.edu<\/a><\/span><\/p>\n<p>[\/et_pb_text][\/et_pb_column][\/et_pb_row][\/et_pb_section]<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Administration Fee Policy Board Code of Ethics&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"parent":850,"menu_order":0,"comment_status":"open","ping_status":"open","template":"splash-page.php","meta":{"_seopress_robots_primary_cat":"","_seopress_titles_title":"","_seopress_titles_desc":"","_seopress_robots_index":"","_lmt_disableupdate":"","_lmt_disable":"","_et_pb_use_builder":"on","_et_pb_old_content":"<span style=\"color: #000000\">[fruitful_dbox] Policies\u00a0[\/fruitful_dbox]<\/span>\r\n\r\n[fruitful_tabs type=\"vertical\" width=\"100%\" fit=\"false\"]\r\n\r\n[fruitful_tab title=\"Charitable Gift Annuity Investment Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/11\/CGA-Investment-Policy-Statement-2009-11-23.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Charitable Gift Annuity Investment Policy<\/span>.\u00a0<\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Confidentiality Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/11\/Confidentiality-Policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the Confidentiality Policy. <\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Conflict of Interest Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/11\/WOUF-Conflict-of-Interest-Policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Conflict of Interest Policy<\/span>.<\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Endowment Investment Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2018\/12\/Endowment-Investment-Policy-Statement-December-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Endowment Investment Policy<\/span>.<\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Endowment Spending Policy & Fees\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2018\/08\/Endowment-Spending-Policy-Fees-June-2018.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Endowment Spending Policy & Fees form<\/span>.\r\n[\/fruitful_tab]<\/span>\r\n\r\n[fruitful_tab title=\"Foundation Expenditures and Discretionary Funds Policy\"]<span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2017\/11\/Foundation-Expenditures-and-Discretionary-Funds-Policy-2.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Foundation Expenditures and Discretionary Funds Policy<\/span>. <\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Gift Acceptance Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2019\/10\/Gift-Acceptance-Policy-Revised-September-2019.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Gift Acceptance Policy<\/span>. <\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Gift Administration Fee Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2015\/07\/Gift_Administration_Fee_Policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Gift Administration Fee Policy<\/span>. <\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Gift with Confidence Program\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2015\/07\/Gift_with_Confidence_Program.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Gift with Confidence Program form<\/span>. <\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"IRS Form 990 Review Policy\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2015\/07\/IRS_Form_990_Review_Policy.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>IRS Form 990 Review Policy<\/span>. <\/span>\r\n[\/fruitful_tab]\r\n\r\n[fruitful_tab title=\"Short Term Investment Management Policy for Non-Endowed Funds\"] <span style=\"color: #000000\"> <a href=\"https:\/\/wou.edu\/foundation\/files\/2015\/07\/Short_Term_Investment_Management_Policy_for_Non-Endowed_Funds_Feb_2014.pdf\" target=\"_blank\" rel=\"noopener noreferrer\">Click here<\/a> for the <span>Short Term Investment Management Policy for Non-Endowed Funds form<\/span>. <\/span>\r\n[\/fruitful_tab]\r\n[\/fruitful_tabs]\r\n\r\n<span style=\"color: #000000\"><strong>Contact:\r\n<\/strong>WOU Foundation<\/span>\r\n<span style=\"color: #000000\">Phone: 503-838-8281\r\nFax: 503-838-8289<\/span>\r\n<a href=\"mailto:foundation@wou.edu\" target=\"_blank\" rel=\"noopener noreferrer\">foundation@wou.edu<\/a>","_et_gb_content_width":"","footnotes":"","_links_to":"","_links_to_target":""},"class_list":["post-913","page","type-page","status-publish","hentry"],"_links":{"self":[{"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/pages\/913","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/pages"}],"about":[{"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/types\/page"}],"author":[{"embeddable":true,"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/comments?post=913"}],"version-history":[{"count":0,"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/pages\/913\/revisions"}],"up":[{"embeddable":true,"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/pages\/850"}],"wp:attachment":[{"href":"https:\/\/wou.edu\/foundation\/wp-json\/wp\/v2\/media?parent=913"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}