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Montana State University Foundation - Mountains and Minds
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Contact Us
MSU Foundation
1501 South 11th Avenue
P.O. Box 172750
Bozeman, MT 59717-2750

Tel: (406) 994-2053
Fax: (406) 994-6081
Toll Free: (800) 457-1696
foundation@montana.edu
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Administrative Forms/Foundation Policies
.Accounting Forms
.File Format / Document Title Area of Relevance
word icon Disbursement Voucher  
word icon Master Expense Report Form  
.Annual Giving
.File Format / Document Title Area of Relevance
word icon Annual Giving Solicitation Clearance Policy  
word icon Annual Giving Request for Solicitation Form  
.Corporate and Foundation Relations
.File Format / Document Title Description
word icon Instructions for Clearance Request Form Instructions for completing the Clearance Request Form (form directly below).
excel icon Clearance Request Form Corporate and Foundation Clearance Request Form
excel icon Proposal Checklist Checklist of required materials to accompany proposals
word icon Standard Documentation When Writing a Proposal Standard Documentation When Writing a Proposal (Information needed to complete a proposal)
word icon Policy on Proposal Submission Policy for submitting proposals to CFR prospects
 
Contact Director for the following:
MSU Foundation 501 (c) 3 Letter
MSU Foundation Audited Financials
MSU Foundation Operating Budget
MSU Foundation 990 Form
Director of Corporate and Foundation Relations: Traci Weller
Phone: (406) 994-2522
Email: Tweller@montana.edu
 
     
.Foundation Policies
.File Format / Document Title Area of Relevance
word icon Building Use Policy Employee Relations
word icon By-Laws Board of Directors
word icon Campaign Reporting Standards Donor Relations
word icon Conflict of Interest Policy Board of Directors and Employee Relations
word icon Conflict of Interest Policy Disclosure Statement Board of Directors and Employee Relations
word icon Conduct & Code of Ethics Board of Directors and Employee Relations
word icon Debt Policy Board of Directors
word icon Donor Confidentiality Policy Donor Relations
word icon Disbursement Policy Board of Directors
word icon Emergency Response Plan Employee Relations
word icon Environmental Interview and Review Corporate Business
word icon Fee Assessment, Endowment Spending & Income Allocation Policy Board of Directors
word icon General Information Form and Questionnaire-Gifts of Real Property Donor Relations
word icon Gift Acceptance Guidelines Donor Relations
word icon Gifts of Real Estate Policy Donor Relations
word icon Investment Policy Board of Directors
word icon Named Gift Levels Donor Relations
word icon Personnel Policy Employee Relations
word icon Preliminary Real Estate Intake Form Donor Relations
word icon Prospect Management Confidentiality Employee Relations
word icon Records Retention Policy Corporate Business
word icon Statement of Understanding Board of Directors
word icon Values & Conduct Employee Relations
word icon Whistleblower Policy Board of Directors and Employee Relations

 

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