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Meeting Information

UNIVERSITY OF VIRGINIA
BOARD OF VISITORS EXECUTIVE SUMMARY
EXTERNAL AFFAIRS COMMITTEE
June 13, 1997
8:35-8:45 a.m., East Oval Room


I. ACTION ITEM

This item requires action by the External Affairs Committee and the Board of Visitors.

PLANNED GIFT ACCEPTANCE POLICY -- The Board of Visitors approved the current Planned Gift Acceptance Policy in 1982. New investment vehicles, changes in the investment market, and changes in income and estate tax law have made planned gifts more complex. The University's organizational structure with respect to planned gifts has changed. Existing policy needs to be updated to reflect these changes.

The proposed policy (in Docket) reflects current practice and replaces the existing policy in its entirety.

 

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BOARD OF VISITORS OF THE UNIVERSITY OF VIRGINIA

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