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It explains when written proposals are required, emphasizes consistency, and defines approval authority for alternate formats and exceptions. The policy covers verbal versus written proposal handling, required documentation and approvals, template usage, coordination for matching-support requests, and approval steps for major gifts, followed by detailed steps for preparing and delivering proposals.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":41,"@type":70,"position":76},"https://docshare.wps.com/template/letters/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/proposal-policy-grant-proposals-and-solicitation-procedures/241445/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/proposal-policy-grant-proposals-and-solicitation-procedures/241445.png","ImageObject",442,249,{"name":88,"@type":89},"Evangeline","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-10-11","2026-09-12",true,{"@type":98,"interactionType":99,"userInteractionCount":76},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"When are written proposals required under this policy?","Question",{"text":108,"@type":109},"Written proposals are not required in all situations, but when they are used they must be consistent. Approval authority for alternate formats and/or exceptions is held by the associate vice president for advancement.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"What should staff do if a proposal is made verbally?",{"text":113,"@type":109},"Document the proposal as soon as possible and enter it into a contact report in Banner Advancement.",{"name":115,"@type":106,"acceptedAnswer":116},"What approvals are required for major gifts?",{"text":117,"@type":109},"Proposals for major gifts (currently defined as $10,000 or above) must be approved by the dean/head of the respective unit and the AVP/VP for Advancement.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},241445,1790917910,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":40,"category_name":41,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":76,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":135,"language":136,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":137,"faqs":138,"seo_title":139,"seo_description":61,"update_tm":140,"read_time":76},13056703019662,"https://ap-avatar.wpscdn.com/avatar/be000253a8e92610077?_k=1778726343310543188","| Proposal Policy |  |\n| --- | --- |\n| Responsible Official: Vice President for University Advancement | Responsible Office: University Advancement |\n\nPolicy Purpose  \nThe purpose of this document is to provide guidance and instructions to East Tennessee State University Advancement staff as they plan solicitations for financial support to alumni, partners, and friends.  \nPolicy Statement  \nWritten proposals can be a critically important part of securing philanthropic funding from supporters. While written proposals are not required in all situations, when they are used, they must be consistent. The associate vice president for advancement is the approval authority for alternate formats and/or exceptions.  \nDefinitions  \nHistory  \nEffective Date: 07/24/2017  \nRevision Date: 07/26/2019  \nRevision Notes: This revision provides updated templates, including the use of Campaign for ETSU branding;  \nProcedure (s)  \nAttachments:  \n1. Proposal Template  \n2. Discussion Document Template  \n1. Process/Procedures:  \na. Proposals can be verbal or in writing. Determination regarding which is appropriate should be made by the respective development officer, in consultation with the associate vicepresident for advancement, if necessary.  \nb. If a proposal is made verbally, it should be documented as soon as possible and entered into a contact report in Banner Advancement.  \nc. Pledges will be made in writing. E-mail is acceptable, but there are forms for this purpose available in the Pledges Policy. If a donor makes a verbal commitment to donate (pledge), that should be documented immediately and sent to Advancement Services for processing.  \nd. If a proposal is made in writing, use the template in Attachment 1. Word versions will be available on the Advancement Policies website. Use Campaign branding, as necessary.  \ne. If a document in advance of a proposal is desired, use the Discussion Document template in Attachment 2.  \nf. Proposals to federal, state, and/or local governmental funding agencies that require  \n\"matching\" support from private contributors, must be coordinated with University Advancement.  \ng. Any literature, including brochures, booklets, and letters used to attract private funds to ETSU shall be coordinated through University Advancement.  \nh. Copies of all proposed solicitation letters, or any other solicitations which may appear in brochures, newsletters, etc., must be approved in advance by the University Advancement Office.  \ni. Proposals for major gifts (currently defined as $10,000 or above) must be approved by the dean/head of the respective unit and the AVP/VP for Advancement.  \n2. Preparing Proposals:  \na. Develop your Project. What is the problem or research question you hope to solve? Whois your audience or target population? What outcomes do you hope to achieve? How long will the project take? When will you start? Keep in mind the grant proposal and/or decision process may take many months. How much will it cost? Most of all, why should a donor care about your project?  \nb. Contact University Advancement. Discuss your project with the AVP for Advancement. Many donors/agencies will accept only one proposal per institution. Therefore, you need to know if another faculty/staff member is applying to the same funder. Also, the research office and/or your dean may want to know whether your project involves the commitment of university resources and that your proposal is in line with the ETSU Strategic Plan and the goals. Even if your project does not directly require university funds, indirect costs may still apply.  \nc. Consult the Combined Goals Worksheet and/or Pipeline Worksheet. The most recent goals worksheet, representing the plans of all members of University Advancement, can be found in S:\\Advancement\\Goals. This document will tell you if others are planning solicitations to the same donor.  \nd. Consult Contact Reports in Banner Advance. Check contact reports within the past 2 years or so to make sure other","cbCaioNiAVYAqcDV","https://ap.wps.com/l/cbCaioNiAVYAqcDV","pdf",1724231,8,"English","# Policy Purpose\n# Policy Statement\n# Definitions\n# History\n# Procedure\n## Preparing Proposals\n## Related Form(s)\n# Scope and Applicability","[{\"question\":\"When are written proposals required under this policy?\",\"answer\":\"Written proposals are not required in all situations, but when they are used they must be consistent. Approval authority for alternate formats and/or exceptions is held by the associate vice president for advancement.\"},{\"question\":\"What should staff do if a proposal is made verbally?\",\"answer\":\"Document the proposal as soon as possible and enter it into a contact report in Banner Advancement.\"},{\"question\":\"What approvals are required for major gifts?\",\"answer\":\"Proposals for major gifts (currently defined as $10,000 or above) must be approved by the dean/head of the respective unit and the AVP/VP for Advancement.\"}]","Proposal Policy - Grant Proposals and Solicitation Procedures | PDF",1789175524]