Policies & Forms

Alumni leaders must follow and adhere to the policies and procedures of the IU Alumni Association. We have included links to these documents for your convenience below. Please contact your IUAA liaison if you have any questions or need more information.

Policies for all groups

Event policies

Code of Ethics and Standards of Conduct

Standards and procedures governing ethical behavior while representing IUAA and IU.

Code of Ethics and Standards of Conduct

Drawings, gaming, prizes, awards, and gifts

What can and cannot be done. Plus, definitions and information about tax procedures on items of varying dollar amounts.

Drawings, gaming, prizes, awards, and gifts

Food and Alcohol Sales, Serving, and Conduct Policy

A framework for the sale and/or serving of food and alcohol at alumni events and to maintain proper insurance protection coverage for all alumni events.

Food and Alcohol Sales, Serving, and Conduct Policy

Third-party events and events with alcohol

Restrictions on promoting third-party events and events with alcohol.

Third-party events, events with alcohol

Religious holidays

Scheduling sensitivity regarding religious holidays and other potential conflicts.

Religious holidays

Signatory authority policy

Authority to sign contracts/agreements, banking accounts, investment accounts, and/or transfer of funds.

Signatory authority policy

Sponsorship and business promotion

Sponsorship policy

Definitions and procedures for handling sponsorships. Plus, what may and may not be promised in return for a sponsorship.

Sponsorship policy

Chapter policy for promotion inquiries

Applies to IUAA chapters who are contacted by individuals and/or businesses to promote a product or service.

Promotion inquiries

Alumni data

Access to donor and alumni data

A must-read for alumni leaders requesting alumni data to conduct official IUAA business. Also, complete the Agreement for the Protection of Proprietary Information form before data is shared.

Access to data

Governance and honors

IUAA's Trustee Election guidelines

The IUAA, its employees, and volunteers of recognized alumni groups must take great care to remain neutral in the Trustee Election process.

IUAA Trustee Election guidelines

Honorary alumni designation policy

The criteria and procedures for nominating someone for this honor who has not earned an IU degree and does not qualify for an honorary degree.

Honorary alumni designation policy

Financial policies

IU Athletic Ticket Purchase Policy

Appropriate usage for athletic tickets purchased by Chartered Alumni Communities.

IU Athletic Ticket Purchase Policy

Use of allocation funds

What allocations can and cannot be used for.

Use of allocation funds

Forms

Event Contact Data Form template

Use this form to request the Event Contact Data Form template directly from your liaison, along with instructions on how to send this information back to IUAA for updating the information you’ve gathered.

Request Event Contact Data Form

Agreement for the protection of proprietary information

All alumni volunteers requesting alumni data must complete this form before the data request is submitted.

Agreement for the protection of proprietary information

Winter College Faculty Recommendation

Recommend a faculty member to teach at Winter College.

Winter College faculty recommendation form