Sac State University Policy Manual

Endowed Professorships

Policy Administrator: Vice President for University Affairs, Vice President for Academic Affairs
Authority:
Effective Date: April 18, 1991
Updated:
Index Cross-References:
Policy File Number: UME04100.htm

ADMINISTRATIVE GUIDELINES FOR CAMPUS IMPLEMENTATION
OF CSUS POLICY ON ENDOWED PROFESSORSHIPS

CATEGORIES OF ENDOWMENTS

The minimum corpus stated will create the position in a particular academic area. Income from the endowment provides significant support for the position. Categories will be uniform throughout the campus.

ENDOWED CHAIR -- $1,500,000 minimum

Chair holders are recruited from the ranks of distinguished scholars at CSUS and from other institutions in the United States and around the world.

An endowed chair fully funds the salary and other support for the position without the use of state funds.

ENDOWED UNIVERSITY PROFESSORSHIPS --$500,000 minimum

An endowed university professorship enables CSUS to provide increased compensation support to outstanding senior faculty members already employed by the University, or to recruit outstanding faculty from other institutions.

An endowed professorship provides funds to augment a state-
supported position.

ENDOWED LECTURESHIP -- $250,000

An endowed lectureship enables CSUS to provide increased support to outstanding junior faculty members already employed by the University, or to recruit outstanding junior faculty from other institutions. By providing increased opportunity for professional growth, the endowment enables CSUS to reward and encourage career development in the best junior faculty members.

An endowed lectureship provides funds to augment a state-
supported salary.

CSUS POLICY ON ENDOWED PROFESSORSHIPS

I. PURPOSE

Endowed university professorships enable CSUS to recruit and retain distinguished and accomplished scholars and teachers.

II. POLICY

A. Appointment to an endowed professorship may be made from distinguished individuals, including CSUS current tenured professors and those outside the University. The holder of an appointment to an endowed professorship is expected to carry a teaching responsibility. The appointee shall contribute to the scholarly and creative activity of the department in which he or she resides and, through seminars and other contact with students, add to the enrichment of the academic life of the CSUS campus as a whole.

B. A minimum corpus will be required to establish an endowed professorship in a particular academic area, as defined in "Categories of Endowments." Endowed professorships may be established to fully fund the position or to augment state supported positions.

C. The subject area of the endowed professorship must be consistent with the mission of California State University, Sacramento and the academic plan of the school and campus. The gift instrument shall permit appropriate alternative distribution of the income by the dean if the subject area of the endowed professorship ceases to be consistent with the University's mission or the academic plan of the campus. Such alternative distribution shall be as closely related to the donor's original intent as is feasible.

III. PROCEDURES

A. Establishment of an Endowed Professorship

1. Preliminary discussion concerning the establishment of an endowed professorship shall include the appropriate department faculty and deans, Vice President for Academic Affairs, and the Vice President of University Affairs concerning the subject area and the resource needs of a proposed professorship.

2. Following preliminary discussion, and in consultation with primary unit faculty, the dean shall prepare a proposal for review by the Vice President for Academic Affairs for approval by the President.

3. The President, after receiving the recommendation of the dean and primary unit faculty, shall act upon the request. No commitment for establishing and naming an endowed professorship shall be made to a prospective donor prior to approval by the President.

4. All contacts and discussions with prospective donors shall be coordinated with the Office of University Affairs. The proposal shall be presented to the donor by the dean and others as may be appropriate.

B. Appointment to the Professorship

1. An endowed professorship may be filled by one individual for an indefinite period, with tenure granted at the time of appointment, or successively by a series of individuals appointed for prescribed periods.

2. Appointments to endowed professorships for an indefinite period shall be in accordance with established University policies and practices for regular tenured appointments.

3. Appointments to endowed professorships for prescribed periods, as may be determined by the deans and departments, shall be in accordance with practices and policies established by the appropriate academic unit and school.

C. Naming of the Endowed Professorship

Subject to approval by the President, an endowed professorship may be named in honor of the donor (or an honoree proposed by the donor) if the gift is sufficient to fully endow the professorship.

D. Annual Reporting

Each holder of an endowed professorship shall annually submit to the chair and dean a brief narrative of the past year's activities, including explanation of expenditures of the endowment income, along with a budget request for use of the endowment income for the following year.

E. Use of Endowment Income

1. The fund principle of an endowed professorship will remain inviolate and only earned income may be expended.

2. Income made available to holders of endowed professorships shall be used to support their teaching, research, and creative activities in accordance with University policies and procedures and consistent with a budget recommended annually by the professorship holder to the department chair and approved by the appropriate dean.

3. Endowment income support may also include, but is not limited to, the following:

- Secretarial support;
- Research assistants;
- Computation and data collection;
- Travel;
- Research equipment and professional
materials;
- Conferences or seminars.

4. During periods when the professorship is unoccupied, the department may request approval from the dean to use income from the endowment for collateral purposes.

5. The occupant of the professorship shall be entitled to the normal support funds and services available to other faculty members within the department. Such support shall not be charged against endowed income of the professorship.

ENDOWED LECTURESHIP -- $250,000

An endowed lectureship enables CSUS to provide increased support to outstanding junior faculty members already employed by the University, or to recruit outstanding junior faculty from other institutions. By providing increased opportunity for professional growth, the endowment enables CSUS to reward and encourage career development in the best junior faculty members.

An endowed lectureship provides funds to augment a state- supported salary.

CSUS POLICY ON ENDOWED PROFESSORSHIPS

I. PURPOSE

Endowed university professorships enable CSUS to recruit and retain distinguished and accomplished scholars and teachers.

II. POLICY

A. Appointment to an endowed professorship may be made from distinguished individuals, including CSUS current tenured professors and those outside the University. The holder of an appointment to an endowed professorship is expected to carry a teaching responsibility. The appointee shall contribute to the scholarly and creative activity of the department in which he or she resides and, through seminars and other contact with students, add to the enrichment of the academic life of the CSUS campus as a whole.

B. A minimum corpus will be required to establish an endowed professorship in a particular academic area, as defined in "Categories of Endowments." Endowed professorships may be established to fully fund the position or to augment state supported positions.

C. The subject area of the endowed professorship must be consistent with the mission of California State University, Sacramento and the academic plan of the school and campus. The gift instrument shall permit appropriate alternative distribution of the income by the dean if the subject area of the endowed professorship ceases to be consistent with the University's mission or the academic plan of the campus. Such alternative distribution shall be as closely related to the donor's original intent as is feasible.

III. PROCEDURES

A. Establishment of an Endowed Professorship

1. Preliminary discussion concerning the establishment of an endowed professorship shall include the appropriate department faculty and deans, Vice President for Academic Affairs, and the Vice President of University Affairs concerning the subject area and the resource needs of a proposed professorship.

2. Following preliminary discussion, and in consultation with primary unit faculty, the dean shall prepare a proposal for review by the Vice President for Academic Affairs for approval by the President.

3. The President, after receiving the recommendation of the dean and primary unit faculty, shall act upon the request. No commitment for establishing and naming an endowed professorship shall be made to a prospective donor prior to approval by the President.

4. All contacts and discussions with prospective donors shall be coordinated with the Office of University Affairs. The proposal shall be presented to the donor by the dean and others as may be appropriate.

B. Appointment to the Professorship

1. An endowed professorship may be filled by one individual for an indefinite period, with tenure granted at the time of appointment, or successively by a series of individuals appointed for prescribed periods.

2. Appointments to endowed professorships for an indefinite period shall be in accordance with established University policies and practices for regular tenured appointments.

3. Appointments to endowed professorships for prescribed periods, as may be determined by the deans and departments, shall be in accordance with practices and policies established by the appropriate academic unit and school.

C. Naming of the Endowed Professorship

Subject to approval by the President, an endowed professorship may be named in honor of the donor (or an honoree proposed by the donor) if the gift is sufficient to fully endow the professorship.

D. Annual Reporting

Each holder of an endowed professorship shall annually submit to the chair and dean a brief narrative of the past year's activities, including explanation of expenditures of the endowment income, along with a budget request for use of the endowment income for the following year.

E. Use of Endowment Income

1. The fund principle of an endowed professorship will remain inviolate and only earned income may be expended.

2. Income made available to holders of endowed professorships shall be used to support their teaching, research, and creative activities in accordance with University policies and procedures and consistent with a budget recommended annually by the professorship holder to the department chair and approved by the appropriate dean.

3. Endowment income, in excess of that required for salary and benefits purposes, may also include, but not be limited to, the following:

- Secretarial support;
- Research assistants;
- Computation and data collection;
- Travel;
- Research equipment and professional
  materials;
- Conferences or seminars.

4. During periods when the professorship is unoccupied, the department may request approval from the dean to use income from the endowment for collateral purposes.

5. The occupant of the professorship shall be entitled to the normal support funds and services available to other faculty members within the department. Such support shall not be charged against endowed income of the professorship.