Trusteeship Review the performance of all trustees and consult with those who do not appear to be meeting their responsibilities. Recommend officers and trustees with a conscious effort to increase the representation of all of South Georgia. Identify 20 top prospects as future trustees and begin cultivation. Conduct an orientation for new trustees Development Review, approve, and evaluate the effectiveness of goals and action plans to achieve them for annual giving, capital giving, planned giving, and special giving. Review, approve, and evaluate the effectiveness of goals and plans for deferred giving.
Finance Recommend an operating budget and unrestricted grants.
Recommend a comprehensive financial management policy. Review the audited financial statements. Engage an audit firm. Ensure that the financial statements produced from the automated general ledger system are satisfactory to the trustees and monitor them on a quarterly basis. Ensure the completion of the transfer of the majority of expenditures of restricted gifts to the University.