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Institutional Policies

Policy UADV-UA-001

logo of The University of Southern Mississippi  
Responsible University Administrator: President
Responsible Officer: Vice President for External Affairs
Origination Date: 06/20/11
Current Revision Date: 03/01/19
Next Review Date: 03/01/23
End of Policy Date: NA
Policy Number: UADV-UA-001
Status: Effective

 

USM NAMING AND RECOGNITION GUIDELINES


 


Policy Statement


This document outlines the procedures for naming facilities and programs and lists the recommended minimum levels of support for endowed funds to be named. These minimums may be re-evaluated at regular intervals as the President of the University or Vice President for External Affair deems necessary.

Reason for Policy/Purpose


The purpose of this document is to provide guidelines for gift naming opportunities and service recognition naming opportunities at The University of Southern Mississippi.  This document outlines the procedures for naming facilities and programs, lists the recommended minimum levels of support, and the proper approvals for the naming opportunity.  These minimums may be re-evaluated and revised from time to time, as the President of the University or the Vice President for External Affairs deems necessary.

Who Needs to Know This Policy


All members of The University of Southern Mississippi community.  

Website Address for this Policy


usm.edu/institutional-policies/policy-uadv-ua-001

Definitions


 

Facility  Includes any building, room, interior space, street, court, athletic field, or facility, open space, forest, or any area owned, operated, or controlled by The University of Southern Mississippi.
Program Includes any college, department, institute, center or other unit associated with University functions.

Policy/Procedures


GIFT NAMING OPPORTUNITIES

Significant gifts benefiting The University of Southern Mississippi will provide opportunities for donors to designate the name of a University program, facility, faculty or coaching position, scholarship or other item in honor of the donor or donor's designee. A program includes any college, school, department, institute, center or other unit associated with University functions. A facility includes any building, room, interior space, street, court, athletic field or facility, open space, forest, or any area owned, operated, or controlled by The University of Southern Mississippi.

Gift naming opportunities will be made through either the USM Foundation or the USM Athletic Foundation. University personnel should work with Foundation staff when a naming opportunity arises. Each gift must be accompanied by an appropriate agreement that has been approved by representatives of the donor and the USM Foundation or the USM Athletic Foundation, according to the type of naming opportunity as outlined below. The Southern Miss Alumni Association and the USM Research Foundation may offer opportunities for naming space as well but such opportunities will also be subject to these guidelines.

 

Listed amounts are minimum guidelines for named gifts benefiting The University of Southern Mississippi. In special cases where contributions for a named gift are less than the suggested minimum, the President of the University may approve such gifts as exceptions to the minimum guidelines, upon such conditions, if any, as the President of the University may deem appropriate.

Scholarships and Fellowships

•           Annual Scholarships: $2,500

•           Endowed Scholarships: $25,000

•           Presidential Scholarships: $250,000

•           Graduate Fellowships: $250,000

Scholarship support is primarily intended to aid talented undergraduate students and/ or to assist students with financial need. Specific criteria for eligibility may be established in consultation with the donor but must be in alignment with the University's admission and non-discrimination policies.

The award of a Presidential scholarship is a high honor, recognizing the important academic achievements of those selected, but is not intended to fully cover the cost of attendance.

Fellowships are a form of educational assistance typically intended to provide the resources necessary to recruit the most accomplished graduate students. The awards provide support that will attract and enable capable and deserving students to complete their educational experience at The University of Southern Mississippi. Specific criteria for eligibility may be established in consultation with the donor but must be in alignment with the University's admission policies.

Each gift will be placed in an individual named fund held at the appropriate Foundation with the specified purpose to support the scholarship or fellowship being named. It will be accompanied by a fund agreement that has been approved by the donor, or his or her representative, and the USM Foundation or the USM Athletic Foundation, as appropriate. No additional approvals are required for scholarships and fellowships, if the recommended minimums have been met as outlined in this policy.

Endowed Faculty Positions

•           School Directorship: $3,000,000

•           Chair: $1,500,000

•           Professorship: $500,000

Endowed faculty positions are intended to provide the University with the resources it needs to recruit and retain top-performing faculty to lead the academic enterprise of the University through teaching, research and service. Annual faculty endowment spending allocations may be used for salary supplement, research and travel for academic purposes, and other support, as appropriate. Even though funding will come from private sources, all increases in salary must align with current University policies and be approved by the requisite University administrator.

The endowed chair designation will be linked to a select faculty position occupied by a distinguished, outstanding scholar and teacher, as determined by nationally accepted standards.

A faculty position designated with a named professorship will be occupied by an exceptionally gifted and promising scholar. Named professorships typically are held by faculty members whose accomplishments indicate potential for national and international leadership and distinction in their field, and whose current efforts are focused on honing teaching skills and / or establishing a superior record of research or other scholarly activity.

Each gift will be placed in an individual named fund held at the USM Foundation with the specified purpose to support the faculty position being named. It will be accompanied by a fund agreement that has been approved by the donor, or his or her representative, and the USM Foundation. No additional approvals are required for endowed faculty positions, if the recommended minimums have been met as outlined in this policy.

Endowed Coaching Positions

•           Head Coach: $3,000,000

•           Assistant Coach: $1,500,000

•           Specialty Positions: $500,000

Endowed coaching positions are intended to provide the University's Athletic Department with the resources it needs to recruit and retain top-performing coaches to lead the athletic enterprise of the University. Annual endowment spending allocations may be used for salary supplements and other support, as appropriate. Even though funding will come from private sources, all increases in salary must align with current University policies and be approved by the requisite University administrator.

Each gift will be placed in an individual named fund held at the USM Athletic Foundation with the specified purpose to support the coaching position being named. It will be accompanied by a fund agreement that has been approved by the donor, or his or her representative, and the USM Athletic Foundation. No additional approvals are required for endowed coaching positions, if the recommended minimums have been met as outlined in this policy.

The University President may consider, upon recommendation of the Vice President for External Affairs, named gifts supported by pledge commitments to be expended annually for a designated purpose. Such gifts shall be designated as "sponsored" gifts (e.g., Sponsored Academic Chair). If such pledges are discontinued or decreased or become inadequate to provide for the designated purpose, the President (with the advice of the Executive Cabinet) shall consider whether the designation should be continued.

Other Endowed Support Funds

•           Fund for Excellence: $25,000

•           Research Fund: $100,000

An endowed fund for excellence may be established in support of a college, school, department, academic discipline, sport or other University program of interest to the donor. Spending allocations from such funds may be used to enhance the selected program in a variety of ways, including support for research, faculty development, travel, or for other educational or athletic enrichment activities. Allocations from such funds designated for teaching, service, research and staff awards will be used to recognize outstanding performance by faculty, professional or support staff members in the specified college, school or division.

An endowed research fund may be established in support of a general academic area. Priority may be given to a specific field of study. Endowed fund spending allocations are intended to make available the resources necessary to support outstanding research to enhance the research activity of the University's most deserving faculty. Research endowments may also be specified for graduate or undergraduate student research awards.

Each gift will be placed in an individual named fund held at the appropriate Foundation with the specified purpose of supporting the unit or program indicated. It will be accompanied by a fund agreement that has been approved by the donor, or his or her representative, and the USM Foundation or the USM Athletic Foundation, as appropriate. No additional approvals are required for endowed support funds, if the recommended minimums have been met as outlined in this policy.

Academic Programs

•           College or Division: A minimum of $10 million

•           School: A minimum of $5 million

  • University-wide Center or Institute: A minimum of $5 million. Whether a center or institute is considered University-wide will be determined by the organizational chart of the University. University-wide centers/ institutes report to the President of the University, one of the Vice Presidents or the Provost.
  • College/Unit-wide Center or Institute: A minimum of $3 million. Whether a center or institute is considered college/ unit-wide versus University-wide will be determined by the organizational chart of the University. College centers and institutes report to Deans.

Any private gift associated with the naming of any of the above units should be of a level that will transform the very nature of the unit involved, enabling that unit to reach a level of excellence that would have been extremely difficult using state or University funds alone. It is preferred that the gift be in the form of an endowment, and income from the endowment should be used to provide a margin of excellence for the unit involved and should not replace state or other funds previously made available to that unit. The gift amounts listed above reflect minimum amounts required. Other considerations such as prominence of the unit, enrollment, annual operating cost of unit, etcetera, may be taken into account when determining an appropriate level of support.

Any proposal to name an academic program should be approved formally by the University President before the proposal is delivered to a prospective donor. Such approval should include both the funding requirement and the donor(s) for whom the academic program might be named.

Each gift will be placed in an appropriate fund held at the USM Foundation with the specified purpose to support the academic program indicated. It will be accompanied by a naming agreement that has been approved by the donor or his or her representative and the USM Foundation. All naming opportunities involving academic programs must be approved by the President of the University and the Institutions of Higher Learning Board of Trustees based upon the recommendations of the Vice President for External Affairs and the Provost or other appropriate Vice President and/ or Dean/ Director.

Gifts to name academic programs must be paid in full within five years (e.g., cash, cash equivalents, marketable securities or pledges with not more than a five-year duration), unless a longer period for payment of the gift or pledge is approved. Irrevocable planned commitments may be considered.

Facilities

A facility includes any building, room, interior space, street, court, athletic field or facility, open space, forest or any area owned, operated or controlled by The University of Southern Mississippi.

Buildings

•           For new buildings with 100 percent private funding. At least 50 percent of the private fundraising goal, not including land, equipment or furnishings, must be committed.

•           For new buildings with a private funding component, at least 50 percent of the private fundraising goal, not including land, equipment or furnishings, must be committed.

For an existing building, at least 15 percent of the expected replacement cost (defined as the amount it would cost to replace a building at current market price), not including equipment, technology, furnishings and a building maintenance fund, must be committed.

In all cases, a minimum contribution of S1 million is required to name a building.

A proposal to name a building must be approved formally by the University President before the proposal is delivered to a prospective donor. Such approval should include both the funding requirement and the donor(s) for whom the building might be named.

Each gift will be placed in an appropriate fund held at the appropriate Foundation. The specified use of the fund may vary depending on the needs of the University to fund the building or renovation project. The use of the fund must be presented for approval with the naming opportunity. It will be accompanied by a naming agreement that has been approved by the donor, or his or her representative, and the USM Foundation or the USM Athletic Foundation, as appropriate. All naming opportunities involving buildings must be approved by the President of the University and the Institutions of Higher Learning Board of Trustees based upon the recommendations of the Vice President for External Affairs and the Provost or other appropriate Vice President and/ or Dean/ Director.

Gifts to name buildings must be paid in full within five years (e.g., cash, cash equivalents, marketable securities or pledges with not more than a five-year duration), unless a longer period for payment of the gift or pledge is approved. An irrevocable charitable lead or remainder trust may be combined with an acceptable current gift determined by the President of the University, with the recommendation of the Vice President for External Affairs. No facilities will be named in recognition of revocable deferred gifts.

If a building name is not forthcoming at the time the building has been completed, and a name is needed for identification purposes, a generic name should be used, thus reserving the prerogative to bring forward a name that meets the established criteria at a later date. Examples of such generic names are: Music Building, East Hall and Biology Building.

Other Physical Spaces or Objects

In general, naming opportunities within buildings such as classrooms, offices, auditoriums, conference rooms, etcetera, that are part of a fundraising initiative, shall utilize this calculation for assigning space value:

Private Fundraising Goal / Total Usable Square Footage = Fundraising Value per Square Foot

Fundraising Value Per Square Foot x Programming Space Available = Spacenaming Opportunity Sub-Amount

Space Naming Opportunity Sub-Amount x Location Index* x Utility Index * = Space Naming Opportunity Total

*The Location Index and Utility Index are based on an average of "1." Lower floors in a building will have a Location Index higher than "1" in most cases. Public spaces in buildings with high traffic patterns will have a higher Utility Index due to their increased usage.

The Space Naming Opportunity Total is then compared to all other spaces and the Private Fundraising Goal to determine best fit in the campaign and the campaign goal.

Singular naming opportunities within buildings such as a classroom, office, auditorium, conference room, etcetera, that are not part of a fundraising initiative, will be reviewed on a case-by case basis. Funding requirements will be based on location, age and use of facility, and other appropriate factors.

Naming opportunities such as benches, fountains, works of art, plantings or other structures will be reviewed on a case-by-case basis. Funding requirements will be based on location, structure and function. Gift funds must cover the entire cost of structure or installation, and if significant ongoing costs will be incurred, an endowment sufficient to cover these costs may also be required.

Each gift will be placed in an appropriate fund held at the appropriate Foundation. The specified use of the fund may vary depending on the needs of the University to fund the building or renovation project. The use of the fund must be presented for approval with the naming opportunity. It will be accompanied by a gift acceptance agreement that has been signed by the donor, or his or her representative, and the USM Foundation or the USM Athletic Foundation, as appropriate. The gift acceptance agreement will indicate the space or object being named. Approval must be granted by the President of the University in conjunction with the Executive Cabinet based upon the recommendations of the Vice President for External Affairs and the Provost or other appropriate Vice President and/or Dean/ Director.

Gifts to name spaces or objects must be paid in full within five years (e.g., cash, cash equivalents, marketable securities, or pledges with not more than five-year duration) unless a longer period for payment of the gift or pledge is approved. An irrevocable charitable lead or remainder trust may be combined with an acceptable current gift determined by the President of the University, with the recommendation of the Vice President for External Affairs, for naming purposes. No spaces or objects will be named in recognition of revocable deferred gifts.

SERVICE RECOGNITION NAMING OPPORTUNITIES

The University of Southern Mississippi has established procedures for naming certain items covered by these guidelines for reasons other than private giving. This occurs when an individual merits recognition due to his/ her academic, research or service contributions and accomplishments.

Generally, individuals and groups for whom University facilities are named must have made a significant contribution to the field of education, government, science, the humanities or social progress.

Special consideration shall be given to:

•           The historical significance of the contribution of the individual or group to the University;

•           The association of the individual or group with the building, part of building or facility to be named; and

•           State, regional, national or international recognition of the individual's or group's contributions and achievements, which will remain memorable long beyond the lifetime of those who propose the naming.

Requests to name a building, facility or other space on campus in recognition of service or achievement must be approved by the President of the University in conjunction with the Executive Cabinet based upon the recommendations of the Vice President for External Affairs and the Provost or other appropriate Vice President and/ or Dean/ Director.

GENERAL GUIDELINES FOR NAMING

It is recommended that a given surname may be assigned to only one building.

No University building, part of a building, college, school, center, organizational sub-unit, road or plaza may be named in honor of a current University employee or a former employee who has been separated from the University for less than two years, except in extenuating circumstances.

If a facility is to be named for a deceased individual, it is recommended that a minimum of two years pass between the date of death and the naming.

University buildings, parts of buildings, colleges, schools, centers, organizational sub-units, roads and plazas shall not be named for anyone convicted of a felony or has otherwise demonstrated values inconsistent with the goals and missions of the University.

The appropriateness of a corporate or family name in a public context should be taken into consideration when naming buildings, parts of buildings, colleges, schools, centers, organizational sub-units, roads and plazas.

NAME CHANGE/ REMOVAL

If at any time following the naming of a building, part of a building, college, school, center, organizational sub-unit, road or plaza, etcetera, circumstances change substantially so that the continued use of that name may compromise the public trust or otherwise negatively impact the reputation of the University, the University President will consult with the University's general counsel, the Executive Cabinet, and with the USM Foundation Board of Directors or the USM Athletic Foundation Board of Directors, as appropriate, regarding future action. The University reserves the right, at its sole discretion, to remove any name that would reflect poorly on the University or would conflict with the goals or mission of the University.

 

If an individual for whom a facility is named is subsequently convicted of a felony or otherwise engages in conduct that, in the sole discretion of the University, is injurious to the reputation of the University, the name may be removed. However, any gift made in connection with the naming opportunity is irrevocable and will be retained by the Foundation receiving the gift.

A name on a facility or other space that was named in recognition of a charitable gift may be removed at the discretion of the University President if and when the commitment is unfulfilled by the donor at the completion of the agreed payment period. The removal of a name requires the approval of the Executive Cabinet. The donor or his/ her designee will be informed of the change in writing, notice of which shall be mailed to the last known address as reflected in the Foundation's records of the person or designee identified in the gift agreement 60 days prior to removal of the name from the facility or unit.

Generally, the naming of a facility will remain in perpetuity for the duration of the existence of the building; however, in some cases, the University and the donor may find it appropriate to assign a time limitation on named buildings or parts of buildings, colleges, schools, roads or plazas, with a recommendation to review at the end of a defined period of time. Time limitations on buildings and parts of buildings, roads and plazas, etcetera, may be at the discretion of the University and the donor.

In the case of a divorce or other family dissolution, a naming opportunity may be changed at the request of the couple or family, at the sole expense of the couple or family, provided the couple or family provides legal documentation of name change and of the concurrence of all affected parties and approval of the University President.

If the name of a corporation / organization changes after a facility is named for the corporation/ organization, the name of the facility would remain the same unless a change is requested by the corporation/ organization and / or recommended by the Executive Cabinet in accordance with this policy. If such a request is made, the name will be changed as long as the corporation / organization pays the complete expense of making the change.

Should a building be demolished or replaced, and the former name is no longer warranted, the Executive Cabinet, along with the USM Foundation or USM Athletic Foundation, will consider new naming opportunities. When possible, a family member and/or the appropriate contact person for the former namesake will be contacted to inform them of the demolition or replacement of the current building. It may be appropriate to place a plaque in, or on, a new building to indicate that it occupies the site of a building formerly known by another name.


Review


The Vice President for External Affairs is responsible for the review of this policy every four years (or whenever circumstances require immediate review). 


Forms/Instructions


Request_for_Approval_of_Naming_Proposal


Appendices


N/A 

 


Related Information


N/A 

 


History


Amendments: Month, Day, Year – summary of changes

 

11/01/11:

Formatted for Institutional Policies page.

02/26/13:

Formatted for template. Minor editing throughout.

03/01/2019:

Added “Policy Statement” section.

Section labeled “Those Involved with These Guidelines” deleted.

Added section entitled “Who Needs to Know This Policy”

Updated definition of facilities and program.

Added web address of policy.

Service recognition naming opportunities section updated to submit request to President’s Office for approval of President or Executive Cabinet. Section moved before General Guidelines for Naming.

Updated “Gift Naming Opportunities” section

“Procedures” section removed.

“Other Physical Facilities/Space” section removed.

“Academic Programs” section updated.

“Endowed Faculty Position” section updated.

“Lectureship and Lecture Series” section removed.

“Fellowships and Scholarships” section renamed “Scholarships and Fellowships.

“Scholarships and Fellowships” section updated.

“Other Naming Opportunities” section updated and renamed “Other Endowed Support Funds”.

“General Guidelines for Naming” section updated.

“Name Change/Removal” section updated.

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