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. (June 22, 2024)

Third-party events and events with alcohol

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

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.

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.

Religious holidays

Scheduling sensitivity regarding religious holidays and other potential conflicts.

Signatory authority policy

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

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.

Chapter policy for promotion inquiries

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

Access to donor and alumni data

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

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.

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.

Meeting Policy and Procedure

In an effort to provide guidance for Alumni Communities and their meetings, or to solve disputes of any of these groups, the Board of Managers has developed this policy.​

Guidelines for Constituent Societies

Guidelines for the administration of school and campus-based alumni programs.

IUAA Code of Bylaws

The IUAA's bylaws (June 22, 2024). This document lays the foundation for governance of our association.

Financial policies

IU Athletic Ticket Purchase Policy

Appropriate usage for athletic tickets purchased by Chartered Alumni Communities.

Use of IUAA funds

What IUAA funds can and cannot be used for.

Geographic Chapter Bank Account Policy

How to open, manage, report, and use Chapter Bank Accounts.

Forms

Agreement for the protection of proprietary information

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

Geographic Chapter Bank Account Agreement

Agreement regarding the use and operation of a Geographic Chapter Bank Account