Policies & Procedures Alphabetical Categories By Date Policy Development Policy Activity Updates Policies in Consultation Development Toolkit Policy Proposal Template Policy Template Procedure Template Policy Framework i. Framework Flowchart ii. Policy Terminology iii. Proposal Approval iv. Drafting and Development v. Approval and Publication vi. Review and Revision vii. Rescindment Associated Procedures Gift of Publicly Listed Securities Procedure Associated Documents Appendix 1 - Instructions to Donors Making Gifts of Marketable Securities Appendix 2 - Donor Instructions to Broker-Financial Institution Appendix 3 -Electronic Transfer Directions Download