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Tax Guide for International Visitors

Policy This policy guide is to be used when inviting international visitors to Wake Forest University. This applies to visitors coming from other countries as well as visitors coming from other institutions based in the U.S. Read the Policy Related Procedures […]


Mobile Communication Devices (MCDs) Administrative Policy

Policy The University is committed to providing essential, non-compensatory, business-related tools for faculty and staff in a manner that promotes the proper stewardship of assets; complies with IRS and other regulatory requirements; and establishes a framework for consistent decision-making. The majority of faculty and staff […]


Payment Card Acceptance Administrative Policy

Policy Departmental staff who accept credit cards as a form of payment must abide by specific guidance to provide a secure environment to protect cardholders and the University against both loss and fraud and, as required by the credit card associations, to ensure the University […]


Fee Portal Administrative Procedures

Policy Any non Board of Trustees fees must be approved by a WFU Business Manager. This explains the process of requesting and approving a charge to the student account. Read the Policy Related Procedures There are no related procedures. Related Forms […]


Agency Fund Administrative Policy

Policy Wake Forest University acts as a custodian or fiscal agent of certain resources on behalf of other organizations. These resources are deposited with the institution for safekeeping, to be used or withdrawn by the depositor in accordance with agreed-upon terms and conditions. The University does not own these […]


Endowment and Restricted Gifts Administrative Policy & Procedure

Policy A restricted gift is one where the donor stipulates when or how the gift may be used. A restricted gift may be permanently restricted or temporarily restricted. This policy details the types of restricted gifts at the University and the criteria for each. All […]


Gifts, Prizes, and Awards from University Funding Sources Administrative Policy

Policy This policy outlines the guidelines for Wake Forest University when providing gifts, prizes, donations, and awards, emphasizing their taxable nature for recipients in accordance with federal and state regulations. It clarifies procedures for documentation and tax implications, highlighting the need for cooperation across departments […]


Cost Transfers and Cost Allocations Administrative Policy

Policy In accordance with the Office of Management and Budget (OMB) Uniform Guidance, transfers of charges by Wake Forest University to federally and state-funded sponsored projects must be explained and justified. As a recipient of federal, state, and privately sponsored grants and contracts, the University […]


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