Policies

Investment Policy

Instructions

Cash Transfer Instructions
Stock Transfer Instructions

Procedures and Forms

Gift Transmittal Deposit Form
Letter of Intent Form
Pledge Entry Checklist
Check Request Form
Check Request Form - I.A. Division 18520
Spendable Fund Authorization Form
Inter-Fund Transfer Request Form
Spendable Fund Update Form
Gift In Kind Form 

Endowment Agreements

Scholarship Endowment
Faculty Chair or Professorship
Associate Professor Endowment
Assistant Professor Endowment
Program Endowment
Endowed Lecture Series
Benefactor Biography