Endowment Funding Processes

Endowment Funding Petition Process

In fiscal year 2010/2011 a new petition process was established for endowments with limited or negative accumulative earnings. Deans and Budget Administrators will be contacted if an endowment in their respective areas is in this situation. Please click on the links below for information and forms pertaining to this process.

Endowment Carryforward Request Process

In fiscal year 2016/2017 the university investment policy was revised to remove the automatic carryforward spending provision and replace it with a request process for carryforward of remaining spending allowances. Deans and Budget Administrators will be contacted annually to consider this option in their respective areas. Please click on the links below for information and forms pertaining to this process