Endowment Funding Petition Process

For fiscal year 2010/2011 a new petition process was established for endowments with limited or negative accumulative earnings. We have extended the opportunity to petition for the 2013/2014 fiscal year. Please click on the links below for information and forms pertaining to this process.

• Endowment Petition Guidelines (PDF)
• Endowment Petition Form (Excel)

Transfers

A transfer of expenses from one account to another can be accomplished as long as it is reasonable and justified. A Journal Entry Request form (Excel) can be submitted along with supporting documentation to Ginny Proctor via email (accounting@sandiego.edu), or in person (Hughes Administration Center 335).