Pooled Gift Funding Processes

Pooled Gift Funding Petition Process

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

Pooled Gift 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 payout. 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