Endowment Term Sheets
The Endowment Term Sheets are an easy way to locate the key terms and restrictions of endowments that you are managing. It is important that your department reviews the Endowment Term Sheet for each of its endowment funds. Please read each Endowment Term Sheet in its entirety to ensure a full understanding of all the terms, restrictions and obligations. Read our FAQs for more detail.
To get access to view your Term Sheets, you must attend the live Endowment Administration and Compliance training class. Click here to register.
Contact firstname.lastname@example.org if you have any questions
For CU internal inquiries, please contact the Endowment Administration team at email@example.com.
The Office of Alumni and Development oversees the solicitation, acceptance and stewardship of gifts, pledges, and bequests. These gifts, pledges, and bequests may establish endowment funds. For internal parties interested in more information about gift policies and procedures, go to Campaign Central.
To determine whether funding should be considered a gift or a grant, contact Sponsored Projects Administration.
Learn about the Advisory Committee on Socially Responsible Investing.