Endowment Reports

POLICY: 6.1
Effective Date: 07/01/2009
Last Updated: 07/16/2009

Each fall, the Office of Donor Relations & Stewardship generates Endowment Reports for all endowed funds.  These reports reflect the fiscal status and endowment growth of each fund and are distributed to the donors and donor representatives of each fund.  The Office of Donor Relations & Stewardship works closely with Financial Services to ensure accurate and timely reporting.  New stewardship contacts are set up throughout the year as new funds are established.  Donor Relations works closely with every school, college and unit on campus to personalize these reports, including departmental-specific photos and text.  For endowed scholarship funds, scholarship recipient names are included as part of these reports.  For University-wide (non-departmental) scholarship funds, personal notes and photos from scholarship recipients are included as well.