PPT-Endowment Compliance

Budget Authority Training 2014 2015 Endowments Endowments are established through the Office of University Advancement with a donors gift and a signed endowment agreement which has been approved by the Board of Regents . and the . Endowment . Effect. Past. Expected. Future. Alternative. Nearby additional. Relevant Observed. Current. Multiple Alternative. Our choices . and our satisfaction . are driven by the . comparisons . Pasts and Futures. Casey Williams. Lucas . Spangher . The Origin of Species:. . A Qualitative Analysis of the Causes of Occupy Duke. Casey Williams. Introduction. Questions. What was the origin and motivation behind Occupy Duke? . Introductions. California Council of Land Trusts. Our Mission. Purpose of Farmland Mitigation Project. Guidebook. Training. Funders. California Farmland Conservancy Program. The Columbia Foundation. Guidebook Overview. August 11, 2015. Agenda. Endowment Background. Office of Investments. Asset Allocation. Beta Factors. Capital Market Research. Manager Selection. Ongoing Due Diligence. Termination Decision. Recent Activity. paychecks you deposit, a school . Disclaimer. This presentation is designed to provide an overview of certain charitable gift instruments. It is not intended to provide legal, tax, investment, or other professional advice. Please obtain the services of a competent attorney or other professional advisor when developing your own charitable giving plans.. Stony Brook Foundation (SBF). Stony Brook Foundation Realty (SBFR). Income Fund Reimbursable Accounts (IFR). Research Foundation (RF). Faculty Student Association (FSA). Alumni Association (AA). University Hospital Auxiliary (UHA). Susannah Weis Frigon, CFP. . Vice President, Investor Relations. Why Endowments? . From Your Perspective. Perpetual support of mission and vision. Reliable, quantifiable income stream. Ability to handle planned gifts. Finance Division Information Exchange. May 28, 2015. Endowment Overview. 700 true and quasi-endowment accounts comprise over 90% of a $600 million long-term investment pool. Investment Pool. (Assets by Type). Kathryn W. Miree & Associates, Inc.. What We’ll Cover. We will begin with the role of endowment.. Then, we’ll go through the process of building an endowment in five steps.. Building endowment requires a proactive process.. your . Congregation. Endowment Committee. Unitarian Universalist Congregation of Sterling. "What about the seventh generation? Where are you taking them? What will they have?" . - . Oren Lyons, Chief of the Onondaga Nation. Sr. Vice Provost for Academic . Finance and Administration. Goals. Help you understand the larger University Budgeting Process . Discuss PBB . Talk about local budget responsibilities and share some concepts that may help you manage your budget. Effect. Past. Expected. Future. Alternative. Nearby additional. Relevant Observed. Current. Multiple Alternative. Our choices . and our satisfaction . are driven by the . comparisons . we . make . Behavioral Economics Concepts. Finance Division Information Exchange. May 28, 2015. Endowment Overview. 700 true and quasi-endowment accounts comprise over 90% of a $600 million long-term investment pool. Investment Pool. (Assets by Type).