Forms and Policies

Forms

• Declaration of Intent ( PDF 918 KB )
• IRS Form 8283 ( PDF 237 KB )
• IRS Form 8283 Instructions ( PDF 62 KB )
• Set Up a Scholarship Account ( PDF 49 KB )
• Set Up a Non-Scholarship Account ( PDF 88 KB )

Policies

• Gift Annuity Disclosure Statement ( PDF 33 KB )
• The Uniform Management of Institutional Funds Act
• University Foundation Administrative Fees for Endowment Accounts ( PDF 50 KB )
• University Foundation Investment Policy
• University Foundation Spending Policy ( PDF 22 KB )