Columbia University Endowment Decapitalization Process

Slides:

Advertisements

Similar presentations

Student Life Contracts 101 Office of Student Life.

Advertisements

Steps to Homeownership and the Homebuyer Assistance Program Process Homebuyer Education ClassLoan OriginatorReal Estate Specialist HAP Processing Loan.

The following presentation provides a general overview about the IEEE Foundation. This information will assist potential donors and IEEE Organizational.

2nd Annual Innovation Challenge Kick-Off and Overview Information Session #1 & #2 September 27 & 29,

EVENT POLICY POLICY OVERVIEW Our goal is compliance with IRS requirements. All events with expenses or revenues through Arch or UGA Foundation are subject.

Class Agent Spring Meeting Tuesday, March 30, 2010 Sovereign Bank Boston, MA.

Research Gift vs. Grant Nadia Wong COI Administrator Office of Research Lauren Greenstein Manager, Gift Administration Gift Administration.

Who needs a background check and an overview of the background process.

College of Communication and Information Online Pre-Approval Travel Request Form Supervisor Training.

Hiring Manager Training

Hiring Manager/Supervisor Training Offer Letters.

South Carolina Housing Trust Fund An Introduction for New Participants January, 2006.

by Nancy Abbott CANR Grants Development Office [GDO]

DEVELOPMENT OF CONTRIBUTIONS D E V E L O P M E N T O F C O N T R I B U T I O N S JESSICA CLARK, BUFFALO NCF CHAIRPERSON SYLVIA KARPF, ASSOCIATE DIRECTOR.

Part-financed by the European Union European Regional Development Fund and European Neighbourhood and Partnership Instrument Activity reporting Baltic.

Expenditure transfers Accounting Transactions (A)Creating New Funds and Organization (B) Changing Financial Manager.

Matching Grants. Address humanitarian conditions that benefit a community in need Direct Rotarian involvement Match at least two countries (host and international)

Your Fundraising Package Jennifer Drozdowski University of Lethbridge

DEPARTMENT OF LABOUR 2013 EMPLOYMENT EQUITY REPORTING.

How to Complete a Matching Grant Application. Learning Objectives Overview of the MG process Preparing to complete an application Completing application,

Schools Financial Services Update October 2013 Finance Information Groups.

“Buy America” and the Hubbell Power Systems Response S.W.E.D.E Conference May 8, 2014 Doug Kirk Business Unit Manager, Construction Products.

How to keep a close relationship with your Potential Clients ?

How to apply for jobs. After creating your account the Financial Aid Office will view and approve your request to be a supervisor within 24 hours.

Project Timeline-International Grant Projects Tasks Shared by Club’s Committee’s.

Partnering with the Defense Acquisition University as an Equivalent Provider Fundamental Process Flow Overview DAU reviews ACE recommendation and approves/disapprove.

Removal of Records by Departing Employees Veronica Marco Departmental Offices Records Officer.

Letters of Recommendation Fall What are Letters of Recommendation? Letters of support for you For use in scholarship & college applications If you.

How to Complete a Matching Grant Application. Learning Objectives Overview of the MG process Preparing to complete an application Completing application,

Carnegie Corporation of New York Submitting a Proposal 1 This document will guide you through submitting a proposal to Carnegie Corporation of New York.

Presented By: W. Andrew Powell, CPA Principal Halt, Buzas & Powell, Ltd.

Improving the Efficiency of Your Boiler

Submitting a Proposal This document will guide you through submitting a proposal to Carnegie Corporation of New York. Access the form Access Carnegie Corporation.

Hosted by the Cy Pres Grants Team On Behalf of Lead Class Counsel

Automated Trip Approval

Financial Assistance and Sponsorship Payments to Outside Organizations

Independent Contractor Process New and Improved

Proposal Routing Overview

Find it useful? Give us your reviews through our contact info. Contact Us Call Us: Website:

Sales Training Presented by Name.

Overview of Stakeholders and Key Roles

Website: Contact No: ID:

Overview of Research Administration at the University of Alberta

Legal Aspects of Fund Management Fund Management Legal Issues

AGREEMENTS OFFICE Support Agreement (SA) Process

Archer high school counseling department As of September 2018

Partnering with the Defense Acquisition University Equivalent Product Review Process Phase II - Details Using RR IQ and CR templates, provider prepares.

ACCOMMODATE: Requesting Semester Letters

Testing Impropriety/Irregularity Tutorial

Strengthening Your Keokuk Area Community Foundation Grant Application

AGDI -Administrative and financial processes

Columbia University Endowment Reinvestment Process High-Level Overview

Federal Funding for Agreements

Program Review September 21, 2017.

Sales Training Presented by [Name].

Purchasing daily office supplies process

Online Grant Application Lunch and Learn

ACCG Project Development & Approval Process

Sales Training Presented by Name.

Independent Contractor Process New and Improved

Partnering with the Defense Acquisition University Equivalent Product Review Process Phase II - Details Provider contacts the American Council on Education.

Using the AIM Alternative Testing Module (for Instructors)

How to Sign Up for Eligibility Determination Session Appointments

Standard Agency Termination Process Overview

Position Management: Staff

Doing Business with the Business Office

Presentation transcript:

Columbia University Endowment Decapitalization Process High-Level Overview If endowment was created with donor funds Reviews Restrictions of Funds If compliant, emails School w/approval A complete endowment decapitalization package contains: Endowment Decapitalization Form Form Letter requesting Decap (available on website) Terms of the Fund Email approval from OGC (contact Laurie McFadden) General Counsel Prepares endowment decap materials School finalizes decap form ; sends complete endowment decap package Receives Confirmation email School If endowment was not created with donor funds Receives endowment decap package Reviews and approves request Confirms completion Controller – Endowment Admin Controller – Financial Reporting & Operations Copy of signed endowment decap form, and letter Decap is processed