Revisions for 8.13 Endowments

Revision Operations
08/02/2022 - 7:44 am by joeg

Updated Payout rate and Management Fee rate for 2022 fiscal year. No change to policy.

Current revision
05/05/2022 - 4:55 pm by joeg

Update to Procedure 1b to clarify how to access and navigate the UA Foundation website. No change to policy.

07/21/2021 - 9:36 am by joeg

Update to Payout Rate and Management Fee percentages effective July 1, 2021

02/24/2020 - 11:43 am by joeg

Minor update to quasi-endowment definition and procedure.

01/14/2020 - 10:20 am by joeg

Minor revision: Removed Endowment template (Procedure 1.a.) and Quasi-Endowment template (Procedure 3.d.)

07/01/2018 - 8:07 am by ejv

Updated the endowment management fee from 1.35% to 1.25% effective July 1, 2018.

02/08/2018 - 8:04 am by ejv

01/09/2018 - 10:49 am by ejv

No change to policy. Reformatted to include definitions, procedure, frequently asked questions, and related information.

12/07/2017 - 11:07 am by ejv