The following forms are used by the Treasury & Investments Office.

Form Name Description
Endowment Terms Template - External Gifts Template to be used for externally-gifted endowments. [DOC - 30 KB]
Endowment Terms Template - Internal Gifts Template to be used for internally-gifted endowments. [DOC - 31 KB]
Endowment Change of Terms Request Request to have change made to the terms of an endowment. [DOC - 239 KB]
Endowment De-Capitalization Request to have an endowment's principal amount de-capitalized [DOC - 240 KB]