Author: UConn Foundation

Statement of Investment Policy and Objectives for Assets Invested in the Long-Term Investment Portfolio

I. Purpose of Policy This Investment Policy Statement (“IPS”) is authorized by the Board of Directors of The University of Connecticut Foundation, Inc. (“Foundation”) to provide a framework for the management of assets invested in the long-term investment portfolio (“Portfolio”). The role of this Investment Policy Statement is to establish objectives, policies and guidelines for […]

Policy on Underwater Endowments

The University of Connecticut Foundation, Inc. strives to balance the donor’s desire to fund current program, faculty, and scholarship needs with the commitment to preserve, over time, the Historic Dollar Value (HDV) of endowments. Historic Dollar Value is defined as the aggregate value of all contributions to an endowment fund at the time they were […]

Policy on Expenditures from Endowed Funds

I. Purpose of Policy This is the Policy on Expenditures from Endowed Funds (“Policy”) of The University of Connecticut Foundation, Inc. (“Foundation”). The purpose of this Policy is to establish the procedure by which the Foundation will decide to annually allocate for expenditure amounts from Endowed Funds (as defined herein) for the purposes for which […]

Non-Endowed Assets Investment Policy

Introduction This document establishes the investment policies, objectives and operating practices for the Non-Endowed Assets (the “Fund”) of the University of Connecticut Foundation, Inc. The Fund has been established to provide investment returns above those available from treasury bills and short-maturity bonds. Non-Endowed Assets include: Private donations which are donor designated as fully spendable; Spending […]

Gift Fee Policy

I. Purpose of Policy This is the Gift Fee Policy (“Policy”) of The University of Connecticut Foundation, Inc. (“Foundation”). The purpose of this Policy is to establish the gift acceptance fees (“Gift Fee”) that the Foundation will assess on charitable contributions received. The Gift Fees assessed by the Foundation will be used to support the […]

UConn Foundation Names Three New Members to Board of Directors

The UConn Foundation introduced Mark A. Beaudoin ’82 (BUS) of Westport, Michael Melio ’15H of Waxhaw, North Carolina, and Lincoln Millstein ’77 (CLAS) of Riverside as the three newest members to the Board of Directors on Friday, October 7. “Lincoln, Michael, and Mark are excellent additions to the Board of Directors, both in terms of […]

Recently Established Pichette Scholarship Names First Neag School Student Recipient

By Stefanie Dion Jones From the moment the Neag School of Education announced its intention this past fall to launch a new scholarship fund in honor of longtime colleague Valerie Pichette, intense support from within and beyond the University quickly became clear. Faculty, staff, administrators, alumni, students, and friends of UConn immediately offered an outpouring […]

Former FVL star Radue ready to launch comeback

By Tim Froberg, USA Today Network-Wisconsin This article was originally published on Post-Crescent.   The hair is coming back and so is the fastball. The latter will serve Ryan Radue well the remainder of his collegiate baseball career at the University of Connecticut. When he does return to the mound, Radue may see the sport […]