Policies and Documents

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 […]

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 […]

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 […]

Statement on Socially Responsible Investing

The UConn Foundation manages endowed funds donated for the benefit of The University of Connecticut. These assets are invested in a well-diversified portfolio under the stewardship of the UConn Foundation Investment Committee. The UConn Foundation’s investment policy is focused on governance, low volatility investment returns, institutional liquidity and investment manager selection. This investment policy is […]