Author: UConn Foundation

UConn Gives Social Media Challenge Rules

NO PURCHASE IS NECESSARY TO ENTER OR WIN. A PURCHASE WILL NOT INCREASE YOUR CHANCES OF WINNING. ALL FEDERAL, STATE, LOCAL, AND MUNICIPAL LAWS AND REGULATIONS AND APPLICABLE NCAA RULES AND REGULATIONS APPLY. VOID WHERE PROHIBITED. Eligibility: The “Giving Day Social Media Challenges” Contests (“Contest”) are open to legal residents of the fifty (50) United […]

UConn Names Diane Burgess to Pfizer Pharmaceutical Chair

UConn announced the appointment of Diane J. Burgess to a five-year term as the Pfizer Distinguished Chair in Pharmaceutical Technology. The Board of Trustees were unanimous in their support of Burgess, a preeminent pharmacology researcher and educator. Burgess, who has generated $21 million in extramural funding and federal grants, is recognized internationally for her leadership […]

Transfer Instructions for Gifts of Securities

Broker Name: TD Ameritrade DTC#: 0188 Account Name: The University of Connecticut Foundation, Inc. Account Number: 427791199 NOTE: Please contact (or have your broker contact) Tracie Littell or Shahid Farooqi when the transaction has taken place. Your stock gift is not identified as having come from you when it is recorded in the Foundation’s account […]

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 […]

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 […]

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 […]