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ENDOWMENT SETUP FORMS

True Endowment Setup

When a donor wishes to setup a new true endowment, they work closely with an LDS Philanthropies Liaison to draft an endowment agreement. The donor signs the agreement, provides the minimum funding requirements, and is informed that the endowment named after an individual must be pre-approved. The donor liaison initiates the " Named donation routing sheet " form and once approved, Regulatory Accounting completes the operating unit setup paperwork and sets up the endowment.

Quasi Endowment Setup

The department completes the quasi endowment setup forms and initiates the " Named donation routing sheet " only if named after an individual. Once approved, Regulatory Accounting sets up the operating unit.

Documents

Quasi Endowment

True Endowment

Named Donation