What is an Endowment?

An endowment is created when funds are invested for the purpose of creating present and future income – to be used for a particular purpose.

• An endowment is perpetual
• University of Utah has ~1,800 endowments with a market value of ~$750M

Types of Endowments

• True
• Term
• Quasi

Training Available

• Endowment Income Projections Workshop

Creating an Endowment

• Creating an Endowed Fund with Gifts from Multiple Donors
• Quasi-Endowment Form

Investment Management Office