Index and Glossary – Q


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Quasi-Endowment Agreement Form:

Discussion: A Quasi-Endowment is funded from funds designated for retention and investment by the governing board of an institution, rather than a donor. The governing board (board of trustees) has delegated authority for approving new quasi-endowments jointly to the VP for Administrative Services and the Associate VP for Financial and Business Services. This form is used to make such a request and must be submitted with a new Activity/Project Setup Request Form.


NOTE: It is understood that establishing a quasi-endowment implies a long-term commitment to not spend the principal amount of these funds. Since these funds will be invested in an endowment pool, which holds common stock and other volatile financial instruments, there is an inherent risk that the value of the investment might decrease below the book value – based on the nuances of the overall investment market performance.


| Quasi-Endowment Agreement FormQuasi Endowments | Endowment Pool Management Guidelines | Policy 3-050: University of Utah Investment Policies | Activity/Project Setup Request | Activity/Project Setup Request Instructions | Ask Us Financial Reporting & Accounting |
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