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Endowment Funds Policy

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PDF icon Endowment Funds Policy

Publication Date: May 10, 2013
Revision Date: August 26, 2024 - V 2.3
Effective Date: August 26, 2024

Related Memorandums, Announcements, and Revision Notes

August 26, 2024 - Version 2.3: Updated P2.1. length of time changed from three to four years.

February 22, 2023 - Version 2.2: Updated P2.2. to include the following: or approved for carry forward (see section P3.1. & PR2.).

April 6, 2020 - Version 2.1: Overview section - Replaced the word Overview with Purpose and Scope;

February 24, 2020 - Version 2.0: Updated P1.1, P2.1 - Changed distribution rate from 4.25% to 4% and PR2.4.

January 12, 2017 – Version 1.1: Replaced the labeling convention "G1., G2., etc." in the Procedures section to "PR1., PR2., etc.".

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