B-2) True Endowment Funds

Review date: 
February 16, 2018
Responsible office: 
Budget and Resource Management


  • Meet same definition criteria as provided in Section B-1, Gifts
  • Subject to minimum amounts (contact UCSF Development and Alumni Relations [UDAR] Office)
  • Provided to establish an ongoing source of income for support of campus programs Principal remains invested in perpetuity and is not expendable. May be in the form of a bequest
  • Made either to the Regents (directly to UCSF) or to the UCSF Foundation
  • Invested in an endowment pool and earn annual distribution income (i.e.: payout) Foundation endowment income must be transferred to Regents funds for expenditure

Overhead Consideration

University Infrastructure and Operations Assessment Gift Fee Assessment Policy