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- Endowment donor agreements – on file in the University Development Office and development offices within each college/school/unit
- VIP Direct – University-wide database with donor criteria and other endowment information
- DEFINE – donor criteria from VIP on each endowment is available on a GB1 pop up screen
- FRMS – donor criteria from VIP is available under endowment details when an endowment-related 30 account is entered to award student support
- Board of Regents Rules
- BOR Rule 60201: Administration of fellowships, scholarships, and loan funds
- BOR Rule 60202: Academic positions
- UT System Policy Library
- UT System Policy 138: Gift Acceptance Procedures
- https://financials.utexas.edu/hbp
- Part 2 Fund Accounts: 2.2.6 Gift Funds – 30-Accounts 2.2.11 Endowment Funds – 57-Accounts
- Part 9 Expenditure Procedures: 9.2.1 Entertainment and official occasion expenses
Links
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Contact
University Development Endowment Services & Compliance Contacts
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Please direct comments on the Procedures Guide to cola_comments@utlists.utexas.edu.
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Last Modified: 18 October 201724 August 2021
Links
Board of Regents' Rules & Regulations
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Endowment Compliance for Accounting Staff (PDF)
CoLA Endowment Policy for Holders and Fellows