Endowments
Endowments
Extramural Fund Accounting is responsible for the financial processing of Regents Endowments. There are two types of Endowments
True Endowments
- Can only be done through donor designation
- UC Regents minimum is $10K to start
- Any amount can be invested thereafter
FFE (Fund Functioning as Endowments)
- UC Regents minimum is $10K to start
- Fill out an Attachment A
- Additional investment or withdrawal min. $1k
- Fill out an Attachment B
Useful Information:
Endowment Fund Ranges:
13000-13999 Endowments Regents
16000-16999 Endowments Regents
34100-39799 Endowments Regents
93000-93999 Endowments Regents
41100-41999 UCSB Foundation Current Use Gifts and Endowments (Please contact UCSB Foundation)
17000-17999 UCSB Foundation Current Use Gifts and Endowments (Please contact UCSB Foundation)
- There is an annual payout for Regents Endowments in the Sept/Oct timeframe. Here is a link to the annual payout information:
http://www.bfs.ucsb.edu/regents-endowments
- We have a new pdf version of the UDEV form.
Here is the new form to use. Click the link to open in a new window: Regent's Udev
Please Note: If you experience an error message while trying to open it, please just right click over the link and download the form to your computer.
- The UCSB Foundation Website hosts the Regents Endowment information.
https://www.foundation.ucsb.edu/regents-funds/fund-record-sheets
Contacts:
Regents gift/endowment accounting questions: Shannon Garton 893-4095
UCSB Foundation gift/endowment accounting questions: Amanda Turner 893-3100
Gift Administration questions: Dawn Senchuk 893-3808