Trust and Endowment Management Policy

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Trust and Endowment Management Policy
PDF · 277.57 KB · Approved May 2012
Policy Details
Policy number
2.08.2012.B
Policy category Financial
Responsible department
Vice-President, Finance and Administration
Approval authority Board of Governors
Original approval date
Next review date

Policy Summary

This policy establishes guidelines for the management, investment and distribution of Nipissing University’s trust and endowment funds. It ensures that donor-restricted and University-designated funds are managed responsibly, invested prudently and used in accordance with their intended purposes while supporting the University’s long-term financial sustainability. 

In this policy, you will find: 

  • Purpose
  • Scope
  • General Principle
  • Definition of Trust and Endowment Funds
  • Donor Endowed Fund
  • Trust Funds