Gifts, Endowments and Trusts | Finance Department

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class="first"><a href="//uwindsor.ca">UWindsor Home</a></li> <li><a href="https://www.uwindsor.ca/finance">Finance Department</a></li> <li><a href="https://www.uwindsor.ca/finance/cash-and-accounts-receivable">Financial Accounting & Reporting</a></li> <li class="active last">Gifts, Endowments and Trusts</li> </ol> </div> <div class="row"> <div class="col-md-12 col-lg-12 uw-content-area">  <span id="main-content"></span> <h1 class="page-header">Gifts, Endowments and Trusts</h1> <div class="region region-content"> <div id="block-system-main" class="block block-system block-no-title"> <article class="node-325 node node-page clearfix" about="/finance/gifts-endowments-and-trusts" typeof="foaf:Document"> <header>  <span property="dc:title" content="Gifts, Endowments and Trusts" class="rdf-meta element-hidden"></span><span property="sioc:num_replies" content="0" datatype="xsd:integer" class="rdf-meta element-hidden"></span> </header> <div class="field field-name-body field-type-text-with-summary field-label-hidden"><div class="field-items"><div class="field-item even" property="content:encoded"><hr /> <h2>Mission & Vision</h2> <p>The Gift and Pledge Processing area within FAR supports the University鈥檚 mission by processing and accounting the generous gifts and pledges provided by our alumni and friends.</p> <p> </p> <hr /> <h2>Gifts of Securities</h2> <p>It is our pleasure to receive gifts of shares and other investment products from our alumni and friends. When gifts of investments are received, it is our policy to sell them as soon as administratively possible. The University鈥檚 protocol for gifts of securities is outlined in <a href="https://www.uwindsor.ca/finance/sites/uwindsor.ca.finance/files/share_donation_protocol_and_receipting_updated_jun_15_2023.pdf" target="_blank"><strong>the Protocol for Donations of Shares document</strong>.</a> We request that Major Gift Officers and others facilitating these gifts on campus complete the <a href="https://www.uwindsor.ca/finance/sites/uwindsor.ca.finance/files/gift_of_securities_form_-_june_24.pdf" target="_blank"><strong>Securities Transfer Form</strong></a><a href="https://www.uwindsor.ca/finance/sites/uwindsor.ca.finance/files/gift_of_securities_form_updated_-_october_2021_003.pdf" target="_blank"> </a>to ensure they are processed expediently.</p> <p> </p> <hr /> <h2>Gifts in Kind</h2> <p>The University appreciates gifts of goods to Departments. Should a donor wish to receive a donation receipt for their gift of goods, we ask that the <a href="https://www.uwindsor.ca/finance/sites/uwindsor.ca.finance/files/gift_in_kind_-_2021-06-14.pdf" target="_blank"><strong>Request for Donation Receipt for Gift in Kind form</strong></a> be completed.</p> <p> </p> <hr /> <h2>Endowment and Trust Accounts</h2> <p>Campus community members who wish to open and Endowment or Trust are requested to complete the<b> <a href="https://uwindsor.teamdynamix.com/TDClient/1975/Portal/Requests/ServiceDet?ID=41411" target="_blank">Finance Ticket: Open or Modify a Trust</a></b></p> <p> </p> <hr /> <h2>Statement of Investment Policies for Endowments</h2> <p>For information related to our investment policies for our endowment trusts, please see <a href="/finance/sites/uwindsor.ca.finance/files/endowment_sipp_may_19_2020.pdf"><strong>Statement of Investment Policies for Endowments</strong></a></p> <p> </p> <hr /> <p><span class="wrap-text">Any incoming Donations should be tracked through a <a href="https://uwindsor.teamdynamix.com/TDClient/1975/Portal/Requests/ServiceDet?ID=46768" target="_blank">Finance Ticket: Donation Ticketing System and Repository</a> being submitted prior to being sent through interoffice mail addressed to:<br /> Gift and Pledge<br /> Chrysler Hall Tower (CHT) 4 th Floor </span></p> <p><br /> Please view our <a href="https://lawlibrary.uwindsor.ca/Presto/content/Detail.aspx?ctID=OTdhY2QzODgtNjhlYi00ZWY0LTg2OTUtNmU5NjEzY2JkMWYx&rID=NDA2&sID=LTE=&bckToL=VHJ1ZQ==&ph=VHJ1ZQ==&dbl=VHJ1ZQ==&rrtc=VHJ1ZQ==&dc=ZWRpdA==&_gl=1*1mx7tof*_gcl_au*MTY1MDAwNzk4OS4xNzA1NDMxODAw*_ga*NDAyMzU5NjM5LjE2ODk4Njc0NzE.*_ga_TMHVD0679R*MTcwOTA2MTQ5OS4zMDEuMS4xNzA5MDYxNTMzLjI2LjAuMA.." target="_blank">Gift Acceptance Policy</a> and the <a href="https://can01.safelinks.protection.outlook.com/?url=https%3A%2F%2Flawlibrary.uwindsor.ca%2FPresto%2Fpl%2FOTdhY2QzODgtNjhlYi00ZWY0LTg2OTUtNmU5NjEzY2JkMWYxLjQ0Mg%3D%3D&data=05%7C02%7CJenifer.Gritke%40uwindsor.ca%7Ce2bed60b298c442564a908dc60a1aed5%7C12f933b33d614b199a4d689021de8cc9%7C0%7C0%7C638491494733268421%7CUnknown%7CTWFpbGZsb3d8eyJWIjoiMC4wLjAwMDAiLCJQIjoiV2luMzIiLCJBTiI6Ik1haWwiLCJXVCI6Mn0%3D%7C0%7C%7C%7C&sdata=gWZYyo2YxKEd9NQM%2FG%2BrTb7lgRriIdSO4QGRUnk%2FDO0%3D&reserved=0">Donations in Support of Research Policy</a></p> <hr /> <h2>Contact Information</h2> <p><strong>Paige Sowerby</strong> - Manager - Restricted Funds<br /> <span class="wrap-text">Phone: 519-253-3000 ext - 3961</span><br /> Email: <a href="mailto:Paige.Sowerby@uwindsor.ca" rel="noopener noreferrer" target="_blank">Paige.Sowerby@uwindsor.ca</a></p> <p> </p> </div></div></div></article> <div class="links"> </div> </div> </div> <div class="social-share-container hidden-xs hidden-sm"> <ul class="social-share-icon-container"> <li> <a href="https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.uwindsor.ca%2Ffinance%2Fgifts-endowments-and-trusts" target="_blank" title="Share us on Facebook"> <em class="fa fa-brands fa-facebook"></em><span class="">share</span> </a> </li> <li> <a href="https://twitter.com/intent/tweet/?&url=https%3A%2F%2Fwww.uwindsor.ca%2Ffinance%2Fgifts-endowments-and-trusts" target="_blank" title="Share us on X (Twitter)"> <em class="fa fa-brands fa-x-twitter"></em><span class="">post</span> </a> </li> <li> <a href="https://www.pinterest.com/pin/create/button" data-pin-do="buttonBookmark" data-pin-custom="true" target="_blank" title="Share us on Pinterest"> <em class="fa fa-brands fa-pinterest"></em><span class="">save</span> </a> </li> </ul> </div> </div>   </div> </div> <div class="social-share-container container visible-xs visible-sm"> <ul class="social-share-icon-container"> <li> <a href="https://www.facebook.com/sharer/sharer.php?u=https%3A%2F%2Fwww.uwindsor.ca%2Ffinance%2Fgifts-endowments-and-trusts" target="_blank" title="Share us on Facebook"> <em class="fa fa-brands fa-facebook"></em><span class="">share</span> </a> </li> <li> <a href="https://twitter.com/intent/tweet/?&url=https%3A%2F%2Fwww.uwindsor.ca%2Ffinance%2Fgifts-endowments-and-trusts" target="_blank" title="Share us on X (Twitter)"> <em class="fa fa-brands fa-x-twitter"></em><span class="">post</span> </a> </li> <li> <a href="https://www.pinterest.com/pin/create/button" data-pin-do="buttonBookmark" data-pin-custom="true" target="_blank" title="Share us on Pinterest"> <em class="fa fa-brands fa-pinterest"></em><span class="">save</span> </a> </li> </ul> </div> </div> </div> </div> <footer class="footer"> <div class="container hidden-xs hidden-sm"> <img src="/finance/sites/all/themes/uwindsor_bootstrap/images/uwindsor_shield.svg" onerror="this.onerror=null; 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