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Fund Management Archive

Underwater Endowment Funds Administrative Procedure

Procedure The purpose of this document is to establish procedures guiding Wake Forest University’s management of underwater donor-restricted endowment gifts (i.e., determination, accounting, and spending of the gifts). A donor-restricted endowed gift is underwater when its market value is less than the original gift value […]

Agency Fund Administrative Policy

Policy Wake Forest University acts as a custodian or fiscal agent of certain resources on behalf of other organizations. These resources are deposited with the institution for safekeeping, to be used or withdrawn by the depositor in accordance with agreed-upon terms and conditions. The University does not own these […]

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