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Trinidad State 大学 基金会

Donor Information

的 gifts invited are an investment in the future development of Trinidad State 大学 and the communities it serves; an investment that will enhance the services and educational opportunities offered by Trinidad State.

Donors may contribute funds to match a particular program of their interest that fits within the 大学's and 基金会's priorities;
Or donors may contribute unrestricted funds to be applied at the 基金会 Board's discretion for emerging challenges and needs not previously allocated.

的 基金会's Board of Directors and professional staff are available to work with donors to determine how best to accomplish their charitable objectives. From inception to completion, the 基金会 will ensure that the funds are used in strict accordance with the donor's wishes.

Non-Title III Challenge Grant Endowment Funds
介绍

As stated in the Trinidad State 大学 基金会's corporate charter, the purpose of the 基金会 is to receive, hold, invest, administer, pay out and distribute all manner of funds, money, property and things of value made, donated, contributed, delivered, devised, bequeathed or otherwise transferred or communicated to the corporation from donors wishing to benefit Trinidad State 大学.

的 intent of this document is to establish policy and guidelines which will provide for the maintenance and enhancement of 基金会 assets. This document will be reviewed as needed to reflect changes in both the financial markets and needs of the 基金会 in support of the 大学.

目的

This Investment Policy of the Trinidad State 大学 基金会 shall provide guidelines for the management of assets in the Endowment Funds created through fundraising efforts, separate from the Title III, Challenge Grant Endowment Fund.

的 purpose of the Investment Policy is to assist the Board of Directors in effectively supervising and monitoring its investment activities; and to provide guidance to investment managers employed to manage its assets on behalf of the Board. It is set forth by the Board in order to advise all concerned of their legal and fiduciary responsibilities.

的 Board of Directors shall empower an Investment Committee to invest, manage, direct and monitor funds received as a result of fundraising efforts for the benefit of the current and future generations who are the ultimate beneficiaries of the 基金会.

的 Investment Committee shall carry out the Investment Policies of the 基金会. Committee members shall follow the Prudent Expert Role which states a fiduciary shall manage the 投资组合 “with care, skill, prudence, and diligence, under circumstances then prevailing, and that a prudent person acting in a like capacity and familiar which such matters would use in the conduct of an enterprise of like character and 像目标.” 的 Investment Committee shall meet no less than semi-annually and will report to the Board of Directors. 的 Board of Directors retains ultimate control of and responsibility for all investment activity.

目标

的 基金会’s assets exist to provide long-term support to Trinidad State 大学. Accordingly, the objective of the Investment Committee is to provide direction for the investment of the financial assets of the 基金会. 的 Investment Committee will consist of not more than seven (7) individuals, the President, the Director of Development and the Chief 金融 Officer of Trinidad State 大学 and not more than four (4) individuals specifically designated by the 基金会 Board of Directors. This Investment Committee is charged with the following responsibilities:

  • To establish and maintain policies and guidelines for the receiving and investment of 基金会 assets.
  • To determine the appropriate asset allocation among these assets.
  • To provide a system for monitoring the returns on these assets, and to review the performance of these assets.
  • To hire and dismiss investment managers as needed.
  • To report to the 基金会 Board of Directors.
的 investment objective is to achieve a total return including appreciation which will satisfy the current financial needs of the various endowment funds, protect and increase their long-term inflation adjusted value, and minimize short-run volatility.
 
To meet this broad objective, the specific performance objective is to attain, within acceptable risk levels, an average annual total return that MEETS OR EXCEEDS THE SUM OF THE FOUNDATION'S SPENDING (DISTRIBUTION) RATE plus inflation plus investment management and related fees.
管理

的 Investment Committee has the authority to retain specialists as necessary to assist it in evaluating investment and asset management options and strategies. 的 Investment Committee is authorized to select investment managers to invest and manage the assets of the 基金会. Investment managers shall be selected from established and financially sound organizations that have a proven and demonstrated record in managing similar funds or assets. Selection of managers will depend upon factors established by the Investment Committee and will be consistent with the 基金会's investment philosophy and objectives, donor restrictions and such federal and state restrictions as applicable.

分布
目前的资金
  • 限制 – Funds will be distributed from the 基金会's Operating Fund to the appropriate 大学 account upon their receipt for utilization by the benefiting program. 那些 funds not transferred but retained at the 基金会 will continue to be held in interest bearing accounts until further distribution is required or requested. Any income earned from current funds will become part of the Operating Fund.
  • 不受限制的 – Funds contributed for current unrestricted needs will be distributed to the appropriate 大学 account as identified through a committee process established by the 大学, subject to approval by the 大学 President, whereby recommendations are received by the TSC 基金会 Board. 的se funds will be directed to the area(s) receiving final approval of the 基金会 Board in consultation with the 大学.
Endowment Funds
  • 限制 – Funds will be spent as available from proceeds of the investment of the corpus. 的se funds will be spent in accordance with the spending policy and the written donor/基金会 endowment agreement.
  • 不受限制的– Funds will be spent as proceeds from the investment of the corpus are realized. 的se funds will be directed to the area of greatest need as identified through a committee process established by the 大学, subject to approval by the 大学 President, whereby recommendations are received by the TSC 基金会 Board. 的se funds will be directed to the area(s) receiving final approval of the 基金会 Board in consultation with the 大学.
It is the policy of the Board of Directors to pay 5% of the ending balance of the endowment fund at year's end, average over the past three (3) years. 的 分布 (Spending) Policy should take into account any rebalancing needs to the 基金会's 投资组合. 分布s can be paid from interest income, dividends, and capital gains as the Investment Committee deems appropriate. At no time shall the corpus of an endowed fund be spent. 的 corpus is defined as that amount originally gifted to the 基金会 by a donor, and excludes any interest, dividends, or appreciation of the originally gifted amount.
Additions/Modifications

This statement of Investment Policy and objectives may be altered or amended at any time by the Investment Committee. Any modifications are subject to the final approval of the 基金会's Board of Directors.

结论

的 基金会 is committed to doing all that it can to ensure, in perpetuity, a reliable and secure source of funds for Trinidad State 大学's programs and priorities.

Named gifts provide a perpetual means to honor and recognize an individual, a family, or an organization. For more information on these opportunities, please contact the 基金会 Office.

税小费
A charitable gift to the 基金会 should be made on or before December 31 of the year in which you wish to receive the charitable income tax deduction.

Related-Use Regulations
If the 大学 can use items of personal property (including equipment), you will receive a maximum allowable deduction. If there is no related use, you will receive a smaller deduction. Contact your financial adviser for special related-use issues 在给.

评估
You must obtain an appraisal for any noncash contribution which exceeds $5,000. 的 appraisal summary section of IRS Form 8283 must be completed and attached to your income tax return on which the deduction is claimed. No appraisal is required for a gift of publicly traded securities for which market quotations are readily available on an established securities market.

Gift Stewardship
Your gift will be used specifically for the purpose(s) they were given and treated with the utmost care and confidentiality per your instructions.

Gift Recognition
All gifts to the 基金会 qualify for appropriate levels of recognition from the TSC 基金会.

Consult Your Tax Adviser
的 information on this page is not offered as legal advice. For legal advice, please contact your tax attorney and/or your accountant.

Where to Direct 你的礼物
的 Trinidad State 大学 基金会 is the official recipient for all gifts to the 大学. Checks should be made out to the TSC 基金会, property should be transferred to the TSC 基金会, and property should be sold in the name of the TSC 基金会. If you need the 基金会’s tax ID number, please contact the 基金会 Office.

的 基金会's mission is to support the growth and development of Trinidad State 大学.

的 Trinidad State 大学 基金会 believes that equal opportunity is important for the continuing success of our organization.

的 基金会 is committed to a policy of fair representation and will not discriminate on the basis of race, creed, color, religion, national origin, sex, gender identity, sexual orientation, age, physical or mental disability, political affiliation, veteran status or marital status.

This policy applies to all activities of the TSC 基金会, including but not limited to employment, selection of volunteers, and selecting vendors or consultants.

的 基金会's mission is to support the growth and development of Trinidad State 大学.

慈善事业 is based on voluntary action for the common good. It is a tradition of giving and sharing that is primary to the quality of life. To assure that philanthropy merits the respect and trust of the general public, and that donors and prospective donors can have full confidence in the not-for-profit organizations and causes they are asked to support, we declare that all donors have these rights:

  1. To be informed of the organization’s mission, of the way the organization intends to use donated resources, and of its capacity to use donations effectively for their intended purposes.To be informed of the identity of those serving on the organization’s governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.
  2. To be informed of the identity of those serving on the organization’s governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.To have access to the organization’s most recent financial statements.
  3. To be informed of the identity of those serving on the organization’s governing board, and to expect the board to exercise prudent judgment in its stewardship responsibilities.
  4. To be assured their gifts will be used for the purposes for which they were given.
  5. To receive appropriate acknowledgment and recognition.
  6. To be assured that information about their donations is handled with respect and with confidentiality to the extent provided by law.
  7. To expect that all relationships with individuals representing organizations of interest to the donor will be professional in nature.
  8. To be informed whether those seeking donations are volunteers, employees of the organization or hired solicitors.
  9. To have the opportunity for their names to be deleted from mailing lists that an organization may intend to share.
  10. To feel free to ask questions when making a donation and to receive prompt, truthful and forthright answers.

开发的

American Association of Fund Raising Counsel (AAFRC)
Association for Healthcare Philanthropy (AHP)
Council for Advancement and Support of Education (CASE)
Association of Fundraising Professionals (AFP)

认可

(IN FORMATION)
Independent Sector
National Catholic Development Conference (NCDC)
National Committee on Planned Giving (NCPG)
Council for Resource Development (CRD)
United Way of America

的 基金会's mission is to support the growth and development of Trinidad State 大学.