科罗拉多大学基金会
愿景
The 科罗拉多大学基金会 is an essential partner of the University of Colorado, advancing the University’s mission by delivering exceptional donor experiences, 保障捐赠者意愿, 确保预付业务有足够的经费, and providing prudent management of the assets entrusted to the Foundation.
任务
The 科罗拉多大学基金会 is the portal for philanthropic giving to the University of Colorado and is responsible for receiving, 管理, and investing the endowments and other gift funds the Foundation holds for the benefit of CU.
值
赌博平台提供卓越的客户服务 – we are proactive in addressing the needs and prompt in responding to the requests of our internal and external stakeholders.
赌博平台诚信行事 – we are committed to transparency and following best practices in the work we do.
赌博平台是创新的 – 赌博平台提倡共享知识和新思想的文化.
赌博平台接受赌博平台的受托责任 – we strive to be excellent stewards of the resources entrusted to us.
赌博平台是欢迎和包容的 – we foster a collaborative workplace environment that encourages and enables us to appreciate and respect one another.
赌博十大平台排行科罗拉多大学基金会
50多年来, the 科罗拉多大学基金会 has partnered with the University of Colorado to enhance philanthropic support for CU. 对大学的私人支持, 通过基金会的慈善门户网站捐赠, 使大学能够通过教育改变生活, 研究, 临床护理和社区参与. 看到 2023年影响报告 和 中大基金会经审计财务报表 for highlights of the Foundation’s fiscal year ending June 30, 2023. 看到 中大基金会财务及投资文件 对于额外的年份，财政政策和指南.
The Foundation was founded in 1967 by a group of dedicated alumni and community leaders who sought to raise and invest private funding for the University to augment its other revenue streams. The 铜的基础 is a legally separate 501(c)(3) charitable organization that functions as a part of CU Advancement.
The Foundation focuses its efforts on donor stewardship through customer service and assurance in gift acceptance, 处理和管理. The Foundation invests and allocates gift funds in a manner consistent with the purposes established by donors, and distributes dollars from its managed funds to support a wide variety of programs and activities throughout the University system and on its four campuses.
金融了
As of December 31, 2023, the Foundation managed more than $2.70亿年 in assets for the benefit of the University of Colorado, 包括3个以上,000个活期基金账户和3个以上,000捐赠基金. 这些捐赠基金的总价值为2美元.1 billion, 和 Foundation’s Long Term Investment Pool (the “LTIP”) was valued at $2.70亿年.
2024财政年度的前六个月, the 科罗拉多大学基金会’s Long Term Investment Pool (LTIP) returned a gain of 3.42%(扣除费用). LTIP的3年年化投资业绩为+6.9%，其7年业绩为+9.8%，其10年业绩为+8.1%， 15年业绩+9.2%. 看到 投资更新 for a current report on the LTIP’s recent investment performance.
管治及人员编制
The Foundation is governed by an elected 董事会. 董事会委员会包括投资政策委员会, 一个财务/业务委员会和一个审计委员会. 请参阅董事会成员和委员会主席名单.
The Foundation’s day-to-day operations are overseen by Jack Finlaw, 公司总裁兼首席执行官, 谁和一个20人的行政人员一起工作. 阅读更多赌博十大平台排行基金会执行团队的信息.
The Foundation follows an outsourced chief investment officer model (OCIO) and contracts investment management services through Agility, 一家私人投资管理公司. The Foundation’s Investment Policy Committee establishes the investment policy parameters within which the OCIO operates, and monitors the OCIO’s performance with an independent consultant’s assistance.
活动经费预算
The Foundation generates revenue from three primary sources:
- 对LTIP捐赠基金的评估;
- a distribution from the Foundation’s short term investment pool;
- 董事会指定的准捐赠基金的分配.
44美元.4 million in revenue budgeted for the fiscal year 2024, the Foundation will retain $6.4 million to fund its operations and transfer $38 million to CU as a contribution toward funding CU Advancement’s operating expenses and IT infrastructure investments.
捐赠支出政策
The Foundation’s 董事会 has established an 捐赠支出政策 that sets the parameters for spending from the endowments the Foundation holds for the University’s benefit. The board is committed to investing and administering all endowment funds in compliance with applicable federal and state laws and industry standards.
The 捐赠支出政策’s objective is to achieve a balance between the University’s present and future needs. This means balancing the needs of current beneficiaries 和 University’s advancement operations, while preserving an endowment’s purchasing power to support future beneficiaries. 该政策旨在为大学提供永久的教育, growing and consistent revenue and to preserve each endowment’s real value, 扣除年度分配和费用.
捐赠支出政策有三个组成部分:
- A分布公式
The annual distribution to a CU program from an endowment is paid on the first day of each fiscal year (July 1) in an amount equal to 4% of the endowment’s trailing 36-month market value as of the prior December 31. - 为预付业务提供资金的评估
The annual assessment to fund CU Advancement operations is 1.每份禀赋市值的5%. The fee is calculated as of December 31 and paid on the following July 1 of each year. - 赌博十大平台排行暂停分发的规则
The Foundation suspends distributions from pure endowments when the endowment’s market value is less than 90% of its historic gift value.
受托人
我代表CU advance, the Foundation convenes quarterly meetings of 受托人 who are members of a national philanthropic council for the University of Colorado. 受托人 serve as informed advocates for higher education and as ambassadors for CU. 受托人 also commit to making personal gifts to CU at a level that reflects that CU is among their top philanthropic priorities. 请参阅受托人名单.
