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Endowment Resolution Request
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* Indicates required question
Email
*
Your email
Is this a request to establish, amend or request a pending endowment holding fund? Note: A new pending endowment holding fund should be requested if the gift has not yet met all criteria to move forward with an endowment resolution at this time.
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Establish
Amend
Endowment Holding Account/PEN Request
Title of Endowment
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Your answer
Assigned Development Officer and Email:
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Your answer
Areas of support:
CAS - College of Arts and Sciences
CSE - College of Engineering
LAW - School of Law
SAS - Mandel School
MED - School of Medicine
MGT - School of Management
UGEN - University General
NUR - School of Nursing
DEN - School of Dental Medicine
Date of Board of Trustee Meeting
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MM
/
DD
/
YYYY
Cash in hand:
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Your answer
Additional gift commitment (if any):
Your answer
Advance Account Number (such as the PEN account or GIFT account):
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Your answer
Donor(s) Name(s) and Id Number(s):
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Your answer
Donor history with/relationship to CWRU (this is important so the resolutions team can appropriate and accurately acknowledge the donor in the resolution):
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Your answer
Purpose of the Endowment Fund:
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Your answer
Is this endowment to establish a professorship, building or space, institute, department or center?
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Yes
No
Gift made in honor or memory of:
Your answer
Please list the names and ID's of the stewardees to this fund here (if the stewardee does not have an Advance record you will need to request that change to
uris-data@case.edu
. Please also provide contact information for the stewardee in the request made to uris-data):
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Your answer
Is this donor a trustee, emeriti trustee, LPG, PPG, CPPG or a donor to be solicited for another gift soon?
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Trustee
Emeriti Trustee
LPG
PPG
CPPG
Donor to be solicited soon
None of the above
Required
Have you sent ALL documentation for this request to resolutions@case.edu and uris-files@case.edu? Documentation is required to establish the endowment and the resolutions team MUST have all documentation to establish the endowment.
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Yes
No
Has the donor expressed interest in seeing the resolution before it is approved by the board? If so, it will need to be reviewed by the entire Resolutions team (including Endowment Fund Management and the Office of General Counsel) BEFORE it is sent to the donor.
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Yes
No
A copy of your responses will be emailed to the address you provided.
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