CU Fund Manager Resources
This site is maintained by the CU Foundation to provide a central place for CU fund managers to find information and help related to gift funds (34). If you have questions or need help, email Accounting@cufund.org or Compliance@cufund.org.
Updates: CU Foundation fund reports are changing on May 30.
Learn about the important details that fund managers should understand.
Endowment Distribution Updates
On February 23, 2023, the CU Foundation offered a training on using the Annual Distribution Report that is now live and available on the Advancement Intelligence (AI) platform and can be located at CU-Data.
If you missed the training, you watch it now in a link on this page.
Your FY24 distribution information for your program is now available and can be located on the Annual Distribution Report. Those funds will be made available for expenditures on July 1, 2023.
Read these brief documents for more information:
- Brief overview of important details and dates
- Endowment Spending Policy and its three components
- Distribution formula
- Formula for the assessment on endowments for advancement support
- Rules relating to the suspension of distribution in certain situations when an endowment's value declines
If you experience issues downloading files, please try another browser (Chrome has proven to be best). You can also contact CU Foundation Accounting at accounting@cufund.org to request the files be sent to you.
CU Foundation Accounting Request Forms
Distribution Exception Request Form
Quasi Endowment Liquidation Request Form
Credit Card Terminal Request Form
CU Data/Advancement Intelligence (AI) Reports - Links and Trainings
Allocation/Fund Search Recorded Training – 08.18.20
watch :: Video
Annual Distribution Report Training – 02.23.23
watch :: Video
Gift Fund Statement & Endowment Summary Recorded Training – 09.10.20
watch :: Video
Custom Compilation Recorded Training – 10.09.20
watch :: Video
New and Updated Accounting Reports Recorded Training – 04.22.21
watch :: Video
AI Reporting FAQ – 02.09.21
download :: PDF
Fund Purpose Report Training Webinar – 04.09.2020
watch :: Video
Fund Purpose Report Guide and Glossary – 11.20.23
download :: PDF
CU Foundation Gift Fund Compliance
Gift Fund Compliance Training Webinar – 07.09.20
download :: PDF
Compliance FAQ – 06.12.20
download :: PDF
Grants FAQ – 11.30.23
download :: PDF
CUF_CFR Process and Procedures – 01.01.22
download :: PDF
CU Foundation Gift Fund Management
To request a new gift fund, make a change to or activate/inactive an existing gift fund housed at the Foundation, please work with your respective Advancement contact.
If you do not know your Advancement liaison, please start here:
- CU Boulder: Holden Walker (holden.walker@colorado.edu)
- CU Denver: Mollie Loiselle (mollie.loiselle@ucdenver.edu)
- CU Anschutz Medical Campus: Nicole Rodriguez (nicole.rodriguez@cuanschutz.edu)
- UCCS: Diane Dickerson (diane.dickerson@uccs.edu)
You can also view our Gift Fund Setup FAQ or contact CU Foundation compliance at compliance@cufund.org for help.
CU Lookup Codes
Campus, School, Department and Division Codes – 06.12.19
download :: Microsoft Excel
Purpose Codes for Linking to University Speedtypes – 09.12.12
download :: Microsoft Word