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.
Endowment Distribution Updates
The University of Colorado Foundation is preparing to release information about the FY25 distribution for your CU program. This year’s release will include an Annual Distribution Report specific to each fund. The report will be located on the Advancement Intelligence (AI) platform and will also be available at CU-Data in the team content folder. Use the report to help plan for your FY25 distributions, available cash and budgeting.
To help you better understand the FY25 distribution for your program and how to access it, the CU Foundation will be hosting a live training session on March 7th from 11-noon. The session will include a reminder on how distributions are calculated and instructions on how to run the Annual Distribution Report. In addition, Foundation staff will be available for a follow-up Q&A session immediately after the training. Mark your calendar and register for the training using this link.
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 – 03.07.24
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