Endowment Planning Tools

Below is information regarding Endowments and Funds Functioning as Endowments (FFE) in an effort to help campus units better estimate potential fund flows from these resources.

Information includes an overview of these types of investment and funding mechanisms, a basic Excel model which can help show potential payouts in the future by adjusting inputs, and a description of the process to establish FFE's.

*Overview updated to include the steps required to create an FFE.