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How to fill out the Endowment Agreement - CSULB Foundation online
This guide provides a step-by-step approach to filling out the Endowment Agreement for the CSULB Foundation. Whether you are a returning user or new to the process, this comprehensive resource will assist you in completing the online form accurately and efficiently.
Follow the steps to successfully complete the Endowment Agreement.
- Click ‘Get Form’ button to obtain the Endowment Agreement form and open it in your preferred online editor.
- Select whether this is a new project or an update to an existing project by marking the appropriate box. If it’s a new project, ensure to indicate it clearly.
- Fill in the project director's information, including their name, title, college, and department. Ensure accuracy as this information identifies the person responsible for managing the endowment.
- In the endowment section, provide a short title limited to 16 characters that reflects the nature of the endowment, followed by a full title capturing the essence of the project.
- Indicate the type of endowment by selecting from options including pure endowment, quasi endowment, term endowment, or board-designated endowment.
- Specify the beginning date for the endowment project. If applicable, also include the end date for quasi or term endowments.
- Attach any relevant documentation or correspondence related to the project, ensuring all necessary agreements are included.
- Complete the donor information section, ensuring all details are accurate. If the donor is deceased, include the executor's details.
- For the stewartee information, provide the name and address if it differs from the donor.
- Describe the disposition of funds upon termination of the endowment. Clearly state how funds should be distributed according to donor wishes.
- Fill out any required fields under the endowment operating project agreement, indicating the type of project and allowable expenses. Ensure to check all applicable boxes for expenses.
- Before finalizing, review all information for accuracy. The project director must sign and date the agreement to confirm their consent to the terms outlined.
- Once completed, submit the form for the necessary approvals by the appropriate administrative bodies as specified.
- Upon receiving all required approvals, save your changes, and consider downloading, printing, or sharing the form as necessary for your records.
Complete your Endowment Agreement online today for a smooth and efficient process.
On average, students at CSULB receive substantial financial aid amounts, which can vary based on individual circumstances. This financial support plays a crucial role in helping students manage their educational expenses while pursuing their degrees. The contributions from the Endowment Agreement - CSULB Foundation - California State significantly impact these averages, ensuring that aid remains accessible to those in need.
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