Development and Gifts | Endowment and Restricted Funds
Attorneys in the Office of the General Counsel offer advice and counsel on a wide range of matters related to Development and Charitable Giving and work closely on these matters with the Offices of Development, Finance & Treasury, Corporate & Foundation Relations, and the Provost. Attorneys draft gift and grant agreements, help structure and negotiate capital, endowed, and planned gifts and gifts of non-marketable assets, counsel on pertinent tax issues and reporting obligations, advise on international philanthropy matters, administer testamentary gifts from trusts and estates, and advise on fundraising initiatives and the administration of the University’s gift planning programs.
Attorneys also offer advice and counsel on a wide range of matters and issues related to the Endowment and Restricted Gifts, and work closely on these matters with the Offices of the Provost, Finance & Treasury, and PRINCO. Attorneys often advise on endowment laws and administration, restricted funds analysis and use, cy pres issues, investments, related business transactions, fiduciary issues and stewardship matters.