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Endowment and Trust Funds

Bursar and Treasury Services

View policy pdf: Endowment and Trust Funds Policy

There are 5 types of Trust Funds

Unrestricted by purpose and department – These funds are given to UGA with no specific purpose in mind except the betterment of the University of Georgia.

Restricted by department not by purpose – These funds are given to a certain department within the University of Georgia with no specific purpose in mind.        

Scholarships – The University of Georgia holds in trust various endowment funds for the purpose of providing scholarships to students attending college.

Loans – The University holds trust for making loans to students.

Scholarship and Loans – This category can be used for either scholarships or loans.

Responsibilities

Responsible University Senior Administrator: Vice President for Finance & Administration

Responsible University Administrator: Associate Vice President - Finance Division

Policy Owner: Bursar’s Office Division

Policy Contact: Judy Scott

Phone Number: 706-542-2542

Date Issued:

Last Reviewed/Updated: