Gifts/Endowments

Endowment Process Presentation - The Office of Stewardship
Endowment Management - SAM 03.F.02
Endowment Agreement - University of Houston Foundation
Endowment Agreement Worksheet
Navigation to the Endowment Registry
New Account Form - University of Houston Foundation
Check Request - University of Houston Foundation
Special Event Planning
Gift Transmittal Information and Form
Gift Information - Donor Bill of Rights
Gift Information - Guidelines for valuing gifts of personal property and gifts-in-kind
Gift Information - Gifts of Stock
Extramural Gift Transactions Versus Gift-In-Kind
Gifts of Personal Property and Gift-In-Kinds
Extramural Non - Gift Transaction Reporting Form

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Gift Information - Gifts of Stock

If you hear that a donor wishes to make a stock gift, please contact Anne Montgomery, Treasury operations manager, amontgomer@central.uh.edu or (713) 743-8782) with the details. She will communicate directly with the donor regarding transfer requirements. When she receives notification the transfer has occurred, she will notify DAR of the value, number of shares, and other details. DAR will share that information with the Stewardship office if the gift is for an endowment and we will also contact the appropriate campus/college personnel to ask them to prepare the GTF so we can enter the gift into Advance quickly and correctly.

The information Anne will need includes:

Donor name / contact numbers and or

Broker name / contact numbers

Name and number of securities

What program will receive proceeds (endow or restricted gifts, etc)

If physical securities are involved, call Anne directly.