The Trust Funds Office is responsible for the administrative oversight of endowment and other investable funds entrusted to the Board of Regents of the UW System.  These funds consist primarily of monies that have been gifted directly to a UW institution.  The Office reports to and supports the Business and Finance Committee of the Board of Regents, which serves as the ultimate fiduciary and trustee of these investable funds.

The Trust Funds Office works externally with donors and other related parties, and internally with the benefiting campuses and colleges, to facilitate the receipt and proper use (compliant with donor terms and conditions) of all gifts and bequests.  Operationally, the Office is responsible for the deposit of funds, fund- and account-level transaction processing, maintenance of the donor account-level recordkeeping system and its reconciliation and integration with other accounting systems.

The Trust Funds Office also works with the Board of Regents, Vice President for Finance and the Tax Sheltered Annuity Review Committee (TSARC) to provide efficient and high quality record keeping services and investment options to participants in the UW System 403(b) supplemental retirement savings plan. For more information on this program, see Tax-Sheltered Annuity (TSA) 403(b) Program.

For a more detailed overview of the Office of Trust Funds and the investment of Trust Funds, see UW System Trust Funds Fact Sheet As Of December 31, 2018 pdf .

Trust Funds Mission and Staff

Overview

Read an overview of the office, and find staff contact information.

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