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  1. University of Wisconsin System
  2. Trust Funds
  3. Policies & Procedures

Policies & Procedures

Operating Policies & Procedures

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  • Gifts of Securities
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  • Overdraft Coverage Policy
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  • Timelines and Requirements for Investment Transfers
  • UPMIFA and Practices for Evaluation of Endowments
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Trust Funds

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  • FAQ
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Universities of Wisconsin
Katie Ptaszek
Office of Trust Funds
780 Regent Street, Suite 224
Madison, WI 53715-2635

608.263.3156
kptaszek@uwsa.edu

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