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Spending Plan Form

In an effort to ensure donors’ contributions are being utilized as intended, stewarded, and administered, effective November 2021, a spending plan form will be required for annual endowment spend allocations and campus programs with minimal-to-no financial activity.

Annually, Foundation Project Administration will send the required spending plan form and instructions to the identified Project Directors to complete.

The spending plan should be re-evaluated as funding changes occur throughout the year.  Please notify Foundation Project Administration during these circumstances.

Spending Plan Form - Sample Only