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Estate Gifts

Wills and estate gifts naming the University as beneficiary.

This is a sub-set of the full Signature Authority Policy. Please be sure to review the  Signature Authority Policy before proceeding.

Also refer to Business Policies & Procedures


Final Signature Authority:

  • ≤ $1,000,000 Vice President for Development (if any notice or negotiation in advance of estate receipt);
  • > $1,000,000 President

Additional Information and Requirements:

  • Consult legal counsel at the discretion of the Vice President;
  • Copy Treasury and Controller's Office on all estate gifts.

Resources:

Business Policies & Procedures:

University Development


Last Updated: January 1, 2011


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