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Trusts and Annuities

Legal trust agreements which name the University as a beneficiary, for which the University may or may not be the trustee.

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:

  • Vice President for Development
  • Charitable Gift Annuities: President and one (1) Regent to approve per California regulation

Additional Information and Requirements:

  • Follow University of the Pacific, Development gift acceptance policies;
  • Consult with legal counsel at the discretion of the Vice President.;
  • Copy Treasury and Controller's Office on all Trust and Annuity gifts;Treasury management gifts for which University is trustee, and must file annual tax reports; Controller assess valuation for Financial Statement reporting.

Resources:

University Development

University Policies:

Last Updated: January 1, 2011


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