Presenters:
Ms. Kimberly Garrett, Endowments Compliance Specialist
Mr. Keith Lauderdale, Financial Manager/Accountant, Development Foundation
Ms. Valarie Van Vlack, Treasurer
Ms. Gloria Candelaria, Assistant Director, Financial Aid & Scholarships
Date and Time:
Thursday, July 9
10 a.m.-12 p.m.
Location:
JCK 460
This workshop will give a basic understanding of endowments and endowment compliance. It will also cover:
• Procedures for awarding scholarships
• New and updated forms
• Factors to consider when selecting recipients
• How to request fund distribution from endowments that are not for scholarships
• Key role players and their responsibilities
This workshop should be attended by faculty and staff who are involved in the process of awarding scholarships or who request funds from endowments.
