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Endowments

The types of endowments managed by the Investment Services Division of Cal Poly Corporation are:

1. Permanent endowment: Funds received from a donor with the restriction that the principal is not expendable.
2. Term endowment: Funds for which the donor stipulates that the principal may be expended after a stated period or upon the occurrence of a certain event.
3. Quasi endowment: Funds that are established by the governing board to function like endowment funds, but may be expended at any time at the discretion of the Board.

Endowment Thresholds

• Scholarship - $10,000
• University Program - $10,000
• Award - $3,000

Endowments may be established with less than threshold amounts; however, the threshold must be reached within three years of establishment for the endowment to become permanent. All endowment earnings are credited to principal until the minimum threshold is reached.