AVENUES FOR GIVING

Fee Assessment Policy

The UH Foundation’s operating budget comes from four primary sources:

• A contracted amount paid by the University of Hawaiʻi to the Foundation for fundraising and alumni relations services.
• An annual assessment on the market value of the endowment. The current endowment administrative fee for fiscal year 2007-2008 is 1.5% based on the 6/30/2007 endowment market value. The amount is determined annually and is applied quarterly.
• Interest on short-term investments.
• A one-time administrative assessment of 3.5% on all incoming gifts, including endowment gifts and other non-gift income.

The Foundation’s Board of Trustees is responsible for reviewing, establishing and approving fee assessment rates and policies.

A smaller percentage of the operating budget comes from unrestricted gifts which are used to support students at the Foundation’s call center who work to raise private gifts on behalf of the university and annual giving campaigns. These programs raise funds for all 10 campuses of the UH System.