Many mechanisms can be used to create an endowed fund. Some donors have used appreciated gifts of stock to initially create an endowment, and then continue adding to the endowment with additional cash and stock gifts. Other donors build an endowment over an agreed-upon period of time. Your interests and circumstances will dictate how you fund your endowment. The Trustees of the University System of New Hampshire determine investment and distribution policies.
Information is available on investment policies upon request.
The Trustees have approved a distribution for purpose of 4.5 percent of the three-year moving average of the market value of the fund. There is an additional one percent distribution for management purposes. The difference between earnings and distribution is reinvested with the principal of the fund. This policy provides for long-term growth of the fund. Earning information for the last five years is shown below.