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- Create Date 29/12/2022
- Last Updated 29/12/2022
Endowment Funds - Operating Instructions
Contents:
- Purpose and definition of endowments
- Governance
- Setting up a new fund
- Fundholders and signatories
- Reporting requirements
- Reserves policy
- Ceasing to be a fundholder
- Changes to a fund
- Minimum balance
- Closure or amalgamation of funds
- Income
- General
- Tax position
- Income generation
- Research
- Other gifts
- Expenditure
- General
- Procurement
- Tax relief on goods ordered
- Programme grants (including salary allocations)
- Salaries and expenses (in exceptional circumstances only)
- Travel, subsistence and accommodation
- Employee welfare and development
- Hospitality
- Patient welfare and amenities
- Gifts and presents
- Research expenditure
- Subscriptions
- Conference expenses
- Equipment
- Building works/refurbishment
- Education and training
- Community engagement activities
- General office expenditure
- Application for Funding
- Investment of Funds
Attached Files
File | Action |
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Endowment-Funds_Operating-Instructions.pdf | Download |