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Endowment - General

 

What does the Office of Endowment Administration do?
Endowment Administration is responsible for administering the College's invested assets. In general, these consist of endowment funds, life income trusts, annuity funds, donor-advised funds, gift securities, and invested intermediate-term working capital.  We operate in consideration of College policy and procedures, federal and state regulations, and donor restrictions.

Our primary objectives are: (a) to provide accurate and timely accounting and reporting, (b) ensure terms and conditions of gift agreements are acceptable, (c) provide guidance on spending for compliance with donor intent, (d) communicate and disseminate information to members of the College community and various other constituencies, and (e) serve as custodians of the permanent records.

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What is Funkhouser?
Funkhouser is an internally developed system that is used to track and manage the College’s more than 5,000 endowment funds. The name Funkhouser honors Robert D. Funkhouser, Comptroller of Dartmouth College from 1950 - 1966.

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How do I request access to Funkhouser?

Requests for access privileges should be forwarded to the Office of Endowment Administration (Endowment.Administration@Dartmouth.edu) by the Program Director or Fiscal Officer.

Note: College Employees must have an Oracle (OPS$) account in order to access any Financial System.

  • Requests should include the Employee's name and a brief description of the duties which require them to access Funkhouser.
  • Access to Funkhouser must be approved by the Office of Endowment Administration.
  • Once approved, a confirmation e-mail will be sent to the user and Program Director/Fiscal Officer.

This process should take no longer than two days. If a longer delay is experienced, please contact Debra A. Eaton or Sarah K. LaBombard at (603) 646-3400.

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I have Funkhouser access privileges, but I can’t sign in. What do I do?
Your password may have expired. First try updating your OPS$ (Oracle Systems) password. If you still cannot access the system, please e-mail the Endowment.Administration@Dartmouth.edu or contact the Help Desk.

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How soon can I get a Statement of Understanding reviewed?
Our normal turnaround time is three business days. Urgent requests are handled on a case-by-case basis.

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How do I donate stock/securities to the College?
Please contact the Dartmouth College Investment Office at (603) 646-2445 or e-mail Security.Gift.Processing@Dartmouth.edu.

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How can I establish an endowed scholarship fund?
Please contact the Advancement/Development Office at (800) 490-7010 or via e-mail at givingtodartmouth@dartmouth.edu.

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How can I learn more about the Scholarship Fund I established?
Please contact the Donor Engagement and Stewardship Office at (603) 646-4083.

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I have investment questions, who should I contact?
Please contact the Dartmouth College Investment Office at (603) 646-2445.

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Last Updated: 3/11/14