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  • 1.  Student-Led Investment Funds

    Posted 07-12-2023 04:06 PM

    Our Finance academic program is launching a student led investment fund to oversee and manage as part of the curriculum.  They are hoping to solicit donations from companies/individuals for the fund.   What special considerations would we need to have around the collections of and receipting for such donations, if any?  I'm trying to think this through (a new one for us).

     

    Lisa

     

    Lisa S. Geiersbach

    Director of Advancement Services

     



  • 2.  RE: Student-Led Investment Funds

    Posted 07-12-2023 05:31 PM
    I can't think of anything. Just make certain donors understand the purpose of the fund. I think you should offer all donors quarterly investment reports. You should also explain what will become of the fund if the program/course is one day canceled.

    John H. Taylor 
    919.816.5903 (Cell/Text)

    Big Ideas; Small Keyboard





  • 3.  RE: Student-Led Investment Funds

    Posted 07-13-2023 01:18 PM

    Lisa - I'd be curious to know which department will be providing the management and administrative oversight of you student led investment fund. 



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    Patrick Hunt
    UC Merced
    phunt@UCMERCED.EDU
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