Periodic Reporting :

-Quarterly & Yearly ( To Donors and

Board of
Endowment Planning BOT )
Trustees
Yearly Appropriations and Allocations by EGB
(BOT) after due diligence with Investment and
University Spending committees .
Endowments University Endowment -A criterion based policy to be deviced for
Fund : Corpus Value appropriations from the fund .

-The criterion takes into consideration value of

Spending committee Investment the fund ,value of individual donations at the
Committee time of donation, market value of assets at
Individual Donations For present and historic value ,market conditions,
Specific purposes critical needs , overdrafts & balancing .
MOAs
Faculty, Departments ,other entity herewith
Heads

- Yearly fund requirement as per Fund

MoA Raising
Endowment Investments : Fund Manager

Invests the appropriated funds under direct

control of investment committee

Endowment Spending:

- By the individual
recipient’s of donations. -Yearly performance of fund and Depending on
income and criterion as developed :Allocations
-Periodic & final Report
for spending for individual Endowments .
to spending committee
which advances it to EGB
 Multiple Endowments for
Swiss Investment Company Kazakh Educational Company empowering the university
as centre of excellence
under its CSR program .

Result :

-The gains of this strategy are constrained by

the nature of investment , since it is colored
as endowments so no commercial gains are
possible .
-Maximum gains are as to right to exercise
some measures with respect to the specific
endowments and general management of
Endowment Fund .
Enter into a MOA for endowments with
a term for place in Board of Trustees of
University plus in Board of Endowments
Governance Board with right to report
and books of accounts of the university
wrt spending .

- For seeking commercial gains the

management of the company has to
undertake , pure business route .