Endowment Information
A variety of endowment-related information can be obtained from the Endowment Pool collection of reports at DataND. The collection currently contains four reports:
Please note: NetID required to access DataND and its reports.
Each report includes a description of the information within the report, sample questions that the report can be used to answer, and tips for filtering and downloading information.
Endowed Programs Dashboard
A variety of dashboards with endowment-related utilization information that can be accessed from the Tableau Server. You need to use Single Sign-On to access these dashboards.
Each dashboard features Integrated Help Screens offering guidance on the data provided and the available functionality. Simply click the 
to toggle the help on and off.
Guide to Forecasting Endowment Payout
The Guide To Forecasting Endowment Payout provides tips on how to determine the payout a fund will generate and helpful background information on how endowment funds work.
Endowment Payout Rates
The Payout Rates provide current and historical per-unit payout rates, year-over-year payout growth targets and estimated erosion percentages in a Google Sheet.
Managing Endowed Funds
Request a change to a restriction, ask for clarification of a restriction, or ask other questions about the restriction on an endowed fund with the Endowed Funds Restriction Requests and Inquiries form.
To initiate a request for a name change affecting endowed-named positions, please submit a Named Positions Request form.