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This document outlines the request made to the Finance Committee for the variation of the terms of the R. & H. Mattessich Honorific in Accounting Theory Endowment Fund, established at UBC, following the passing of its donor, Richard Mattessich. The endowment aims to create a chair or professorship in Accounting, and adjustments are proposed to broaden the scope beyond the narrowly defined Accounting Theory to better utilize the generous bequest.

How to fill out endowment variation request

How to fill out endowment variation request

1. Obtain the endowment variation request form from the relevant authority or website.
2. Read the instructions carefully to understand the requirements.
3. Fill in your personal details, including name, contact information, and identification number.
4. Provide details about the current endowment and the proposed variation.
5. Attach any necessary documentation that supports your request, such as financial statements or letters of intent.
6. Review the completed form for accuracy and completeness.
7. Sign and date the form to validate your request.
8. Submit the form either electronically or by mail to the designated office.

Who needs endowment variation request?

1. Individuals or organizations that wish to make changes to an existing endowment agreement.
2. Trustees or administrators seeking to adjust the terms of an endowment for financial or operational reasons.
3. Beneficiaries who have a legitimate interest in modifying the distribution or management of an endowment.

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What is endowment variation request?

An endowment variation request is a formal application submitted to seek approval for modifications to the distribution or use of funds from an endowment, typically managed by a trust or foundation.

Who is required to file endowment variation request?

Individuals or entities managing an endowment fund, such as trustees or administrators of a trust, are typically required to file an endowment variation request when they wish to vary the terms of the endowment.

How to fill out endowment variation request?

To fill out an endowment variation request, provide detailed information about the existing endowment terms, the proposed changes, the reasons for the changes, and any relevant financial information, and submit it according to the specific guidelines set by the governing body.

What is the purpose of endowment variation request?

The purpose of an endowment variation request is to obtain legal approval to modify the terms of an endowment in response to changing circumstances or to better serve the objectives of the donor or the needs of the beneficiaries.

What information must be reported on endowment variation request?

The information that must be reported includes the endowment's current terms, the proposed amendments, justification for the changes, compliance with legal requirements, and any potential impacts on beneficiaries.