The following information is required to open all Trust and Endowment funds:
The requestor is required to fill out the Chartfield Request form found on the Financial Services Website (http://www.queensu.ca/financialservices/forms.html).
A completed Terms of Reference (TOR), with proper approval and signatures must be completed in order to create a new trust or endowment fund. The completed Terms of Reference must accompany the Chartfield Request form when submitting the package to Financial Services. The TOR for a new fund must be signed by the donor (if applicable), the VP and the Department Head or equivalent, whoever will be responsible for regular review and reconciliation of the fund.
Terms of Reference documents are typically coordinated through Development Officers within the Office of Advancement.