Staff:
Robert N. Steele
Executive Director, Trusts & Investment Management
invest@uidaho.edu
Investment Management
- C.I.T. Portfolio
- UI and UI Foundation Cash Management
- Charitable Remainder Trusts/Gift Annuities
UI Foundation Investment Committee - Staff Support
Sue Eschen
Director, Trusts & Gift Investment Management
seschen@uidaho.edu
C.I.T. Endowment Administration and Reporting
- Endowment Agreements/Revising Existing Endowments
- Endowment Balances, Earnings, and Distribution Amounts
Administration of Estate and Trust Gifts
Gifts of Marketable Securities
Establishment of New Accounts for Scholarships and Gifts
Joy Fisher
Director, Foundation & Investment Accounting
joyfish@uidaho.edu
Administration of Charitable Remainder Trusts/Gift Annuities
Financial Management of UI Foundation Real Property and Other Assets
UI Foundation Financial Statements and Annual Audit
UI Foundation Tax Return Preparation
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