Advancement and Gifts | Endowment and Restricted Funds

The Office of the General Counsel advises on a wide range of matters related to Advancement and charitable giving and works closely on these matters with the Offices of Advancement, Finance & Treasury, Corporate Engagement & Foundation Relations, and the Provost. Attorneys draft gift and grant agreements, help structure and negotiate capital, endowed, and planned gifts and gifts of non-marketable assets, counsel on pertinent tax issues and reporting obligations, advise on international philanthropy matters, administer testamentary gifts from trusts and estates, and advise on fundraising initiatives and the administration of the University’s gift planning programs.

Attorneys also offer advice and counsel on a wide range of matters and issues related to the endowment and restricted gifts, and work closely on these matters with the Offices of the Provost, Finance & Treasury, and PRINCO. Attorneys often advise on endowment laws and administration, restricted funds analysis and use, cy pres issues, investments, related business transactions, fiduciary issues and stewardship matters.

Primary Contact

Robert C. Berness
University Counsel
Office Phone