Endowment Match Program, Match Request Procedures

Each request for Endowment Match Program funds must include a match request form, a notice of board approval, and supporting documentation. Separate request forms are required for each endowment established or expanded with program funds.

• Match Request Form: A Match Request Form is to be submitted for each endowment match request (Part A).
• Notice of Board Approval: Each institution’s board of trustees or board of regents shall review and approve gifts and pledges for which state matching funds will be requested (Part B). A separate Notice of Board Approval must be submitted with each endowment match request. (An example of this is included with the Match Request Form.)
• Supporting Documentation: Institutions must provide supporting documentation of gifts and pledges received.
  For example, institutions should submit the following items with each match request: photocopies of checks received, deposit documentation, or listings of gifts and pledges received by source and by date, donor pledge agreements (if applicable), and signed endowment gift agreements.

Submit PDF copies of the match request form, notice of board approval, and supporting documentation to Shaun McKiernan, CPE Executive Director of Budget and Finance, at Shaun.McKiernan@ky.gov and copy Ryan Kaffenberger at Ryan.Kaffenberger@ky.gov. They will acknowledge receipt of your submissions. Feel free to contact them with any questions prior to submission.