Institutional Trust Funds Training

Instructions/SOP

• ITF Overview
• Establishing an Institutional Trust Fund
• New ITF Request
• Updating an ITF
• Closing an ITF
• Umstead Act
• Umstead Act Questionnaire 
• Sales Activity Questionnaire 
• F&A Activity Code Request (XLSX)
• WAGS Form Instructions (PDF)
• View Foundation and ITF Cash Balance (PDF)

ITF Phone
252-737-1403

ITF Website
Visit the ITF site

ITF Email
ITF-SPECIALFUNDS@ECU.EDU