Finance Overview


The University of Arizona Foundation strives to create a financial win-win for donors and the university. We provide financial stewardship to donors by ensuring their intentions are honored and supplying accurate and timely gift documentation. We serve the university by responsibly investing for the greatest long-term benefit.

Investment Policy Statement

Access the UA Foundation’s full Investment Policy Statement for information on the principles that guide our investment strategies and other financial decisions. The document also outlines roles and responsibilities.

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Asset Management

The UA’s endowment is its financial bedrock. Managing the endowment and other donated funds is a crucial responsibility requiring the efforts of staff and board members who collaborate to achieve investment goals.

View the current Annual and Endowment Report for detailed information on investment performance in the most recent fiscal year, as well as the impact of diverse gifts in our UA community.

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The UA Foundation works to ensure all donations and procedures meet legal and tax requirements. A complete copy of our Form 990 is available for public inspection during regular business hours at:

The University of Arizona Foundation
1111 N Cherry Ave
Tucson, AZ 85721

Or you may access the UA Foundation’s 990s and disclosure statements online.

View 990s and Disclosure Statements

Financial Services Forms

The UA Foundation Financial Services team provides financial management, reporting and training services to the university community.

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