Endowment & Investment
Contact Information
| Physical Address: |
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Mailing Address: |
American Tobacco Campus
Washington Building
Suite 900 (Directions)
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Box Number 104140
Durham, NC 27708
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| Office: |
(919) 668-0880 |
| Fax: |
(919) 668-0890 |
Departmental Contacts
Laura McAndrew
Senior Director, Treasury Operations
(919) 684-5148
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Po-Ming Wong
Director, Treasury Operations
(919) 668-0881
- Treasury related policies and procedures
- Questions related to gifts of real estate
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Jeremy Arkin
Director, Endowment Administration
(919) 668-0882
- Monitor endowment funds for compliance with donor restrictions and University policy governing spending and reinvestment levels.
- Create various reports for University management.
Final review on all endowment funds.
- Coordinate the creation and maintenance of University endowment records.
- Manage year-end closing process.
Contact for the following:
- Endowment or spending rate policy questions, endowment interpretation or reports.
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Bekah Allen
Corporate Cash Manager
(919) 668-0883
- Opening a bank account
- Banking related questions or issues
- Requests for changes to account services on existing bank accounts
- Cash handling procedures
- ATM's on Duke's campus
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Betsy Scott
Senior Investment Accounting Specialist
(919) 668-0886
- Administer the University's Long Term Pool.
- Interface with Duke University Management Company and Custodian Banks to determine proper treatment of investment activity for the various pools.
- Prepare reports on challenge programs and externally managed trusts.
- Prepare detailed reports of Long Term Pool investment activity as requested by management.
Contact for the following:
- LTP fund distribution information, LTP policies, market values, fund distribution projections, endowment journal entries, or challenge fund questions.
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Barb Condit
Endowment Specialist
(919) 668-0887
- Assist in the review and approval of endowment agreements.
- Assist in the administration of existing endowment and trust funds.
- Prepare, process, review, and monitor record keeping activity for all endowment funds.
- Collect and compile data, statistics, and other material for reports, correspondence, and other special projects.
- Initiate establishment of or change to fund codes/cost centers
Contact for the following:
- Endowment templates, questions regarding establishing or changing an endowment or general endowment information.
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