The Fund shall be used to provide support for undergraduate students enrolled full-time at the University who demonstrate academic promise and whose educational pursuits are consistent with the charitable intent expressed by the Donor.
Preference shall be given to students with demonstrated financial need, as determined by applicable institutional methodology, provided that such preference shall not be interpreted to exclude students otherwise eligible under University policy.
Awards may be made to students pursuing programs of study within disciplines aligned with the Donor’s stated interest in expanding access to educational opportunity, civic leadership, scientific inquiry, and community benefit.
If, in the judgment of the University, the original purpose of the Fund becomes impracticable, impossible to administer, or inconsistent with applicable law or institutional policy, the University may apply the Fund to a purpose that most nearly approximates the Donor’s original charitable intent.
Expenditures shall be consistent with the Fund’s purpose, University policy, applicable foundation procedures, and any relevant stewardship or reporting obligations associated with the gift.
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People with roughly your same level of training in donor-intent interpretation are often asked to decide whether money can be spent from language like this.
The Fund may also support related educational costs, provided such costs are reasonably connected to student success and do not conflict with the donor’s expressed preference for direct student benefit.
The University shall retain reasonable discretion to determine award timing, recipient selection procedures, and coordination with other forms of institutional aid, provided that such administration remains consistent with the Fund’s stated purpose.
Any unused distributable balance may be carried forward for future use consistent with the Fund purpose unless otherwise required by applicable law, institutional policy, or the terms of a separate written agreement.