Endowment Fund

An endowment is a permanent source of support that helps an independent school thrive, today and for generations to come.

When a donor makes an endowment gift, the principal is invested and only a portion of the earnings is used each year to support the school. This approach provides steady, reliable funding that helps protect program excellence through changing economic conditions and allows the school to plan with confidence over the long term.

Endowment is important because it strengthens what families value most: exceptional teaching, outstanding student experiences, and a campus that supports learning. Endowment earnings can provide tuition assistance, attract and retain outstanding faculty, enhance academic and cocurricular programs, maintain facilities, and support innovation, while helping keep tuition increases as manageable as possible.

There are several ways to give to the endowment. You may make an outright gift by check, credit card, or wire transfer; donate appreciated securities; recommend a grant from a donor-advised fund; or make a multi-year pledge. Many families also choose to include the school in their estate plans through a bequest, beneficiary designation, or charitable trust, creating a lasting legacy.

How you can direct your endowment gift:

• Unrestricted (general endowment): Supports the school’s highest priorities, year after year.
• Restricted: Designate your gift to an area of lasting impact, such as tuition assistance or faculty professional development
• Establish a named endowed fund: Donors may create a new endowed fund aligned with their interests (a minimum gift of $50,000 is required to establish and name a fund)

Support the Endowment Fund