SUPPORT THE SCHOOL

ENDOWMENT FUNDS

Establishing an endowment fund at Case is a permanent, lasting way to remember a particular phase of our education that influenced our lives. Perhaps a special teacher, a scholarship award, a department activity, a research project or a dean had a profound effect on your goals and accomplishments. Endowment funds are also meaningful ways to honor or memorialize family members and friends.

Regardless of your reason for establishing an endowment, these funds are donated assets held by the university in perpetuity and invested to generate income to be spent for purposes designated by the donors.

Visit the Bolton School's Endowment Gift Opportunity Guidelines page to learn the minimum amounts required to establish varying types of endowment funds.

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FREQUENTLY ASKED QUESTIONS

 

How are endowment funds established?

Donors establish endowment funds in three ways:

•	A gift while living
•	A life income gift
•	A gift in one's will

The life income gift is held in trust to produce income for a donor-designated beneficiary over his or her lifetime or a term of years. At maturity, the life income gift is converted to a family-named endowment fund.

How do endowment funds grow?

The value of the university's endowment funds are constantly changing. Income is earned, additional gifts are made, the value of assets appreciate over time and income is spent for donor-designated purposes.

How is endowment fund income generated?

The university's Board of Trustees is responsible for the investment of the university's endowment funds. Investment responsibilities include: the development and implementation of investment strategies, the allocation of assets to these strategies, the selection of investment managers and the monitoring of performance.

Although the Trustees are firm believers of investment diversification to reduce risk, they favor investments in stocks, which have the greatest potential for long term growth.