The Endowment Fund

Assuring Future Enhancements for our Schools

The Endowment as a Source of Revenue

	Investment Committee
	Jim Cooper, Co-Chair Tim Robinson, Co-Chair Carolyn Libelo, Treasurer

Our endowment fund is an investment vehicle used to generate a permanent source of revenue. Annual fundraising activities and income from the endowment's investment portfolio helps it grow. The ultimate goal is to grow a sustainable endowment that will perpetually provide funds for grants from the income it generates.

Endowment Management

The Edfund retains a professional investment advisor to manage the endowment fund investments. Management of the fund is carried out under the guidelines of a written investment policy of the board. Edfund directors with professional investment experience serve as liaisons between the board and the investment advisor and monitor the performance of the endowment portfolio on an ongoing basis.

The Amount of Funds Available for Grants Each Year

The Edfund board calculates an annual percentage of the endowment fund balance at fiscal year-end to allocate grants to the schools. This is a traditional endowment funding formula that maximizes the benefit to our students today while ensuring the growth of the endowment for tomorrow.

Ways to Give to the Edfund

All gifts are acknowledged with a personal note to the donor and recognition in the Edfund Annual Report.

Annual Giving - make a donation in response to our annual appeal or directly to Hamilton Wenham Education Fund, P.O. Box 2433, South Hamilton, MA 01982. You may also make a donation online by visiting www.hwedfund.org/donate.htm.

Honorary and Memorial Giving - make a donation as described above in honor of or in memory of a favorite faculty member or other person of your choice. These gifts are also acknowledged to the recipient.

Gifts of Securities and Planned Giving - make a gift of appreciated stock and avoid capital gains tax. Or make a bequest, establish a gift annuity, or other planned gift as appropriate. Please contact us at hwedfund@comcast.net for instructions on these forms of donations.

Corporate and Foundation Giving - sponsorship of the Edfund by corporations and foundations has a significant direct impact on advancing education in our schools. We welcome this support and will recognize corporations and foundations that sponsor the Edfund in press releases, publications, and our website, bringing visibility to your company, product or service.

Now accepting online donations!