Endowment Opportunities
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A Legacy that Lasts Forever
Benefits of an Endowment
- Impact generations of students
- Simple to establish
- One-time gift creates significant returns
- You can always add to your endowment once established
- You can create an endowment now or in your will
- Use a variety of asset types to fund your endowment
Southeastern Foundation Endowment Mechanics
- Minimum to establish is $10,000
- You may fund through a lump sum or installments over 3 – 5 years
- Your principal gift is invested in the Foundation’s endowment pool
- Annual awards come from your permanent fund’s earnings
- Option to fund a current scholarship or program while endowment grows
- Student recipients send donor appreciation notes
- Receive an annual endowed fund report
Endowments help fund
- Faculty chairs and professorships
- Graduate assistantships
- Scholarships
- Program support
- Research support
- Student internships
- and more
Other Considerations
- Your gift is tax deductible
- Your endowed scholarship lasts forever (in perpetuity)
- You name the fund
- Your goals and desires determine a guiding gift agreement for your endowment
May We Help You?
Southeastern Development staff welcome the opportunity to answer your questions and work with you.
Please call 985-549-2239 or [email protected].
Giving Samples
Gift Type | Monthly Payments | OR Quarterly Payments | OR Semi-Annual Payments | OR Annual Payment | Pledge Amount (over 5 Years) |
|---|---|---|---|---|---|
Endowed Fund | $166.67 | $500 | $1,000 | $2,000 | $10,000 |
Current Fund | $41.67 | $125 | $250 | $500 | $2,500 |
Total | $208 | $625 | $1,250 | $2,500 | $12,500 |
Gift Type | Monthly Payments | OR Quarterly Payments | OR Semi-Annual Payments | OR Annual Payment | Pledge Amount (over 5 Years) |
|---|---|---|---|---|---|
Endowed Fund | $416.67 | $1,250 | $2,500 | $5,000 | $25,000 |
Current Fund | $83.33 | $250 | $500 | $1,000 | $5,000 |
Total | $500 | $1,500 | $3,000 | $6,000 | $30,000 |
Endowment Distribution and Tuition Impact
Endowed Fund Principal Balance | Annual Distribution | If Scholarship, Percent of Annual Tuition and Fees Covered |
|---|---|---|
$10,000 | $400 | 4% |
$25,000 | $1,000 | 11% |
$60,000 | $2,400 | 27% |
$100,000 | $4,000 | 45% |
Full-Time Tuition Fall 2022 | $2,889 |
|---|---|
Fees | $1,298 |
ID Fee | $18 |
Book Fees – 4 classes/12 hours | $240 |
Total Tuition and Fees | $4,445 |
Annual Tuition (Fall & Spring) | $8,889 |