Growing the Endowment

There may be no better measure of a university’s financial health than the strength of its endowment. A strong endowment ensures long-term financial stability, reduces dependence on student tuition dollars, and improves institutional agility, making it possible to take advantage of new opportunities as they arise.

Valpo’s endowment is quite small when compared to those of our aspirants, peers, and competitors; it does not give us the financial foundation we need to advance our vision.

ENDOWMENTS AT PEER AND ASPIRATIONAL COLLEGES AND UNIVERSITIES

(Balances as of June 30, 2015; dollars in millions).

COLLEGE/UNIVERSITY	ENDOWMENT
NOTRE DAME	$8,567
BAYLOR	$1,168
SANTA CLARA	$885
VILLANOVA	$554
CREIGHTON	$449
ST. OLAF	$448
BRADLEY	$283
VALPARAISO	$204
BUTLER	$184

Source: 2015 NACUBO-Commonfund Study of Endowments

Forever Valpo’s goal for the endowment is aspirational and achievable. Upon completion of the Campaign, Valpo’s endowment will be well-positioned to permanently support students, faculty, and programs through a combination of new gifts and commitments, smart fiscal management, and growth.

ENDOWED FUNDS SUPPORT VALPO FOREVER

Year 1	Year 15	Year 25	Year 50
Endowment fund established with $100,000 gift	$156,400 Fund balance after 15 years	$204,100 Fund balance after 25 years	$397,300 Fund balance after 50 years
	$90,200 15 years of cumulative support to Valpo	$178,600 25 years of cumulative support to Valpo	$536,400 50 years of cumulative support to Valpo

Assumes 5% annual spending rate and 7.7% rate of return (average return of Valpo endowment 2002 – 2015).