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Endowment

Building the Foundation for the Future                                        

The Oakridge School’s endowment is a collection of various restricted and unrestricted endowment and scholarship funds. While endowments are established through sizable initial gifts, they may also grow through smaller ongoing gifts. Endowment is an independent school’s savings account and provides a reliable source of income in perpetuity.

Gifts to endowment are invested in General Endowment Fund or an endowment fund The Oakridge School has designated for a specific purpose.  Endowment gifts are, by definition, restricted.  The gift may not be spent - only the interest income is available for spending.

A strong endowment enables The Oakridge School to better serve its students, families and the entire Oakridge community by ensuring that permanent resources are available to support vital programs and new initiatives.

By establishing a named endowment fund, you are making a permanent gift to The Oakridge School that will continue to benefit our students and faculty far into the future. A named endowment fund can be created in your name or the name of another person. Perhaps you would like to honor a parent, spouse, friend, teacher, or loved one who has strongly influenced your life. A named endowment fund will provide permanent financial support to any program or project within the school that is particularly meaningful to you or the person(s) you wish to honor.

Establishing a Named Fund

You can establish a named endowment fund at The Oakridge School using cash, securities, real estate, or through an irrevocable planned gift or bequest in your will. This can also be accomplished by a combination of gift options. Many people start a named endowment fund early so they can watch it grow and enjoy the satisfaction of seeing their fund benefit others, adding to it periodically and through a final provision in their estate. Some even encourage friends or family members to become involved by contributing to their fund.

We welcome the opportunity to have a conversation about the endowment or a named endowment fund. Please call Michele Cole at 817.563.9768.


 

Michele Cole EdD
Director of Development
817.563.9768

Andy Broadus
President
817.299.8761

Jim Andersen
Director of Alumni Relations
817.563.9739

Teri Foster
Development Information Specialist
817.563.9701

Alisa Hunter
Development Communications Coordinator
817.563.9769

Kelli Lambert

Special Events and Donor Relations Coordinator
817.563.9785


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