October 30, 2023

Trends in Independent School Endowments

We hosted a webcast on Trends in Independent School Endowments with Cindy Stadulis, CFO/COO of Stephen’s Episcopal School in Austin, TX. Our webcast covered how and why schools have repositioned their endowments to be more growth-oriented today vs. a decade ago.

We examined the impact of trends in spending, financial aid, fundraising, and financial sustainability on school endowments, looking at changes in asset allocation from 2013 to today.

In addition to watching our webcast replay, we encourage you to read our paper, How Have Independent School Endowments Evolved Over the Past Decade?.

If you have questions or would like to learn more, please contact us.