It's a Differentiator
It Strengthens Annual Giving
Among schools in its benchmark peer group, Latin ranks first in annual giving (Latin Fund & Annual Event), but second to last in endowment. Building the school’s endowment is the most important investment we can make in Latin’s future and the people who define Latin – faculty, students and families. While we still need to maintain our tradition of healthy annual giving from year to year, a stronger endowment will increase the flexibility & agility with which we can approach educational innovation.
Gifts of Any Size
Make a Difference
Consider doubling your gift for this special year, maintaining your Latin Fund and the annual event sponsorship and designating the increase to endowment. Your gift is preserved in perpetuity with community funds pooled for maximum benefit and invested to achieve long-term growth. That means every gift matters! Naming opportunities begin at $100,000, but you can designate gifts of any size to existing endowment funds, found here.
Our Investment Philosophy
Latin’s primary goal for its endowment is to achieve returns sufficient to sustain an annual 4.5% draw plus inflationary growth to maintain the endowment’s purchasing power over time. The annual draw rate is consistent with best practices among endowments being managed for sustainable growth.
The Board Investment Committee oversees all investment activity, with advice and implementation from a professional asset management consultant. All investments are guided by a disciplined allocation strategy with consistent targets and ranges.
Endowment is diversified across asset classes as well as across multiple managers within each asset class where possible.