Endowments

The Office of Advancement and Alumni Affairs is happy to assist with questions about endowment administration, including the spending policy, which allows the college to spend a consistent amount of the account balance each year, while preserving the endowment’s purchasing power over the long term.

The endowment’s corpus is comprised of the original gift and any subsequent gifts that are made to the fund. Market value is the corpus plus any income and market appreciation generated over time minus the distributions made by the college for the endowment’s purpose, as described in the endowment agreement.

Yes. The Office of Advancement and Alumni Affairs can help determine the best funding option with you.

Yes. Many of Baylor’s endowments have been created through estate and retirement giving. Our Planned Giving team works with donors and estate planners to explore options to identify the best fit for the donor. Contact Anne Kathryn Zamkovsky, director of Planned Giving, at 713-798-8262.

Baylor uses standard language for endowment agreements to ensure consistency in the management of the funds. As we work with you to establish the endowment we will discuss your preferences and suggestions. We cannot provide legal or financial advice, but we are happy to coordinate with your attorney to create an agreement.

When the endowment reaches the minimum funding level and starts generating spendable income, Baylor will provide you with information in an annual endowment report. Scholarship donors also receive a letter from the beneficiary of their scholarship endowment.

Privacy laws require that we protect the student’s and donor’s personal information. However, we often arrange introductions between willing students and donors.