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Supporting Exeter's Future Through Endowed Gifts

The endowment comprises more than 1,400 individual funds established through generous support from generations of donors.

Exeter’s philosophy on endowment spending centers on maintaining purchasing power over the long run and providing consistent support to the annual operating budget. The amount spent in any one year is based 80 percent on the prior year’s spending (increased by inflation) and 20 percent on the market value of the endowment (as determined by a four-quarter trailing average) multiplied by Exeter’s endowment draw rate of 5 percent. Because it is only partially based on the current market value of the endowment, this spending formula helps shield the operating budget from short-term market volatility.

PEA endowment pie chart.

 

Endowed Fund Options

General Named Endowment Fund

$150,000
Provides the flexibility to support urgent needs and emerging initiatives.

Named Scholarship Fund

Partial $250,000 / Full $1,000,000
Allows Exeter to further its mission of enrolling youth from every quarter.

Global Initiatives Fund

$250,000
Reduces the cost of programs for students participating in off-campus programs and supports faculty.

Go to the page titled Global Initiatives Fund

Student Equitable Experience Fund

$250,000
Ensures that all students have access to the same opportunities through support of programs, travel, clothing and books.

Faculty Professional Development Fund

$250,000
Helps Exeter continue to maintain an exceptional faculty in an increasingly competitive marketplace. 

General Athletics Fund

$250,000
Supports equipment, uniforms, facilities enhancements and travel.

Go to the page titled General Athletics Fund

College Counseling Officer

$2,000,000
Allows the College Counseling Office to stay current in the fast-changing college admissions environment.

Go to the page titled College Counseling Officer

Questions?

Learn more about investment opportunities and how we allocate endowment funds in our endowment brochure

Or contact Chuck Ramsay at:

603-777-3482
Send Chuck an email

 

Financial Reports