Endowments
Endowments are a powerful investment in Oklahoma State’s future as they deliver a dependable, perpetual source of funding. Endowed gifts are unique because they are invested, and each year, a percentage of the return is made available to the university to support critical university initiatives. This annual distribution to the university is described as a “spending policy,” and the calculation of the distribution amount is approved by the Foundation’s Board of Trustees. Endowments can be created with a minimum gift of $25,000.
| Your Orange Passion | Endowment Minimum |
|---|---|
| Undergraduate Scholarships | $25K |
| Graduate Fellowships | $50K |
| General Programs | $25K |
| Faculty Support | |
| - Chair | $1M |
| - Professorship | $500K |
| - Lectureship | $100K |
What is a University Endowment?
Endowments grow over time through long-term investment returns. These returns provide annual distributions to OSU in the form of a spending policy, as well as a small administrative fee.* Together, this advances your passion at the university while ensuring the proper stewardship of your investment. Any other earnings are reinvested to continue increasing the impact of your generosity. Because university endowments are a long-term investment, we measure the health of our endowment over 10-year periods.
Your Endowed Gift
100% of gifts to your endowment go to support your orange passion
Your Endowment
Your endowed gift is invested in OSU’s endowment and grows to produce annual spending
Your Endowment Spending
4.25% is given to OSU annually to support your orange passion
*A small percentage goes toward the OSU Foundation's administrative fee to ensure the stewardship and long-term growth of your endowment.
Endowment Growth
FY14-FY23
FY23 reflects pre-audited amounts
Endowment Spending Available
FY14-FY23
Our investment strategy, set by the OSU Foundation Board of Trustees and its Investment Committee, was adopted to preserve the long-range purchasing power of the endowments while prudently managing risk. The OSU Foundation’s pooled investment fund is managed by Multilateral Endowment Management Company (MEMCO) at the direction of the Foundation’s Board of Trustees. Each quarter, the Investment Committee meets to review the pooled investment fund’s performance and policies to ensure investment performance goals are met – all in an effort to provide stable annual spending policy distributions to Oklahoma State University.