Endowment

To meet the evolving needs of our students and ensure Blue Oak School’s long-term strength, we must grow our endowment. Like all independent schools, Blue Oak relies on three key sources of revenue: tuition, annual giving—including events like Auction Weekend—and a strong endowment.

What is an endowment?

    • An endowment is a permanent fund that is invested and generates interest or dividend income annually.
    • A portion of the income is spent each year with the remainder being reinvested in order to achieve growth of the principal.

    Blue Oak School General Endowment

    Gifts to the general endowment provide the school with the greatest flexibility.   Blue Oak School is able to spend the income from the endowment to meet the greatest needs of the school.

    Named Endowment Funds

    Named endowments can be established through a gift of $100,000 and more for:

    • Foundations to Futures/Financial Assistance
    • Faculty Professional Development
    • Program Innovation
    • Athletics
    • Performing & Visual Arts
    • Technology

    For More Information Contact:

    Etta Williams
    Director of Advancement
    707.261.4523