Waterford School is deeply grateful to parents, alumni, alumni parents, grandparents and friends who support our endowment. Donors to the endowment leave a lasting legacy at Waterford, ensuring our financial strength, expanding our curricular and extracurricular offerings, and continuing to attract and retain exceptional faculty and students.
Waterford’s endowment is a savings account for the school, which is invested according to policies adopted by the Board of Trustees and the Investment Committee. A portion of the earnings from the endowment is then spent each year to help cover the school’s annual expenses, either for the general operating budget or for specific programs designated by the donor.
Endowment growth is a strategic priority for Waterford. Giving to the endowment provides a unique opportunity to you as a donor to make a dramatic impact on a part of the Waterford experience that you care about the most.
The endowment can provide a steady source of income to Waterford, making it possible for the school to be less reliant on tuition and annual fundraising programs to balance the budget each year. In effect, a larger endowment enhances Waterford’s ability to fulfill its mission now, and for many years to come.
In recognizing the comparative size of our endowment, Waterford has a unique opportunity for growth and transformation.
Gifts and multi-year pledges to the Waterford endowment in the form of cash or appreciated securities have the most immediate impact. However, gifts to the endowment can also occur over a longer term through bequests in estates, gifts of real estate, and structured planned giving instruments.
Endowment gifts to Waterford may be designated in the following ways:
To learn more about establishing a fund within Waterford’s endowment, please contact the Office of Development at firstname.lastname@example.org.
Established in 2023 by Carol and David Powell, this scholarship supports students who demonstrate alignment with Waterford’s values and are in good academic standing. Students must demonstrate financial need.
Established in 2014 through generous gifts from parents and students in the Class of 2015, this fund supports financial assistance for students in good academic standing with demonstrated financial need.
Established in 2023 by Elizabeth and Nathan Wright, this scholarship supports students from historically underrepresented groups – Hispanic/Latino, Native American/American Indian or Alaska Native, Pacific Islander, or Black/African American, who demonstrate financial need, who may be the first in their family to attend a 4-year college or university, and who demonstrate a background of outstanding academic performance.
Established in 2022, this scholarship supports students entering Middle School or Upper School who demonstrate the highest qualifications for acceptance to Waterford and whose parents are unable to meet Waterford’s financial requirements. Entry qualifications include a fine academic record, excitement about learning, and potential for growth in the academic and arts environment that distinguishes Waterford.
Established in 2021, income from the fund supports a student with full financial need and identifies as a person of color and who currently lives within Utah, preferably within our local community.
Established in 2018 by Sue and Ron Mika, Jaklyn ’06, Kirsten ’08, Alek ’10, Eric ’13, Jacob ’15 and Kyle ’18, this fund supports Waterford’s Upper School Athletic program.
Established in 2015, the Board of Trustees established the Heuston Endowed Chair as a way to honor the profound legacy of Nancy and Dusty Heuston. For the selected faculty memberthis fund supports their professional growth and overall contributions to Waterford.
Established in 2021 by Anne and Kevin Parker, this fund supports professional development for Waterford’s faculty and staff, as they pursue our mission of providing students with a world-class liberal arts education that stimulates intellect, ignites passion, and shapes character.
Established in 2022, this scholarship supports students whose parents are full time members of the Waterford School staff (excluding teaching faculty and/or administration). Preference is given to students who will be first-generation college students and/or who identify as a person of color.
Annual revenue from these unrestricted endowment funds provides additional resources for Waterford to meet current operating budget priorities.
Established in 2011 by Jeanne Sorenson Siegel.
Established in 2004 by Judy and Lorin Pugh.
Established in 2012 by Sue and Ron Mika.
Established in 2019 by Hillary and JB Taylor.