Gift and Endowment Reinvestment Strategies

William & Mary is proud of its strong culture of engagement and philanthropy. As the No. 1 public university for alumni giving — for seven years and counting — William & Mary is a model for excellence in its advancement endeavors and an outstanding steward of donor investments.

To further strengthen our collective engagement and philanthropy efforts, the university and several of its affiliated foundations have implemented gift and endowment reinvestment strategies that support the overall efforts to grow the culture of engagement and philanthropy. In the For the Bold campaign, every dollar spent resulted in a six-fold increase in funding for programs and initiatives across the university — including scholarships and professorships. Sustained funding is critical to yield even greater impact for our students, faculty, coaches, staff, and programs.

A summary of gift and endowment reinvestment strategies implemented at William & Mary include:

Expendable Gifts: Up to 5% of current use, non-endowment, and non-capital gifts

• University (Board of Visitors)
• William & Mary Foundation
• William & Mary Business School Foundation

Endowment: Up to 100 basis points

• University (Board of Visitors)
• William & Mary Foundation
• William & Mary Business School Foundation
• VIMS Foundation
• Marshall-Wythe School of Law Foundation

The respective boards evaluate gift and endowment reinvestment rates annually and approve the specific rates effective in the forthcoming fiscal year. Other affiliated foundations at William & Mary may be adopting gift and endowment reinvestment strategies in the future.