kenyon college endowment history kenyon college endowment answering questions

Total Current Operating Gifts as Percent of 2007 Budget

Kenyon CollegeEndowment History

Parents Fund at top of peer group

Chart1

8.8

8.2

7.9

7.4

5.8

5.6

5.1

5.1

5.1

4.5

4

3.6

2.9

2.9

2.4

2.4

1.8

% of operating budget

Sheet1

Carleton8.8

Williams8.2

Bowdoin7.9

Vassar7.4

Kenyon5.8

Hamilton5.6

Bates5.1

Colgate5.1

Connecticut5.1

Denison4.5

Wooster4

Middelebury3.6

Grinnell2.9

Macalaster2.9

Colorado2.4

Dickinson2.4

Oberlin1.8

Chart2

870

845

765

706

679

533

499

454

393

383

334

325

247

172

151

135

109

Sheet2

Bowdoin$870

Kenyon$845

Williams$765

Colgate$706

Middelebury$679

Denison$533

Bates$499

Hamilton$454

Carleton$393

Connecticut$383

Vassar$334

Colorado$325

Dickinson$247

Macalaster$172

Wooster$151

Oberlin$135

Grinnell$109

Sheet2

Sheet4

Sheet4

870

845

765

706

679

533

499

454

393

383

334

325

247

172

151

135

109

Sheet3

Sheet3

870

845

765

706

679

533

499

454

393

383

334

325

247

172

151

135

109


Question #3:How do we get there?Keeping the annual funds strong is critical as we seek to increase our endowment


How to Build EndowmentExceptional investment returns Imminent opportunities/changeFundraising focus


Endowment Investment Returns16.2% in FY 07 NACUBO-ranked top decile performer At August 31, 2008


Imminent OpportunitiesDemographic shift: Kenyons alumni base comes of wealth age and size


Larger Co-ed Classes Come of AgeTen years will separate Claiming Our Place and the earliest start date of the next campaign.During those 10 years, the number of living alumni in peak giving classes (out 21-50 years) increases from 3,600 in 1996 to 6,150 in 2006.The number of rated prospects in those years increases from 1,132 in 1996 to 1457 in 2006, a 32% increase.


Leadership Donors Increase137 donors gave $97 million to Claiming Our Place.77% of top alumni donors were out between 21 and 50 years a total of 65 donors.Eight years later, 116 leadership prospects exist in these top giving years a 78% increase.


Focus:Make Endowment a PriorityIn Kenyons three campaigns since 1969, only 35% of all gifts raised were designated for endowment

CampaignEndowmentTotal RaisedProgram for Expansion 1967$335,000$18,500,000Campaign for Kenyon 1984-912,000,00036,000,000Claiming Our Place 1996-200144,000,000$116,000,000Total$56,335,000$160,500,000


$230 million goalDouble Kenyons endowment - $150 million for endowment and annual supportIncrease endowed scholarship funds by 150% (from $50 to $120 million)Invest in faculty and academic program


Three Overarching GoalsFirst: Teaching and Learning

Teaching at Kenyon rooted in the connections between faculty and students -- is our single most defining value and must be supported.


First: Teaching and Learning Endowed Programs - $41 million

ProfessorshipsFaculty DevelopmentSummer Student Research ProgramsInvestment in International Programs and Languages


First: Teaching and Learning Teaching Facilities $36 millionStudio Art and Art History BuildingSmall Houses for English, Kenyon ReviewAssociated Endowment $15 millionArt building endowmentKenyon Review endowment


Overarching GoalsSecond: Community

Kenyon fosters values of citizenship, relationship, and community that are cornerstones of adult life.


Second: Community Capital Support for Student Life - $44 millionPeirce Hall Renovation Student ResidencesTown Center Fund and new Health CenterPhilander Chase Corporation


Third: AccessUnprecedented commitment to scholarship endowment - $70 million in new endowment


Putting It TogetherEndowment Programs $126,000,000

Capital Programs: $ 80,000,000

Annual Funds $ 24,000,000

Total Goal $230,000,000


Gifts by LevelAt January 31, 2008

Needed$ Committed% of $$ Achieved$20 million+$20,000,000 $26,718,000 134%$10 million+40,000,000 21,625,725 56%$5 million+25,000,000 11,817,889 47%$2 million30,000,000 13,216,750 44%$1 million35,000,000 16,527,983 47%$500,000 17,500,000 10,400,256 59%$250,000 10,000,000 6,976,617 70%$100,000 10,000,000 6,591,336 66%$50,000 12,500,000 3,959,746 32%Other30,000,000 12,631,176 42%Total$230,000,000 $130,465,478 56%

Number of giftsNumber needed1124254121335173521404910062250manymany181474


Campaign ResultsAt January 31, 2008

lEndowmentCommittedGoal% AchievedFinancial Aid$41,829,013$70,000,00060%Faculty Development and Student Research6,994,25151,000,00014%Kenyon Review1,606,4155,000,00032%Other Endowment2,270,705

Total Endowment$52,700,384 $126,000,00042%ProgramsArts Facilities$27,777,423$34,000,00082%Dining Program18,788,10025,000,00075%Student Residences955,00012,000,0008%Health Center, VI, other Village563,0003,000,00019%English Houses, Neff, O'Connor House1,814,0002,000,00091%Total Programs52,205,34376,000,00069%Philander Chase Corporation2,099,6114,000,00050%Annual Operating Funds15,730,84624,000,00066%Other Academic and Institutional Support5,783,255Unassigned Gifts1,946,039

Total$130,465,478 230,000,00056%


The EndThank you for your support of Kenyon College.

kenyon college endowment history kenyon college endowment answering questions

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