Support SMES
Endowed Funds
There are many opportunities to make a difference and leave a legacy through the creation of endowed funds at St. Margaret’s in support of existing programs, financial aid, faculty, and so forth. For additional information on endowment giving, please contact Jonathan Tufo in the Advancement Office.
List of 2 items.
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Q: What is an Endowment?
a.An opportunity to leave a legacy.
b.A fund that generates interest to be used for funding school priorities.
c.A perpetual source of income for the school.
d.The most powerful safeguard for the school’s future long-term stability and well-being.
e.All of the above. -
A: E, all of the above!
Endowed funds are critical to ensuring the future of an institution. As St. Margaret’s continues to mature, investing in the endowment becomes a higher priority. Currently, St. Margaret’s endowment largely supports operations, financial aid and STEM education. Part of the proceeds from the Tartan Tee Off help fund financial aid endowment and planned gifts are usually allocated to the general endowment.
There are many opportunities to make a difference and leave a legacy through the creation of endowed funds at St. Margaret’s in support of existing programs, financial aid, faculty, and so forth. For additional information on endowment giving, please contact Jonathan Tufo in the Advancement Office.
St. Margaret's Endowed Funds
List of 11 items.
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Breakthrough Endowment
Established in 2017, this fund exists to create financial sustainability for the short- and long-term future of Breakthrough San Juan Capistrano, a program under the auspices of St. Margaret’s Episcopal School which provides tuition-free academic programing and support to local, motivated students from backgrounds that are underrepresented in higher education from Grade 7 through college graduation. -
Chase Heger Endowment
Established in 2006. This fund was established by friends and family to honor the memory of Chase Heger '06. The Chase Heger Memorial Scholarship provides financial aid to a student in need. -
Ford Endowment
Established in 1994. This Endowment was established by a grant from the Edward E. Ford Foundation to provide financial aid to Upper School students who would not be able to attend St. Margaret’s without such assistance, with an emphasis on support of minority students. -
General Endowment
Established in 1994 to provide a stable and consistent source of income over the long-term, as the principal amount is preserved, and only a portion of the returns (interest, dividends, or capital gains) is spent. The general endowment is split into four benefit categories; 40% for financial aid, 40% for professional development, 10% service learning, and 10% for technology/buildings and grounds. -
Hunsaker Endowment
Established in 2006. This fund was established to support the annual operating expenses of the 21st Century Learning Center. -
Jered Connon Endowment
Established in 2002. This fund was established to remember and honor the life of Jered Connon '02. An annual financial aid award is given in Jered’s memory to a scholar-athlete in the Upper School who demonstrates financial need, is a member of at least one varsity team, displays a high level of academic achievement, and exhibits good citizenship and sportsmanship. -
Marcus D. Hurlbut Endowment for Financial Aid
Established in 2013. Established to honor St. Margaret’s Episcopal School’s third headmaster, Marcus D. Hurlbut and his deep commitment and passion to serving all students, this fund provides financial aid to students in our community with demonstrated financial need. Consistent with our mission, values and Episcopal identity of inclusivity and service to our community, this fund helps qualified students and their families benefit from a St. Margaret’s education regardless of financial resources, while helping to ensure our school’s long-term financial strength and sustainability. -
STEM Endowed Fellowship
Established in 2014. The STEM Endowed Fund supports the work of a STEM Fellow for new school-wide STEM curriculum and innovation. Working from the foundations set by the STEM Task Force, the STEM Fellow paves the future of our STEM curriculum expanding courses and experiences, including new inter-disciplinary courses in engineering, entrepreneurship, product design, software apps, robotics, deepening classroom instruction and facilitating new partnerships with universities and outside STEM experts. This is a 3 year appointment.Funding will be based on interest from the endowment fund and will be annually allocated to programming (75%) and the Fellow stipend (25%). -
Stefanie Canright Endowment
Established in 2004. This fund was established by friends and family to celebrate the life of Stefanie Canright '96 and to support an annual scholarship to a camper or counselor participating in Special Camp for Special Kids. -
Tartan Alumni Legacy Endowment
Established in 2014. This fund was established through a generous Tartan’s matching challenge gift to support financial aid for current and future generations of students at St. Margaret’s. The endowment is funded by annual gifts made by alumni and is endorsed by the Tartan Alumni Association. -
William N. Moseley Endowment for Service Learning
Established in 2023, to honor St. Margaret’s Episcopal School’s fourth Head of School, William N. Moseley, and his profound commitment to our mission to educate hearts and minds for lives of learning, leadership and service, this fund will be used to offset expenses related to the school’s service-learning curriculum and provide venture grants for students, alumni and members of the professional community pursuing innovative service in the community.
St. Margaret’s Episcopal School
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