University of Southern Indiana

Endowments

An endowment is a permanent, self-sustaining source of funding. This giving option allows for continuous support to any University program or scholarship. The name of an endowment is at your discretion.

The USI Foundation encourages a minimum endowment of $25,000. This amount can be a one-time gift or funded over a five-year period. Additionally, gifts through wills and estates can establish an endowment.

The gift made to establish the endowment forms the corpus (permanently restricted). The corpus is invested in accordance to the USI Foundation’s spending policies. An endowment will produce a full annual distribution within two to three years.

Below are distribution levels based on current spending policies:

  • $25,000 endowment = $1,000 annual distribution
  • $50,000 endowment = $2,125 annual distribution
  • $100,000 endowment = $4,250 annual distribution
  • $250,000 endowment = $10,600 annual distribution
  • $500,000 endowment = $21,250 annual distribution
  • $1 million endowment = $42,500 annual distribution

Additional gifts can be accepted to increase the amount of an endowment at any time.

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