Endowment Fund
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The University of Lethbridge Endowment fund is an investment fund that combines multiple donor endowments together, creating a larger and more diversified investment portfolio in support of the University’s programs and students.
Endowed gifts to the University are invested in perpetuity. A portion of the income earned on these investments is allocated on an annual basis to support the designation defined by the donor. Types of support include:
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Scholarships, bursaries and awards
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Funding academic expenses
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Funding Chairs and professorships
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Funding research, athletics and Facilities
Your endowed donation to ULethbridge is a gift that creates promising futures for students and a brighter tomorrow for our communities.
$104.3 MILLION
in portfolio investments restricted for endowments
Endowment restricted investments represent contributions from donors and the University that are required to be maintained intact and in perpetuity.
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$10 MILLION
in match funds pledged by the Board of Governors for the establishment of new endowed student scholarships
$1.7 MILLION
recorded in new endowment contributions from donors from April 1, 2023 - March 31, 2024
Endowments consist of contributions which are invested to produce returns in support of annual scholarships and program spending.
ENDOWMENT SPENDING ALLOCATION:
4.75%
The ULethbridge endowment is managed by external investment managers in accordance with the University's investment Management Policy and is monitored by the Finance Committee of the Board of Governors.
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For more information on the ULethbridge Endowment fund, download this information package or read our full endowment management policy.
EXTERNAL RELATIONS
University of Lethbridge
4401 University Drive W
Lethbridge AB T1K 3M4
403-329-2582
1-866-552-2582
external.relations@uleth.ca
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