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Endowment Fund

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Endowment Fund, FISCAL PERIOD APRIL 1, 2023 – MARCH 31, 2024

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:
  • Scholarships, bursaries and awards
  • Funding academic expenses
  • Funding Chairs and professorships
  • 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.

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$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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Graph depicting endowment growth VS inflation

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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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The University is located on traditional Blackfoot Confederacy territory. We honour the Blackfoot people and their traditional ways of knowing in caring for this land, as well as all Aboriginal peoples who have helped shape and continue to strengthen our University community.

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