Example of an Actual Fund
In May of 1997, a generous donor made a gift of $25,000 to create and endow a general scholarship fund in his own name. In its first fiscal year (FY '98), this fund provided approximately $1,000 for the scholarship program.

By June 30, 2005, the end of that fiscal year, the fund had grown to a fair market value of $32,251 and had generated $1,051 for FY '05 scholarships.

Although the caveat still applies--- past performance does not necessarily guarantee future investment results--- your endowed gift will generate tax-free revenue for The University of Hartford in perpetuity.

For more information about how to plan a gift that will create a named endowment fund, please contact our director of Planned Giving.

For more information on Planned Giving, contact Peter Congleton at 860.768.2415 or congleton@hartford.edu




Please note that the University of Hartford does not provide tax or legal advice. Gift calculations may be provided for illustrative purposes only, and the actual values may vary based on the timing and nature of your gift. Advice from legal and tax counsel should be sought when considering a charitable gift of any kind.