The Distinctions Between Endowment, Quasi-endowment, and Reserves

The Distinctions Between Endowment, Quasi-endowment, and Reserves
The Distinctions Between Endowment, Quasi-endowment, and Reserves

Volume 50

No. 2//

February 1, 2025

Private-independent schools rely on several specific financial strategies to ensure their long-term sustainability while fulfilling their educational missions. Among these, endowments, quasi-endowments, and reserves play distinct roles. Understanding these concepts can help school leaders and boards manage funds effectively and make informed decisions about the financial health of their institutions.

A customized approach to advancing your unique mission.

Work with a trusted partner to create a mission-appropriate plan to help your school achieve its goals. Whether your school aims to increase cash reserves, boost enrollment levels, attain long-term stability, rely on experts to bring these goals and many others to life. Together we'll create and implement research-backed, personalized recommendations for any area of your school's administration. Call us at 302-656-4944 or email schoolsuccess@isminc.com.

Email us

ism
ism