ENDOWMENT GIVING

The mission of Case Alumni Foundation endowment is to support the people, programs, and activities of the engineering, mathematics and applied science programs of Case Western Reserve University in perpetuity. Over the years, growth of the endowment through investment return and charitable giving has enabled the Case Alumni Foundation to provide scholarships and fellowships to students, build faculty excellence, launch new programs and research efforts, and support a wide range of important needs. As of June 30, 2019, the Case Alumni Foundation endowment was comprised of more than 256 individual funds totaling approximately $70 million.

Endowed Funds can support the following areas

Scholarships

Help to offset tuition and cost of attendance for top students in engineering, applied sciences and mathematics.

Fellowships

Used to recruit top graduate students and support their educational initiatives and cost of attendance while pursuing an advanced degree at Case Western Reserve University.​

Student Prize Funds

Funds are used to recognize the outstanding achievements of individual students. Awards are based on achievement in specific academic disciplines and a combination of leadership, scholarship, and service.

Strategic Initiatives
of the Dean

Funds are intended to give the Dean(s) additional support and flexibility. Funds can be used for faculty development, research, student group activities, individual student support or any other departmental initiative that the dean determines worthy of support.

Faculty Support Funds

Provide financial resources in order to attract and retain high caliber faculty and can also provide additional funds to be used for research or departmental initiatives.

Student Organizations

Provides support for a competitive annual program that allocates funds to on-campus student organizations that focus on research, collaboration and innovation.

Laboratory/Building Funds

Provide maintenance of existing spaces; provide new equipment for current labs and buildings; provide staffing for labs and buildings; or a capital investment to create new spaces.

Scholarly Activity
Funds

Provide support for annual lectures by a distinguished speaker on a topic of interest to a specific department or on campus program.

Support of the Case Alumni Association

Funds provide unrestricted operating support for the CAA and give flexibility to invest in organizational and on campus programs.

ENDOWMENT FAQ

An endowment fund is a permanent, self-sustaining source of funding. Endowment assets are invested. Each year, a portion of the value of the fund is paid out to support the fund’s purpose, and any earnings in excess of this distribution are used to build the fund’s market value. In this way, an endowment fund can grow and provide support for its designated purpose in perpetuity. When you establish an endowment fund, you create a permanent legacy of support for the Case Alumni Foundation.

There are varied levels of support required to start a named endowment within each area, however the minimum gift is $25,000.

That’s up to you as the donor! It can be you, a friend, family member or favorite faculty member from your time at CWRU.

An endowment gift agreement or letter of intent. This agreement between the donor and the Case Alumni Foundation permanently defines the purpose of the fund.

No. You can make a gift of any size to an existing endowment fund without signing an endowment agreement. There may be an existing endowment that reflects your interests and to which you can add your support. Also, many donors who have established endowment funds in the past continue making gifts to them over time. The larger a fund is, the more it can do each year.

Yes! Many alumni and friends have established endowment funds through estate and retirement planning

Once an endowment reaches the minimum funding level and starts generating spendable income, the Case Alumni Foundation will provide you with information about the value of the fund and the impact of your philanthropy.

The Case Alumni Foundation endowment assets are managed by Legacy Strategic Asset Management of Wells Fargo Advisors in Hudson, Ohio.

CONTACT

Stephen J. Zinram | Executive Director

stephen.zinram@casealum.org | 216.368.8841

Emily Speer | Director of Gift Planning and Grants Compliance

emily.speer@casealum.org | 216.368.2044

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