Endowment
perpetual funding for philanthropic priorities at the University of Vermont
Why Endowed Funds Matter
Endowment gifts create perpetual funding for your philanthropic priorities at the University of Vermont. Your endowment gift is invested and the investment income provides annual funding for scholarships, professorships or any program you choose. By creating an endowment, you provide the margin of excellence needed for student and faculty success now and forever.
One of the greatest challenges for higher education is the fiscal pressure created by rising education costs balanced against flat or modest tuition increases, student debt capacity, and competition for limited state resources. Endowments relieve current and future fiscal pressures by creating a new permanent source of funding to the University. The best students and faculty know a strong university has a strong fiscal footing built on donor endowments.
Endowment By The Numbers
As of June 30, 2026
972m
Total value of all endowed funds at UVM as of June 30, 2025.
31%
of the endowment supports scholarships - perpetually creating student access and opportunity.
22%
of the endowment supports professorships - fueling research and teaching excellence.
38%
of the endowmnet supports programmatic funds for schools and colleges, academic departments, programs.
How The Endowment Works
The Long Term Pool is the primary investment pool and is used for all donor endowments unless otherwise stipulated. The Long Term Pool has a mix of assets including Public Global Equity, Public Real Assets, Private Investments, and Marketable Alternatives. The University and UVM Foundation co-mingle assets for investment purposes in the Long Term Pool.
Separate Investments at the University include annuities, trusts and non-pooled investments.
The Green Fund is an alternative pool and, while diversified, the investments exclude fossil fuel and nuclear energy-based investments. This pool originated late in fiscal year 2014.
The Student-Managed Pool is designed to provide students with an opportunity to make investment decisions with real funds as a learning activity. Loss of principal may occur. Investments began in mid-fiscal year 2016.
UVMF Holdings, LLC was formed in fiscal year 2016 to hold separate investments for UVM Foundation.
Trusts Held by Others are not managed by UVM Foundation. Nonetheless, donors have invested in UVM Foundation by establishing such third party trusts to exclusively benefit UVM Foundation.