Endowment Reporting

By contributing to USC’s endowment, supporters are able to provide enduring sources of funding for the people, programs and activities they care about and wish to nurture. Because the principal is invested for long-term growth, an endowment lasts in perpetuity. Every gift to endowment, no matter the size, will allow USC to achieve our greatest goals in the coming decades and make an impact for generations to come.

Endowment gifts are invested in the University of Southern California’s Endowment Fund, a balanced portfolio invested in diversified asset classes. Recognizing that market volatility and economic change create both risks and opportunities, the university employs a long-term, proactive investing philosophy that responds to changing environments and takes advantage of valuation extremes. This approach is designed to enable the endowment to grow in real terms, providing meaningful annual returns that keep pace with inflation, while minimizing risk and volatility.

The Office of Stewardship and Donor Relations is responsible for annual reporting to donors of named endowed funds, which are established through gifts of $100,000 or more. These endowment reports provide pertinent financial data regarding the endowed fund, such as book value, market value, expenses and spendable income. When applicable, the reports include names of a fund’s beneficiaries, including scholarship and fellowship recipients, as well as chairs and professors.

By providing these reports each year, USC strives to demonstrate transparency and accountability. Communicating with donors about the people and programs benefitting from the support of named endowed funds is important to the careful stewardship of these meaningful and important gifts.

For more information, or to request a report, please contact Gina Galluppi at 213-821-3502 or galluppi@usc.edu.

Download USC’s most recent fiscal year endowment brochure

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