Funding the University's Future
The Office of Investments diligently stewards your contributions to provide the greatest impact for future generations. The university’s endowed assets are managed by the Office of Investments staff of five investment professionals reporting to the chief financial officer and overseen by the Investment Committee of the Board of Trustees.
Distributions from
pooled endowments to support donors' purposes are reviewed and may be reset annually,
guided by the spending policy that the Investment Committee establishes.
The goal of the spending policy is to provide a consistent annual stream of distributions that keeps pace with inflation.
In addition to the pooled endowment, Case Western Reserve University benefits from other significant endowed assets, mostly trusts and deferred gifts that brought the total endowment market value to $1.4 billion on December 31, 2008.
The total endowment today represents the combined support of nearly 2,300 individual gifts that are directed, usually by specific donor request, to scholarships, professorships, research, facilities, and other essential activities across the university.
Read the 2008 Investment Report for more details on the university's investments.
Get in Touch
For more information about university investments or to get in touch with a member of the office's staff, contact the Office of Investments at 216-368-4306. To find contact information for individual staff members, visit the Office of Investments Contact page.
2008 Investment Report
For more information about the university’s investments, visit the 2008 Investment Report.