There are no fees, charges or overhead charged to any endowment. One hundred percent of the gift and the income derived go to the charitable purpose of the fund. Endowed funds are managed separately in a balanced portfolio stressing growth. Additional income and appreciation above this amount is added to principal to fuel growth of the account. Investment returns, portfolio makeup and payout policies are closely monitored by the Finance Committee of Ivy Tech Foundation's Board of Directors.
Performance is evaluated against benchmarks they select.
Over the past three years, performance has equaled or exceeded established performance benchmarks. This page is best viewed at a screen resolution of 800x600 or higher.