Endowment

Roger Bacon High School offers a variety of Named Endowment Fund opportunities to support its mission and programs in perpetuity. While the majority of the endowment is designated for tuition assistance to help our students, many generous benefactors have established endowed funds to support specific academic programs, co-curricular activities, faculty and staff development, pilgrimages, mission trips, and more.

Currently, the Roger Bacon Endowment includes over 90 endowed funds, with a collective value of approximately $19 million. These funds form the foundation of the more than $800,000 awarded in tuition assistance this year, benefiting over 80% of our student body.

Endowed funds are pooled together and managed according to the high school’s investment policies. These funds are invested in a diversified portfolio—stocks, bonds, and other instruments—to generate income. Only the income generated by the fund’s principal is distributed, while the principal itself remains intact, ensuring long-term sustainability. Each year, Roger Bacon determines a percentage of income to be disbursed from the pooled funds. Any income above this draw is reinvested to grow the fund further. Although named funds' assets are commingled in one investment fund, the school makes every attempt to maintain accurate records of the value of each individual named fund.

The minimum gift required to establish a named endowment scholarship is currently $50,000. This goal can be met through a one-time gift or multiple contributions over a mutually agreed-upon period. Donors are welcome—and encouraged—to increase the principal of their endowed fund at any time to further its impact.

If you are interested in creating a Named Endowment Fund to support Roger Bacon High School in perpetuity, please contact our Director of Advancement, Brandon Spaeth ’11, at bspaeth@rogerbacon.org or 513-641-1313.