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Endowed Funds

There are many opportunities to make a difference and leave a legacy through the creation of endowed funds at St. Margaret’s in support of existing programs, financial aid, faculty, and so forth. For additional information on endowment giving, please contact Jonathan Tufo in the Advancement Office.

List of 2 items.

  • Q: What is an Endowment?

    a.An opportunity to leave a legacy.

    b.A fund that generates interest to be used for funding school priorities.

    c.A perpetual source of income for the school.

    d.The most powerful safeguard for the school’s future long-term stability and well-being.

    e.All of the above.

  • A: E, all of the above!

    Endowed funds are critical to ensuring the future of an institution. As St. Margaret’s continues to mature, investing in the endowment becomes a higher priority. Currently, St. Margaret’s endowment largely supports operations, financial aid and STEM education. Part of the proceeds from the Tartan Tee Off help fund financial aid endowment and planned gifts are usually allocated to the general endowment.

    There are many opportunities to make a difference and leave a legacy through the creation of endowed funds at St. Margaret’s in support of existing programs, financial aid, faculty, and so forth. For additional information on endowment giving, please contact Jonathan Tufo in the Advancement Office.

St. Margaret's Endowed Funds

List of 11 items.

  • Breakthrough Endowment

    Established in 2019 to be a long-term and permanent funding source for Breakthrough SJC programming.

  • Chase Heger Endowment

    Established in 2006. This fund was established by friends and family to honor the memory of Chase Heger '06. The Chase Heger Memorial Scholarship provides financial aid to a student in need.

  • Ford Endowment

    Established in 1994. This Endowment was established by a grant from the Edward E. Ford Foundation to provide financial aid to Upper School students who would not be able to attend St. Margaret’s without such assistance, with an emphasis on support of minority students.

  • General Endowment

    Established in 1994 to provide a stable and consistent source of income over the long-term, as the principal amount is preserved, and only a portion of the returns (interest, dividends, or capital gains) is spent.  The general endowment is split into four benefit categories; 40% for financial aid, 40% for professional development, 10% service learning, and 10% for technology/buildings and grounds.

  • Hunsaker Endowment

    Established in 2006. This fund was established to support the annual operating expenses of the 21st Century Learning Center.

  • Jered Connon Endowment

    Established in 2002. This fund was established to remember and honor the life of Jered Connon '02. An annual financial aid award is given in Jered’s memory to a scholar-athlete in the Upper School who demonstrates financial need, is a member of at least one varsity team, displays a high level of academic achievement, and exhibits good citizenship and sportsmanship.

  • Marcus D. Hurlbut Endowment for Financial Aid

    Established in 2012. Established to honor St. Margaret’s Episcopal School’s third headmaster, Marcus D. Hurlbut and his deep commitment and passion to serving all students, this fund provides financial aid to students in our community with demonstrated financial need. Consistent with our mission, values and Episcopal identity of inclusivity and service to our community, this fund helps qualified students and their families benefit from a St. Margaret’s education regardless of financial resources, while helping to ensure our school’s long-term financial strength and sustainability.

  • STEM Endowed Fellowship

    Established in 2014. The STEM Endowed Fund supports the work of a STEM Fellow for new school-wide STEM curriculum and innovation. Working from the foundations set by the STEM Task Force, the STEM Fellow paves the future of our STEM curriculum expanding courses and experiences, including new inter-disciplinary courses in engineering, entrepreneurship, product design, software apps, robotics, deepening classroom instruction and facilitating new partnerships with universities and outside STEM experts. This is a 3 year appointment.Funding will be based on interest from the endowment fund and will be annually allocated to programming (75%) and the Fellow stipend (25%).

  • Stephanie Canright Endowment

    Established in 2005. This fund was established by friends and family to celebrate the life of Stephanie Canright '96 and to support an annual scholarship to a camper or counselor participating in Special Camp for Special Kids.

  • Tartan Alumni Legacy Endowment

    Established in 2014. This fund was established through a generous Tartan’s matching challenge gift to support financial aid for current and future generations of students at St. Margaret’s. The endowment is funded by annual gifts made by alumni and is endorsed by the Tartan Alumni Association.

  • William N. Moseley Venture to Serve Endowment

    Established in 2023 in honor of Mr. Moseley’s 10-year tenure as St. Margaret’s Head of School and his commitment to transforming and growing the school’s service-learning program. The Moseley Venture to Serve has two annual components: the continuation of the All-School Service Learning Project, as well as the service venture fund.

St. Margaret’s Episcopal School

31641 La Novia Avenue
San Juan Capistrano, CA 92675
(949) 661-0108
 
Translation? ¿Traducción? 翻译?:

An Independent Preschool Through Grade 12 College-Preparatory Day School in Orange County California

Non-Discrimination Policy
St. Margaret's Episcopal School does not discriminate on the basis of gender, race, color, religion, sexual orientation or national and ethnic origin in the administration of its educational, admission, financial aid, hiring and athletic policies or in other school-administered programs.