Establish an Endowment

About Endowments: Endowments provide a consistent flow of support to student-athletes or individual programs and allow the Athletic Department to plan for the future. Endowment funds not only make a lasting impact for Cal Poly Athletics, they also offer the opportunity to honor your family name or pay tribute to a loved one. You can establish an endowment with a contribution of cash, securities, real estate or a planned gift.

How It Works: When you make an endowed gift, your contribution is invested with and becomes part of our endowment. An annual distribution is made for the purpose you designate. Because the principal remains intact the fund will generate support in perpetuity. Minimum gift levels to create various types of endowments have been set to guarantee that income will be adequate to achieve the benefactor's vision, both now and in the future. Gifts of any size may be added later to enlarge the endowment over time.

Types of Endowments: You can create a permanent named endowment for Cal Poly Athletics by endowing a:

Student-Athlete Scholarship
Coaching Position
Individual Program

The Cal Poly Foundation currently distributes 4.00 percent of the three-year rolling average in the fund. Any additional returns above this amount are reinvested into the fund to allow the fund to defeat inflation over time.

In order to have a full year of earnings available, endowments at required threshold must be invested no less than twelve consecutive months prior to the first distribution of earnings.

To learn more about the project and ways to contribute, please contact:
Jenna Tognazzini, Assistant Athletic Director for Development
Phone: 805-503-8563
Email: jtognazz@calpoly.edu