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Pennington campus in FallEndowment and Planned Giving: Investing in Pennington’s Future

The Pennington School endowment is the single most important source of financial strength for the School, ensuring the sustainability of our mission. Gifts to Pennington’s endowment are critical to our long-term success and stability, and the vast majority of planned gifts are directed to endowed purposes. These gifts become donors' lasting legacies and ensure that the School will continue, in perpetuity, to provide our students with extraordinary experience, access to exceptional faculty and academic programs, and a safe and beautiful campus and learning environment.

Thanks to our generous donors and our efforts to expand planned giving at Pennington, the endowment has seen significant growth over the past few decades—with a 26% increase in the past five years alone. The ending value of the endowment in 2020 was $44M. Although the majority of Pennington’s endowment is not restricted to a particular purpose, the establishment of named funds with a minimum gift of $100,000 through planned giving and outright gifts has had a significant impact over recent years in creating this growth.

Pennington’s Board of Trustees Investment Committee is the governing body which oversees endowment management and guides strategy on investment and allocation, working closely with fund managers at SEI Investments. The endowment is managed with a long-term view, balancing future financial strength and stability with current financial demands.

To find out more about the impact and how your planned gift can support Pennington’s endowment, please contact Lindsay Guinan, Director of Capital Projects and Gift Planning, at 609-737-6149.

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