Finance

Alumni Scholarship Endowment Runway Calculator

Simulate perpetual endowment health under varying market returns and scholarship payout rules.

Protect the future of your scholarship fund. Simulate perpetual endowment health under varying market returns and payout scenarios to avoid drawing down the principal.

Endowment Runway Calculator

Model the long-term sustainability of your alumni scholarship or foundation endowment. Ensure your withdrawal rate doesn't deplete the principal over time when accounting for inflation.

4.5%
7%
2.5%

Fund Status (Year 50)

Sustainable

The endowment outpaces withdrawals and inflation, leaving a projected balance of $3,437,109.

Year 1 Payout

$45,000

50-Year Principal Projection

Yr 1Yr 5Yr 10Yr 15Yr 20Yr 25Yr 30Yr 35Yr 40Yr 45Yr 50$0$900k$1.8M$2.7M$3.6MStarting Principal

Frequently Asked Questions about Alumni Scholarship Endowment Runway Calculator

What is an endowment drawdown strategy?

It is the strict percentage (usually 4-5%) of the endowment's value that can be spent annually while protecting the principal from depletion.

Why run market simulations on an endowment?

Because market returns are volatile. Simulating different economic scenarios ensures the fund can survive prolonged downturns.

How does OrgSets steward major gifts responsibly?

OrgSets provides robust donor management, automated pledge tracking, and secure tiered access for foundation boards.

Built by OrgSets

Steward your major gifts responsibly.

OrgSets provides robust donor management, automated pledge tracking, and secure tiered access for foundation boards.

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