Endowment Fund History & Performance

Established in the mid-1980s, the Blessed Sacrament School Endowment Fund helps ensure that our mission continues for generations to come. Donations/Gifts to the Endowment Fund are made by parish members, school families, alumni, and community members. Each year, a distribution equal to 5% of the fund's five-year average balance supports tuition assistance, helping make a Blessed Sacrament education accessible to more families. The Fund is professionally managed by Walkner Condon Financial Advisors in accordance with the United States Conference of Catholic Bishops (USCCB) investment guidelines, and is overseen by our parish Endowment Committee and Finance Council. 
Why the $5 million goal? And why now?

The Blessed Sacrament School Endowment Fund has quietly supported our school for decades, but we have not conducted a dedicated fundraising campaign for the fund in many years. As a result, many parishioners, school families, and alumni may be unfamiliar with the endowment and the important role it plays in supporting our students. Our 2026 Endowment Fund Appeal is an opportunity to change that by raising awareness, celebrating the fund's impact, and building its capacity to serve our school for generations to come. Our goal is to grow the fund from its current balance of approximately $2.2 million to $5 million by 2030. Because annual distributions are based on the fund's five-year average balance, growing the endowment will increase the resources available to support Blessed Sacrament School over time.

Tuition assistance will remain a vital part of the endowment's mission. Reaching our $5 million goal, however, could also allow distributions to support other important priorities, including teacher retention, professional development, and special projects that help our outstanding educators enrich the classroom experience.
A stronger endowment could also provide a more predictable source of funding for campus maintenance and improvements, helping keep our facilities safe, accessible, and equipped to meet the evolving needs of today's students. From technology upgrades to improvements in learning spaces, these investments would help ensure our campus continues to support a high-quality education. 
With a larger endowment, more of these needs could be addressed through planned annual distributions, reducing reliance on additional fundraising appeals for eligible projects and allowing the school to establish clearer priorities and timelines for future improvements. At a 5% distribution rate, a $5 million endowment could provide approximately $250,000 in annual support for the school (based on a 5-year average balance). Compare this to our current annual distribution average of around $65,000 - $75,000 and you can see what a tremendous difference this would make.
We are deeply grateful to everyone whose generosity has built the endowment to what it is today. By growing this fund together, we can strengthen the foundation beneath our school, support the teachers who make it extraordinary, and ensure future generations of Friars have the resources and opportunities they need to thrive.