Havergal College & The Havergal College Foundation Impact Report 2021-22

The Havergal Foundation

The Havergal Endowment has been built up over many years by visionary donors who wish to create a sustainable source of funding in support of a transformational learning experience for our students. The long-term investment return objective is to achieve a total annual rate of return, on average, that exceeds the historical disbursement rate of 4.0% per annum. Our objective is to ensure that the school’s endowment funds are invested to achieve optimal returns and that the funds are managed sustainably, providing the capital to support the long-term goals of the school. Specific consideration is given to balancing the requirement for current income to support present activities, while allowing for the growth of the principal to compensate for inflation and to grow the Foundation’s ongoing ability to support the school.

The Havergal Endowment over the last three years

$30.7M $29.1M

$26.6M

Total Endowment as of June 30, 2020

Total Endowment as of June 30, 2021

Total Endowment as of June 30, 2022

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TOM ARBAN PHOTOGRAPHY