Endowment for Sustainability

Provides charitable health services to students in need.

Delivers charitable health services to students in need, addressing health barriers to learning and well-being.

Provides Classroom Support Scholarships for teachers needing assistance with classroom programs or equipment.

Provides ongoing support for extracurricular and educational programs benefiting students and teachers, including leadership trips, STEM competitions, and music or art competitions through student activity scholarships.

Supports district-wide activities including a Color Run, Robotics program, field trips, and a Holiday Toy Drive & Grocery Gift Cards to promote student/parent interaction. Also provides Student Activity Scholarships for educational activities such as leadership trips, STEM competitions, and music or art competitions.

Supports district-wide activities that promote student and parent interaction, including events such as the Color Run, Robotics program, field trips, Holiday Toy Drive, and grocery gift card distribution.

Fosters professional growth and development among teachers through financial assistance and scholarship programs, contributing over $200,000 in scholarships to aspiring teachers at the iTeachAZ Program at ASU Mary Lou Fulton Teachers College. Offers Professional Development Scholarships of up to $4,000 for teachers and staff pursuing advanced degrees or certifications, and a New Teacher Transition Stipend of up to $2,000 per year for up to 4 years.

Advances teacher professional growth through financial support, including scholarships and stipends. This includes over $200,000 contributed to the iTeachAZ Program at ASU Mary Lou Fulton Teachers College, a New Teacher Transition Stipend of up to $2,000 per year for up to 4 years, Professional Development Scholarships of up to $4,000, and Classroom Support Scholarships for instructional resources.

Adopted a formal Diversity, Equity, and Inclusion Policy in 2021 to guide organizational practices and promote equitable access and participation in gift planning initiatives.

Monitors state regulations pertaining to charitable gift annuities and tracks and lobbies gift annuity legislation at the state level.

Operates a Rates & Regulations Committee that meets monthly to assess economic conditions and uses actuarial assumptions—including mortality (e.g., 45-55 blend of 2012 IAR tables), expenses, and investment returns—to model and recommend gift annuity rates. Ensures the present value of the charitable residuum is at least 20%, and adjusts rates downward if necessary to meet this threshold or if tax deductions fall below 10% of contribution value.

Launches nationwide surveys, such as the Charitable Gift Annuity Donor Survey, to gather data and insights on donor behavior and market trends, supporting evidence-based rate setting and policy development.

Launches nationwide surveys, such as the Charitable Gift Annuity Donor Survey, to gather data on donor behavior and market trends, informing policy and rate-setting practices.

Launches nationwide surveys, such as the Charitable Gift Annuity Donor Survey initiated in April 2023, to gather data and insights on donor behavior and market trends in planned giving.

Conducts ongoing research and actuarial modeling to establish gift annuity rates, including monitoring economic indicators, using assumptions for mortality (e.g., 45-55 blend of 2012 IAR tables), expenses, and investment returns. Ensures the residual gift to charity remains at least 20% of contributed funds, with adjustments if thresholds are not met.

Conducts ongoing research to determine appropriate gift annuity rates using actuarial models, mortality studies (e.g., 2020 study with Alberts Actuarial Consulting), and economic data. This includes maintaining a 20% minimum residual gift value and a 50% target residuum, with rules-based adjustments tied to investment returns, expenses, and mortality assumptions.

Provides education on charitable gift annuities and broader gift planning, including guidance on the use of IRS discount rates for computing tax deductions for gift annuities and other planned gifts.

Develops and publishes suggested maximum charitable gift annuity rates used by charities and donors nationwide, with rate-setting based on actuarial analysis, economic data, and a rules-based model. These rates have been provided since 1927 and are updated regularly, with new schedules effective January 1, 2024.