Endowment & Legacy


The Saint Stephen’s Endowment Fund is similar to a family savings account. Our fund was started in 1995 and has grown over the years to approximately $8 million, thanks to the charitable gifts of many forward-thinking donors. The principal of the endowment fund is never touched, which allows all gifts to grow in perpetuity. Only earnings from the endowment fund investments are used, based on a strict set of guidelines and overseen by a knowledgeable committee of endowment trustees. The purpose of the endowment is to generate steady annual income for the school that can be used today, next year, and even 100 years from now.

A strong endowment ensures that the current excellence at Saint Stephen’s is preserved for future generations. Maintaining that excellence requires the creation of a robust endowment fund that serves as the school’s financial foundation. Most successful colleges and independent schools have large endowments, with earnings that are used in part to assist with operational expenses such as library materials and student supplies. This solidifies the future of the school by keeping tuition affordable and enrollment high.



The Saint Stephen’s Falcon Legacy Society recognizes the generosity and special forethought of those who have provided for the future of Saint Stephen’s by making a bequest to the school or by making a significant or consistent donation to the Saint Stephen’s Endowment Fund. By becoming a member we invite you to:

Should you be interested in joining, please complete the Falcon Legacy Society enrollment form (PDF located here). Or you may contact Rose Carlson, Director of Endowment at RCarlson@saintstephens.org or phone (941) 746-2121 x1601.

If you have already included Saint Stephen’s as part of your estate plans and you are not yet a member of the Falcon Legacy Society, we would like to thank you and include you in our membership. Please contact Rose Carlson, Director of Endowment for information.

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