A recent news story in The Wall Street Journal reported that a number of institutions had responded to significant financial pressures by using donor-restricted endowment funds to help cover operating expenses. The report raised an important question for those who have established, or are considering establishing, an endowed fund or designated planned gift: Will my gift continue to support the purpose I intended?
We want you to feel confident that, at Berry, honoring donor intent is one of our most important responsibilities.
Every donor who establishes a fund or designates a legacy gift entrusts Berry with a particular vision for the future, and Berry is committed to ensuring that each gift is used in accordance with the purpose established by the donor. >
This commitment isn't just something we say; it is supported by our long tradition of prudent financial management. We know that sound financial stewardship includes preserving donor resources so they can continue benefiting students for generations to come.
Forbes recently awarded Berry an A+, the publication's highest possible grade for financial health, placing the college among a select group of private colleges receiving that distinction in 2026. While this evaluation is only one measure of an institution's financial health, the grade provides outside recognition of Berry's strong financial foundation.
For donors, that strength provides confidence.
That strength helps position Berry to manage endowed gifts responsibly for the long term. It also helps sustain the scholarships, programs and opportunities donors care about.
We are deeply grateful for the trust our donors place in Berry. We remain committed to honoring that trust through careful stewardship, responsible management and unwavering respect for donor intent.
If you have questions about planned giving or endowed funds,
we'd be happy to help.
