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Sweet Briar College Endowment Fund

Name: Sweet Briar Institute

Assets Under Management: $160.6 Million (Source: Sweet Briar College on 6/30/2013)

Annual Report: Sweet Briar College For Years Ended June 30, 2013 and 2012 And Report of Independent Auditor

Portfolio Insights: “The accompanying financial statements include the accounts of Sweet Briar College –
Virginia Programs (the “College”), Sweet Briar College Junior Year in France, Sweet Briar College Junior Year in Spain, and Sweet Briar Alumnae Association, collectively referred to as Sweet Briar Institute (the “Institute”).

The Institute’s endowment consists of approximately 400 individual funds established for a variety of purposes including both donor-restricted endowment funds and funds designated by the Board of Directors to function as endowments. Net assets associated with endowment funds, including funds designated by the Board of Directors to function as endowments, are classified and reported based on the existence or absence of donorimposed restrictions.” (Source)

Our team, the Endowment Fund Association (EFA) and is the #1 community and most visited website dedicated to endowment fund professionals.  We provide endowment funds with buy-side co-investment and direct investment deal origination services, outsourced chief investment officer selection help,  and also provide Endowment 500 research and Endowment Database Solutions.

Top Sweet Briar College Endowment Fund) Headlines:

1) Sweet Briar College has announced the appointment of two key staff members in the Office of Alumnae and Development. Margaret Kimball Lippard began serving in the fall as director of major and planned giving.

A native of Lynchburg, Lippard graduated from E.C. Glass High School, and also is well known in the community from her four years as director of development at United Way of Central Virginia. She previously worked for 10 years as vice president in trust and estate planning within SunTrust Bank’s private wealth and investment management group.

Lippard also is a past president and current member of the Lynchburg Estate Planning Council, serves as a trustee of the Friends of the Lynchburg Public Library Endowment Fund and the Holy Trinity Lutheran Church Endowment Fund, and volunteers as a member of the Opera on the James Advisory Council.

Lippard earned her bachelor’s degree in English at Smith College, where she graduated Phi Beta Kappa. (Source)

2) Sweet Briar College empowers and educates young women to build and reshape their world however their passions lead them.

Sweet Briar College prepares women (and at the graduate level, men as well) to be productive, responsible members of a world community. It focuses on personal and professional achievement through a customized educational program that combines the liberal arts, preparation for careers, and individual development. The faculty and staff guide students to become active learners, to reason clearly, to speak and write persuasively, and to lead with integrity. They do so by creating an educational environment that is both intense and supportive and where learning occurs in many different venues, including the classroom, the community, and the world. (Source)

3) Dr. James F. Jones Jr. became Sweet Briar College’s interim and 11th president on Aug. 15, 2014. Prior to his appointment by the Sweet Briar Board of Directors, Jones served as president of Trinity College in Hartford, Conn., for 10 years.

During his presidency at Trinity, Jones led a college-wide strategic planning process, with input from hundreds of faculty, staff, students and the Trinity Board of Trustees. The resulting 2005 Cornerstone Plan was instrumental in establishing an ongoing process for annual planning at the college. In addition, the Cornerstone Plan helped Trinity develop the goals of its six-year Cornerstone and Legacy Campaigns, which concluded in 2012 after raising $369 million in contributions and donor commitments — more than double the amount of Trinity’s previous fundraising campaign. (Source)

4) The mission of the Sweet Briar Alumnae Association, under the leadership of its Alumnae Board, is to assist the Alumnae Office in effectively serving alumnae by developing, organizing and implementing programs that will encourage alumnae engagement with each other and with the College. The Alumnae Association supports Sweet Briar College in realizing its mission and programs and promotes philanthropic support for the College. (Source)

5) Sweet Briar College is accredited by the Southern Association of Colleges and Schools Commission on Colleges to award the Bachelor of Arts, Bachelor of Fine Arts, Bachelor of Science, Master of Arts in Teaching, and Master of Education. Contact the Commission on Colleges at 1866 Southern Lane, Decatur, Georgia 30033-4097 or call 404-679-4500 for questions about the accreditation of Sweet Briar College. (Source)

About Richard C. Wilson