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Wesleyan University Endowment Fund

Name: Wesleyan University

Assets Under Management: $929 Million (Source: Wesleyan University on 10/20/2014)

Annual Report: Wesleyan University’s Annual Financial Report Year Ended June 30, 2014

Portfolio Insights: “Wesleyan’s FY 2013/14 operating revenue exceeded expenditures by $11 million. Total operating revenue and support for FY 2013/14 was $196 million, an increase of 3% from FY 2012/13. Operating expenses were $185 million representing a 2% increase from FY 2012/13. During the fiscal year ended June 30, 2014, Wesleyan University’s net assets increased by $114 million (14%) from $815 million to $ 929 million, surpassing the previous all-time high of $832 million in FY 2006/07. The increase in the market value of Wesleyan’s endowment from $689 million to $793 million was the major factor in the increase in net assets.” (Source)

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Top Wesleyan University Endowment Fund Headlines:

1) Wesleyan University is a private institution that was founded in 1831. It has a total undergraduate enrollment of 2,906, its setting is urban, and the campus size is 316 acres. It utilizes a semester-based academic calendar. Wesleyan University’s ranking in the 2015 edition of Best Colleges is National Liberal Arts Colleges, 15. Its tuition and fees are $47,972 (2014-15).

Wesleyan University is located in Middletown, Conn., overlooking the Connecticut River. The school offers about 200 student organizations, including several a cappella groups. Greek life has a long history at Wesleyan, with several fraternities and sororities on campus, including the coed fraternity Eclectic Society, as well as secret societies like the Skull and Serpent. Wesleyan’s athletic teams compete in the NCAA Division III New England Small College Athletic Conference. The college is also part of the unofficial Little Three athletic conference with Amherst and Williams. Freshmen are required to live on campus, along with the majority of students who live in campus residence halls, apartments or houses. (Source)

2) Wesleyan University has a large and active alumni association – boasting one of the highest participation rates in higher education. It is primarily these alumni that the university depends on to maintain and grow its generous endowment funds. And it is Abila Millennium and Abila Fundraising Online that Wesleyan depend on to maintain and grow its vital donor relationships.

The university is using an email marketing service to deliver various newsletters and solicitations to its constituents. Data concerning open rates, forwards and click-throughs is transferred back to Abila Millennium, along with the communications associated solicitation code, enables the university to collect metrics about which offers and requests are the most successful, allowing it to adjust future marketing activity accordingly. By strategically mining its Abila Millennium database, Wesleyan is able to target its messaging for optimal results. (Source)

3) The first edition of the Alumni Record of Wesleyan University was published in 1869. It was compiled by Orange Judd, of the class of 1847, and was published at his expense. To quote from the Preface to the edition of 1873, it was “not the least of Mr. Judd’s noble gifts to the University, in whose welfare he has always taken such a generous interest.” This book was said to be more complete than any similar work previously issued by an American college.

The second edition of the Record appeared in 1873. It was published by the Alumni Association, and was edited by a committee, appointed by the Association, consisting of Professors C. T. Winchester and William North Rice, and Mr. G. Brown Goode. (Source)

4) Wesleyan University has transferred $500,000 into banks in Middletown and Bridgeport, CT, becoming one of the first universities in the nation to adopt investment practices designed to support underserved communities. (Source)

5) Wesleyan University is known for the excellence of its academic and co-curricular programs. About 2,900 undergraduates—and some 200 graduate students—from around the world pursue their classroom studies, research projects, and co-curricular interests in ways that are demanding and intensely rewarding. Here, on a beautiful campus overlooking the Connecticut River, students learn to do productive and innovative work that makes a positive difference in the world—that’s what Wesleyan is about. (Source)

About Richard C. Wilson