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Philanthropy Report

UMass Dartmouth Endowment

Distribution of endowment funds in FY2025: $2,935,301

Market value of endowed funds

$104M

New gifts to endowments from donors and matching funds in FY25

$1.9M

Total number of endowments

323

UMass Foundation Endowment

The University of Massachusetts Foundation, an independent 501(c)(3) stewards endowed funds for all five campuses in the University of Massachusetts system, applying a future-focused strategy to generate sustainable returns for long-term support for scholarships, academic programs, and faculty development. The goal of the Foundation is to achieve long-term investment returns that exceed both the annual spending distribution (or “withdrawal”) and inflation to ensure the endowment’s longevity. FY2025 not only met, but exceeded that goal, with a 15.9 percent return last year. Taking a longer view, investments have yielded an 8.5 percent return over the last 10 years, another signal of the health of the endowment.

For more information about the performance of the UMass Foundation endowment, please view its fiscal year 2025 report here.

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