Giving

Endowment

Fiscal FoundationsBuilding USN's Future

The endowment provides long-term financial support for USN’s people, programs, and facilities. It ensures the school’s excellence for generations to come by helping attract and retain inspiring teachers, supporting learning opportunities within and beyond our classrooms, and improving access to USN for talented students from all backgrounds. Establishing an endowed fund through lifetime giving or an estate plan shows a profound degree of commitment to the mission of University School of Nashville.

USN Endowment Spending Policy

It is the school's goal and policy to distribute for use in the school's operations, on an annual basis, 4 percent of the most recent September 30 balance of the endowment as of the time of the annual budget approval, except as otherwise stipulated by donors for specific restricted funds.  

This amount should not exceed 5 percent nor be less than 2 percent of the trailing three-year average of the September 30 market value for the three fiscal years immediately preceding the respective budget approval. 

What's Next?Planning Ahead

USN welcomes additional gifts of all sizes to existing endowments, as well as the creation of new named funds with a minimum donation of $100,000.  
 
Please visit usn.org/plannedgiving for more information or contact Anne Westfall, Director of Development, at 615-277-7495 or awestfall@usn.org.
USN Mission: 
University School of Nashville models the best educational practices. In an environment that represents the cultural and ethnic composition of Metropolitan Nashville, USN fosters each student’s intellectual, artistic, and athletic potential, valuing and inspiring integrity, creative expression, a love of learning, and the pursuit of excellence.