The Endowment Fund

You can make a lasting gift, one that allows you to make an imprint in your community. Giving to the Endowment Fund is one of the most powerful ways you can ensure the success of future generations of Palos Verdes children, so that they in turn may make a difference in their families and communities.

The PEF Endowment Fund was established in 1979 with a $50,000 gift from the Kenneth T. and Eileen L. Norris Foundation. The goal: To provide long-term stability to PEF, and to help ensure uninterrupted funding for the schools, in perpetuity.  Through careful stewardship, professional investment management and gifts from both individuals and organizations, the Endowment Fund has grown steadily.

Current Value/ Endowment Spending

Currently, the Endowment Fund’s value stands at more than $3 million. Beginning in the Fall of 2008, earnings from the fund have been able to support:

  • Engineering and robotics programs at both high schools, and
  • World Language programs at all elementary schools.

Read PEF’s Endowment Fund Spending Policy:

PEF Endowment Spending Policy (35 KB)

Fund Management

The Fund is invested in a diversified portfolio, with outside management, under the guidance of the executive committee of PEF’s Board of Trustees. Equity investments, intermediate-term fixed income, government treasuries and agencies, and money market instruments are the core of its investment strategy. PEF conforms to the highest standards of transparent accounting, with financial audits performed annually, and oversight provided by an independent audit committee which oversees finances for the current year.

Read PEF’s Endowment Fund Investment Policy:

PEF Investment Policy (40 KB)

Please consider . . .

  • A gift to the Endowment Fund now. A gift of $5,000 or more qualifies you for membership in the Endowment Circle. You may remain anonymous in all PEF materials if you so choose.

  • A deferred gift to the Endowment Fund - in your will or estate plan, of course, after your family is provided for. You may inform us of your plans so that we can ensure you receive needed information, and you can still choose to remain anonymous.

Make a gift today.

Gifts to Our Future (1.1 MB)

For more information, view our booklet, Gifts to Our Future:

PEF Professional Advisory Council (92 KB)

View a list of our Professional Advisory Council members:

Request information by mail.

For more information on making a bequest or estate gift to the fund, contact Cheryl Ward at (310) 378-2278 or by email.