Endowments and Major Gifts
Endowments ensure there is a continuing source of funding for immediate and future needs. These gifts grow over time to create a legacy of learning, research, and scholarships as they extend the impact of the donor’s generosity beyond a lifetime.
How an Endowment Works
The principal is invested and a portion of the fund’s value is made available each year to support the purpose determined by the donor. To guard against the eroding consequences of inflation, the remaining portion of investment return is then added to the fund. The goal is to ensure that the principal maintains its purchasing power.
Types of Endowment Gifts
Endowments can be created with gifts of cash, securities, and other assets. They can be established through one-time gifts, estate gifts, and multi-year pledges. Although the minimum amount required to create an endowment fund is $25,000, larger amounts are recommended or required for certain purposes. Gifts at these levels may offer donors naming opportunities. All gifts at the minimum endowment level (as well as cumulative lifetime giving of $25,000 or more) qualify donors for recognition as members of the Colorado State University Pueblo President’s Club.
Types of Endowment Gifts
Endowments can be created with gifts of cash, securities, and other assets. They can be established through one-time gifts, estate gifts, and multi-year pledges. Although the minimum amount required to create an endowment fund is $25,000, larger amounts are recommended or required for certain purposes. Gifts at these levels may offer donors naming opportunities. All gifts at the minimum endowment level (as well as cumulative lifetime giving of $25,000 or more) qualify donors for recognition as members of the Colorado State University Pueblo President’s Club.
Managed for Long-Term Impact
The Foundation manages the investment and payout of endowed funds with a long-term view to provide designated programs with a stable revenue source. The year-to-year change in the value of an individual endowment fund is affected by several factors, including the administration fee, the amount and timing of additional gifts to the fund, market gains and losses, and the amount of disbursements from the Foundation to the University to support the fund’s designated programs.
How To Create an Endowment Fund
1
Contact the Foundation to talk with a staff member who will assist you or your financial advisor in creating a fund in accordance with your wishes.
2
The staff member will help you draft, complete, and sign a fund agreement outlining the gift’s purpose, along with the investment and payout.
3
Upon receipt of the gift, the Foundation will establish the fund and distribute the annual payout amount for your designated purpose.
Set Up An Endownment or Major Gift
Contact the Foundation to get started.
1960's
- John Lynch, Jr., A66, Colorado Springs, CO, happily retired after 33 years of service to Academy School District #20.
1970's
- Gail Spiegel, A75, Pueblo, CO, is happily retired from CU Boudler after many years teaching jewelry making classes.
- Jeff Broome, A75, Beulah, CO, was a college professor at a state college in metro Denver for 32 years. Now is retired. Jeff has written one philosophy book on Hume, and four books on the Cheyenne Indian war 1864-1869
- Lawrence OBreza, A77, Lone Tree, CO, is happily retired.
1980's
- Alison Wells, A83, Roswell, GA, is serving in sales for the Lockstep Technology Group.
1990's
- Fred Trujillo, A93, Rio Rancho, NM, after 29 years of serving as a teacher, coach, principal, and superintendent, is celebrating retirement.
- Matthew Michael, A94, Fountain, CO, serves as a peer recovery coach at Serenity Recovery Connection.
- Tracy Gutierrez, A94, Pueblo, CO, serves as the Community Development Specialist for Southern Colorado Economic Development District.
2000's
- Joseph Lopez, A01, Pueblo, CO, celebrating 25 years of service for the Colorado Mental Health Institute Pueblo
- Michael Trunkenbolz, A03, Arvada, CO, serves as a fire fighter for the local department.
- Corrine Wilson, A03, Pueblo, CO, recently earned a certification as a life coach and is pursuing a health and wellbeing certification.
- Chris Berumen, A04, Pueblo, CO, has worked for Clark Land Services, Inc. since 2008 and now serves as the Director of Operations.
- Bryan Montoya, A04, Pueblo, CO, Is an environmental engineer with Sigma River, helping destroy mustard agent at Pueblo Chemical Depot.
- Edmeston Woodly, A04, Orlando, FL, Serves as the Director- Sports Medicine with USF Athletics
- Jessie Dovens, A05, Ashburn, VA, is a paralegal for Loudon County Government. She will be performing at the Kennedy Center and the National Archivesas a part of the National Memorial Day Choral Festival
- Veronica Hughes, A05, New Lenox, IL, serves as the VP/CNO Behavioral Health Services at Advocate Health overseeing behavioral halth services for the midwest region.
- Courtney Woodka, A05, Pueblo, CO, started a new position as an art teacher at Heaton Middle School.
- Lisa Vigil, A06, San Antonio, TX, serves as the Research Program Manager for the University of Texas San Antonio.
- Elayaraja Ponnuswamy, A07, San Jose, CA, serves as the Director of Operations for SAP SuccessFactors.
- Katrina Wawryk, A07, Pueblo, CO, serves as a Senior Associate at BDO USA
- Dr. Lana Brumfield, A08, Pueblo, CO, is a Nurse Reactionary at Open Arms Clinic in Pueblo, and has served as a professor of nursing at CSU Pueblo.
2010's
- Lindsay Reeves, A11, Pueblo, CO, serves as the Legislative and Stakeholder Liaison Office of Community Living for the CO Dept. of Healthcare Policy and Financing.
- Janessa Beatty, A12, Colorado Springs, CO, serves as the Assistant Principal at James Irwin and received the 2020 and 2021 Gazette Best of the Springs High School Educator Award.
- Adrian Gomez, A12, Pueblo, CO, serves as the Financial Wellness Coordinator for the United Way of Pueblo County
- Elisamarie Drouillard, A13, Pueblo, CO, has self-published two books and is working on publishing a third in 2024.
- Lindsey Dunbar, A14, Pueblo, CO, serves as a psychotherapist at a New Leaf Therapy, and received the 2023 Distinguished Young Alumni Award for the college of CHEN.
- Shayla Reynolds, A14, Pueblo, CO, serves as a school counselor at Centennial High school and is a board member for hte Colorado School Counselor Association.
- Kara Mason, A15, Denver, CO, serves as a content writer for the University of Colorado School of Medicine.
- Jeremy Clark, A16, Pueblo, CO, is celebrating 7 years at Crossroads' Turning Points and is now th Director of IT.
- Trysten Garcia, A16, Pueblo, CO, recently promoted to Public Information Officer for the Pueblo Dept. of Public Health and Environment.
- Emily Monarch, A16, Glendale, AZ, serves as an Occupational Therapist with Banner Rehabilitation Hospital West. Since graduating, she has obtained her post-graduate degree in Occupational therapy from Midwestern University. She will soon be celebrating her 3rd year working for Banner Rehabilitation Hospital West
- Angela Moore, A17, Houston, TX, serves as the People Operations Manager at Pariveda.
- Candice Trujillo, A18 & A20,Pueblo, CO, is in her sixth year of teaching special education and is engaged to be married.
- Megan Montoya, A18, Pueblo, CO, serves as a secretary for her family business Cedar Ridge Landscape and is teaching high school cheerleading.
- Lacy Page, A18, Pueblo, CO, serves as the Technical Director for Good Morning Colorado with KRDO News Channel 13.
- James Spencer, A19, Pueblo, CO, serves as a High School teacher for GOAL Academy.
- Brittany Spencer, A19, Pueblo, CO, serves as a teacher for Pueblo School District #70.
- Leanne Sanchez, A19, Pueblo, CO, is a graduate student intern at A New Leaf Therapy as she completes her Clinical Mental Health Counseling Masters.
2020's
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- Greg Wakefield, A20, Westminster, CO, recently promoted to Production Planning Manager at Charlotte's Web.
- Megan Moore, A20, Pueblo, CO, is serving as the Director of the Pueblo Food Project
- Kennedy Shriver, A21, Colorado Springs, CO, Is the Communications and Partnership Marketing Manager with USA Artistic Swimming. She was a former student athlete and communications graduate also previously served as the Director of Creative Services for two years within the University’s Athletic Department.
- Eunyoung Blandford, A22, Olympia, WA, serves as a Registered Nurse with Multicare
- Jay Martinez, A23, Pueblo, CO, is serving as a Librarian/Musician for the Pueblo Symphony Orchestra
In Memoriam
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Rachel Marquez, A21
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Bobby Graham, A67
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Larry Rogers, A72
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James Roblek, A72
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Keith King, A70
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Robert Lee Smith Jr., A69, A70, A81
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Elizabeth Velez, A88
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