2026 SAIS Annual Conference

Endowments and long-term reserves are critical to the financial resilience of independent schools. This session will explore how schools incorporate these tools into their broader financial strategy. Combining the perspectives of a seasoned investment professional, an independent school trustee, and a former head of school, we will walk through endowment fundamentals, best practices in financial stewardship, and practical strategies for strengthening long-term sustainability. The discussion will also address financial governance, independent school trends, and fundraising considerations, equipping schools to build stability while continuing to advance their mission.