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What percentage of the annual fund should support the operating budget?

  • 1.  What percentage of the annual fund should support the operating budget?

    Posted 10-28-2021 03:09 PM
    Hello!  I was asked to post this question.  Any thoughts?

    What percentage of the annual fund should support the operating budget? 

    Thank you!


    ------------------------------
    Tracy Forkin
    Director of Stewardship & Donor Engagement
    Johnson & Wales University
    tracy.forkin@jwu.edu
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  • 2.  RE: What percentage of the annual fund should support the operating budget?

    Posted 10-28-2021 03:53 PM
    Hi, Tracy.

    I've always heard 10% as the ideal, but we are an independent school so that number might be specific to our industry. Our annual fund supports 8% of the operating budget.

    -Liz

    Liz Dixon-Eversole
    pronouns: she/her/hers
    Director of Advancement Operations
    Milton Academy
    170 Centre Street
    Milton, MA  02186
    (w) 617.898.2374








  • 3.  RE: What percentage of the annual fund should support the operating budget?

    Posted 10-29-2021 12:32 AM
    I have worked at two K-12 independent schools and we have always aimed for the Annual Fund to support 10% of our operating budget.

    Vidya

    --

    Vidya Kagan

    Menlo School

    Development Office

    50 Valparaiso Avenue

    Atherton, CA 94027

    Office: 650.330.2044
    Cell:  650.722.2124
    www.menloschool.org