Giving

The Regents Fund

Making a Regents Education Affordable

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  • Why Support the Regents Fund?

Upon the founding of the school, making a Regents education affordable has been a key component of our financial structure.
Affordability of a Regents education has been an ongoing conversation since the founding of our school. We stand on the shoulders of families who had the wisdom to peer into the future and see a fully formed campus with all its opportunities and challenges. 

One of those challenges is maintaining a broad economic range of 
families while hiring and retaining the most talented teachers to educate children in a beautiful environment that fosters learning and growth. Their solution, in part, was the creation of The Regents Fund.

Generous gifts of money over time form a board-designated fund which resides in an investment account. The fund grows to meet immediate needs by designating 4% towards operating costs each year. The Regents Fund is structured to provide a balanced and diversified approach to the capital markets while also providing the capacity to hold alternative assets such as interests in oil and gas, timber, and real estate. Additional capacity has been made available to accept shares of less liquid, and potentially high growth, equity interests as well. 

Genesis tells the familiar story of Joseph who, after rniraculous favor from God is placed in charge of all the grain in Egypt. Having interpreted Pharaoh's dreams, he knew famine was coming so he stored away grain in the fat years to help the people survive during the lean years to follow. This shows the wisdom of saving. 
Through contributions and growth, The Regents Fund has grown measurably from $600,000 in 2011 to over $3 million it is today. The Regents Fund has generated over $100,000 to support the Regents mission, including financial assistance, each year. This funding will grow proportionally with the fund's growth. As you consider year-end giving or planning for next year’s budget, please consider our The Regents Fund as a way to benefit and bless the families we greet on the plaza, stand with on the sidelines, and learn alongside in the classroom. Our goal is to increase The Regents Fund to $10 million by 2025, providing $400,000 annually. 
Please prayerfully consider giving to The Regents Fund. Our sincere desire is to provide future generations with affordable access to our classical Christian education. The Regents Fund is currently our only vehicle by which today’s gift can be a determining factor for a future family to share in the Regents experience.

— Kirk Avery, Director of Advancement

Make a Gift Today

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  • Give to the Regents Fund

FAQs

List of 4 frequently asked questions.

  • What is The Regents Fund?

    The Regents Fund is serves as an ongoing source of income for Regents School of Austin. Fund assets are invested, and each year a portion of the value of the fund is paid out to support the school’s mission. Any earnings in excess of this distribution are used to build the fund’s market value. In this way, the fund can grow and provide support for its designated purpose year after year. When gifts are made to The Regents Fund, a legacy of support is created for Regents School of Austin.

  • What is the governance structure for The Regents Fund?

    Management responsibility of The Regents Fund is vested in the Fund Board, with the requirement that a majority of the Directors must concurrently serve on the Regents School of Austin Board of Directors. An Investment Committee appointed by the Fund Board is the fiduciary responsible for directing and monitoring the investment management of The Regents Fund's assets. This committee is comprised of RSA community members with business, legal, and/or investment management experience.

  • What is the spend plan allocation and what is it used for?

    The spend plan, a policy set by the Fund’s bylaws, mandates that 4% of the Fund's market value on June 30 of each year be distributed to Regents School of Austin within 90 days. Since the Fund’s inception in 2011, all of the allocated distributions have been used for financial assistance funding.

  • What are the investment objectives of The Regents Fund?

    In order to meet its needs, the investment strategy of the The Regents Fund is to emphasize total return; that is, the aggregate return from capital appreciation and dividend and interest income. The fund has these goals:
    • Liquidity - To ensure the ability to meet all expected or unexpected cash flow needs by investing in securities which can be sold readily and efficiently.
    • Preservation of Purchasing Power - To achieve return(s) in excess of the rate of inflation over the investment horizon in order to preserve the purchasing power of Fund assets. Risk control is an important element in the investment of Fund assets.
    • Growth and Income - To achieve a balanced return of modest growth of principal and current income.
    • Long-Term Growth of Capital - To emphasize long-term growth of principal while avoiding excessive risk. Short-term volatility will be tolerated to the extent that it is consistent with the volatility of a comparable market index.
Classical.
Christian.
Community.
3230 Travis Country Circle
Austin, TX 78735
P (512) 899-8095 | F (512) 899-8623

Notice of Non-Discriminatory Policy

Regents School of Austin does not discriminate on the basis of race, color, national or ethnic origin in the administration of its educational, admission, financial aid or employment policies, or any other programs administered by the school.