Endowed Funds at The Summit

All endowments have a story to tell and are an important part of The Summit’s history. Endowed Funds at The Summit are invested gifts that provide stable, sustained revenue to support their intended purpose. Endowed gifts are made possible through the generous investments of alumni, parents and friends as an impacting way to demonstrate their support and passion for The Summit. Endowed funds are established to provide ongoing permanent support for designated funding recipients by use of interest earned on endowments, rather than the expense of the funds themselves. These funds may be created for a variety of purposes, including faculty support, student scholarships, curriculum innovation building and grounds enhancement. Specific donation amounts are required to establish an endowed fund.

Establish an Endowed Fund

Join the Cornerstone Heritage Society

Join parents, alumni, and friends who have woven their legacy into the fabric of The Summit. Make a gift to the endowment fund by remembering The Summit Country Day School in your will or estate plans.
For more information on how you can establish an Endowed Fund or become a member of the Cornerstone Heritage Society, please contact Jim Jackson, Chief Philanthropy Executive, at (513) 871-4700 x 242 or via email.

General Endowed Funds

Anonymous General Endowment Funds

Anonymous General Endowment Funds

Named Scholarship Funds

Endowed scholarship can be named and designated for specific use when a fund reaches $100,000 threshold. Naming an endowed scholarship preserves a benefactor’s interest in The Summit and can honor or memorialize a loved one, friend, classmate, or business. Students who receive a named scholarship are informed of the specific interests of the fund and that others share a commitment to their education through financial support.

Farrell Ackley Memorial Scholarship Fund

C. Bert Amann, Jr. SBS '45 Family Fund

Dr. Ken and Maureen Amend Scholarship Fund

Anonymous Family Fund

Charles and MayBelle Barrett and John and Marian Liebold Scholarship

Marc Bohlke Memorial Scholarship

Mary Foss Brinkmeyer '67 Scholarship

Established in 2009 and is awarded every four years to a strong academic student who has demonstrated and will grow in the values that Mary admires, which are the values that are integral to The Summit’s mission: “to be challenged; to share fully the gifts he or she has been given by God; to grow in grace and wisdom; to develop spiritually, academically, physically, socially, and artistically; and to become a person of character who values and improves the world he or she inherits.”

Burns Family Scholarship

Castellini Foundation Scholarship

Constance (Alf) Castleberry ’20 Memorial Scholarship

Susan and Edward Castleberry SBS ’46 Family Scholarship

Susan S. Castleberry Scholarship Fund

Chavez Family Scholarship

Patricia and Joseph H. Clasgens II SBS ’37 Scholarship

A.J. Cohen ’97 Memorial Scholarship Fund

Ruth (Jung) Conway ’46 Memorial Scholarship Fund

Kim and Scott David Family Funds

Cheryl and Roger Dean Family Scholarship

Edmondson Family Scholarship

James E. Evans Scholarship

Farmer Family Scholarship

Amelia Hamberg Foss ’24 Scholarship

Missy Segal & Brian J. Fox Scholarship Fund

Marc Gerard Fragge ’83 Scholarship

Joan and James Gardner Family Scholarship

Madeline and Patrick Gilligan Family Fund

Claire "Conky" Greiwe '61 Scholarship

Griffin Family Scholarships

Chris and Trey Heekin Family Scholarship

Heimbouch Family Scholarship Fund

Robert T. Hertzel ’81 Memorial Scholarship

Frank X. Homan Scholarship

Margo S. Homan Scholarship

Andrew J. Huesing Scholarship

Mary Lois Jung Scholarship

J. Patrick Kelly Endowed Scholarship

The Koetters Family Scholarship Funds

Kohlhepp Family Scholarship

Carolyn and John LaBar Family Scholarship

Lifers Scholarship

Pat and Joe Perin Scholarship Fund

Perin/ Tyler Scholarship Fund

Patricia Tyler-Perin Scholarship

PNC Bank Scholarship Fund

Virginia Pohl Family Scholarship

Price Foundation Path to Excellence Scholarship

Ragland Family Scholarship

Nick and Joelle Ragland Scholarship Fund

Amy and Ben Russert Family Scholarship

Sansalone Family Fund

Marge and Charles J. Schott Scholarship

Seltman Family Fund

Gail and David C. T. Smith Family Scholarship

Mary Frances Kane Sumila Scholarship

The Summit Family Fund Scholarship

Summit Legacy Scholarship

Arthur and Irma Theobald Scholarship

Johnny Warrington ’05 Scholarship

Richard F. Williams SBS ’58 Scholarship

William J. Williams ’29 Scholarship

Williams Family Scholarship

Carol Ann and Rich Wilson Family Scholarship

Thomas E. Wood, Sr. and Thomas E. Wood Jr. Memorial Scholarship

Nancy Wurzelbacher '76 Scholarship

Zeilstra Family Fund

Benefactor Endowment Incentive Program

Ragland Family Endowment Incentive Program

Ragland Family Endowment Incentive Program

Established in 2019. This fund was created as an incentive program to encourage benefactors to establish a new endowed fund to grow the Summit Country Day’s endowment in support of the Summit’s Mission and students. This fund will provide $5,000 to a qualified new fund, approved to receive additional funding from the Ragland Family Incentive Program. Eligible new funds created with a commitment between $50,000 and $99,000 will receive $5,000. $10,000 will be provided to an eligible new fund created with a commitment of $100,000+.

Middle School Scholarship Incentive Program

Anonymous Scholarship

Ritch Family Scholarships

Rosie Sansalone Scholarship

Managed Endowed Accounts

Establishing a managed endowed account is done with a minimum contribution commitment of $50,000, payable over a 5-year period. Income from these funds sustain and enhance the school’s highest priorities for scholarships, faculty and student support, academic initiatives, and care of the school’s buildings and campus. Pre-named Scholarship funds are restricted gift accounts with a valuation of $50,000 to $99,999. Named Operations Funds are restricted gift accounts for non-scholarship areas of the school. These accounts must have a current valuation of $50,000 or more. Based on the school’s endowment spending policy and procedures for managing restricted funds, income from managed funds will be joined with other endowment income to support the above objectives.

Alumni Scholarship

Anna and Marc Bohlke Family Fund

The Bristow Family Fund

Burke Family Fund

Raymond L. Buse, Jr. SBS '39 Family Fund

Jantsch Family Fund

McQueen Family Scholarship

Thomas G. Monaco Scholarship Fund

Tosolini Family Fund

Forever Funds

Forever Funds are endowed funds where the interest is designated in support of an Annual Fund initiative. The principal will remain intact and the annual earnings will be applied to the designated initiative.

Leaders of Character Society Forever Fund

(Minimum gift commitment of $25,000) The Leaders of Character Society (LOCS) sets a pace and tone for giving to The Summit’s Annual Fund for Excellence. Their leadership, generosity and trust in the school and its mission assures their membership in LOCS. The newly created LOCS Forever Fund will allow donors to establish a permanent fund that will provide ongoing support to The Summit and permanently establish the donor in our yearly Honor Roll. An investment of $25,000 will generate $1,000 annually in perpetuity. The LOCS Forever Fund donors ensure that the values of The Summit mission will carry on forever.

Mr. Jeremy Campbell and Ms. Melanie Chavez, established 2019

Patricia (Clasgens) ’68 and James Fisk, established 2021

Kimberly and Daniel LaBar BMS ‘77, established 2021

Patricia LeBlond and Joseph H. Clasgens II SBS ’37 ⁺ established 2019

Angel Donor Forever Fund

(Minimum gift commitment of $60,000) The Angel Donor Forever Fund is designed to assist the education of a student who has the potential and the desire to attend Summit but is in need of financial assistance. Over $4 million dollars per year goes towards helping qualified students achieve “The Summit Advantage.” Donors who establish an Angel Donor Forever Fund will be permanently placed in the Leaders of Character Society of the Annual Fund for Excellence. A minimum investment of $60,000 will yield $2,500 annually in perpetuity. Establishing an Angel Donor Forever Fund will allow donors not only to be recognized in perpetuity by The Summit, but also have a significant impact on the lives of the students who receive their support.

Jennifer and David Bastos, established 2021.

Sara and Brandon Bray, established 2021.

David R. Clare and Margaret C. Clare Foundation, established 2021.

Andy and Bing Hinton, established 2019.

Christina and Nathan Neyra, established 2019.

Hardship Forever Fund

(Minimum gift commitment of $25,000) The Hardship Forever Fund allows students with financial need to attend and prosper at The Summit. Through the endowed gift, our benefactors will support students whose family circumstances challenge their ability to participate in educational trips and school events such as athletics, proms, graduations, etc. Summit strives to ensure that every student feels a part of the Summit community. To endow a Hardship Forever Fund requires a minimum investment of $25,000 to generate $1,000 annually in perpetuity.

Trustee Sustainer Forever Fund

(Minimum gift commitment of $60,000) The Trustee Sustainer Forever Fund aims to continue meaningful relationships with past Summit board members and other Summit champions. Through their membership, past trustees will establish an endowed annual fund gift to The Summit. Members of the Trustee Sustainer Forever Fund serve as a vibrant community of advice and support for our Summit mission. Having the support of past leaders of The Summit is an important message to the community – that the love and passion for the school never ends. Trustee Sustainer Forever Fund members will be recognized in perpetuity in The Summit Honor Roll. A minimum investment of $60,000 at 4.25% will yield $2,500 yearly for The Summit.

Lisa and Timothy Michel, established 2021.

Julie Paris, established 2021.

Holly (Friesz) ’86 and P. Stuart Seltman, Sr. '86, established 2021.

Endowed Hardship Fund

James Evans Hardship Fund

Florence Koetters '58 Hardship Fund

Centers for Excellence

The Homan Center for Entrepreneurial Leadership

Schiff Family Science Research Institute

Faculty Support Funds

Endowment Funds may be restricted to provide The Summit with a significant and permanent source of financial support The Summit’s faculty. Like endowed funds for student scholarships, investment income earned by faculty endowment funds are used annually to support teaching. Endowed funds designated to chairs, faculty, and faculty development and research provide a significant source of The Summit’s operating budget to free up money to redirect for other academic areas of need.

Endowed Chairs
Endowed Faculty and Staff Positions

Endowed Chairs

Endowed Chairs provide Summit with a significant and permanent source of funds to support a designated department/director. Endowed Chairs are important for recruiting and retaining the highest quality faculty. Recognizing the continued contributions of senior-level administrators and providing funds to push academic excellence and scholarly activities are key purposes of the endowed position.

Schilderink Family Faculty Chair for Distinguished Teaching, established in 1989, promotes academic and institutional excellence with an annual award to a faculty member who exemplifies the highest standards of teaching and distinguished service to The Summit.

Endowed Faculty and Staff Positions

An endowed faculty position is a position permanently paid for with the revenue from an endowed fund specifically set up for that purpose. Endowed faculty aid The Summit by providing a faculty member who does not have to be paid entirely out of the operating budget, allowing the Summit to reduce its student-to-faculty ratio and/or direct monies toward other academic needs. Faculty impact hundreds of lives through the courses they teach and the students they mentor under their care. Endowed faculty positions ensure stability and promote the opportunity for our students to learn and interact with some of the most talented teachers/scholars in the country. Endowed Faculty positions are often awarded to its best faculty and to recruit top teachers who are contributing significantly in their respective academic disciplines.

Cotton Family Endowed Cross Country Coach Fund, established in 2015.

David R. Clare and Margaret C. Clare Foundation Endowed 5^th Grade Resource Teacher, established in 2019.

Chris and Wayne Lippert Endowed 6^th Grade Resource Teacher, established in 2019.

Myers Family Endowed Volleyball Coach Fund, established in 2020.

Professional Development

Faculty need to stay on the cutting edge of their disciplines. Endowments for professional development provide the necessary funds to encourage our faculty’s intellectual curiosity, critical-thinking, and learning outside of a classroom setting to spark innovation in teaching.
Professional development funds also provide opportunity for speaker, program, and seminar series to bring prominent speakers to campus to spark insight, engage conversation, and share knowledge within our Summit community.

Castleberry Curriculum Development Fund, established in 2015

The Theresa & Richard Davis Professional Development Institute, established in 1999

James E. Evans Teacher Institute Fund, established in 1990

Ragland Fund for Teaching Excellence, established in 2002

Campus Enhancement

These restricted funds are gifts utilized to create a beautiful campus with a focus on enhancing the educational experience, improving safety and augmenting the quality of life for our students, faculty, staff and visitors.