Fund Reporting to Donors

Fund Reports

Each year, Queen's provides a Fund Report to donors who have established funds with the university.  These reports outline the performance of your fund, how your gifts are managed and what impact they have on the University.

To help you understand your fund report and terminology, please visit our Frequently Asked Questions page for additional details. Should you have any further questions or would like an update on your funds' performance, please contact our Stewardship Team.

If you receive an annual fund report package, we invite you to complete our online survey.  

Queen's Pooled Endowment Fund

Donations to the Queen’s University Pooled Endowment Fund (PEF) are invested and provide long-term support for the university. Distributions from the fund support a diverse range of university programs such as scholarships, research chairs, and professorships. 

“In managing the Queen’s Endowment Fund, our goal is to ensure that donor support produces enough income to fund university programs such as scholarships, student aid, academic chairs, and research. We also want to ensure that donor capital is maintained and grows sufficiently to maintain its purchasing power for future generations. Thank you for your support!

Jim Keohane
Chair of the Investment Committee 

Endowment Fund Performance

 Investment Return Objectives

  • Maximize investment returns at an acceptable level of risk.
  • Maintain the real value of the fund through capital appreciation to ensure spending for future generations.

Investment Benefits

  • Professional investment management
  • Access to top-tier investment managers around the globe.
  • Low investment fees due to the large size of the fund.

PEF Market Values 

Pooled Endowment Fund Performance (2015-2019)