Giving back to Montana Western
The mission of the UMW Foundation guides us in raising support for the benefit of the students and programs at UMW. This past year over 1,130 separate gifts were processed through the foundation office. The total of these gifts helped us generate $670,000 in new contributions and revenue. Over 1,000 donors were the benefactors that contributed to our mission.
Investment Objective of the UMW Foundation
The UMW Foundation investment objective is defined as balanced. This objective incorporates a balanced emphasis between current income and longer-term capital appreciation. Assets are primarily invested in equity and fixed-income securities with a moderate to strong emphasis on capital appreciation and current income.
Combined Portfolio returned as of June 30, 2019
1 Year = 5.14%
3 Year = 7.04%
Since inception = 6.12%