Your Endowment Gift Sustains a Profound Mandate: 
Our Mission to Care and Our Mission to Cure

A gift to the endowment is one of the most significant ways to support Wake Forest Baptist. Endowed funds provide sustained support, in perpetuity, for our most important activities: 

  • Recruiting the most talented students and faculty
  • Generating leading edge research
  • Providing expertise and compassionate care for patients in our region and nation

In establishing an endowed fund, you as a donor decide what the purpose and name of the fund will be. Endowments often serve as a way to create a lasting tribute or memorial in honor of a special individual.   

A Gift for Always  

Endowed funds generate a continuous stream of income, making it possible for Wake Forest Baptist to weather the ebb and flow of other sources of funding. Endowed funds have a powerful, lasting impact on the strength of Wake Forest Baptist. The amount needed to establish a new endowment varies, depending on the endowment type. There is no minimum gift if you wish to contribute to an existing endowment. 


Endowment Type

Minimum Gift Level

Partial Scholarship


Full Scholarship

$1 million





Research and/or Education Fund



$1 million


$2 million

 Example: How One Type of Endowment Gift Works  

  1. An alumna makes a $50,000 gift to the Wake Forest School of Medicine to establish an endowed partial scholarship named in memory of her parents.
  2. A fund agreement is drafted between the School of Medicine and the donor, guaranteeing that her gift will be added to the Wake Forest University endowment, and used solely for its stated purpose.
  3. The donor’s named scholarship fund buys units in the Wake Forest University endowment pool, much as one buys shares in a mutual fund.
  4. The Trustee Investment Policy Committee of Wake Forest University prudently invests the donor’s gift to optimize long-term returns, create consistent annual payouts to the School’s operating budget, and preserve purchasing power for future generations of faculty and students.
  5. A predetermined portion of the annual return (currently 5.3 percent of a three-year moving market value) is used to provide a scholarship for a student. The fund’s principal remains intact.
  6. The remainder of the annual return is reinvested in the named fund’s principal as a hedge against inflation and to generate growth.
  7. The named fund continues to grow, ensuring future scholarship support.  




Quick Reference


Locally 336-716-4589
Toll Free 800-899-7128
Fax 336-716-7168

Charitable Planning
Alumni Affairs

Wake Forest Baptist Medical Center
P.O. Box 571021
Winston-Salem, NC  27157-1021
Ways to Give
Last Updated: 06-17-2015
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Disclaimer: The information on this website is for general informational purposes only and SHOULD NOT be relied upon as a substitute for sound professional medical advice, evaluation or care from your physician or other qualified health care provider.