California State University, Fullerton

Contribution Highlights

• Thanks to the generosity of a Mihaylo College of Business and Economics alumnus, the college’s Department of Finance will have a dedicated Student Managed Investment Fund (SMIF) for the students in the Applied Security Analysis Program to manage from year to year. Patterned after successful SMIF programs at leading universities across the country, CSU Fullerton’s program will provide students with practical investment experience as a part of the finance curriculum.
• The success of the university’s Osher Lifelong Learning Institute was recognized when the Osher Foundation provided an additional $1 million in endowment support for the institute. With over 1,000 members, this gift—coupled with an initial $1 million endowment in 2008—will provide a foundation of operational support for the institute to provide retired and semiretired individuals the opportunity to experience a broad array of classes and programs on the university’s campus.
• The university’s golf teams received a boost when a group of donors partnered with the Department of Athletics to raise funds to create a practice facility on campus for the players to work on specific techniques without traveling to local courses. The golf team continues to be supported by the annual Folino Invitational Golf Tournament where golfers from a host of universities compete to support the men’s and women’s golf teams.
• The university’s endowment continued its growth with over $3 million added to principal bringing the total market value to over $34 million. Providing lasting support for academic programs and scholarships for students remains the primary designation of donors. During the year, the Philanthropic Foundation approved the hiring of new investment managers to help navigate the investment opportunities and ensure the spending distributions to support the university’s colleges, programs, and students.

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