Creating a Sustainable Future

Gifts to Overlake’s endowment strengthen our school’s financial foundation for years to come, ensuring that today’s students, as well as future generations, have continued access to excellent teaching, exciting academic and co-curricular opportunities, and an inclusive community that welcomes people of all backgrounds.

Overlake’s endowment is a pool of invested funds that produces a permanent flow of interest income beyond tuition revenue to support the school’s operating budget. Both our strategic plan, Overlake @50, as well as Doors to Discovery, call for significantly building Overlake’s endowment for financial aid to guarantee the school’s long-term sustainability.

Endowment Funds

The Senior Class Legacy Fund was launched in 2013-14, as a way for families with graduating seniors to share their appreciation for the unparalleled education their children received at Overlake. Subsequent classes have carried on this meaningful tradition to grow the school’s endowment for financial aid. Gifts to the Senior Legacy Fund benefit Overlake in perpetuity, as the principal of the donation is never spent, and the interest earned supports the school's financial aid program annually.

To support a Senior Class Legacy Fund, please make an online donation.

Named endowment funds enable donors to create a lasting legacy that reflects their interests and priorities. To learn more about these opportunities, please email Brisen Brady, Director of Development, or call 425-602-7054.

The William C. & Annalee F. Armstrong Financial Aid Endowment Fund (also known as The Army & Anna Fund) was established in 2017 during Overlake’s 50th Anniversary to honor Bill “Army” Armstrong, the school’s longest-serving teacher, and his wife Anna. Army and his family joined Overlake in 1971 and have been an integral part of our community ever since. Army and Anna are passionate advocates for financial aid and have seen first-hand how an Overlake education can transform the lives of students who otherwise could not afford the program.

This fund was created through a bequest from H. Willard Nagley in 2007, grandparent of Race (’08) and Kit (’10). Income from this fund supports the maintenance and upkeep of the school’s athletics and physical education facilities.

John Colleran, Michelle Kastner, and their family established this fund in 2019 to provide an annual need-based scholarship for a student.

Bruce and Lynn Gibson, along with their children Grant (‘14) and Burke, established this fund in 2019 to provide annual, ongoing need-based scholarships for students of African American heritage in the sixth through twelfth grades. This fund is an extension of the Gibson Diversity Scholarship Fund that provided tuition assistance and additional financial support for one historically underrepresented student between 2010 and 2016. Learn more about the Gibson Scholarship opportunity at Overlake.

This fund was established in 2005 by family and friends of Lenore Eustis, one of Overlake’s founders and a teacher here for 15 years. Income from this fund supports tutoring and testing for financial aid students with learning differences.

Overlake established this fund in 1998. Income from this fund supports faculty and staff professional growth through the school’s sabbatical program, continuing education, workshops, conferences, and advanced degrees.

Income from this fund supports the school’s need-based financial aid program.

Income from this fund supports the school’s foreign exchange programs with schools abroad.

This fund was established in 1984 by the Board of Trustees in honor of Dean Palmer, Overlake’s Head of School from 1970 to 1984. Income from this fund helps provide two $500 awards to enable one Middle School student and one Upper School student with the resources with which to “stick their neck out” and pursue a particular talent or passion over the summer.

Eric and Janelle Shuey, along with their children Jenna (’20) and Jake (’23), established this fund in 2020 to provide an annual need-based scholarship for a student.

Amitabh and Richa Srivastava, along with their children Anshuman (’00), Shivani (’04), and Tapan (’16), established this fund in 2021 with the purpose to provide an annual need-based scholarship for a student.

This endowment fund was established in 1989 by the Wharton Foundation and Ellen Wharton Barnett (’88) and Gregory Wharton (’86). Income from this fund helps provide a $1,000 grant to a faculty member to pursue an area of interest or an activity that encourages personal growth.

Income from this fund supports The Overlake School’s annual Writer’s Symposium.

Planned Gifts: The Overlake Heritage Society

Designating Overlake as a beneficiary in your estate or financial plans is another way to support the school’s endowment. If you are interested in joining this special circle of friends and helping to ensure Overlake’s long-term financial strength, please see Ways to Giveemail Brisen Brady, Director of Development, or call 425-602-7054.


Overlake Fund & Senior Class Legacy Fund Giving Circles

$25,000+ • 1967 Founders Circle

$15,000 - $24,999 • Head’s Circle

$10,000 - $14,999 • Green and Gold Circle

$5,000 - $9,999 • Tall Firs Circle

$3,000 - $4,999 • Leadership Circle

$1,000 - $2,999 • Owls Circle

$1 - $999 • Friends of Overlake