Endowment Administration is responsible for administering the college’s investments. These assets consist of endowment funds, life income and annuity funds, charitable trusts and gifts of securities. We operate in consideration of the college’s Investment Policy, federal and state regulations and donor restrictions.

We strive to:

  • provide accurate and timely accounting and reporting
  • provide support to the Investment Committee of the Board of Trustees
  • monitor and provide guidance on spending of endowment funds in compliance with donor intent
  • maintain permanent endowment fund files

Staff

Sarah (Simmons) Langis, CPA, MSA
Controller
langis_sarah@wheatoncollege.edu
508-286-3523

Alicia Rainey
Assistant Controller / Accounting Manager
rainey_alicia@wheatoncollege.edu
508-286-3234

Marise Miranda
Senior Accountant
miranda_marise@wheatoncollege.edu
508-286-3236

Procedural documents and forms for this office can be found on insideWheaton.