Skip Navigation


  • To ensure the school’s financial independence, solvency, sustainability, and growth 
  • To ensure that Westerly School remains financially accessible to current and prospective families 
  • To support the enhancement of curricular and co-curricular programs 
  • To sustain Westerly’s commitment to diversity, equity, and inclusivity 

Action Steps: 

  • Ensure development initiatives adhere to current best practices and align with the vision of the Board and the Head of School 
  • Research and assess tuition and financial assistance models 
  • Continue to maintain a responsible debt management strategy 
  • Explore and pursue alternative revenue streams and fundraising opportunities across stakeholder groups 
  • Develop a robust and innovative admissions and marketing plan

Progress as of June 2022:

  • FA continues to follow a sustainable model under 22%
  • Finance Committee has completed tuition modeling assessment
  • Have begun research on partnering with Consultant to complete Financial, enrollment, and marketing Plans
  • Have begun to explore refinance options and partnerships for the East West Bank mortgage
  • As of 2021-22, exceeded Annual Fund projected budget
  • Added a fund-an-item auction goal which raised $63,250 revenue toward Bizjack Arts Village Modernization
  • Reviewing staffing needs to best support Advancement Initiatives including major giving, Annual Fund, Auction, donor cultivation