Endowment

Brandeis Endowment Slips in Fiscal 2012

Brandeis’ roughly $700 million endowment took a negative dip in the last fiscal year, after several years of rebuilding from losses sustained in the 2008 recession. The endowment draw rate also declined slightly.

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Judy Woodruff Joins Duke Endowment Board

Judy Woodruff, formerly a student, visiting professor and member of the Board of Trustees at Duke, has been elected a trustee of the Charlotte-based Duke Endowment. She has worked at CNN, NBC News and PBS—where she is currently the co-anchor and senior correspondent.

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Endowments: New Questions in the New Normal

The financial crisis is in the past, more or less, and campuses are looking ahead to a new era for their endowments. But what does this mean? Four years on, we’ve come to grips with the changes wrought by the September 2008 market crash. Finance departments are revising their theories and boards of trustees are revising their expectations under what has been called the “new normal”—a time of low stock market returns, low interest rates, and low growth in personal income.

To Stop Climate Change, Students Aim at College Portfolios

A group of Swarthmore College students is asking the school administration to take a seemingly simple step to combat pollution and climate change: sell off the endowment’s holdings in large fossil fuel companies. For months, they have been getting a simple answer: no.

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2012 Donor Advised Fund Report

This year's report analyzed the 2011 donor-advised fund market through the lens of several metrics: number of donor-advised fund accounts, total assets, contributions received, grants paid, average donor-advised fund account size and payout rate. Several of these reached new heights in 2011, including a record high in the dollar amount of grants from donor-advised fund accounts.

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Key Points: The New York Prudent Management of Institutional Funds Act

Although the legislation only applies to institutions based in New York, the New York Prudent Management of Institutional Funds Act of 2010 has led to discussion in other states about how endowments should be managed to respect donor intentions while meeting institutional needs. Some key points include:

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Endowments: New Questions in the New Normal

What stakeholders really want to know

The financial crisis is in the past, more or less, and campuses are looking ahead to a new era for their endowments. But what does this mean? Four years on, we’ve come to grips with the changes wrought by the September 2008 market crash. Finance departments are revising their theories and boards of trustees are revising their expectations under what has been called the “new normal”—a time of low stock market returns, low interest rates, and low growth in personal income.

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Higher Ed Endowments Lose Net 0.3% on Investments

U.S. college and university endowments returned an average -0.3% net of fees for the fiscal year ended June 30, according to preliminary data from Commonfund Institute and the National Association of College and University Business Officers.

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2013 Endowment Management Forum

February 6-8, 2013
The Waldorf Astoria
New York, NY

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College Endowment Returns Fall Steeply

The average return on college and university endowments dropped sharply in the last fiscal year, according to a preliminary study released on Thursday.

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