Endowment

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.

Read more »

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:

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.

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.

Read more »

2013 Endowment Management Forum

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

Read more »

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.

Read more »

Indiana Colleges See Slow Rebound In Endowments

Indiana college endowments are making a long climb back from the recession, but the recovery has been slow and frustrating for schools facing budget cuts and pressure to limit tuition increases and provide more financial aid.

Read more »

University Endowments Face a Hard Landing

For years, America’s largest, richest and most prestigious universities have been the envy of investors. They churned out double-digit returns over the last two decades, even with steep losses during the financial crisis. Harvard’s endowment today is over $30 billion and has generated annualized returns of 12.5 percent over the last 20 years.

Read more »

2013 Endowment Management Forum

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

Read more »

Commonfund Study of Endowments

The 2011 NCSE results are based on 823 U.S. college and university endowments and affiliated foundations,representing over $408 billion in endowment assets.

Read more »

Pages