Endowment

Understanding ARRA

Putting the Stimulus Package to Work for You

Colleges and universities stand to reap the benefits of tens of billions of dollars in federal funding under the American Recovery and Reinvestment Act of 2009. The legislation will impact everything from student aid and research funding to technology investments and projects planning. Two experts, Kevin Hegarty, vice president and chief financial officer at University of Texas, Austin, and Lander Medlin, executive vice president of APPA, provide valuable insight about the stimulus package in this edited digest of our web seminar.

Building the Long-Term Value of Assets

Why it's an opportune time for colleges and universities to rethink physical space

THE NEWS COMING OUT OF higher education these days can seem like an endless stream of updates on shrinking endowments, rising tuition costs, and across-the-board budget cuts. The recession is hitting higher education hard; it seems no one is being spared.

During a Crisis, Look Outside

What can be done to help families and the community, despite the financial crisis
 

NOTHING TENDS TO FOCUS the mind more than impending doom, which lately has taken the form of the speeding train that is our current financial crisis. College and university presidents and provosts across the nation are studying spreadsheets as if they were scholars examining the Dead Sea Scrolls.

Is Higher Education Approaching the Perfect Storm?

With costs increasing and economic forecasts pointing to a challenging year ahead, what can colleges and universities do to contain costs and weather uncertain times? The answer may surprise you.

As colleges and universities face the sobering realities of the economic crisis, one has to wonder: Is higher education approaching the perfect storm?

For many universities, funding allocations are at maximum levels, while some legislatures are already instituting significant budget cuts. Endowment levels for public and private institutions are questionable as economic woes curtail benefactors’ ability to give. And costs on everything from fuel to health insurance continue to increase with no end in sight.

Market Meltdowns and Endowment Allocation

Strategies for new market realities
 

THE WORLD’S FINANCIAL markets spent the latter part of 2008 in an unprecedented state of volatility. Pictures of frazzled and depressed traders became one of the worst clichés in the news because they seemed to run every day.

Taking a Stake in Campus Finances

Spreading the power of making investment decisions
 

IN APRIL 2008, STUDENTS AT the University of Florida in Gainesville staged a hunger strike to protest the investment policies and lack of transparency for the campus’s $1.2 billion foundation endowment. It was dramatic if not exactly effective.

Streamlining Admissions: Opening the Front Door

When the admissions office runs smoothly, both students and staff benefit. Here are 10 ways to get there.
 

THE ADMISSIONS OFFICE IS THE FIRST STOP for any student entering a higher education institution. A smooth process can not only instill confidence and reassure students they made the correct choice, but it also can make the lives of staff members better as well.

The Windfall Gift

What large gifts mean for endowment managers and other campus leaders
 

IT'S AN ELECTION YEAR, SO we're hearing a lot about income and wealth inequality in the United States. The rich seem to be getting richer, in part because a few sectors of the economy are creating incredible wealth for those who participate in them. These people want their wealth to have an impact on charities that they support.

MISSION-BASED INVESTING COMES OF AGE: Embracing Investments With A Double Bottom Line

How and why college and universities have begun to do this with their endowments

A leading environmentalist who happens to be our former vice president, Al Gore, said, "Holding a 'feel-good' investment may appeal to the heart, but it's of no real use if it doesn't produce a healthy financial return." The investment behavior of university and college endowments appears to confirm Gore's comments. Over the past five years, market-rate, mission-based investments made by all nonprofit organizations, including educational institutions' endowments, trusts and foundations, have grown three times faster than the below-market segment.

Pages