What’s the Deal with Donor-Advised Funds?
CURRENTS Article Offering donor-advised funds can strengthen bonds with longtime donors interested in alternative giving vehicles, but they can put institutions in a tricky place in terms of how they relate to their supporters.
Moody’s Reports Negative 2013 Outlook for U.S. Higher Ed Sector
Article, BriefCASE Article In its annual industry outlook, Moody’s Investors Service says the 2013 outlook for the entire U.S. higher education sector is negative.
Odds and Ends: Owning Overhead
CURRENTS Article In this Q-and-A interview with Dan Pallotta, the social entrepreneur and author discusses why overhead is the wrong metric by which to judge a charity; some changes that nonprofit boards need to make; and his advocacy for the nonprofit sector, including the Charity Defense Council organization he started.
Following Expense Report Etiquette
Advancement Weekly Article How people handle their expenses during business trips says a lot about them as employees, says a management guru.
Tips for Creating a Manageable Budget
Advancement Weekly Article Financial experts say managers who are responsible for creating their department’s budget should seek input from team members during this process.
RFPs for External Auditors
Sample Collection The CASE InfoCenter maintains this collection of requests for proposal (RFPs) for external auditors.
CURRENTS Article In the view of many college presidents, the economic crisis of 2008 was a tipping point. In its aftermath, a "new normal" is redefining higher education realities and reshaping the traditional role of college and university presidencies. Higher education leaders say they are less focused on empire-building and more attuned to financial management, institutional marketing, improving the customer experience, and finding ways of helping financially strapped families pay for college.
White Paper: Most IRFs Relying on Endowment Management Fees to Fund Operations
Article, BriefCASE Article Management fees on endowed gifts are the most common and significant funding sources for institutionally related foundations, according to survey results outlined in a new CASE white paper.
24th Annual Conference for Institutionally Related Foundations
Conference This annual meeting of foundation CEOs, CFOs, COOs, counsels and other senior professionals provides a forum to learn about the critical and emerging issues affecting institutionally related foundations. In-depth presentations by senior professionals set the stage for smaller elective sessions.
Nonprofits Forecast Challenging Economic Conditions in 2011
Article, BriefCASE Article A new survey of charity leaders in England reveals that 97 percent believe economic conditions within the voluntary sector will continue to be very challenging during the next 12 months.
Emerging from the Recession: Results of the 2010 Institutionally Related Foundation Funding Survey
White Paper How are institutionally related foundations funding their operations? How many rely on gift fees? How do foundations of varying sizes compare with their peers? This white paper reports on the findings of a 2010 CASE survey of 184 institutionally related foundations affiliated with public institutions of higher education in the United States. It includes exploration of trends from previous surveys, including a 2009 survey conducted during the recession.
S&P Gives U.S. Colleges, Universities a "Mixed" Report
Article, BriefCASE Article The outlook remains mixed for U.S. colleges and universities in fiscal 2011 despite a gradual recovery in the sector. That’s according to a recently released report by Standard & Poor’s Ratings Service.
Education Institutions Get Creative to Beat Shortfalls Due to Global Recession
Article, BriefCASE Article University World News reports that higher education institutions are partnering with the private sector more and devising other innovative ways to raise revenue to cover gaps created by shrinking state budgets and financial shortfalls.
Changing the Way You Ink
CURRENTS Article The University of Wisconsin-Green Bay discovered that they could save ink (and hence money and the environment) by switching their default font to Century Gothic.
CASE, Others Say UK "Graduate" Tax Would Depress Fundraising Efforts
Article, BriefCASE Article A proposal by the UK government to levy a variable graduate tax would have a "toxic" effect on university fundraising, according to a recent article in Times Higher Education
Flagship Institutions Still Financially Strong but in Transition, Report Says
Article, BriefCASE Article Flagship institutions continue to be among the strongest in the U.S. public university sector, but many are undergoing a period of transition that is affecting their financial results, according to a new report from Standard & Poor's.
New UK Finance Act to Impact Cross-Border Giving
Article, BriefCASE Article Changes brought in by the UK Finance Act 2010 are likely to have a significant impact on European charities and philanthropy.
CURRENTS Article James C. Garland, retired president of Miami University of Ohio, discusses the problems he perceives with the typical business plan of today's public higher education institutions. He proposes a student subsidy system that would give state funding directly to needy students and let them choose which public institution to attend. Public colleges and universities would have to compete for state dollars, which would mean they would either improve and offer more value to students or eventually shut their doors.
Survey Reveals State of Public Universities during Recession
Article, BriefCASE Article A new survey reports that the current financial situation for public universities in the United States is “precarious” as a result of deep cuts in state appropriations during the recession preceded by decades of declining state support.
More Foundations Relying on Endowment Management Fee to Fund Operations
Article, BriefCASE Article More institutionally related foundations are using a management fee on endowed funds to fund their operations, according to the results of a CASE survey on foundation funding sources and budget restructuring.
Institutionally Related Foundations and the Economic Downturn: Results of the 2009 CASE Survey on Foundation Funding Sources and Budget Restructuring
White Paper Find out how institutionally related foundations fund operations and how funding sources have changed in response to the economic downturn. This CASE white paper, which looks at the results of a survey of 98 foundations affiliated with U.S. public colleges and universities, explores the roles of management and gift fees, institutional support, reserves and other foundation funding sources and looks at steps foundations have taken to reduce expenses in challenging economic times.
Glossary of Terms
This extensive glossary defines a variety of financial and endowment management terms.
Nonprofits Stressed, But Many Finding Success in Downturn
Article, BriefCASE Article A new survey by Johns Hopkins University reveals that 80 percent of nonprofit organizations are experiencing fiscal stress, and close to 40 percent of them reported that this stress was “severe” or “very severe.”
Office Space: Adversity and Opportunity
CURRENTS Article Budget cuts can be tough, but smart changes can improve your advancement operation
CURRENTS Article This article looks at the latest of five surveys on benchmarks for advancing smaller colleges and universities.
Closing Remarks: Stewarding Tuition
CURRENTS Article In this column, Steve Pawluk writes that advancement professionals must remember that they are stewards of sacrifices made by students, their parents, alumni and donors.
Talking Points: After SOX
CURRENTS Article Recent corporate scandals in the United States led to accountability measures like the Sarbanes-Oxley Act. Although most of the legislation applies to public companies, institutions and foundations might want to adopt parts of it and should be aware of the one part with which they must comply.
Keeping the Piece
CURRENTS Article GASB Statement No. 39 sets new requirements for public colleges and universities to include financial data of "component units"--including many institutionally related foundations--in annual reports. This article explains what the requirement means for institutions and their affiliated foundations and offers guidelines for reaching compliance by the June 2004 deadline.
Talking Points: The Fading Color of Money
CURRENTS Article During the economic slowdown of the early 21st century, American higher education endured a painful combination of spending cuts and tuition increases. This article reviews the varied ways in which states have handled tuition hikes for public campuses, how private institutions were affected, and the problems springing from the failure to think in the long term. This Talking Points column is of interest to all advancement managers, but especially chief advancement officers, government relations officers, and communications directors.
Managing Precious Resources
CURRENTS Article To cope with the double problems of growing graduating classes and dwindling funds, alumni directors are trying to generate more revenue, trim expenses, and reallocate limited resources. A short accompanying article lists cost-saving measures.
CURRENTS Article To communicate to varied audiences about the complex effects of tough economic times on college and universities, public relations officers need to do four things: explain the benefits from and the needs of higher education; anticipate and manage difficult issues; devise coordinated communications and lobbying efforts; and connect with institutional friends, alumni, and taxpayers. A short accompanying article lists cost-saving measures. This article is of interest to advancement managers and managers of media relations and public relations programs.
Bright Ideas for Dark Times
CURRENTS Article Ten creative ways to battle fund-raising budget cuts include starting to plan the next campaign, evaluating cost per dollar raised, concentrating on prospects with the greatest potential, segmenting appeals, and striving to keep morale up. This article is of interest to advancement managers and managers of campaigns and annual and major gift programs.
Talking Points: By the Numbers
CURRENTS Article Recent accounting scandals have made the very idea of an audit sound somewhat shady, but the annual auditing of an institution’s financial statements is an important practice. Audits help keep financial information reliable, paint a picture of the institution’s fiscal health, and help campus leaders identify and address any potential problems.
Manager's Portfolio: Five Budget-Busting Myths
CURRENTS Article Your job as a manager is to learn how to negotiate what you need so your programs and staff members can keep up the good work—even in tough times like these. There are five myths you need to overcome if you want to be one of the people who know where the money is.
CURRENTS Article Experts suggest that the American economic boom is over. Development professionals can prepare for a possible drop in giving by building up internal support for the development operation, increasing research and cultivation efforts, and seeking donors from a variety of economic sectors. Veteran fund-raisers offer advice on when and how to tell campus leaders about fund-raising shortfalls and how to handle budget cuts with minimal damage to the program.
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