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Financial Management

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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.

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.

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.

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.

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.

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.

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.”

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