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Financial Management

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Endowment Growth Slows in 2015
Article,  BriefCASE Article The rate of growth for endowments of U.S. colleges and universities slowed dramatically in 2015, according to the 2015 NACUBO-Commonfund Study of Endowments.

Endowments Show Strong Improvement
Article,  BriefCASE Article U.S. college and university endowments saw positive growth in fiscal year 2013 after experiencing a loss in 2012, according to a recent survey.

Report: College and University Endowment Returns Down Sharply in FY12
Article,  BriefCASE Article Results from a recent survey on U.S. university and college endowments are in line with the Voluntary Support of Education survey findings.

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.

Summer Camp Revenue: Is it Unrelated Business Income?
Article,  BriefCASE Article Colleges, universities and independent schools that are holding or hosting summer camps this year should review the Internal Revenue Service rules on the treatment of unrelated business income.

Report: U.S. Colleges, Universities See Increase in FY11 Endowment Returns
Article,  BriefCASE Article A recently released report shows that endowments at colleges and universities in the United States earned an average return of 19.2 percent during the 2011 fiscal year. This marks the second consecutive increase following a nearly 19 percent decline in fiscal year 2009.

NACUBO, Commonfund Find Endowments Returned 19.8 Percent in FY 2011
Article,  BriefCASE Article U.S. college and university endowments saw an average return of 19.8 percent in fiscal year 2011, according to preliminary data from the 2011 National Association of College and University Business Officers and Commonfund Institute’s Endowment Study. The data reflected returns at 284 colleges and universities.

Survey Looks at Institutionally Related Foundation Funding
Article,  Community College News Article About 72 percent of community college foundations had endowments valued at less than $10 million last fiscal year. The mean amount of private support raised per community college foundation was around $1.8 million. These are among the findings of a 2010 CASE survey of institutionally related foundations affiliated with public institutions of higher education in the United States.

Presidents Talk Financial Difficulties, Challenges at Summit
Article,  BriefCASE Article American institutions of higher education are looking for new sources of revenue as their traditional sources are tested in this post-recession economy.

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.

CASE Europe Welcomes New Measures to Boost UK Philanthropic Giving
Article,  BriefCASE Article CASE Europe welcomes the 23 March announcement by Chancellor of the Exchequer, George Osborne, that charities will be allowed to claim gift aid on donations worth £5,000 each year without a gift aid declaration.

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.

U.S. Colleges, Universities Report Endowment Growth
Article,  BriefCASE Article A new study shows that the value of educational endowments grew an average of 11.9 percent during the 2010 fiscal year, representing a sharp improvement over the 18.7 percent decline reported in 2009.

Rebuilding Endowment
Commonfund
Article During the recession, endowments were hit hard by the sharp decline in the value of financial assets and by a reduction in grants, gifts, donations and planned giving resulting from a weak economy. This article from Commonfund's Chronicle Mission Matters (Winter 2011) reports on the conversation of experts who discuss the challenges and opportunities associated with rebuilding nonprofit endowments. CASE President John Lippincott took part in the conversation.

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.

Endowment Levels Up but Canadian Institutions Remain Cautious
Article,  BriefCASE Article Endowments have rebounded at many Canadian universities, but most institutions remain concerned about endowment spending and plan to keep cost-saving measures in place.

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.”

Some Institutions See Better Endowment Numbers
Article,  BriefCASE Article A slight uptick in the stock and bond markets has some U.S. institutions adjusting their projected endowment losses, according to a July 13 Bloomberg article.

Higher Ed to Fare Better than Others in Recession, Moody's Says
Article,  BriefCASE Article While higher education is expected to experience "some stress" from the effects of the global recession, it will be more sheltered from negative impacts than other sectors.

Alumni Leaders Puzzle Over Funding as Revenue Dips
Article,  BriefCASE Article As affinity revenue starts to dip for some institutions and the dismal economy affects everyone, funding the alumni association has become an even greater puzzle.

Grassley to Continue Scrutiny of Charities, Including Colleges and Universities
Article,  BriefCASE Article In remarks delivered at a March 10 event in Washington, D.C., Sen. Charles Grassley (R-Iowa) said he will continue his diligent oversight of the charitable sector.

Culture of Giving Spreads as Educational Reform Grows
Article,  BriefCASE Article Sweeping educational reforms in a number of European countries are helping to fuel global conversations about educational fundraising.

NACUBO Publishes New Report; Legislators React
Article,  BriefCASE Article Recently released data reveal that college and university endowments have taken a significant hit due to the economic downturn.

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