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Home > Bookstore > Books > Finance
Finance
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Managing Debt and Capital Investments: A Toolbox for Private Colleges and Universities
Michael K. Townsley
(CD-ROM, NC6011, 2008)
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Strategic Turnarounds: A Guidebook for Private Colleges and Universities
Michael K. TownsleyDesigned as a roll-up-your-sleeves resource, Strategic Turnarounds allows readers to move through the text, selecting hyperlinks along the way that explore issues in more depth. Case studies, investment advice, and Internet links will help readers dig more deeply into areas of concern. A toolbox of more than 20 Excel worksheets, checklists, and analytical tools provides customizable resources for setting a turnaround course and monitoring performance.
(CD-ROM, NC6010, 2007)
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Prudent Practices for Investment Stewards
Investment stewards, along with their investment advisor if the steward has retained one, have the most important, yet most misunderstood, role in the investment process: to manage the investment practices (defined in this handbook), without which the other components of the investment strategy cannot be defined, implemented, or evaluated. The investment steward is responsible for managing the overall investment strategy: deciding on the asset allocation, defining the details of the strategy, implementing the strategy with appropriate investment managers, and monitoring the strategy on an ongoing basis. Published by Fiduciary360.
(56 pages, Book-Softcover, NC3082, 2006)
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2005 NACUBO Endowment Study CD-ROM
Now in its 34th year, this study is the industry standard for evaluating the institutional performance and management priorities of college and university endowments. More than 750 colleges and universities across the country are represented in the 2005 NES, covering all the latest information up to the end of fiscal 2005. The study contains more than 1,000 pages of tables, charts, and graphs that clearly illustrate essential data on all aspects of endowment management. The NES also includes endowment size rankings; investment performance; asset allocation; spending policies; and management expenses. TIAA-CREF, the premier pension system for educators and a manager of college and university endowments through its subsidiary, the TIAA-CREF Trust Company, prepared the 2005 study. Discover how your institution ranks among the competition with the 2005 NACUBO Endowment Study-the premier analysis of college and university investment performance and endowment characteristics.
(1187 pages, CD-ROM, NC2009, 2006)
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Prudent Practices for Investment Managers
This handbook, published by Fiduciary360, is specifically written to define a global fiduciary standard of excellence for investment managers--investment fiduciaries who make investment decisions. Examples include money managers who are responsible for separate accounts, mutual funds, commingled trusts, and unit trusts. While adherence to the these practices as a whole will help minimize risk for investors, the investment management industry requires a degree of flexibility which may seem to be at odds with a standardized approach.
(40 pages, Book-Softcover, NC3081, 2006)
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Philanthropy, Fund Raising, and the American Capital Campaign: A Practical Guide
G. David GearhartAuthor G. David Gearhart calls on his extensive experience to illustrate the steps to successful campaigning from the ground up. This practical guide covers such topics as campaign readiness; setting up a strong internal structure, realizing the volunteer advantage, staying on top of the financial details, securing the gift, developing the communications plan, and analyzing results. Includes a CD with more than 40 campaign tools.
(256 pages, Book-Hardcover, NC3066, 2006)
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2005 NACUBO Endowment Study Executive Summary
Purchase the executive summary to ensure that your president and governing board members have a full understanding of today’s endowments. This resource highlights important study results and provides interpretive analysis. Publication available in February.
(119 pages, Book-Softcover, NC2010A, 2006)
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Prudent Practices for Investment Advisors
By following the suggested practices in this handbook, the investment advisor can be confident that the critical components of each client's investment strategy are being properly implemented. The handbook, released by Fiduciary360, is intended to be a reference guide for knowledgeable investment advisors, as opposed to a "how to" manual for those who are not familiar with basic investment management procedures.
(80 pages, Book-Softcover, NC3083, 2006)
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2006 Higher Education Finance Forum
Higher Education Finance Forum 2006, a joint publication of NACUBO and the Forum for the Future of Higher Education, explores new ideas about spending from endowment. In a series of papers, experts such as William Massy, Paul Jansen, Henry Riggs, Timothy Warner, Perry Mehrling, Paul Goldstein, and Verne Sedlacek, challenge some longstanding views about how much trustees should allocate for current operations and how much they should reinvest.
(32 pages, Book-Softcover, NC3079, 2006)
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Planned Giving Administration: The Business Officer's Guide
Forrest C. BrostromSome people associate planned giving with fancy trusts and exotic tax plans. The truth is far simpler and more profound. Planned Giving Administration: The Business Officer’s Guide provides a comprehensive review of the subject, from the relative simplicity of outright gifts and bequests to the more complex workings of pooled income funds and retained life estates. Author Forrest C. Brostrom lends a common sense approach to the subject and he illustrates the text with many useful examples from more than 20 years of experience in the planned giving field.
Written for business officers who are knowledgeable about planned giving techniques as well as those who are new to the field, this volume leads readers through the steps in securing and managing every type of gift. You’ll learn about accounting, regulatory, and legal considerations; the benefits and pitfalls of each type of gift for the donor and the institution; and evaluating risk and return. Each discussion concludes with a list of recommended actions to help readers quickly grasp the salient points.
A special section addresses the marketing of planned gifts, including information on segmenting your market, cultivating donors, staffing the program, developing proposals, and employing a variety of marketing techniques.
To round out this useful text, Brostrom has assembled all the essential tools business officers need to administer a planned giving program in a set of appendices that includes IRS forms, sample documents, and checklists. A full index makes this volume a reference you’ll refer to again and again. This publication, sponsored by Northern Trust, also includes a DVD of a 50-minute presentation by the author.
(298 pages, Book-Softcover, NC3062, 2005)
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2004 NACUBO Endowment Study Executive Summary
Purchase the executive summary to ensure that your president and governing board members have a full understanding of today’s endowments. This resource highlights important study results and provides interpretive analysis. Publication available in mid-February.
(116 pages, Book-Softcover, NC2008, 2005)
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2004 NACUBO Endowment Study:CD-ROM
Now in its 33rd year, this study is the industry standard for evaluating the institutional performance and management priorities of college and university endowments. More than 740 colleges and universities across the country are represented in the 2004 NES, covering all the latest information up to the end of fiscal 2004. The study contains more than 1,000 pages of tables, charts, and graphs that clearly illustrate essential data on all aspects of endowment management. The NES also includes endowment size rankings; investment performance; asset allocation; spending policies; and management expenses. TIAA-CREF, the premier pension system for educators and a manager of college and university endowments through its subsidiary, the TIAA-CREF Trust Company, prepared the 2004 study. Discover how your institution ranks among the competition with the 2004 NACUBO Endowment Study-the premier analysis of college and university investment performance and endowment characteristics.
CD-ROM available in mid-February.
(1187 pages, CD-ROM, NC2007, 2005)
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Strategic Financial Analysis for Higher Education, Sixth Edition
This publication builds upon previous editions, yet represents a new starting point to use ratios as a foundation for strategic financial analysis in higher education. The approach applies to all types of institutions, both public and private, ranging from large research and comprehensive universities, master institutions, liberal arts colleges, community colleges, and individual institutions within a public higher education system, as well as the system itself. Chief financial officers, boards of trustees and other senior financial managers will find this edition valuable. In addition, the approaches and ratios have been found useful by other large nonprofit organizations. This publication is a collaboration of Prager, Sealy & Co., LLC; KPMG LLP; and BearingPoint, Inc.
(Book-Softcover, NC3069, 2005)
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College and University Budgeting: An Introduction for Faculty and Academic Administrators, 3rd ed.
Larry GoldsteinThe sequel to the popular 1994 edition introduces faculty and academic administrators to budgets and the budgetary process, provides an overview of the broad economic and political contexts of budgeting, and discusses the framework for the budgetary process, both on and off-campus. The book addresses the sensitive issues of budgetary planning for reallocation and retrenchment and suggests how to properly integrate every office's role in the process.
Bulk Rates Available - minimum order of 10
(195 pages, Book-Softcover, NC3061, 2005)
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Financial Planning Toolbox: A Companion to The Small College Guide to Financial Health
Michael K. TownsleyCraft the financial models, diagnostic systems, and monitoring plans discussed in The Small College Guide to Financial Health: Beating the Odds into coherent and viable financial strategies for your institution. On this CD-ROM, NACUBO and Michael Townsley provide numerous checklists, data tables, financial models, monitoring tables, and reporting formats to meet your institution's needs in today's challenging times.
(CD-ROM, NC3055, 2004)
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Prudent Investment Practices: A Handbook for Investment Fiduciaries
Written by the Foundation for Fiduciary Studies and edited by the AICPA, this handbook identifies the practices that prescribe a timeless and flexible process for successful investment management decision making. This is must reading for those who have fiduciary responsibility.
(Book-Softcover, NC3049, 2004)
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2003 NACUBO Endowment Study (NES): CD-ROM
Now in its 32nd year, this study is the industry standard for evaluating the institutional performance and management priorities of college and university endowments. More than 700 colleges and universities across the country are represented in the 2003 NES, covering all the latest information up to the end of fiscal 2003. The study contains more than 800 pages of tables, charts, and graphs that clearly illustrate essential data on all aspects of endowment management. The NES also includes endowment size rankings; investment performance; asset allocation; spending policies; and management expenses. TIAA-CREF, the premier pension system for educators and a manager of college and university endowments through its subsidiary, the TIAA-CREF Trust Company, prepared the 2003 study. Discover how your institution ranks among the competition with the 2003 NACUBO Endowment Study-the premier analysis of college and university investment performance and endowment characteristics.
(CD-ROM, NC2005, 2004)
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2002 NACUBO Endowment Study (NES) : CD-ROM
Now in its 31st year, this study is the industry standard for evaluating the institutional performance and management priorities of college and university endowments. More than 650 colleges and universities across the country are represented in the 2002 NES, covering all the latest information up to the end of fiscal 2002. The study contains more than 800 pages of tables, charts, and graphs that clearly illustrate essential data on all aspects of endowment management. The NES also includes endowment size rankings; investment performance; asset allocation; spending policies; and management expenses. TIAA-CREF, the premier pension system for educators and a manager of college and university endowments through its subsidiary, the TIAA-CREF Trust Company, prepared the 2002 study. Discover how your institution ranks among the competition with the 2002 NACUBO Endowment Study, the premier analysis of college and university investment performance and endowment characteristics.
(CD-ROM, NC2003, 2002)
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The Small College Guide to Financial Health: Beating the Odds
Michael TownsleyIn this new well-researched, statistic-rich publication from NACUBO, Michael K. Townsley analyzes the latest data and economic models to explore the question: Will an unpredictable economy, changes in student preferences, tuition that outpaces inflation, and new forms of competition plunge small colleges into a sea of chronic financial distress? He then proposes how small colleges can position themselves to avert economic disaster. David Breneman of the Curry School of Education at the University of Virginia says "The Small College Guide to Financial Health: Beating the Odds is 'must reading' for presidents, administrators, and board members of private colleges." In plain-spoken language, Townsley offers performance indices and benchmarking data you can use to ascertain your institution's financial health.
(262 pages, Book-Softcover, NC3028, 2002)
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2001 NAIS/NACUBO Endowment Study
If you are interested in endowments outside of the higher education community, you will benefit from the 2001 NAIS/NACUBO Endowment Study, published by the National Association of Independent Schools (NAIS) and NACUBO. This unique study reviews the nation's mostly highly endowed elementary and secondary schools. This study is published in Adobe Acrobat (PDF) and will be sent to you via e-mail once you place your order. Special thanks to the following for their generous support: SCT, Commonfund, John W. Bristol & Company, Inc., Merrill Lynch Investment Managers, Salomon Smith Barney Consulting Group. Primary Contributor: TIAA-CREF
(PDF, NC2002, 2001)
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2001 NACUBO Endowment Study (NES) : CD-ROM
Now in its 29th year, this study is the industry standard for evaluating the institutional performance and management priorities of college and university endowments. More than 610 colleges and universities across the country are represented in the 2001 NES, covering all the latest information up to the end of fiscal 2001. The study contains more than 600 pages of tables, charts, and graphs that clearly illustrate essential data on all aspects of endowment management. The NES also includes endowment size rankings; investment performance; asset allocation; spending policies; and management expenses. TIAA-CREF, the premier pension system for educators and a manager of college and university endowments through its subsidiary, the TIAA-CREF Trust Company, prepared the 2001 study. Discover how your institution ranks among the competition with the 2001 NACUBO Endowment Study, the premier analysis of college and university investment performance and endowment characteristics.
(CD-ROM, NC2000, 2001)
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2001 NACUBO Endowment Executive Summary
To gain a full understanding of today's endowments, this additional resource highlights important information and provides an interpretive analysis of the full study. It is ideal for presidents, board members, and trustees. Special thanks to the following for their generous support: SCT, Commonfund, John W. Bristol & Company, Inc., Merrill Lynch Investment Managers, Salomon Smith Barney Consulting Group. Primary Contributor: TIAA-CREF
(Book-Softcover, NC2001, 2001)
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Prioritizing Academic Programs and Services: Reallocating Resources to Achieve Strategic Balance
Robert C. DickesonRobert C. Dickeson, a former university president, outlines a step-by-step method for effectively reallocating resources. The book guides academic leaders through the process of ranking programs according to such critical factors as enrollment size and relevance to institutional mission. The book also includes successful strategies for suspending programs that hover on the margins of productivity and affordability.
(192 pages, Book-Hardcover, NC3067, 1999)
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