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Planning and Budgeting

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Chapter 13 of NACUBO's College and University Budgeting, 5th Edition by Larry Goldstein and supported by Synario, discusses the difficult decisions that arise when an institution faces severe economic challenges—whether driven by broad-based economic catastrophes, natural disasters, or simply poor management—and offers both short- and long-term responses to difficult financial times.

We've made the chapter "Responding to Extraordinary Circumstances" freely available along with several other resources below.

Download Chapter 13

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Prepare for a number of scenarios on campus related to COVID-19 with a series of checklists created by NACUBO members and staff.

Finance

Explore resources on institutional debt policy and effective cash management. Learn more.

Featured Articles

Business Officer magazine has covered higher education planning and budgeting successes and challenges:

Preserve You Reserves (March/April 2020)
Planful prioritizing of reserves can help ensure that your campus remains nimble when it needs to spend set-aside funds.

Rainy-Day Reserves (March/April 2020)
Developing—and communicating—a financial reserves policy can help institutions pursue and maintain a strong growth position while guarding against unexpected circumstances.

Mastering M&As (December 2019)
An excerpt from a recent NACUBO book helps you understand potential challenges inherent in conjoining the programs and people from merging institutions.

Greater Than The Sum (December 2019)
Shared services agreements can increase savings, enhance operational efficiencies, and expand opportunities for students.

RCM Reality Check (November 2019)
One study of responsibility centered management underscores the need to address crucial concerns prior to implementation.

An Embedded Budget (June 2018)
One approach to demands for a new business model for higher education is to establish a collaborative, comprehensive planning process that engages all stakeholders in developing a strategic, multiyear budget.

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Research

  • May 19, 2022

    NACUBO Tuition Discounting Study

    The annual NACUBO Tuition Discounting Study (TDS) measures the institutional tuition discount rates and other indicators of institutional grant awards to first-time, full-time first year undergraduates and all undergraduates who attend private, nonprofit (independent) colleges and universities.

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  • May 18, 2022

    Historic Endowment Study Data

    Historical endowment data from institutions that particpated in the annual NACUBO endowment surveys

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  • May 23, 2022

    NACUBO On Your Side: May 17–23, 2022

    In this edition: NACUBO aids NASFAA in recommendations for student loans, ACE partners with ED for a webcast on investing in mental health resources, and more.

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