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Planning and Budgeting

Did You Know?

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.

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COVID-19 Resources

Navigating COVID-19
The latest information for college and university business administrators.

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

 

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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Upcoming Programs

  • July 07, 2020

    Future-Proofing Your Institution Through Agile Planning

    July 7, 2020 | 1-1:45pm ET

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  • July 13, 2020

    NACUBO 2020 Virtual Annual Meeting: Monday Pass

    July 13, 2020 | 11am-4pm ET | See Schedule for Session Info

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Research

  • May 29, 2020

    Tuition Discounting Study Glossary

    Definition of key terms in the annual Tuition Discounting Study

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  • May 29, 2020

    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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Lates News

  • June 26, 2020

    NACUBO Offers Recommendations to IRS on UBIT Basketing Proposed Rules

    NACUBO, joined by 10 other higher education associations, submitted recommendations to the IRS on proposed regulations for calculating unrelated business taxable income. The comments focused chiefly on the reporting of investments, asking the Service to adopt a greater than 50 percent ownership threshold for the control test and that a tax-exempt organization be allowed to look through any directly or indirectly held partnership interest.

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