Most school districts and charter schools are receiving significant, one-time revenues through the American Rescue Plan (ARP) Elementary and Secondary School Emergency Relief (ESSER III) grant program. The ESSER III Investment Decision Guide and its companion User and Resource Companion document (ED617068) are designed to guide decision makers…

Most school districts and charter schools are receiving significant, one-time revenues through the American Rescue Plan (ARP) Elementary and Secondary School Emergency Relief (ESSER III) grant program. The ESSER III Investment Decision Guide and its companion User and Resource Companion document (ED617067) are designed to guide decision makers…

The social sector's hottest "impact investing" product--the social impact bond (SIB)--has generated a range of reactions, from excitement to angst. An SIB uses private funds to pay for a social, educational, or health program, and the government repays investors (plus a return) only if the program achieves prespecified results. The…

Student-Based Budgeting (sometimes called Weighted Student Funding, or Fair Student Funding, depending on the district) differs fundamentally from the traditional funding model, which distributes resources to schools in the form of staff and dollars designated for specific purposes. Student-Based Budgeting (SBB) allocates dollars to schools based…

The National Association of College and University Business Officers' (NACUBO's) "Guide to Unitizing Investment Pools" addresses the principles and concepts for administering a consolidated investment pool. Unitization is the mechanism by which investment funds are pooled to maximize investment efficiencies and provide information for donors,…

All private colleges and universities make strategic capital investments and consider the use of debt to fund those investments. From the commonplace purchase of photocopiers to the construction of new academic buildings or dormitories, investment decisions that yield long-term financial benefits must follow on the heels of careful analysis. To…

Public investors can lower commissions through investment autonomy, that is, implementing the investment decision process without outside input. Details some techniques for fine-tuning the investment process. (MLF)

Information about tax-sheltered annuity plans and a questionnaire to assist in the evaluation of companies that provide a fixed annuity. (Author/MLF)

Alternative investments (those that exhibit risk and return properties not easily attainable from traditional asset classes) constitute an investment option that no modern college or university investment strategist can ignore. Colleges and universities with larger allocations to alternatives outperformed institutions with smaller allocations in…

Reviewing ways to earn interest on school funds, the author outlines how new electronic banking practices will stop use of the "money float." (MD)

Outlines a method of keeping track of cash flow so that a school district can make the most out of its investments. (IRT)

This basic money book takes a creative approach for visual learners by using icons, varied fonts, and highlighted text. The book's design will appeal to holistic thinkers by allowing them to jump from point to point without losing overall meaning. It is divided into five sections, each with a subset of related topics: (1) "The Big…

This report explains savings accounts and low-deposit investments in order to help consumers determine which accounts are right for them. It is divided into the following four sections (topics covered are listed in parentheses): (1) the savings program (setting savings goals, saving regularly, choosing a savings account, interest, the savings…

This "good practice" guide is aimed at anyone in higher education in England who is involved in making decisions on investments. It focuses on the principles to be followed, rather than the techniques of appraisal. The guide outlines the steps for developing an outline business case and then refining it into a full business case for the…

Points out that many state laws allow the investment of student funds such as those for yearbooks and argues that the California code concerning such investments should be the law of the land. Points out how high school publications can earn a large sum of interest by investing properly. (TJ)