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Rothman, Michael – Business Officer, 2000
Examines several private savings vehicles that have emerged in recent years to help with paying for college. These include: CollegeSure certificates of deposit; custodial bank accounts; education trusts or 2503 trusts; and the Tuition Plan Consortium. Discusses questions that college or university business officers should think about regarding…
Descriptors: Educational Finance, Financial Needs, Higher Education, Paying for College
Arnold, Jane; Smith, J. D. – Business Officer, 1999
A guide for individuals with fiduciary responsibility for investments offers both general and specific recommendations for assessing and making financial decisions, including steps to take and questions to ask concerning quantitative analyses. Focus is on the role of the college or university trustees in managing endowment funds. (MSE)
Descriptors: College Administration, Decision Making, Endowment Funds, Higher Education
Munger, Peter L.; Ridenour, James F. – Business Officer, 1983
Information on three categories of deferred gifts, deferred gift valuation, and reporting on deferred gifts are presented, based on the NACUBO publication entitled "Management Reporting Standards for Educational Institutions: Fund Raising and Related Activities." In addition, a summary is presented of the results of a 1982 informal…
Descriptors: Educational Finance, Financial Policy, Financial Support, Higher Education