This book discusses various facets of stewardship as it applies specifically to philanthropy and donor relations for institutions of higher education. Stewardship is defined as a way of preserving opportunities for further support, as the legal and public relations protection of institutions, and as a "right" thing to do. Following an…

This report was sought by the Conference Committee on the Consolidated Omnibus Budget Reconciliation Act of 1985, concerned that federal law allows payments from tribal trust funds to be excluded when determining eligibility for welfare benefits to American Indians. Applicable federal laws and eligibility policies were reviewed to determine the…

Guidance on how to make college affordable, especially for middle-income families, is provided. Although college tuition and fees have more than doubled over the past 10 years and will continue to increase, traditional student aid programs have not kept pace with inflation and are earmarked chiefly for students from low-income families. The…

This is the third edition of a workbook prepared as a kind of primer for those responsible for the administration of charitable remainder trusts in accordance with the Tax Reform Act of 1969. The topics covered include: trust administration in general; pooled income fund; unitrust; annuity trust; gift annuity; short term income (lead) trust; gift…

During the year the foundation staff completed the formation of eight program areas in which to concentrate future research. Four of these areas are major, and it is expected that they will receive larger appropriations in the next few years than the four minor program areas. The major program areas are: Age and Aging; Evaluation Research and…

Some of the faults and values implied by present methods of financing higher education are examined, and new financial arrangements are proposed. Problems with the current system include: the price to the consumer of higher education in relation to its cost of production, tuition gaps among schools, and evaluating the price in relation to value of…

This booklet is designed to guide readers through the different stages of retirement planning, starting with goal setting. It is suitable for personal use by adults or for classroom use in junior high through adult consumer education classes. The booklet explains how to determine one's current financial status as well as how to estimate retirement…

This guide to paying for college is written for families that expect to pay most, if not all, of the costs of college out of savings, investments, gifts, inheritances, borrowed funds, or a combination. It outlines usual approaches but also indicates some unorthodox methods. Chapters cover the following topics: (1) planning for college expenses;…

Project Real World, a self-contained, activity-based Canadian consumer science program, provides students with systematic instruction in economic living skills. It gives students in grades 10-12 an orientation to the economic realities and opportunities in society. The program helps students function effectively within the rapidly changing…

Fund-raising is one of the college or university governing board's most basic and important responsibilities: The annual fund is the platform from which all other fund-raising activities flow, and the board plays a key role in planning, implementing, and monitoring comprehensive campaigns, which are major efforts, focused on long-range financial…

Financial statistics of Canadian universities and colleges are presented in this annual report. The report is divided into three sections: historical tables, summary tables, and detail tables. The historical section includes information on Canadian Association of University Business Officer (CAUBO) member institutions and also provides estimates…

This bibliography cites title, source/publisher, availability, and cost for information and materials on various aspects of pre-retirement planning. Materials may be specifically for the elderly/retired person or of general interest. Bibliographies and periodicals are included. These materials and information are listed under twenty-three…