This book offers investment strategies for participants in the primary retirement organization for universities and nonprofit organizations, the Teachers Insurance and Annuity-College Retirement Equities Fund (TIAA-CREF). The investment principles outlined also apply to retirement funds offered by other investment companies. The book's scope…

A well-designed investment program can help administrators get the most out of public dollars and other available resources. (Author)

The Community Reinvestment Act (CRA) is designed to encourage banks and thrifts to meet the financial credit and service needs of low- and moderate-income neighborhoods, requiring that lenders use their private-sector resources to meet the financing needs of all communities in which lenders conduct business. This brief outlines several types of…

The School of Chemical Sciences at the University of Illinois has developed a user-oriented financial management system to meet the needs of project managers for financial reporting that were not met by the central accounting system. The system presents detailed budget obligations and expenditures data needed to plan and monitor daily research…

Questions to ask, and some of the responses to expect, in interviewing money managers. (Author/MLF)

Four common services offered by college alumni associations for their alumni (credit cards, telephone services, mortgages, and insurance) can provide benefits to alumni while they raise money for the institution. Considerations in planning such services include what products to offer, choice of company, customer service standards, end-of-contract…

A clearinghouse specializing in providing tax-sheltered annuity services for school employees eliminates any question of school district liability for investment performance. (MLF)

An executive of Moody's Investors Service explains what past experience has taught the company about municipal analysis, how a bond issue is assigned a credit rating, and what issuers can do to obtain the best rating. (MLF)

To help school districts comply with Oregon's school bond laws, this manual provides guidelines for school district attorneys and personnel in the issuance and sale of school district bonds. The manual deals with the three primary types of Oregon school district borrowings: (1) general obligation bonds; (2) tax and revenue anticipation notes; and…

Professional counselors are often uninformed about insurance matters. This monograph is for counselors who wish to participate in third-party reimbursement activities. The text addresses general issues related to professional counselors and health care reimbursement. It describes major health reimbursement plans such as Blue Cross/Blue Shield,…

A guide for foreign students who need information on the cost of higher education in the United States is presented. Responsibilities of foreign students in meeting these costs are addressed, along with types of financial help that may be available to them from colleges and other sources, applying for financial aid, and planning the financial…

Recommendations for faculty members who are secure in their positions are offered to promote career alternatives beyond those prescribed by their institution. The recommendations cover the implementation and operation of self-help organizations. A survey of faculty members found that faculty members were almost completely dependent on their…

Associations can provide information, expertise, and services that individual institutions do not always possess. Although membership in some associations is a necessity, it is important to choose carefully among others to gain optimal resources such as information, meetings, newsletters, and other points of contact. Some guidelines are provided.…

The role of lawyers representing colleges on Title IV (Higher Education Act) student aid issues is to prevent, identify, correct, negotiate, resolve, or litigate regulatory problems confronting participating colleges. These functions also extend to problems arising before the existence of accrediting agencies, state licensing bodies, guaranty…

Guidelines for loan collection staff who award/service college student loans are presented. Attention is directed to sound collection procedures, three specific loan programs, suing a defaulted borrower, the Family Educational Rights and Privacy Act and the use of credit bureaus, and student loan borrower bankruptcy. Loan collection procedures for…