This book is designed to help financial and other managers of colleges and universities in identifying and responding to the needs of individuals and groups requesting management information. The book attempts to facilitate the communication process through management reports. In addition to guidance on report preparation and data analysis, the…

This sample memorandum sets out the terms and conditions for the payment by the Higher Education Funding Council for England (HEFCE) of funds to the governing body of an institution out of funds made available by the Secretary of State for Education and Employment. Part 1 of the memorandum sets out the terms and conditions that apply in common to…

This guide describes the principles that underlie allocations of grants to universities and colleges by the Higher Education Funding Council for England (HEFCE). Formulas are used to determine how most of the money is allocated between institutions. These take into account certain factors for each institution, including the number and type of…

In part one of a two-part series, a mathematician and former college president looks at how best to utilize and invest endowments. Consideration of the needed and desirable percentage return on investments is discussed. (MSE)

Discusses the current economic problems that educational administrators face and examines some possible solutions in tax benefits available to doners. (MLF)

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

Experts on child care discuss the effects of a recession on centers. Effects may depend on the strength of local economies and industries and the availability of public subsidies. Fund raising may become more difficult and insurance rates problematical. (SH)

Presents strategies to help elementary teachers win grants for the classroom. The article includes information on grant sources, where to find out more about grants, and how to write winning grants. Examples of successful grant projects are provided, and announcement of a $500 Instructor grant competition is included. (SM)

A small rural Missouri school district successfully campaigned for an 81-cent tax increase: 38 cents for a levy to operate schools, and a 43-cent bond issue that would allocate money to build new facilities. Passage of the referendum required at least a year of hard work and planning, positive advertisements, and a lot of community involvement.…

Issuing municipal bonds requires many decisions and involves a number of individuals. Traces basic and essential steps to ensure a successful endeavor. (MLF)

College and university business officers are encouraged to implement an endowment distribution method that increases the amount distributed by a fixed annual percentage based on asset mix, inflation, and expected return. Such a payout system provides a predictable, steadily increasing level of endowment income yet maintains the purchasing power of…

Offers colleges and universities some strategies when reallocation of funds is necessary. Discussion focuses on the use of facilitating teams to help department chairpersons, active promotion of reallocation in funding proposals, use of analytical databases in decision making, use of program audits, taxation policies, decentralization of decision…

Suggests that college governing board investment committees should respond to the current economic and terrorism-related crisis by using SWOT analysis (strengths, weaknesses, opportunities, threats) to examine factors that can crystallize money-management decision points. (EV)

Reviews possible impact of loss of deductibility of state and local taxes for individuals itemizing on their federal tax returns in proposed tax reform package being considered by Congress. The general assumption is that it will result in a decline in funds for education, but no one can predict potantial amount of decline. Includes a chart and two…

Diverse economic, social, and legal concerns have brought renewed attention to the problem of financing public schools. The primary economic concern is preparing students to compete successfully in the international marketplace. The change in demographics of the United States also is a major social concern for education. Legal concerns focus on…