Finance & Business Models

February 25, 2021 - Developed in partnership with EAB. Want to learn more about major gift efficiency and innovative MGO models? Watch Your Most Important Endowment Decision. Advancement entered the 2020s on unusually strong footing. Presidents and boards had increased advancement budgets every year for most …

February 24, 2021 - Many college and university boards and leaders are navigating issues of transformation and strategic innovation.  This webinar will help you learn how to develop a value proposition that students and families are willing to pay for.  …

February 23, 2021 - Developed in partnership with Northern Trust. University endowments are taking sustainable investing seriously, allocating $378 billion to sustainable investing strategies in 2020 (up 19 percent from 2018)[1].   This investment philosophy resonates well with students, faculty, and broader stakeholders, and aligns with …

February 18, 2021 - Developed in partnership with TIAA. At the recent 2021 AGB Foundation Leadership Forum, Martin Davies discussed why it is a compelling time to invest in farmland. Considered a reliable asset class, farmland has proven to be a dependable store of value through …

April 12, 2021, 12:00 - 1:15 PM ET - In today’s VUCA (volatile, uncertain, complex, and ambiguous) environment across higher education, governing boards and institutional leaders need to be opportunistic in charting pathways forward while engaging in multifaceted planning efforts that …

Philanthropy is vital to the long-term sustainability of U.S. colleges and universities—as other sources of annual revenue are under increasing duress. Given their growing frequency and importance, multimillion-dollar and billion-dollar fundraising campaigns require the careful attention of governing board and …

Higher education and its leadership are being forced by events to address a once in every 100-year crisis. It is one that touches upon almost every aspect (and risk) of the operations and reputation of our nation’s colleges and universities. …

There are many important decisions that investment committees make when stewarding endowments or other perpetual pools of assets that support their missions. Of all of them, asset allocation is generally considered to be the preeminent, which is perhaps based on …

Unless a sea change sweeps Washington, D.C., in 2021 and brings with it a massive, multi- billion-dollar support package for American higher education, the outlook for the near future, most observers agree, is very bleak. The COVID-19 pandemic has been …

April 22, 2021 - Though endowments have long been leaders in investment innovation, it has been nearly 25 years since the original endowment model was formulated. Endowments need to keep innovating to remain effective.