College investment policy concerning the mix of stocks and bonds in the endowment portfolio has been made far too complicated. Except for unusual circumstances, the equity (common stocks) percentage should be very high. Total investment in equities will generate enormous differences in endowment fund value over a long period of time. (MSE)

College development officers are encouraged to assess a prospective donor's contacts, interest, and ability to give to the institution, and are offered a number of formulas for determining the solicitation amount. They include formulas based on prior giving, net worth (income, stock holdings, real estate), and assets (income, liquid assets, real…

Modifications to current methods of calculating and reporting financial ratios are outlined for college managers. The modified ratios, felt to be more realistic, are illustrated with applications in three areas: (1) student revenues; (2) endowment and other investment income; and (3) public and private gifts, grants, and contracts revenue. (MSE)

Changes in the structure of college and university tuition discounts in the past 15 years are explained, and it is argued that most discussion of discounts are oversimplified. The case of a hypothetical small liberal arts college (data composed from eight colleges) is used to illustrate the decile discount approach to analyzing discounting trends…

It is argued that analysis of tuition and fees revenue contributions can enable colleges and universities to develop pricing, admissions, and student aid policies that produce desired financial outcomes. Long-term trends of three tuition and fees revenue contribution ratios are explained and illustrated. (MSE)