Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future. 

The CASE Library has developed this resource collection in response to questions on aspects of endowment management. It features articles and other resources on managing and communicating about endowments, as well as reports and white papers on endowments trends and data.

The CASE Management and Governance Checklist for College and University Foundations is intended to provide guidance for foundation staff to consider, implement, and review the policies and procedures important to management and governance of their college or university foundation. 

After a few volatile years following the financial crisis that ended in 2009, economic experts say the state of the U.S. economy is looking up. Financial markets have again reached record highs, and economic indicators are trending positive, but the average American family is less optimistic about its financial future amid concerns over college affordability. In a combustible election year full of populist rhetoric, candidates for both federal and state offices are decrying higher education's price tag and mounting student loan debt.

Endowments are permanent funds from charitable gifts that offer schools the enduring stability to empower generations of students and shape our world's future. 

Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future. 

Rep. Tom Reed (R-NY) introduced the REDUCE Act, a bill would create a mandatory spending requirement for certain private college and university endowments.

Treasury Releases Proposed Regulations on Endowment Excise Tax 

Over the past year CASE has conducted research about ways institution leaders and boards were responding to the challenges posed by the pandemic and examining patterns of resilience during the current crisis, as well as in the wake of the global financial crisis of 2008.

Rep. Delaney, D-Md., and Rep.Byrne, R-Ala., recently introduced the Don't Tax Higher Education Act (H.R. 5220), legislation that would repeal the 1.4 percent excise tax on the net investment income of certain private colleges and universities included in the new tax law.