Library

NBOA Library

Insurance Broker Checklist

Aug 30, 2021, 11:58 AM
The attached checklist can be used to review the performance of a current benefits broker or to design an RFP for brokerage services. This list was provided by Arthur J. Gallagher Insurance, which

Releasing Donor Restrictions - First Dollar Spent Method

Jul 7, 2021, 5:22 PM
This clip taken from the Summer 2021 Stewarding Donor Dollars course discusses the first dollar spent approach to releasing donor restrictions and spending budgeted dollars. Kathy Ferguson, from the
  • Contract
  •   |   Salary
  •   |   Summer Camp

Summer Program Employee Contract Sample

Jun 29, 2021, 5:38 PM
Attached is a sample of a summer program employment contract.
  • Pandemic

Supplement to Operating Guidance for Independent School Pandemic Management

Jun 17, 2021, 7:33 PM
This update covers the latest research on the spread of COVID-19 and virus variants, vaccines that protect against the virus, and practices to mitigate risk on school campuses. The supplement
  • Forms
  •   |   Risk Management
  •   |   Termination

Exit Interview Document Samples

Jun 7, 2021, 7:05 PM
Attached are examples of exit interview forms and questions to use when an employee is leaving the school.
  • Financial Aid
  •   |   Research
  •   |   Tuition
  •   |   Tuition Remission

Tuition Discounting Report: For PK-12 Independent Schools

May 25, 2021, 5:32 PM
The Tuition Discounting Report analyzes financials from 176 member schools in NBOA’s Business Intelligence for Independent Schools (BIIS) data platform to understand the trends in tuition discounting
  • Gift
  •   |   Planning
  •   |   Research

Using FY20 & 21 Annual Fund Data to Refine Your FY22 Budget Forecast

May 4, 2021, 6:49 PM
Jennifer Hillen, Chief Learning Officer (NBOA) and Ann Snyder, Director, Independent and International Schools (CASE) will review the Council for Advancement and Support of Education Pulse Survey on
  • Cybersecurity
  •   |   Safety and Security
  •   |   Technology

Tech Questions You Need to Ask To Make Better Decisions

Apr 16, 2021, 3:04 PM
(Goldmine) In a post-pandemic world, schools need to make sure they are asking the right technology-specific questions to get the information you need and make well-informed decisions. This session
  • Endowment
  •   |   Governance
  •   |   Risk Management

Best Practices in the Stewardship of Donor Assets

Apr 14, 2021, 9:13 PM
(Goldmine) Today's donors want to know that their gifts will be managed under the highest standards of prudence and care to achieve desired outcomes at reasonable costs. Important practices such as:
  • Leadership
  •   |   Planning
  •   |   Research

Financial State of the Industry: BIIS Financial and Operational Indicators: 2019-2020

Feb 21, 2021, 9:17 PM
This report considers financial and operational data from the singular 2019-20 school year, which ended with remote instruction for most independent U.S. schools. Changes in schools’ financial health