This document provides information on creating a spending policy for your endowment including suggestions for developing the spending rate methodology and best practices for creating and updating your spending policy.
Business leaders at Stevenson School in Pebble Beach and Carmel, California, developed a reserves policy to support the school's financial health in perpetuity.
This 2023 NBOA Annual Meeting session recording and slides address how schools can prepare for climate-change related disasters, including wildfires, earthquakes, hurricanes and floods.
“Demographics of the Independent School Business Office Report: Key Research Findings 2025” provides insights into workforce trends of the independent school business office, particularly since 2020.
An example of an indexed tuition financial aid calculator for a school website. This is an example of the indexed tuition calculation itself and not the website programming.
In alignment with the school mission and values, leaders at Davidson Day School developed a faculty mentoring program to provide support to new teachers.
In order to compete in a challenging market and to provide unique opportunities to faculty and staff, St. Mark’s began the task of shifting the community’s culture by forming cross-departmental teams.
Leaders at Mount Vernon have defined the competencies and practices that make each faculty member a better teacher. To organize the competencies, Mount Vernon used the periodic table as inspiration.
The upgraded LRFM helps you model tuition, staffing, and revenue over 10 years. Build confidence in your school’s financial decisions—before they’re made.
