Financial Planning: Strategies and Lessons Learned

A 10-page document from the journal, Planning for Higher Education, a publication of the Society for College and University Planning (SCUP).

Financial planning is more important than ever as colleges and universities face serious if not unprecedented financial challenges.

These authors, each with deep experience in top level financial planning for universities, describe the traditional ways that campus financial planners have engaged with the rest of the campus and suggest forthcoming shifts in the viewpoints of financial planners. The two main trends driving this: Rising costs and limits on revenue growth + more financial planning on the revenue side.