Traditionalism & Economics

Fighting For: Endowments

 

Every year tuition continues to increase at an alarming level, imposing mammoth costs, which leads one to believe that universities have very little money and are scraping the bottom of the barrel just to survive. However, in reality nothing could be further from the truth. Universities have accumulated millions upon millions of dollars (some even billions) in the form of endowments. These are large monetary gifts given to universities from individuals or organizations. The amount is invested; a small portion of the income generated helps to maintain specific university programs, while the rest of the money gets added to the main endowment fund in order for it to be re-invested. In the past year the amount of money universities have received through endowments has increased, yet little, if any, helps to ease the financial burden on students. The very process of endowment giving, with its generally specific focus and nature, has led to much of the controversy regarding universities spending habits and has sparked debates and disputes on campuses across the country by student activists, including many here at UCLA.

Endowments are the financial backbones used to support all universities, as they are essential for the well-being, security, and maintenance of all academic institutions. As endowments are permanent funds, they are always available regardless of the nation’s national economic situation, stock market fluctuations, or political changes. The past year has seen an average increase of three percent for university endowments. Even though schools nationwide are receiving more money, this does not necessarily translate into instant improvements and available funding for students, since only about five percent of the endowment is actually spent each year. Individuals (most of whom are alumni) or organizations that make endowments usually have a vested interest in the university and have a very detailed plan for how they want their money to be used and allocated. Mario Cacciottolo explains in his article “Endowment Brings Empowerment” that, “Having an endowment fund set aside from an initial financial gift helps to ensure the continued satisfaction of the donors, as well as allowing the university to be more responsible with the donation itself.” He explains here that it is necessary that the benefactors’ specific wishes are carried out so that they will continue to support the school in order to see their personal goals and visions achieved. He also claims that by catering to the donors’ restrictions that in turn the university benefits because a large portion of their gift goes to the collective fund, which continually supports the university.

Even though the majority gifts go to the general endowment fund, the portion that currently helps the university has such a narrow focus that many complain that universities are irresponsible and use their funds unwisely and unfairly. According to information provided by http://articles.student.com/article/endowmentuses at the Southern Methodist University in Dallas a local geologist honored a fellow colleague by giving a restricted one million dollars in order to endow a professorship in geology under that man’s name. Examples of spending such as this anger many individuals who believe the money could be put to use that benefits the students, the quality of their education, and the affordability of the school. The University of Maine claims that fifty percent of their one hundred and fifteen million dollar endowment goes to scholarship support. Greg Winters explains in his article “University Endowments Still Recouping Losses” that, “Unfortunately instances like this are extremely rare." The fact that he describes endowments directly helping the students as rare shows that restricted funds with a limited focus are much more commonplace, which has stirred up a great deal of controversy.

As the economy has gotten progressively worse each year, the amount of money a university obtains through endowments has become increasingly important. Schools employ several aggressive and effective fundraising campaigns in order to attract the greatest number of donors. Many schools send out envelopes and pledge cards in hopes of generating income, although this method has been found largely ineffective. Another widely used fundraising tool is the practice of cold calling to illicit money from alumni, parents, and friends of the university. UCLA has found success with this method and currently holds the number one student call center (in terms of the amount of money raised) in the country. The mission of UCLA’s call center is to raise money for the UCLA Fund, which is the university’s only unrestricted account. Despite the fact that this particular call center has raised between two and three million dollars annually, it makes up such a small percentage of the university’s budget that it goes largely unnoticed. In his “Show Us the Money” article, Andy Dehnart says,

Sometimes the whole money-raising process becomes a closed loop. For instance, Hawaii uses unrestricted donations "primarily to support the fundraising efforts," Howard said. At schools where donations are spent to attract even more money, students aren't likely to see the results for a long time.

He explains that since the amount of money raised by these unrestricted funds seems miniscule in comparison to the billion dollar university budgets, most of the money raised in these campaigns is capable of supporting only the actual fundraising process. In comparing the amount of money in unrestricted funds to that in restricted funds, this huge discrepancy becomes apparent. Most donations received do not directly help or assist students, which has been the cause for much anger and bitterness.

Much of students’ resentment and anger comes from the fact that tuition continues to increase, while hundreds of millions of dollars just sits in the bank. As of 2003 the total of all university endowments across the country was over one hundred and fifty billion dollars. It is difficult for students to accept paying more and more each year knowing that every year their college receives millions of dollars that in theory could help lower tuition costs. In the Associated Press article “University Endowments’ Investments Up Slightly”, this sentiment is shared:

Most of the nation's universities, despite their trend of steadily increasing tuition, are swimming in cash as a result of aggressive fundraising campaigns and a bloated stock market. The 1990s are the "golden era for college and university endowments," the report said, with funds reaping an average 20.4 percent return on their investments.

Students feel very little interest and appreciation student attitudes for most restricted endowments because the fund is allocated so narrowly that it does not provide a benefit to most students.

Not only are there debates over whether or not endowments are actually helpful to students, but much controversy has arisen over various proposals. One of the most notable of such disputes took place here at UCLA (student issues at UCLA). According to Adjoa Middleton’s article “Turkey Pushes to Endow UCLA History Chair”, “In 1997 the Turkish government approached six universities in hopes of establishing an endowed chair of Ottoman and Turkish history.” and UCLA was one of those six schools selected. The proposal was that a gift of one million dollars would be given and the chair of the Turkish department would then be the first in history to be fully funded by a foreign government. The proposal alone created a hotbed of fury because many Armenian students claimed that political propaganda was the only reason for the Turkish government’s interest in funding an endowed chair. Many debates and fights between Armenian and Turkish students broke out, continuing a long history of hostility between the two groups. The Armenian Students Association, led by Ardashes Kassakhian, attempted many protests, petitions, and tried to use several other means in order to raise campus awareness about the proposed endowment plan UCLA student activism. Regardless of all the attention and negativity brought to the topic by students, the proposal was given adequate consideration and went through the same process of evaluation as any other. All UCLA endowments must meet the three basic priorities set by the university which include being in line with the university’s mission, having normal academic and administrative processes of review, and there must be an effort to respect freedom of academic and general expression. In this case the Turkish government proposal did not meet all of the criteria set and in the end the endowment was not approved.

Generally the size of an endowment reflects the academic reputation of a university, which indicates a strong correlation between the amount of money a university receives and the degree to which it is perceived by the public. Endowments are crucial to the success of a university with respect to nationwide rankings, which in turn are important in attracting superior faculty members and students. However, when it comes to providing financial assistance to students, making more classes available, and hiring and retaining professors, endowments are not used. Since the size of a university’s endowment is seen as a reflection of its academic quality and excellence, they are necessary in order for the college to survive. However, the fund is of little help given the number of procedures and [bureaucratic committees] involved in its allocation. Instead of continuously raising tuition, building unnecessary buildings, and laying off faculty – all of which alienates students – the universities should stop sitting on the hundreds of millions of dollars they have and put those funds to use.

 

Additional Sources:

http://www.usu.edu/develop/priorities/endowments.asp
http://www.boston.com/news/education/higher/articles/2004/01/20/college_endowment_earnings_are_up/
http://www.yaledailynews.com/article.asp?AID=1175
http://uclabruins.ocsn.com/departments/ucla-endowments.html
http://www.bizjournals.com/nashville/stories/2002/09/30/story5.html