Is your school lacking financial flexibility? Many independent schools are constrained by having the bulk of their net assets in restricted funds. This limits operational optionality and impedes the ability to issue debt. In our HC Insights piece, we lay out creative strategies for schools to build their unrestricted endowment and become more financially nimble. The best time to think about creating liquidity is before you need it. Our paper offers practical, actional steps that schools can take today to create financial flexibility.

If you would like to learn more about our work with non-profit and school endowments, we encourage you to Contact Us.