uafinanceref Inventory of the University Finance Reference Collection, 1948-ongoing Processed by: Thomas Harkins; machine-readable finding aid created by: Kimberly Sims University Archives Duke University Durham, N.C., USA

(C) 2009 Duke University. All Rights Reserved.

Aleph Number: 004198331

 Machine-readable finding aid derived from XML authoring program. Date of source: August 2009Processed by Thomas Harkins, July 2009; finding aid encoded by Kimberly Sims, University Archives, Duke University, August 2009 Description is in English Finding aid was prepared using DACS and our local Style Guide Inventory of the University Finance Reference Collection, 1948-ongoing University Archives Duke University Durham, North Carolina 27708-0185 USA

(C) 2009 Duke University. All Rights Reserved.

 Descriptive Summary University Archives, Duke University Duke University. University Archives. University Finance Reference Collection, 1948-ongoing Material in English 1.6 Linear Feet approx. 700 Items For current information on the location of these materials, please consult the Library's online catalog. The University Finances Reference Collection contains files of publications, reports, news clippings, and memoranda related to the University's investments, fundraising, budgeting and similar financial matters. This collection was compiled from a variety of sources by the University Archives for use in reference and research. Administrative Information Access Restrictions

Patrons must sign the Acknowledgement of Legal Responsibility and Privacy Rights form before using this collection.

Also, all or portions of this collection may be housed off-site in Duke University's Library Service Center. Consequently, there may be a 24-hour delay in obtaining these materials.

Please contact Research Services staff before visiting the University Archives to use this collection.

Collection is open for research.

 Copyright Notice

Copyright for Official University records is held by Duke University; all other copyright is retained by the authors of items in these papers, or their descendants, as stipulated by United States copyright law.

 Preferred Citation

[Identification of item], University Finance Reference Collection, Duke University Archives, David M. Rubenstein Rare Book & Manuscript Library, Duke University.

 Provenance

The University Finances Reference Collection was compiled by University Archives staff from a variety of sources.

Processing Information

Processed by Thomas Harkins, July 2009

Encoded by Kimberly Sims, August 2009

Updated by Molly Bragg, July 2011

Descriptive sources and standards used to create this inventory: DACS, EAD, NCEAD guidelines, and local Style Guide.

This finding aid is NCEAD compliant.

 Collection Overview

The University Finances Reference Collection contains files of publications, reports, news clippings, and memoranda related to the University's investments, fundraising, budgeting and other financial matters. Major subjects include fundraising campaigns, and endowment management. The collection includes several publications produced to explain the University's finances to students.

Subject Headings

These are searchable subject entries for this collection. Performing a search on these subjects in the Duke University Libraries online catalog will bring up other related research materials.

Duke University--History--20th century. Duke University--Finance. Related Material Duke University. Annual Report/Financial Report, 1947/48- Duke University Archives Year in Review, 2001/2002-2006/2007 http://www.yearinreview.duke.edu/ Financial Reports http://www.finsvc.duke.edu/resources/docs/financial_reports.pdf Annual report of Duke University http://dukespace.lib.duke.edu/dspace/handle/10161/31/browse-title Fifth Decade Program Records, 1964-1973 Duke University Archives Office of the President Records Duke University Archives Office of University Development Records Duke University Archives Office of Institutional Advancement Records Duke University Archives Founders' Society Reference Collection, 1980-1997 Duke University Archives James B. Duke Society Reference Collection, 1997-ongoing Duke University Archives Contents of Collection Container List 1Annual fund, 1981-2001 Annual fund, Davison Club, 1980 Annual fund, Dean's Club, 1986-1988 Annual fund, Washington Duke Club, [1999] Annual fund, William Preston Few Association, 1989-1992 The Bean Counter's Guide [1997, a guide to Duke's finances] The Campaign for Duke, 1998-2003. Brochures The Campaign for Duke, 1998-2003. News Releases and Clippings The Campaign for Duke, 1998-2003. Benchmark [newsletter], incomplete, 1998-2003 Clippings, to 1969 Clippings, 1970-1979 Clippings, 1980-1989 Clippings, 1990-1999 Committee on Bequests, 1963-1966 To Cross a Threshhold, publication, 1984 Duke Dimensions: a Magazine for Undergraduates, 1981 [guide to Duke's finances] The Duke Endowment Duke Management Company, News Releases and Clippings, 1990- Duke Management Company, Building Duke University's Endowment, 1995 Duke Management Company, Newsletters, 1992-2000 Duke University Development Campaign, 1950-1952. Campaigner's Kit Duke University Development Campaign, 1950-1952. Handbooks Duke University Development Campaign, 1950-1952. Mailings to Faculty/Staff/Students Duke University Development Campaign, 1950-1952. Promotional Duke University Development Campaign, 1950-1952. Reports Endowments, performing and dramatic arts The Epoch Campaign, 1973-1977. A Time for Greatness at Duke 2The Epoch Campaign, 1973-1977. Brochures The Epoch Campaign, 1973-1977. Clippings The Epoch Campaign, 1973-1977. Mailings The Epoch Campaign, 1973-1977. Newsletters The Epoch Campaign, 1973-1977. Planning memos The Epoch Campaign, 1973-1977. Reporting Progress The Epoch Campaign, 1973-1977. Where do you think you're going, America? [New York Times advertising supplement, October 7, 1973] The Fifth Decade Campaign, 1964-1973 Grants to Trinity & Duke Grants: clippings Grants: Ford Foundation, 1960 Grants: Supplementary proposal. University Science Development Program, 1972 Loyalty Fund, 1953/54, 1977/78 Memoranda Office of Planned Giving: For the future of Duke, 1978/79 Office of Planned Giving: Planned philanthropy for the future of Duke, 1980-1985 Office of University Development: Annual Report, 2006/07 Planned Giving, 1971-1981 A Report on the financial needs and resources of Duke University / Keating, Brown & Co., 1948 To Endow, To Enrich, Annual Report, 1978-1979 A Capital Idea, Annual Report, 1979-1980