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Investments and Financial Planning. Records

 Sub-Group
Identifier: RG04-09

Scope and Contents

The collection consists of annual budget reports.

Dates

  • Creation: Majority of material found within 1963 - 1995

Creator

Conditions Governing Access

Closed for 27 years

Biographical / Historical

The Director of Investments and Financial Planning assists and coordinates the treasury and/or finance-related functions of Davidson College. The office operates under the Vice President for Business and Finance. Activities include assisting the Finance and Budget Committee of the Board of Trustees, managing bonds and securities, assisting the Development Office, assisting with the Budget Planning Process, and working with state agencies on budget matters.

Extent

2.00 boxes_oversize (2 boxes + oversize)

Language

English

Arrangement

The records are arranged chronologically. The sequence is interrupted with some records being housed in Oversize.

Physical Location

Range E Section

D2.12

Immediate Source of Acquisition

Transferred from office (2000-22)

Language of description
English
Script of description
Latin

Repository Details

Part of the College Archives Repository