Moving to a Self-Service Reporting Environment 
Product This webinar looks at how Lehigh University’s advancement team moved from a centralized information access request model to a desktop reporting environment, which assisted advancement operations and eliminated barriers to success. The session looks at steps involved, lessons learned and effectiveness and efficiencies gained. This multimedia file is a recording of a webinar presented April 18, 2013.

Annual Review of IRS Rules & Regulations_with AASP
Product This annual review of changes in IRS rules and regulations looks at IRA rollover provisions; 2012 benefit limits; donor-advised fund and family (private) foundation issues; quid pro quo considerations; what is a gift and what is not; charity auctions; sponsorships; and special events. This multimedia file is a recording of a webinar presented Jan. 24, 2013.

Major Gifts in 2011 and Beyond
Product This webinar discusses the new tax environment, which has created immense opportunities for major gifts for capital campaigns, major gifts programs and endowment campaigns. The speaker discusses how organizations can benefit from this situation and help donors increase their giving. This multimedia file is a recording of a webinar originally presented Feb. 17, 2011.

Reviewing the CASE Reporting Standards and Management Guidelines for Educational Fundraising
Product This webinar reviews key updates to the fourth of edition of CASE Reporting Standards and Management Guidelines. This multimedia file is a recording of a webinar originally presented March 11, 2010.

CASE Reporting Standards & Management Guidelines for Educational Fundraising
Product The latest edition of the CASE Management and Reporting Standards provides institutional leaders and fundraising officials at independent schools, colleges and universities with information about the prescribed standards for institutions to use in reporting their fundraising results to CASE for its annual Survey of Educational Fundraising Campaigns and to the Council for Aid to Education (CAE) for its annual Voluntary Support of Education (VSE) survey. It also gives selected guidelines for educational institutions to consider in the management of their annual fundraising programs and fundraising campaigns.