FAQ about Alumni Giving
This FAQ document on ethically counting gifts from alumni was developed by the CASE Commission on Alumni Relations in consultation with the CASE Commission on Philanthropy. It was approved by both commissions in October 2007.

About the CASE Reporting Standards & Management Guidelines
The CASE Reporting Standards & Management Guidelines, developed by educational fundraising professionals from a broad range of institutions and organizations, provide a common set of definitions and procedures for reporting the results of fundraising activities at educational institutions. The standards and guidelines have evolved over 30 years to reflect changes in the profession.

Clarification to CASE Reporting Standards on Counting Issues
This document outlines clarification to the CASE Reporting Standards & Management Guidelines, 4th edition (CASE, 2009) as endorsed by the CASE Commission on Philanthropy in October 2011. Clarification is provided regarding counting donations in three categories: intellectual property and patents, conservation easements and corporate partnerships.

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.

HMRC "Clarifies" Gift Aid Guidelines for UK Charities
Article HM Revenue & Customs has updated its recently revised gift aid guidelines following numerous queries for further information about the changes.

Moving to a Self-Service Reporting Environment (with AASP)
Online Seminar This webinar looks at the process Lehigh University went through to move from a centralized information access request model to a desktop reporting environment by partnering with other advancement units. Look at the steps Lehigh took to move to this model, the lessons learned and the effectiveness and efficiencies gained.

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.

Records Retention Policies
Sample Collection The CASE InfoCenter maintains this collection of records retention and destruction policies.

Filing and Recordkeeping Requirements
Excerpt In this excerpt from Advancement Services: A Foundation for Fundraising, 2nd ed. (CASE, 2007), author Amy J. Phillips discusses IRS requirements and recordkeeping issues and practices.

Reconciling Advancement Services and Accounting: Five Principles to Help Explain the Relationship and End the Confusion
First published as Chapter 20 of Advancement Services: Research and Technology Support for Fund Raising (CASE, 1999), this article discusses differences between how the development or advancement services office and the business/finance office count and report gift income.

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.

Gift/Bio Administration, Compliance, and Ethics: University of Colorado Foundation - Bronze Medal
Best Practice The University of Colorado implemented electronic desktop deposit and electronic transmittal logging for staff processing gifts at multiple campuses and the foundation. The project resulted in improved donor satisfaction, increased operational efficiency and improved audit controls.

What Is "A" Transaction?
CURRENTS Article Development officers count the total number of gift transactions as part of their performance measures. However, a single transaction can take a few minutes or days or even weeks. It depends on whether it's just a check or a mysterious transfer of stock.

IRS Rules and Regulations: What You Need to Know to Stay Out of Trouble
Alison L. Paul
Excerpt This chapter from John Taylor's Advancement Services: A Foundation for Fund Raising, 2nd ed. (CASE, 2007), discusses IRS rules and regulations for a variety of gift types, as well as filing and recordkeeping requirements for advancement services operations.

AdvanceWork: Receipting Year-End Gifts
CURRENTS Article Advancement Services with John H. Taylor

AdvanceWork: Deutsche Marks to Dollars
CURRENTS Article John H. Taylor responds to the question of counting gifts received in foreign currencies.

AdvanceWork: Giving Through Umbrella Agencies
CURRENTS Article John H. Taylor responds to a question about sending a receipt or acknowledgement to donors who give through the United Way.

End Notes: Psst! Want a Match?
CURRENTS Article As institutions struggle to increase their numbers of matching gifts, staff need to be aware that over-zealous donors may go to great lengths to have their gifts matched. Staff must adhere to the matching gift guidelines established by participating companies, and be mindful of whether to recognize the gift as coming from the employee or the company, among other issues. Several problem areas related to the acceptance and recording of matching gifts are described.

Having Double Trouble?
CURRENTS Article If matching gift programs are to succeed, colleges and universities must institute procedures that make it clear which donor gifts are eligible for matches and make it easy to go after them. First, it is important to spread the word about your matching gift program, using volunteers if necessary. Other ways to announce your matching gift program include: 1) highlighting potential matching gift donors before a phonathon and training callers to ask for employer information; 2) sending information with pledge reminders; 3) mailing leaflets, such as those available through CASE; and 4) promoting the program in donor newsletters. Another approach is to focus on several companies that employ large numbers of your alumni and establishing a corporate agent program.