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.
Commission on Philanthropy Approves Clarifications to Reporting Standards
Article The CASE Commission on Philanthropy has approved several clarifications to the CASE Reporting Standards and Management Guidelines for Educational Fundraising, 4th Edition.
Closing Remarks: Standards Issue
CURRENTS Article The science of fund raising requires development officers to measure and evaluate their efforts using rules, definitions, and standards that uniformly measure accomplishments. CASE’s Management and Reporting Standards are a valuable resource for doing so, especially for campaign accounting, crediting, and gift reporting. The author, a member of the committee that revised the M&RS, says standards enable fund raisers to communicate clearly with donors, colleagues, and other constituencies, and contends that fund raising never will be a true profession without the discipline of a common language and the rigor of clear standards.
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.
CURRENTS Article Revisions to CASE's management and reporting standards clarify gift counting and reporting guidelines, address new gift types, and ensure greater consistency in reporting annual and campaign results, says CASE President Vance T. Peterson.