Emerging from the Recession: Results of the 2010 Institutionally Related Foundation Funding Survey
CASE White Paper How are institutionally related foundations funding their operations? How many rely on gift fees? How do foundations of varying sizes compare with their peers? This white paper reports on the findings of a 2010 CASE survey of 184 institutionally related foundations affiliated with public institutions of higher education in the United States. It includes exploration of trends from previous surveys, including a 2009 survey conducted during the recession.

Foundation FAQs
Find answers to questions about institutionally related foundations: what they are, why they are established, how they are governed, and more.

Management and Governance Checklist for Institutionally Related Foundations
This Management and Governance Checklist, developed by CASE and reviewed and approved by members of the National Committee for Institutionally Related Foundations, is intended for use by foundation staff and board members in conducting internal self-assessments and in examining the foundation’s activities to assure compliance with laws, standards and best practices.

AGB-CASE Illustrative Memorandum of Understanding Between a Foundation and Host Institution or System
The Association of Governing Boards of Universities and Colleges (AGB) and CASE jointly developed this illustrative Memorandum of Understanding (MOU) for institutions and foundations. It was designed to enumerate the elements that "best practice" suggests need to be considered for inclusion in an MOU. Ultimately, history, campus culture, and legal dictates will affect the contents of an institution's document.

Lessons Learned: Shifting Your Volunteer Board Composition
Product During this webinar, a foundation executive director examines the dynamics and challenges involved in changing the composition of a volunteer board. She talks about the lessons she learned during this highly contentious undertaking. This multimedia file is a recording of an Online Speaker Series webinar originally presented Feb. 14, 2012.

Navigating State Charitable Solicitation Laws (2011)
Product This webinar provides an overview of the application of state charitable solicitation laws to educational institutions and their institutionally related organizations (foundations, alumni associations, etc.). This multimedia file is a recording of an Online Speaker Series webinar originally presented Oct. 27, 2011.

White Paper: Most IRFs Relying on Endowment Management Fees to Fund Operations
BriefCASE Article Management fees on endowed gifts are the most common and significant funding sources for institutionally related foundations, according to survey results outlined in a new CASE white paper.

IRS: 275,000 Organizations Lose Tax-Exempt Status
BriefCASE Article On June 8, the Internal Revenue Service announced that 275,000 tax-exempt organizations have automatically lost their tax-exempt status for failure to file required annual information returns for three consecutive years. The list includes some local alumni association chapters, institutionally related foundations and fraternities and sororities.

Hawaii Law Exempts IRFs, Alumni Associations from Charitable Solicitation Registration Requirements
BriefCASE Article Institutionally related foundations and alumni associations are now exempt from charitable solicitation registration and reporting requirements in Hawaii.

20th Annual CASE Conference for Institutionally Related Foundations
Conference This annual meeting of foundation CEO s, CFOs, COOs, Counsels and other senior professionals provides a forum to learn about the critical and emerging issues affecting institutionally related foundations. In-depth presentations by senior professionals set the stage for smaller elective sessions.

Foundation Accountability and Donor Privacy
This article includes resources and a selection of court rulings regarding foundation independence and donor privacy.

Community College Foundations: An Analysis of a Survey Conducted by the Council for Advancement and Support of Education
CASE White Paper This white paper on the structure and staffing of community college foundations reports the results of a CASE survey conducted in 2010. The survey asked community college foundation leaders to respond to questions about board and governance, staffing, alumni relations, budget/funding, fundraising/private support, campaigns, major gifts, endowment and donor outreach.

Best of the Board Cafe: Hands-on Solutions for Nonprofit Boards
Product This collection of most-requested articles from CompassPoint’s Board Café online newsletter offers insights on board responsibilities, executive directors, fundraising, finance and more.

Navigating State Charitable Solicitation Laws: The Rules and Requirements for Educational Institutions and their Affiliated Organizations
Product This webinar offers an overview of the application of state charitable solicitation laws to educational institutions and their institutionally related organizations. The presentation includes a state-by-state breakdown of information pertinent to compliance with charitable solicitation laws. This multimedia file is a recording of an Online Speaker Series webinar originally presented May 6, 2010.

Lessons Learned: Shifting Your Volunteer Board Composition
Online Seminar Hear from a foundation executive director about the dynamics and challenges involved in changing the make-up of your volunteer board – and the lessons she learned from this highly contentious undertaking.

Memoranda of Understanding
Sample Collection The CASE InfoCenter maintains this collection of memoranda of understanding or agreement between an institutionally related foundation and its host institution. Please log in to access the collection.

More Foundations Relying on Endowment Management Fee to Fund Operations
BriefCASE Article More institutionally related foundations are using a management fee on endowed funds to fund their operations, according to the results of a CASE survey on foundation funding sources and budget restructuring.

Institutionally Related Foundations and the Economic Downturn: Results of the 2009 CASE Survey on Foundation Funding Sources and Budget Restructuring
CASE White Paper Find out how institutionally related foundations fund operations and how funding sources have changed in response to the economic downturn. This white paper, which looks at the results of a survey of 98 foundations affiliated with U.S. public colleges and universities, explores the roles of management and gift fees, institutional support, reserves and other foundation funding sources and looks at steps foundations have taken to reduce expenses in challenging economic times.

Risk Management for Foundations
This series of four articles on risk management for institutionally related foundations was written by Thomas Atkins, a principal at Albert Risk Management.

Dynamic Foundation for Fund Raising: A Guide to Organizing or Reorganizing an Institutionally Related Foundation
Product This book provides detailed instructions about every stage of the foundation organizing process. Includes sample worksheets, exhibits and documents from an existing institutionally related foundation.

Foundation Accountability
This article discusses accountability for institutionally related foundations.

Walking the Tightrope
In this article from 2004, John Clinton, CEO of the Shippensburg University Foundation, compares the role of a foundation CEO to that of a tightrope walker. Considering the changing nature of foundation roles, Clinton suggests that foundations are evolving into the "entrepreneurial arms" of the colleges and universities they serve.

Talking Points: Foundations for Excellence
CURRENTS Article The outstanding performance of endowments at public institutions has attracted negative reaction and raised many questions from observers. Orcutt provides basic answers to common questions, including why state-assisted institutions need private funds, why they need independent foundations to manage these funds, what foundation do with the funds, who determines how to use the funds, how foundations are held accountable for their performance, and how they pay their operating expenses.