Institutionally Related Foundations

CASE White Papers

Application of Charitable Solicitation Registration Statutes to Tax-Exempt Educational Institutions and Related Organizations
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To help members navigate the complex landscape of state charitable solicitation laws, CASE commissioned law firm Webster, Chamberlain and Bean to prepare a document outlining the application of these statutes to educational institutions and their institutionally related organizations.

This document will be updated periodically to reflect changes in state charitable solicitation laws. The most recent update was in October 2011. Questions should be directed to Brian Flahaven, CASE's director of legislative, foundation and recognition programs, at flahaven@case.org or +1-202-478-5617.

Download Application of Charitable Solicitation Registration Statutes

Emerging from the Recession: Results of the 2010 Institutionally Related Foundation Funding Survey
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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.

Download Emerging from the Recession

Community College Foundations: An Analysis of a Survey Conducted by the Council for Advancement and Support of Education
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This white paper on the structure and staffing of community college foundations reports on 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.

Download Community College Foundations

Institutionally Related Foundations and the Economic Downturn: Results of the 2009 CASE Survey on Foundation Funding Sources and Budget Restructuring
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Find out how institutionally related foundations fund operations and how funding sources have changed in response to the economic downturn. This CASE 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.

Download Institutionally Related Foundations and the Economic Downturn

CASE Reports

Results of the 2012 CASE Compensation Survey: Insitutionally Related Foundation Respondents

The IRF Compensation Report summarizes the results of CASE's most recent compensation survey just for institutionally related foundations (IRFs). The 42-page report contains data from 323 individuals employed at North American IRFs. The 2012 results provide a comprehensive view of compensation practices to help identify patterns across the profession. IRF salary data is broken down by criteria such as discipline/primary function, institution type, enrollment size, geographic area, supervisory level and tenure

Download Results of the 2012 CASE Compensation Survey: Insitutionally Related Foundation Respondents 

Survey of Foundation Funding Sources and Fees 2006

To assess funding practices among institutionally related foundations, CASE developed an online survey in 2006 that asked five questions about the range of functions performed by foundations and their relationship with their primary institution; seven questions on foundation assets, revenues and operating budgets; and two questions about funding sources with approximations of the percentage of the operating budget from each source and, if applicable, information on gift and management fees. Complete data was collected for 195 foundations from a range of institution types.

Download CASE Survey of Foundation Funding Sources and Fees 2006

Download Pros and Cons of Five Common Foundation Funding Sources

How Public College and University Foundations Pay for Fund-Raising

This 24-page report shares the findings of a study of funding sources at 47 institutionally related foundations. Royster C. Hedgepeth conducted the study, and CASE and the Association of Governing Boards of Universities and Colleges (AGB) published the report in 2000. The report can be purchased from AGB.

Final Report: CASE Survey of Institutionally Related Foundations

This 1993 report, prepared by Monalco, Inc., includes the results of a survey of 726 institutionally related foundations on a wide range of issues, including operating budgets and funding sources.

Download CASE Survey of Institutionally Related Foundations