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CASE Standards & Guidelines

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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.

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.

Donation Inflation
CURRENTS Article Many development leaders grouse that liberal arithmetic for determining fundraising totals is becoming more common and does not comply with CASE's Reporting Standards & Management Guidelines. No one CURRENTS contacted for this story wanted to charge specific institutions with promoting bogus totals, but everyone wanted to talk about what they feel is a scourge on the profession. They cited examples of practices that enable institutions to claim they're breaking fundraising records. Such practices pressure other institutions to keep up, detract from the mission of educational institutions, undermine the promise and joy of philanthropy, and damage the profession's reputation.

Commission on Philanthropy Approves Clarifications to Reporting Standards
Article,  BriefCASE Article The CASE Commission on Philanthropy has approved several clarifications to the CASE Reporting Standards and Management Guidelines for Educational Fundraising, 4th Edition.

Price Check
CURRENTS Article Many in development say measuring and reporting the cost of fund raising is a vital issue, while others contend it's overblown--that donors don't care about the return on investment of the money they contribute. This article explores why the cost of fund raising is so difficult to measure and compare among institutions, why it matters, and what factors campuses are counting in their expense totals.

Standards Practice
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.

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