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Financial Management

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Endowment Management
Sample Collection The Library maintains these collections related to endowment management for all CASE members.

Communicating Endowments
Sample Collection The Library maintains this collection of online samples for all CASE members.

Endowment Reports
Sample Collection The Library maintains this collection of personalized and general endowment reports and endowment report surveys for all CASE members. Reports are arranged alphabetically by institution.

Endowment Policies
Sample Collection The Library maintains this collection of endowment policies for all CASE members. Policies are arranged alphabetically by institution.

RFPs for External Auditors
Sample Collection The Library maintains this collection of requests for proposal (RFPs) for external auditors.

Gift Fee Policies & Disclosure Statements
Sample Collection The Library maintains this collection of links to gift fee policies, disclosure statements and fee schedules for all CASE members.

Sample Collection

The Library maintains a collection of sample materials for members.

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CASE Communities

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