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Florida Lawmakers Approve New Restrictions, Disclosure Requirements on Institutionally Related Foundations
Article,  BriefCASE Article As part of their final budget negotiations, U.S. Florida state lawmakers approved legislation that will prohibit the state’s public colleges and universities from using state funds to pay for the salaries of institutionally related foundation employees beginning in 2022.

New Webinar on Tax Reform and Charitable Giving
Article,  BriefCASE Article Our latest Washington Update on-demand webinar (free for CASE members) outlines how tax reform could affect charitable giving, the charitable deduction and endowments.

President Trump’s Tax Plan Has Implications for Giving
Article,  BriefCASE Article A tax reform plan announced by U.S. President Donald Trump would likely lead to a decline in giving to educational institutions and other charitable organizations.

CASE Announces Support for Universal Charitable Deduction
Article,  BriefCASE Article On May 22, CASE announced support for a universal charitable deduction, a proposal that would both preserve the value of the current charitable deduction while allowing all taxpayers to benefit from the current charitable deduction.

Congressional Briefing Focuses on Tax Reform and Charitable Giving
Article,  BriefCASE Article On June 28, Independent Sector and the Council on Foundations held a briefing on the impact of tax reform on charitable giving on Capitol Hill.

CASE Europe, Universities UK Issue Joint Response to Fundraising Regulator
Article,  BriefCASE Article Following consultation with CASE members in the UK, CASE Europe and Universities UK have submitted a joint response to the Fundraising Preference Service Working Group on the scope of the proposed service and the impact its introduction will have on the education sector.

Fiscal Cliff Deal Preserves Charitable Deduction
Article,  BriefCASE Article On Jan. 2, U.S. President Barack Obama signed the American Taxpayer Relief Act of 2012 (H.R. 8), legislation that preserves the charitable deduction and extends the estate tax and IRA charitable rollover.

Tax Policy Center: Fiscal Cliff Deal Will Increase Charitable Giving
Article,  BriefCASE Article In a January 2013 fact sheet (pdf), the Urban-Brookings Tax Policy Center estimates that the American Taxpayer Relief Act of 2012 (H.R. 8) will increase charitable giving by $3.3 billion or 1.3 percent.

White House Releases Report Criticizing Dollar Cap on Charitable Deduction
Article,  BriefCASE Article In a Dec. 6 report, the White House National Economic Council finds that dollar cap proposals would significantly reduce charitable giving and, in some cases, effectively eliminate the charitable deduction altogether. However, the NEC also continues to push for a 28 percent cap on charitable deductions, stating that such a cap would make “the tax code more fair.”

Defending Government Subsidy of Private Giving
Article,  BriefCASE Article The governments of Australia, the United Kingdom and the United States are reconsidering their encouragement of philanthropic giving, according to a strategic adviser and speaker at the recent CASE Asia-Pacific Institute in Educational Fundraising.

IRS Announces 2013 Inflation Adjustments for Insubstantial Benefit Limitations
Article,  BriefCASE Article The Internal Revenue Service has issued guidance on inflation adjustments for 2013.

CASE Encourages Educational Institutions to Review Political Activity Rules
Article,  BriefCASE Article With U.S. elections approaching in November, CASE encourages members to review the "political activity" rules for charitable organizations.

College, University Foreign Gift Disclosure Reports Due on July 31
Article,  BriefCASE Article U.S. colleges and universities that have received charitable gifts of $250,000 or more from foreign sources in the last six months must file a disclosure report with the U.S. Department of Education.

CASE Europe, UK Fundraisers Applaud Government for Shelving Charity Tax Plans
Article,  BriefCASE Article UK fundraisers and donors welcomed the recent decision by Chancellor of the Exchequer George Osborne to abandon his plans to cap income tax relief on charitable donations. The reversal of the March budget proposal followed three months of sustained lobbying led by a consortium of organisations, including CASE Europe and Universities UK.

Summer Camp Revenue: Is it Unrelated Business Income?
Article,  BriefCASE Article Colleges, universities and independent schools that are holding or hosting summer camps this year should review the Internal Revenue Service rules on the treatment of unrelated business income.

CASE, Other Higher Ed Associations Launch Online Compliance Resource
Article,  BriefCASE Article Campus administrators and others charged with making sure their institutions comply with U.S. federal laws and regulations now have access to an online resource that aggregates compliance news and resources from 20 higher education associations.

New FERPA Regulations Released
Article,  BriefCASE Article The U.S. Department of Education recently released regulations amending the Family Educational Rights and Privacy Act that it says will safeguard student privacy and give states the flexibility to share school data that can be helpful in judging the effectiveness of government investments in education.

IRA Charitable Rollover Expires
Article,  BriefCASE Article Congress did not act to extend the IRA Charitable Rollover prior to its expiration on Dec. 31, 2011. Many lawmakers hope to pass a retroactive extension of the IRA charitable rollover in 2012.

Postal Rates Set to Increase in 2012 as Congress Considers Postal Reform
Article,  BriefCASE Article On Oct. 18, the United States Postal Service proposed postage rate increases effective Jan. 22, 2012.

Landmark Ruling for UK Independent Schools Council
Article,  BriefCASE Article A high court judgment passed last week in London signifies victory for the UK's Independent Schools Council, says Kate Hunter, executive director of CASE Europe.

CASE, Nonprofit Coalition Urge Lawmakers to Protect Value of Charitable Deduction
Article,  BriefCASE Article CASE and 22 other nonprofit associations and organizations have sent a joint letter to the U.S. House and Senate leadership urging lawmakers to protect the value of the charitable deduction by opposing efforts to cap the value of itemized deductions for charitable contributions.

Reminder: College, University Foreign Gift Disclosure Reports Due on July 31
Article,  BriefCASE Article U.S. colleges and universities that have received charitable gifts of $250,000 or more from foreign sources in the last six months must file a disclosure report with the U.S. Department of Education.

CBO Report Outlines Options for Changing Tax Treatment of Charitable Giving
Article,  BriefCASE Article In a May 2011 report, the Congressional Budget Office outlined options for changing the tax treatment of charitable giving.

IRS: 275,000 Organizations Lose Tax-Exempt Status
Article,  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
Article,  BriefCASE Article Institutionally related foundations and alumni associations are now exempt from charitable solicitation registration and reporting requirements in Hawaii.

CASE Europe Welcomes New Measures to Boost UK Philanthropic Giving
Article,  BriefCASE Article CASE Europe welcomes the 23 March announcement by Chancellor of the Exchequer, George Osborne, that charities will be allowed to claim gift aid on donations worth £5,000 each year without a gift aid declaration.

New IRA Charitable Rollover Resources Available
Article,  BriefCASE Article In December 2010, President Barack Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (H.R. 4853), a bill that includes a two-year, retroactive extension of the IRA charitable rollover through Dec. 31, 2011. To help independent schools, colleges, universities and their foundations spread the word and encourage donors to consider IRA charitable rollover gifts, CASE has posted two new resources on its website–a sample promotional flyer and a transfer instruction letter template.

New Brief Provides Guidance on Privacy, Student Records
Article,  BriefCASE Article Alumni relations practitioners, admissions professionals and others who use electronic student record systems now have a one-stop source for information and guidance on guarding student privacy in school data.

Postal Rate Increase Announced
Article,  BriefCASE Article On Jan. 13, the United States Postal Service announced that postal rates, including some nonprofit postal rates, will increase on April 17, 2011.

Estate Tax, IRA Charitable Rollover Extensions Signed Into Law
Article,  BriefCASE Article On Dec. 17, President Barack Obama signed H.R. 4853 (pdf) into law, a tax bill that temporarily extends the federal estate tax and IRA charitable rollover.

Gift Aid Forum Releases Recommendations, UK Responds
Article,  BriefCASE Article A group of treasury and charity representatives, including CASE's Joanna Motion, has released a report following its review of gift aid, a UK policy that enables tax-effective giving to charities.

Postal Rate Increase Denied
Article,  BriefCASE Article On Sept. 30, the Postal Regulatory Commission denied a United States Postal Service request for significant increases in postal rates, including nonprofit standard and periodical rates. The rate increases would have taken effect on Jan. 2, 2011.

CASE Urges HHS to Ensure Regulations Do Not Discourage Grateful Patient Fundraising
Article,  BriefCASE Article In comments submitted on Sept. 13, CASE President John Lippincott urges the U.S. Department of Health and Human Services to ensure that new patient privacy regulations enacted under the Health Information Technology for Economic and Clinical Health Act do not negatively impact grateful patient fundraising.

Survey Indicates Wealthy Donors May Give More to Offset Higher Taxes
Article,  BriefCASE Article Nearly 90 percent of financial advisers expect income taxes to increase for most of their clients in the next 12 to 18 months, and one in four predicts clients will increase charitable giving to offset these tax hikes, according to new survey findings.

New UK Finance Act to Impact Cross-Border Giving
Article,  BriefCASE Article Changes brought in by the UK Finance Act 2010 are likely to have a significant impact on European charities and philanthropy.

Getting Closer to Cross-Border Charitable Giving in Europe
Article,  BriefCASE Article Europe-based charities can now take advantage of UK charity tax reliefs, a move that could signal a more liberal flow of giving between European member states.

CASE VP to be Part of Consultation on UK Gift Aid Reform
Article,  BriefCASE Article Joanna Motion, vice president of international operations for CASE, will participate in a sector-wide discussion group on a reform of gift aid in the United Kingdom.

UK Opts Out of EC Proposal on Succession, Wills
Article,  BriefCASE Article Following concern expressed by higher education institutions, CASE and other organizations, the UK government says it will not enter into a European Commission proposal to establish common rules concerning cross-border disputes about inheritance.

Postal Rates to Remain Steady in 2010
Article,  BriefCASE Article On Oct. 15, Postmaster General Jack Potter announced that U.S. postal rates for first-class and nonprofit mail, periodicals and single-piece parcel post will not be increased in 2010.

Brussels Court Makes Landmark Ruling on Foreign Donations
Article,  BriefCASE Article A recent ruling by a Brussels court on cross-border donations will “make it easier” for universities in the United Kingdom and other European Union countries to solicit foreign donations.

Department of Education Releases New FERPA Regulations
Article,  BriefCASE Article On Dec. 9, 2008, the U.S. Department of Education released revisions to its regulations implementing the Family Educational Rights and Privacy Act.

Nonprofit Postal Rates to Increase
Article,  BriefCASE Article As part of its annual pricing review, the United States Postal Service has approved increases to U.S. postal rates, including nonprofit rates.

EU Tax Relief Good News for Universities, Other Nonprofits
Article,  BriefCASE Article A recent European court ruling on tax relief could make it more attractive for universities in the United Kingdom and across Europe to compete for donors in other European Union countries.

IRS to Continue Scrutiny of Colleges and Universities in 2009
Article,  BriefCASE Article The Internal Revenue Service will continue to closely examine the activities of colleges and universities next year.

HEA Reauthorization Legislation Signed into Law
Article,  BriefCASE Article After six years of failed attempts and negotiations, Congress passed and the president signed legislation that renews the Higher Education Act, the law that governs federal aid to colleges and universities.

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