Publications & Products
Institutionally Related Foundations

CASE White Papers

Results of the FY2015 Institutionally Related Foundation Data Book Survey

This white paper examines the structure of institutionally related foundations, their fundraising resources, staff composition and endowment performance. Based on the results from the 2015 IRF Data Book Survey, the white paper examines the 5-year trend in the survey results from 2011-2015, and breaks down the patterns by IRF type and institution type.

Download Results of the FY2015 Institutionally Related Foundation Data Book Survey

Results of the FY2014 Institutionally Related Foundation Data Book Survey

This white paper examines the structure of institutionally related foundations, their funding sources, staff composition and breakdown by department, campaign status, and methods used to ensure compliance with federal, state and local laws and regulations. Based on the results from the 2014 IRF Data Book Survey, the white paper compares 2014 and 2013 survey results and breaks down the patterns by IRF type and institution type.

Download Results of the FY2014 Institutionally Related Foundation Data Book Survey

Results from the 2014 CASE Survey of Community College Foundations

Based on a landmark survey of 122 North American community college foundations, this white paper documents staffing and budget patterns, foundation board governance structures, fundraising and capital campaign activities (including major gifts and endowments), and donor communication practices.

Download Results from the 2014 CASE Survey of Community College Foundations

Results of the FY2013 Institutionally Related Foundation Data Book Survey

This white paper, using results from the 2013 IRF Data Book Survey, examines the structure of institutionally related foundations, their funding sources, staff composition and breakdown by department, campaign status, and methods used to ensure compliance with federal, state and local laws and regulations. When possible, the white paper compares 2013 and 2013 survey results and breaks down the patterns by IRF type and institution type.

Download Results of the FY2013 Institutionally Related Foundations Data Book Survey

Results of the FY2012 Institutionally Related Foundations Data Book Survey

This white paper, using results from the 2012 IRF Data Book Survey, examines the structure of institutionally related foundations, their funding sources, staff composition and breakdown by department, and methods used to ensure compliance with federal, state and local laws and regulations. When possible, the white paper compares 2011 and 2012 survey results.

Download Results of the FY2012 Institutionally Related Foundations Data Book Survey

Application of Charitable Solicitation Registration Statutes to Tax-Exempt Educational Institutions and Related Organizations

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

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

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

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: Institutionally 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: Institutionally 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

RelatedResources_IRFupdate

IRF Update reports news and activities of interest to institutionally related foundations.

Read the latest IRF Update

Gift Fees

The Library has compiled a collection of resources about gift fees.

View resources