Samples, Research & Tools
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, resulting in the fourth edition published in July 2009.

Read the introduction to the fourth edition

The following resources provide context for understanding the standards and guidelines.

In addition to the standards and guidelines, CASE encourages institutions to comply with the CASE Statement of Ethics, the CASE Principles of Practices for Fundraising Professionals at Educational Institutions and other CASE-adopted principles of practice.