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    CASE Global Reporting Standards

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    Global Reporting Standards aren't only for higher education.
    Learn more

    Why are the CASE Global Reporting Standards Important to You?

    Data reveals secrets and tells stories. It enables benchmarking, so that institutions can review their progress and chart productive ways forward. By expanding our data sharing on a global scale, we can find communities of similar institutions more easily–and can find models and inspiration.

    TJ Rawlinson | Director of Development & Alumni Relations

    CASE is proud to be the leader tracking voluntary support while also providing community-derived foundations from which the advancement profession operates. The CASE Global Reporting Standards will give our members the opportunity to benchmark with their peers across the globe providing more useful observations and insights than ever before.

    Cara Giacomini | Vice President, Data, Research, and Technology

    For me the Global Reporting Standards are important because they give us a framework, guiderails to help us to develop this important work within our own institutions and according to our own contexts.

    Joanna Watts | Director of Operations

    New version available for order now

    The CASE Global Reporting Standards are a common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.   

    Previously referred to as the CASE Reporting Standards and Management Guidelines, the new book (available in print and for the first time, through a digital subscription) represents worldwide standards in institutional fundraising, with new definitions for educational philanthropy and important guidance around gift counting, funds received, new funds committed, and donor control and influence.

    CASE’s Reporting Standards have set the bar for fundraising since their first publishing in 1982 and have evolved to reflect changes in the profession. The CASE Global Reporting Standards will be reflected in the work of CASE Insights surveys making benchmarking on a global scale possible. 

    CASE is honored that this critical effort was co-chaired by Matthew Eynon, vice president for college advancement at Franklin & Marshall College, and Brian Hastings, president and CEO of the University of Nebraska Foundation. 

     

    Two ways to purchase the CASE Global Reporting Standards:

    Digital Edition cover of the Global Reporting Standards

    CASE Global Reporting Standards Digital Subscription

    Digital subscriptions to the CASE Global Reporting Standards are now available.

    • Advancement Services
    • Alumni Relations
    • Financial Management
    Digital Publication

     

    CASE Global Reporting Standards, 1st Edition

    CASE Global Reporting Standards Print Book

    Order your print copy to get the newest standards and guidelines for advancement.

    • Advancement Services
    • Alumni Relations
    • Communications & Marketing
    Book

    Or buy both at a 10% discount.

    Get the Bundle

    Become a Standards Scholar:

    CASE Global Reporting Standards Course Teaser
    April 28, 2022 - September 30, 2026

    CASE Global Reporting Standards Course

    On-Demand Online
    • Research and Data
    • Advancement Services
    • Gift Processing
    Training

    What's New In This Version

    Global:

    Includes supplements from Australia and New Zealand, Canada, Mexico, Singapore, United Kingdom, and the United States, including text in Spanish and French

    Guidance:

    On donor control and donor influence

     

    New metrics:

    On funds received and new funds committed, which will make global benchmarking possible

    Look What's Inside

    Related Resources

    Spotlight: Cara GiacominiPresident's Perspective: The Global Standard BearerInside Higher Ed: How to Count Philanthropy

    CASE Podcasts:

    Voices from the Field: Episode 30: A Conversation with Cara Giacomini – The Importance of Capturing and Analysing Institutional Data

    Our guest for this episode is CASE’s own Cara Giacomini, Chief Research & Data Officer who also leads the CASE AMAtlas team. She takes us back to basics in discussing why the capturing and analyses of data is critical for institutions of any size, as well as the ‘where’ and ‘how’ to begin in incorporating data to understand your institution. Through explaining the resources and support that AMAtlas provides, Cara highlights how the recently released CASE Global Reporting Standards is creating a foundation for global benchmarking and what it means to be working in an ethical manner within the educational advancement community.


    Leadership Conversations: Episode 10: Standards Matter in Advancement: A Conversation About the CASE Global Reporting Standards

    A Leadership Conversation with Matthew Eynon, Vice President for College Advancement, Franklin & Marshall College, and Brian Hastings, President and CEO of the University of Nebraska Foundation

    For the first time, the educational advancement profession worldwide has a global set of standards for its work. Founded in the CASE Statement on Ethics and the Principles of Practice for Professionals in Educational Fundraising, Alumni Relations and Communications and Marketing, the recently published CASE Global Reporting Standards usher in a new era for transparency in educational philanthropy. The CASE Global Reporting Standards set the stage for benchmarking across other advancement disciplines in future editions. This conversation with the fearless co-chairs of the Standards Working Group, Matty Eynon and Brian Hastings, provides insight into this work and why the Standards are important for every advancement professional, trustee, and institutional leader. 

    CASE Global Reporting Standards Lightning Talk

    Contact us:

    For questions related to the CASE Global Reporting Standards, please contact [email protected]   

    For media inquiries related to the CASE Global Reporting Standards, please contact [email protected]

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