Documentation and Support
VSE Survey Changes in 2022
The 2022 VSE survey has been redesigned to incorporate the CASE Global Reporting Standards.
The higher education VSE survey will continue to be conducted on the CASE Insights surveys website.
The independent schools VSE survey data collection is moving to the National Association of Independent Schools' Data and Analysis for School Leadership survey tool. Learn more about how CASE and NAIS are partnering to enhance data collection and analysis for independent schools and the CASE Insights on Philanthropy in Independent Schools.
VSE Survey Documentation & Aids
The guidance document offers detailed instructions on completing all required and optional sections of the full/partial or minimal version of the survey, including section 2b, Advancement Investment. The overview document is a section-by-section review of changes to the full/partial and minimal versions of the survey in 2022. The requirements document briefly outlines the data a participant must have to complete the higher education survey, plus it notes what additional data participants can opt to provide.
Survey PDFs & Data Collection Grids
Here you can download PDFs of the survey versions. For those that wish to gather their data before completing the survey online, we are offering Excel data collection grids. You must enter your data and submit the survey online. See survey access and participation details below.
- Survey PDF [Full/Partial Version]
- Survey PDF [Minimal Version]
- Data Collection Grid [Full/Partial Version]
- Data Collection Grid [Minimal Version]
Deferred Gift Tax Deduction Calculator
If you do not have the IRS tax deduction amount for an irrevocable deferred gift, you may enter gift and beneficiary details here to calculate it.