Documentation and Support
About the CASE Insights VSE Survey
U.S. Higher Education: The VSE survey has been the authoritative source of data on charitable giving to higher education institutions in the U.S. since 1957. The survey was updated in 2022 and now aligns with the CASE Global Reporting Standards. The survey is conducted on the CASE Insights survey website.
U.S. Independent Schools: In 2022, CASE partnered with the National Association of Independent Schools (NAIS) to strengthen advancement data for schools. The independent schools VSE survey is now CASE Insights on Philanthropy in Independent Schools (United States) in partnership with NAIS. The survey is administered in the Data and Analysis for School Leadership (DASL) tool.
CASE members have access to the past 20 years of VSE higher education survey data as well as VSE independent schools survey data from 2001-2021 in the CASE Insights data portal. Independent schools advancement data from 2022 forward are available in DASL.
VSE Survey Documentation & Aids
Survey Guidance
Detailed instructions for completing all required and optional sections of the full/partial or minimal versions of the survey.
Section-by-section review of how the full/partial and minimal versions of the survey were updated in 2022 to align with the CASE Global Reporting Standards.
Outlines the data a participant must have to complete the full/partial or minimal version of the higher education survey. It also covers the optional data participants can choose to provide.
Commonly used terms in the VSE survey and CASE Insights data portal.
Survey PDFs & Data Collection Grids
Download PDFs of the full/partial or minimal version of the survey. For those who wish to gather their data before completing the survey online, we offer Excel data collection grids. You must enter your data and submit the survey online. See Survey Access & Schedule below for participation details.
- Survey PDF [Full/Partial Version]
- Survey PDF [Minimal Version]
- Data Collection Grid [Full/Partial Version]
- Data Collection Grid [Minimal Version]
Deferred Gift IRS 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 into the calculator to determine it. The IRS tax deduction amount is required on the full/partial version of the survey.