CASE Global Reporting Standards
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 AMAtlas 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:
FAQs About Purchasing CASE Global Reporting Standards
What's New In This Version
Includes supplements from Australia and New Zealand, Canada, Mexico, Singapore, United Kingdom, and the United States, including text in Spanish and French
On donor control and donor influence
On funds received and new funds committed, which will make global benchmarking possible
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.
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.
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.
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.
Frequently Asked Questions
CASE Reporting Standards and Management Guidelines Working Group
Matthew Eynon, Vice President for College Advancement, Franklin & Marshall College
Brian Hastings, President and CEO, University of Nebraska Foundation
Brigette Bryant, Vice-President, Development & Alumni Engagement, Arcadia University
Jason Coolman, Vice President, Advancement and External Relations, Wilfrid Laurier University
Bruce Flessner, Vice President for Advancement and the Americas, American University in Cairo
Colleen Garland, Vice President for Advancement, Kenyon College
Lisa Gibert, CEO, Clark College Foundation
Mary Gresch, Interim Sr. Vice President for Advancement, University of Washington
Jim Husson, Senior Vice President for University Advancement, Boston College
Julie Hooper, Vice Chancellor, University Development & Alumni Relations, University of California, Berkeley
William Kissick, Chief Advancement Officer, Mercersburg Academy
Julie Lucas, Vice President, Resource Development, Massachusetts Institute of Technology
Sion Lutley, Partner, More Partnership
Jennie Moule, Fundraising Operations Consultant, Alveo Consulting Ltd.
Christopher Pipkins, Senior Director, Zuri Group
Lori A Redfearn, Assistant Vice Chancellor, Systemwide Advancement, California State University
TJ Rawlinson, Director of Development and Alumni Relations, Cardiff University
Shawn Scoville, President and CEO, Oregon State University Foundation
Martin Shell, Vice President and Chief External Relations Officer, Stanford University
Darrow Zeidenstein, Senior VP and Chief Development Officer, MD Anderson Cancer Center