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U.S. Advocacy & Policy Resources

Advocating for Advancement

As the professional association serving educational advancement, CASE advocates for a positive climate for the advancement profession in general and philanthropy in particular by working proactively with local and national governments. CASE will work with U.S. federal and state policymakers on the issues outlined in the 2021 Legislative Agenda. For additional information on these issues, check out our resources below.

2021 Legislative Agenda

  • Advocate For and Support Policies That Will Help Schools, Colleges, and Universities Address Challenges Arising from the Pandemic.
  • Support Policies That Affirm and Promote Diversity, Equity, Inclusion and Belonging at Educational Institutions, and Strongly Oppose Legislative and Regulatory Proposals That Are Hostile to Combating Racism and Discrimination in Education.
  • Support Extension and Expansion of the Universal, Above-the-Line Charitable Deduction
  • Oppose Efforts to Limit the Value of the Charitable Deduction
  • Support Expansion of the IRA Charitable Rollover
  • Support Repeal of the Endowment Excise Tax
  • Oppose Mandatory Payout Requirements

 

  • Support Policies that Allow Individuals to Seek Educational Opportunity in the United States, including the continuation of the Deferred Action for Childhood Arrivals (DACA) Program
  • Preserve the Public Service Loan Forgiveness Program
  • Oppose Changes that Expand Section 117 Foreign Gift Reporting Requirements and Place an Undue Administrative Burden
  • Support Reauthorization and Increased Funding for Minority Serving Institutions (MSIs)
  • Promote Policies that Enhance Campus Safety
  • Encourage States to Exempt Educational Institutions, College and University Foundations and Alumni Associations from their Charitable Solicitation Registration and Reporting Requirements
  • Support Policies that Balance Data Privacy and Protection with the Need for Educational Institutions to Engage in Responsible Outreach to Alumni, Donors, and Other Key Stakeholders
Latest COVID-19 Government Action

As governments take legislative and regulatory action to address the COVID-19 pandemic, CASE is actively advocating for relief for educational institutions and advancement offices. Visit our COVID-19 Response Legislation page for the latest legislative summaries, resources, and alerts.

For additional information and updates on coronavirus, check out our COVID-19 Resources and Best Practices page.

Legislative and Advocacy ToGathers

Register for these FREE events!

Stay informed regarding legislation and legislative actions that directly impact independent schools, community colleges, and higher learning, in the U.S.

The legislative updates listed are specific to each sector.

U.S. Legislative Update for Higher Education
Wednesday, February 3, 2021
1–2 PM ET | 10–11 AM PT

U.S. Legislative Update for Independent Schools
Thursday, February 4, 2021
4–5 PM ET | 1–2 PM PT

U.S. Legislative Update for Community Colleges
Friday, February 22, 2021 
1–2 PM ET | 10–11 AM PT

Public Policy Resources

Alumni Advocacy Alumni Association Affinity Programs Charitable DeductionDACAEndowmentsEstate Tax Foreign Gift Reporting Giving to U.S. Higher Ed HEA Reauthorization IRA Charitable Rollover State Registration for Charitable Solicitation Tax Reform

Additional Resources for CASE Members

Visit the Advocacy Action Center

See what's trending and find out how you can get involved.

 

Join the Advocacy Network

Stay up-to-date on the latest policy developments.

Download U.S. Legislative Agenda

View the complete 2021 U.S. Legislative Agenda.

Global Policy Framework Advocacy Updates Giving to U.S. Higher Ed

For further information about CASE's public policy efforts, contact our advocacy team.