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

Coronavirus Relief

Advocate For and Support Policies That Will Help Schools, Colleges, and Universities Address Challenges Arising from the Pandemic.

Racial Justice

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.

Charitable Giving

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

Endowments

Support Repeal of the Endowment Excise Tax
Oppose Mandatory Payout Requirements

Global Movement

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

Reauthorization of Higher Education Act

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

State Charitable Solicitation

Encourage States to Exempt Educational Institutions, Institutionally Related Foundations and Alumni Associations from their Charitable Solicitation Registration and Reporting Requirements

Data and Information Security

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.