Stewardship Program Checklist
The CASE Stewardship Program Checklist, created in 2008 by the CASE commissions on alumni relations and philanthropy, and revised by the Commission on Philanthropy in 2013, is intended to help managers conduct internal self-assessments of stewardship programs. It is not intended for use by external regulators or auditors. The checklist may be useful to both new and experienced managers as they assess their programs and may also be helpful in staff training and orientation. It is intended to be inclusive but not exhaustive, and not all items may apply to every institution.