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    Tax Reform Resources

    CASE Letter to House Leaders on Tax Cuts and Jobs Act CASE Comments to Senate Finance Committee
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    In 2017, Congress passed and President Donald Trump signed into law the Tax Cuts and Jobs Act,  legislation that made major changes to the U.S. tax code. As the new law is implemented, CASE will post the latest summaries, resources and alerts on this page

    General Resources
    • IRS Tax Reform Website for Tax Exempt & Government Entities
    • Washington Update Webinar - Tax Reform Review (recorded Jan. 26, 2018) 
    • CASE President and CEO Sue Cunningham's Statement on the Tax Reform Conference Agreement (Dec. 19, 2017)
    • CASE Summary of House-Senate Conference Report (Final Bill) (Dec. 17, 2017)
    • House-Senate Conference Report on the Tax Cuts and Jobs Act (Final Bill) (Dec. 15, 2017)
    • CASE Statement Announcing Support for Universal Charitable Giving Act (Nov. 16, 2017)
    • CASE Statement on Introduction of Tax Cuts and Jobs Act (Nov. 3, 2017)
    • CASE Statement in Support of Universal Charitable Deduction (May 22, 2017)

     

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    Other resources in U.S. Advocacy & Policy Resources

    FAQs: Annual Giving and Capital Giving to Independent Schools

    Frequently asked questions to help constituents understand annual and capital giving in independent schools. 

    • Annual Giving
    • Major gifts

    Endowment FAQs for Colleges and Universities

    Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future. 

    • Endowment management
    • Legal, Regulatory & Postal Issues

    Endowment FAQs for Independent Schools

    Endowments are permanent funds from charitable gifts that offer schools the enduring stability to empower generations of students and shape our world's future. 

    • Endowment management
    • Legal, Regulatory & Postal Issues
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