The CASE Global Reporting Standards are now available to order in print or subscribe to digitally from the CASE Bookstore.

The Standards are a common set of guidelines and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe. For the first time, global supplements for Australia/New Zealand, Canada, Mexico, Singapore, the U.K., and the U.S., as well as text in Spanish and French, are included. 

At the direction of the CASE Board of Trustees and in fulfillment of CASE’s strategic plan, a working group consisting of senior advancement professionals (full list below) met from July 2018 to early 2021 to review and update the Reporting Standards and Management Guidelines.

The working group was representative of all institutions in CASE's membership and endeavored to speak for the interests of the entire profession in their work and deliberations. The group was co-chaired by Matthew Eynon, vice president for college advancement, Franklin & Marshall College, and Brian Hastings, president and CEO, University of Nebraska Foundation.

“The CASE Global Reporting Standards have at their core the CASE Ethics Statement and Principles of Practice for the profession. As institutional funding has evolved and created increasing expectations for philanthropic support, the need for clear guidance is paramount,” CASE President and CEO Sue Cunningham says. “I am grateful to the tireless work of CASE volunteers worldwide and for their ongoing commitment to CASE’s mission of advancing education to transform lives and society.”  

The Standards are important for all advancement professionals at all levels. They establish the ethical core of the advancement profession, with common principles for fundraisers, alumni relations, and marketing and communications. For leaders, they provide a strategic direction for advancement activities, and boost transparency and consistency across institutions.

CASE uses these guidelines to underpin its ongoing work to guide the profession, ensure integrity and consistency in educational advancement work, and to support CASE’s own work in data collection and reporting with its AMAtlas suite of tools.

“The CASE Global Reporting Standards ensure the consistent and transparent reporting of institutional progress in fundraising to identify global trends and unify the field of advancement,” CASE Chief Research & Data Officer Cara Giacomini says. “When advancement tracks giving the same way around the globe, the profession can unlock new levels of collective insight and abilities to benchmark.” 

Read more about the CASE Global Reporting Standards.

For questions about the standards, email standards@case.org.

CASE Reporting Standards and Management Guidelines Working Group

Co-Chairs

Matthew Eynon, Vice President for College Advancement, Franklin & Marshall College 

Brian Hastings, President and CEO, University of Nebraska Foundation

Members

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 Senior 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 Vice President and Chief Development Officer, The University of Texas MD Anderson Cancer Center