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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 2023 Legislative Agenda. For additional information on these issues, check out our resources below.

2023 U.S. Legislative Agenda

  • 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
  • Preserve and expand the U.S. federal estate tax.
  • 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 on Institutions
  • 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

Public Policy Resources

Affirmative Action and Race-Conscious AdmissionsAlumni 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 2023 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 support team.