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  • Higher Education

Endowments

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

Sample Collection: Endowment Reports

The CASE Library maintains this online sample collection of endowment reports for all CASE members.

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Samples

Subject Guide: Endowment Management

The CASE Library has developed this resource collection in response to questions on aspects of endowment management. It features articles and other resources on managing and communicating about endowments, as well as reports and white papers on endowments trends and data.

  • Financial Management
  • Endowment management
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Subject Guide
October 1, 2016

Endowments Are Forever

And other messages to communicate about these vital funds

After a few volatile years following the financial crisis that ended in 2009, economic experts say the state of the U.S. economy is looking up. Financial markets have again reached record highs, and economic indicators are trending positive, but the average American family is less optimistic about its financial future amid concerns over college affordability. In a combustible election year full of populist rhetoric, candidates for both federal and state offices are decrying higher education's price tag and mounting student loan debt.

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Article

Sample Collection: Endowment Management

The CASE Library maintains this online collection of endowment policies and communications samples.

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Samples
Our Educational Partners offer a range of additional resources and services
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February 1, 2019

Endowments: Where Does the Money Go?

As we seek to debunk the many myths about endowments, advancement professionals can leverage data and storytelling to connect the dots between gifts and beneficiaries.

  • Financial Management
  • Endowment management
Advocacy Update

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

How Public College and University Foundations Pay for Fund-Raising

This 24-page report shares the findings of a study of funding sources at 47 institutionally related foundations.

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White Paper
Myths
January 1, 2019

Debunking 5 Myths about Endowments

Republicans and Democrats at both the federal and state levels have proposed taxing endowments or mandating how endowed funds are spent. One such proposal has actually become law.

  • Financial Management
  • Endowment management
Advocacy Update
June 1, 2018

Lawmaker Introduces Bill to Tax and Restrict Endowments

Rep. Tom Reed (R-NY) introduced the REDUCE Act, a bill would create a mandatory spending requirement for certain private college and university endowments.

  • Endowment management
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  • Donors
Advocacy Update

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    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
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      • Sample Submission Guidelines
    • Currents Magazine
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    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
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      • Europe
      • Latin America
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      • Marketing Opportunities Available with CASE
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    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
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      • Become a Host Institution
      • Intern Spotlight
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      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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