Treasury Releases Proposed Regulations on Endowment Excise Tax 

CASE Celebrates It's First-Ever Endowed Fund

As we celebrate the first decade of our graduate trainee scheme in Europe, we also celebrate the fourth year of the CASE Advancement Internship Program in North America, an intensive summer program for current students and recent graduates. 

The CASE Library has developed this resource collection for members who work at HBCUs. This collection offers case studies, research and recommended practices with a focus on the areas of fundraising, alumni relations, management and leadership.

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.

In January, Representatives Smith and Cuellar reintroduced a bill that would allow nonitemizing taxpayers deduct charitable gifts without a limitation.

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.

Voters delivered a split decision during the 2018 U.S. midterm elections, with Democrats gaining a majority of seats in the U.S. House while Republicans slightly expanded their majority in the U.S. Senate.

"I knew how much growth was taking place at a two-year level and how much attention nationally was being placed on the necessity of two-year colleges," Fontenot says of the decision to change jobs.

The IRS) recently announced that private colleges and universities subject to the new endowment excise tax can use the stepped-up basis for computing net investment income.