Information on the federal reporting requirements for foreign gifts and contracts of $250,000 or more in a year as required by Section 117 of the Higher Education Act.

A set of core principles were identified by CASE Europe, the Ross Group and the 1994 Group of Development Directors to provide guidance for European institutions regarding the acceptance of gifts.

The CASE Library has compiled this sample collection of prospect management policies and procedures. Prospect management policies outline procedures on prospect assignments and the movement of prospects through the stages of the development cycle.

The CASE Library receives questions about major gift programs, such as how to start programs from scratch, portfolio management, performance metrics and major gifts trends. This collection aims to introduce the various types of major gifts and offer resources on trends, best practices, policies, and procedures. In addition to articles and white papers, we've listed books that provide a broader overview of major gift programs.

In response to the U.S. college admissions bribery scandal, Senate Finance Committee Ranking Member Ron Wyden (D-OR) introduced the College Admissions Fairness Act (S.1732). If enacted, S. 1732 would limit the charitable deduction for certain donors to colleges and universities who do not have a written policy prohibiting consideration of philanthropic donations as a factor in the admissions process.

n response to the recent college admissions scandal, Senate Finance Committee Ranking Member Ron Wyden (D-OR) announced his intention to introduce legislation that would eliminate the charitable deduction for "donations made to colleges and universities before or during the enrollment of children of the donor's family."

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. 

The IRA charitable rollover allows eligible donors to exclude up to $100,000 per year in IRA gifts from their ordinary taxable income, removing these negative tax consequences.

During the past two decades, bequests have represented between 18 and 25 percent of all personal giving received by educational institutions.

The CASE Library has developed a resource collection on prospect identification and qualification. The collection offers a selection of books, book chapters, articles, and other resources on prospect identification and research, and prospect qualification. This includes introductory information on wealth screening and privacy issues.