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Tax Reform Resources

In 2017, Congress passed and President Donald Trump signed into law the Tax Cuts and Jobs Act,  legislation that made major changes to the U.S. tax code.

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State Registration for Charitable Solicitation

Members often ask CASE whether they are required to register in all states where they conduct charitable solicitations. CASE commissioned law firm Webster, Chamberlain and Bean to prepare a document outlining the application of these statutes to educational institutions and their institutionally related organizations.

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White Paper

CASE Statement on the Management of Conflicts of Interest

Real or apparent conflicts of interest, if not managed properly, can seriously undermine that trust.

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Principles of Practice

CASE Guidelines for Alumni Relations Professionals on Establishing Vendor Relationships

n an effort to support member institutions' relationships with vendors whom they engage to provide alumni programs and services, the CASE Commission on Alumni Relations offers the following guidelines, approved by the commission in April 2008.

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Governance of Fundraising within the UK

The governance of fundraising and the charitable status of institutions within the UK is complicated.

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Ethical Principles Behind the Acceptance of Gifts in Europe

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.

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Principles of Practice

Donor Bill of Rights

The Donor Bill of Rights outlines the rights of donors in the work of philanthropy.

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Principles of Practice

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