ERIC Number: ED380037
Record Type: RIE
Publication Date: 1994-Apr-18
CASE Campaign Standards: Management and Reporting Standards for Educational Fund-Raising Campaigns.
Council for Advancement and Support of Education, Washington, DC.
This document establishes guidance for managing educational fund-raising campaigns and standards for reporting campaign gifts in the United States and Canada. The guidelines offer an objective means to compare one campaign to another and a rational way to discern how well a campaign has met its goals. The standards depend upon three fundamental concepts: (1) campaign reports should separate results by the campaign's featured objectives and the campaign's other objectives; (2) campaign reports should separate outright/current gifts and pledges from deferred gifts; and (3) reports should record deferred gifts at their face value and discounted present value. Guidelines for campaign management address campaign design, plan, purposes, marketing, and recognition. Campaign reporting standards cover the campaign period, campaign counting, advance-gifts phase/nucleus-fund phase, reporting gifts, pledges, and exclusions. Reporting standards focus on cash, marketable securities, closely held stock, gifts of property, charitable remainder trusts, life insurance, and other types of gifts and pledges. Appendixes include: a form for institutions to use in annually reporting campaign activities to the Council for Advancement and Support of Education; a methodology for present-value calculation; a life expectancy table; a sample deferred pledge agreement; and a sample contract to make a will. (JDD)
Descriptors: College Administration, Fund Raising, Higher Education, Institutional Advancement, Private Financial Support, Reports, Standards
Council for Advancement and Support of Education, Suite 400, 11 Dupont Circle, Washington, DC 20036-1261 ($15 nonmembers, $11 members).
Publication Type: Opinion Papers
Education Level: N/A
Authoring Institution: Council for Advancement and Support of Education, Washington, DC.