Reporting for the CASE Campaign and VSE Surveys

October 5, 2011

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Overview

Understand and meet your shop’s CASE and VSE reporting requirements.

The latest edition of the CASE Reporting Standards and Management Guidelines modified your shop's reporting obligations to your peers. Is your staff ready to handle the charitable gift annuity your gift planning office just signed, the estate distribution related to a bequest expectancy that you counted in your last campaign, or an amazing seven-figure, multi-year pledge? Now is the time to ensure your staff knows what to do so that your reporting process is rigorous but not overwhelming.

Join us online to learn the answers to these questions and best ways to meet your shop's key reporting obligations. This program will cover:

How the reporting differs from donor recognition
Where the two sets of standards diverge and converge
A section-by-section breakdown of each set of standards
Troublesome unique counting circumstances
How to deal with reporting for local vs. survey purposes

WHO SHOULD ATTEND

Advancement professionals responsible for compiling and reporting fundraising results for CASE or VSE purposes will gain a comprehensive understanding of how to meet the standards, including information about the newest updates.

CFRE CONTINUING EDUCATION CREDITS

Most Academic Impressions fundraising-related events are applicable for continuing education credits toward the CFRE International application for initial certification and/or recertification. This program is currently being considered for approval.

Agenda

Learning Outcome:

After participating in this webcast, you will be able to more accurately report your shop's advancement results for the purposes of reporting to CASE campaign and VSE surveys.

Wednesday, October 5, 2011

1:00 - 3:00 p.m. EDT

Why have standards?
Separating reporting standards from donor recognition practices
How the CASE standards work, in general
- Contrasting the VSE and the campaign survey
- CASE standards vs. IRS rules: similarities and differences
- What is counted and excluded
- Donor categories
- Specific issues to keep in mind
  - Alumni dues
  - Bequest expectancies and other planned/deferred gifts
  - In-kind gifts valuation
  - Software "mega gifts"
The Voluntary Support of Education Survey (VSE)
- The VSE schedule
- What's in the VSE?
- What's included and required?
- Breaking down the VSE survey section by section
- The data miner
The CASE Survey of Comprehensive Campaign Activity
- What's in the campaign survey
- Time periods
- What to count
  - Outright gifts transferred irrevocably
  - Irrevocable deferred gifts
  - Verifiable unconditional pledges
- Supplemental information and the 2008 revisions
- Breaking down the CASE survey section by section
  - Goal, scope, period, and policies
  - Basic institutional data
  - Outright gifts, pledges received, received, deferred (future) commitments
  - Participation
  - Follow-up questions
- The survey vs. local reporting

Want more information about this event?

Contact Jason J. Shuba, Senior Conference Director if you'd like additional information about the program agenda.

Instructors

Alan S. Hejnal

Director, Records Management

University of Oregon Foundation

An advancement professional for 20 years, Alan brings a broad background to the subject of reporting standards and responsibilities. Previously affiliated with institutions such as Claremont Graduate University and Gettysburg College, he most recently managed the University of Richmond’s efforts in gift processing, demographic data, and reporting, also serving as his division’s liaison to information services. A regular conference speaker since beginning his career, Alan is the author of two chapters in the second edition of the CASE book Advancement Services: A Foundation for Fundraising.

Registration

CD Recording of Live Webcast

$350.00

Reporting for the CASE Campaign and VSE Surveys CD Recording

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On-Demand Download of Live Webcast (180 day license)

$350.00

Reporting for the CASE Campaign and VSE Surveys On-Demand Download

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