How were the Global Reporting Standards created?
Posted by Cindy Moon-Barna, Last modified by Cindy Moon-Barna on 02 June 2021 02:03 PM

At the direction of the CASE Board of Trustees and in fulfillment of CASE’s strategic plan, a working group consisting of senior advancement professionals has been meeting since July 2018 to review and update the Reporting Standards and Management Guidelines. 

The working group is representative of all institutions in the CASE membership and endeavored to represent the interests of the entire profession in their work and deliberations. The group was co-chaired by Matthew Eynon, Vice President for College Advancement, Franklin & Marshall College and Brian Hastings, President and CEO, University of Nebraska Foundation.    

The group members followed best practices to develop a set of standards and guidelines which help to ensure consistent and transparent reporting of institutional fundraising and alumni engagement by revisiting longstanding areas in advancement and exploring those new areas that have emerged in recent years. 

In addition to the working group, practitioners from Australia, New Zealand, Canada, Mexico Singapore, the U.K. and the U.S. were each charged with developing supplements to the book that addressed regionally specific nuances that diverged from the global standards and/or required more clarity.