2024 CASE Global Reporting Standards Updates-Recording

Video Transcription

Video Summary

In this video transcript, Cara Jacketmany and Cindy Moon Barna from CASE discuss the updates made to the CASE Global Reporting Standards in 2024. They emphasize the importance of standards in the profession of advancement, particularly in educational philanthropy. They introduce themselves and their roles in maintaining and updating the standards. They highlight the changes in counting new funds committed, the handling of pledge write-offs, and the clarity provided on different kinds of pledges and commitments. They address questions on various topics such as bequests, donor-advised funds, and gifts involving focused research organizations. They also mention additional resources available, such as the standards training course and upcoming case surveys. Overall, the speakers emphasize the importance of staying current with the standards, the need for clarity in reporting, and the continuous improvement of practices in advancement.

Keywords

CASE Global Reporting Standards

advancement profession

educational philanthropy

standards updates

new funds committed

pledge write-offs

different kinds of pledges

bequests

donor-advised funds

focused research organizations