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Hot Topics in Gift Processing
Tangible donor benefits, donor-advised funds, virtual currency, gifts-in-kind, oh my! Gift processing can get complicated, but we are here to help. Each of these micro-courses will take 10 minutes or less but are packed full of information about how the CASE Global Standards and IRS treat these hot topics in gift processing.

These course are best suited to the following CASE career levels:
  • Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)
  • Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)
  • Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)
  • Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)

These courses will add to your Industry/Sector Expertise in Advancement Services along the CASE Competencies Model

  • Industry/Sector Expertise
    Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)
This series of 4 micro-courses is free to CASE members. Non-members may purchase the courses for $60.

Not sure if you are a CASE member or interested in becoming a CASE member? Email
Special thank you to Karen Sims, Director of Gifts and Records Management at North Carolina State University and John H. Taylor, Principal at John H. Taylor Consulting who provided their expertise for these courses.
Learning Objectives
By the end of these micro-courses, you will be able to:
  • Tangible Donor Benefits (Quid Pro Quo)
    • Define tangible donor benefits
    • Determine the value of a tangible donor benefit
  • Donor-Advised Funds
    • Define donor-advised funds
    • Review how to process and report gifts from donor-advised funds
  • Virtual Currency (Cryptocurrency)
    • Define virtual and cryptocurrency
    • Determine the value of virtual currency donations
  • Gifts-in-Kind and Other Non-Cash Gifts
    • Define gifts-in-kind and other non-cash gifts
    • Determine the value of gifts-in-kind and non-cash gifts
Availability: On-Demand
Credit Offered:
No Credit Offered
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