Accurately Reporting for the CASE Campaign and VSE Surveys

(Retired)
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Accurately Reporting for the CASE Campaign and VSE Surveys

(Retired)

Table of Contents

Overview

Are you ready to file your VSE report?

Prior to the webcast please watch these two pre-webcast recordings that cover the fundamentals of CASE and VSE reporting, including:

  • Separating reporting standards from donor recognition practices
  • Contrasting the VSE and the campaign survey
  • CASE standards vs. IRS rules: similarities and differences

If you or your colleagues are new to CASE and VSE reporting, it is highly recommended that you review this material prior to the webcast:

Pre-webcast recording #1

Pre-webcast recording #2

Agenda

  • Overview of webcast recording
  • The Voluntary Support of Education Survey (VSE)
    • Breaking down the VSE survey, section by section
    • The data miner
    • Case study examples of tricky reporting situations
  • The CASE Survey of Comprehensive Campaign Activity
    • Breaking down the CASE survey, section by section
    • The survey vs. local reporting
    • Case study examples of tricky reporting situations

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Advancement Services & Operations

Why is this event retired?

At AI we want to always ensure that the best and most current trainings are available to members, and we regularly review our trainings to ensure that is the case.