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Counting Government Grants

  • 1.  Counting Government Grants

    Posted 12 days ago
    Hi all,

    Our institution is laying groundwork for a campaign and looking at counting government grants. CASE guidelines I know strongly advise against - has anyone done it anyway and can discuss criteria you used or how you wrote this into your counting policy? Management is wondering. 



    Siobhan Lidington
    Director of Annual and Individual Giving
    Albertus Magnus College
    700 Prospect St
    New Haven, CT 06511
    Pronouns: she/her
    w. (203)773-8519

  • 2.  RE: Counting Government Grants

    Posted 12 days ago
    We are in the second half of our campaign. At one point we discussed a line on the campaign reporting to reflect other incomes and revenues, such as government grants. Ultimately we decided not to. But that was the approach we looked at. 

  • 3.  RE: Counting Government Grants

    Posted 12 days ago
    CASE has said "no" since they issued the first standards.  And they have explained their stance multiple times.  But the underlying reason is that the VSE and CASE consistently report only private support.  Public support, therefore, is excluded.

    What matters most is when reporting nationally for comparison purposes, we must all report the same - else, we cannot compare!  So, even if you decide to count some government funding, do not include that in your VSE report!

    However, if you want to count some government funding in your campaign, you won't be the first!  Many have done so for decades.  The most common example is government matches specifically tied to charitable contributions.  But this is why counting government funding is problematic.  Those matches only go to public institutions.  Private colleges and do not receive that kind of support.  Comparability is out the window.

    As you probably are aware, I present on the CASE Standards a ton.  And I acknowledge that many institutions count some government funding.  We did at NC State (not the above matches).  I believe what's most important is that we are transparent about what we are counting and when we are departing from CASE.  That is what we did in our counting policy at NC State.  In the introduction to our counting policy, we stated:

    "NC State will adhere to the CASE Reporting Standards & Management Guidelines, 4th edition, with the following exceptions, considerations, and amplifications:"

    And then, we listed the three departures and two clarifications (CASE allows us to decide in a few areas).  Here's the limited government funding we included:

    "Government funds will be excluded as per CASE, with the exception of Tobacco Trust Fund and Nickels for Knowhow North Carolina State government pass-through payments."


    John H. Taylor
    John H. Taylor Consulting, LLC
    2604 Sevier St.
    Durham, NC   27705
    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987