Dear Friends and Colleagues: I hope you are all enjoying your summer. Perhaps you are viewing this edition of LeaderNotes from a favorite vacation spot. I probably speak for most of you when I say that I am glad to have warmer (or more accurat...

The U.S. Senate is currently considering the American Workers, State and Business Relief Act of 2010 (H.R. 4213), a bill that includes a one-year retroactive extension of the IRA charitable rollover. Senate Democratic leaders hope to proceed to a vot...

Senate Passes Retroactive Extension of IRA Charitable Rollover On March 10, the U.S. Senate amended and passed the Tax Extenders Act (H.R. 4213), legislation that would retroactively extend the IRA charitable rollover through December 31, 2010. Si...

CASE Unveils IRF Management and Governance Checklist December 18, 2009 Foundation executives and staff have a new tool to examine their IRF's activities to ensure compliance with laws, standards and best practices. The updated CASE Management a...

Despite the tough economy, billion-dollar campaigns in higher education are making "sufficiently strong monthly progress" and are on track to meet their goals. That's according to a new report that analyzed campaigns launched right before and after t...

A new survey reports that the current financial situation for public universities in the United States is "precarious" as a result of deep cuts in state appropriations during the recession preceded by decades of declining state support. "Coping Stra...

Important CASE IRF News -- 11/18/09: House Passes Health Bill without Itemized Deduction Cap On Nov. 7, the U.S. House of Representatives passed the Affordable Health Care for America Act of 2009 (H.R. 3962) on a vote of 220-215. A proposal to ...

On May 6th, Walter Fatzinger and I were fortunate to be able to meet many of the chairs of USM's affiliated foundations and our community college foundation colleagues at a half-day "summit" hosted at Hidden Waters, the Chancellor's residence. I was...