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  • Writer's pictureKevin Leahy

Givzey Guidance: Is Givzey's Advice in Alignment with CASE Gift Reporting Standards?


If a Donor Receives No Benefit, Is Their Gift at Our Fundraising Event a Charitable Donation?
Is Givzey Guidance's Advice in Alignment with CASE Gift Reporting Standards?

Question: Is Givzey Guidance's advice in alignment with CASE gift reporting standards?

Question: I just received your email on Givzey Guidance. Is this advice in alignment with CASE gift reporting standards?

Answer:

Yes, Givzey Guidance follows the CASE Global Reporting Standards, 1st edition, published in 2021, along with the Internal Revenue Service and the Financial Accounting Standards Board rules and regulations. Other sources include AFP, AHP, AASP, and the ADRP.


Your question highlights the reason we offer Givzey Guidance. Often you get conflicting advice when documenting and recording a pledge or gift. The best practice is to research the guidelines and adhere to them from the outset.  However, sometimes you just don’t have the bandwidth to do the research to back up your decisions. That’s where Givzey comes in!



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