C.4. Council for Aid to Education Survey of Voluntary Support of
Education
Spring 1992
Development Policy and Administration Manual
Chapter V. Requirements for Reporting Gifts
Section C. Report Descriptions
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COUNCIL FOR AID TO EDUCATION (CFAE)
SURVEY OF VOLUNTARY SUPPORT OF EDUCATION
The CFAE report is intended to provide information on private
support to the University for inclusion in the major national
survey of such support to educational institutions. The figures
supplied for the CFAE report should combine support to The
Regents and to the Campus Foundation and should include pledge
payments but exclude pledges. Campuses are asked to submit
figures for the fiscal year ending June 30 to Development Policy
and Administration, Office of the President, by approximately
November 1 of each year. Do not return the report directly to
CFAE.
The forms for the CFAE report are issued each year with detailed
instructions and will be forwarded to the campuses by Development
Policy and Administration, Office of the President. The informa-
tion that CFAE requests varies slightly from year to year. Part
I is completed by the Office of the President, and only the
remaining sections (sample at the end of this section) are
completed by the campuses.
The CFAE report employs the CASE/NACUBO guidelines discussed in
the Overview (see Section V: A). The University has adapted
these guidelines, with the result that our reporting categories
do not completely correspond to the CFAE report. The
instructions that are issued each year by CFAE and the Office of
the President should be followed when completing the remaining
parts of the report.
Gifts for Current Operations
See Section V: B.3, Current or Capital/Endowment, for information
regarding the classification of funds for current use or for
capital/endowment purposes.
The CFAE report asks for a breakdown of the total amount of
private support for current operations received from each of
several sources, cross-reported by the purpose for which they
were received (see Sample Report Format at the end of this
section).
SOURCE
The source categories used by CFAE are listed below, together
with references to the definitions corresponding to them as
adapted from the CASE/NACUBO guidelines (see
Section V: B.4, Source) and any instructions modifying the use
the University makes of the CFAE categories.
COUNCIL FOR AID TO EDUCATION (CFAE)
SOURCE DEFINITION/INSTRUCTIONS
Individuals
Alumni See "ALUMNI"
Parents Do Not Report Separately. Include
all private support from Parents in
CFAE Category for "Individuals: Other"
Other See "OTHER INDIVIDUALS"
Organizations
Foundations See "NON-PROFIT FOUNDATIONS OR
CHARITABLE TRUSTS"
Corporations, Businesses See "FOR-PROFIT ENTITIES"
Religious Organizations Do Not Report Separately. Include
all private support from religious
organizations in CFAE Category for
"OTHER ORGANIZATIONS".
Fund-Raising Consortia Do Not Report Separately. Include
all private support from fund-
raising consortia in CFAE category
for "OTHER ORGANIZATIONS".
Other See "OTHER ORGANIZATIONS"
PURPOSE
The purpose categories used by CFAE are listed below, together
with references to the definitions corresponding to them as
adapted from the CASE/NACUBO guidelines (see Section V: B.5,
Purpose) and any instructions modifying the use the University
makes of the CFAE categories.
PURPOSE DEFINITION/INSTRUCTIONS
Unrestricted See "CURRENT OPERATIONS:
UNRESTRICTED"
Academic Divisions See "DEPARTMENTAL SUPPORT:
UNRESTRICTED"
Faculty and Staff
Compensation See "INSTRUCTION"
Research See "RESEARCH"
Public Service and
Extension See "NON-INSTRUCTIONAL SERVICES"
Library See "LIBRARY"
Operation and
Maintenance of
Physical Plant See "OPERATION AND MAINTENANCE OF
PHYSICAL PLANT"
Student Financial Aid See "STUDENT FINANCIAL AID"
Other Restricted
Purposes Combine "OTHER RESTRICTED PURPOSES"
and "DEPARTMENTAL SUPPORT:
RESTRICTED" and "DEPARTMENTAL
SUPPORT: RESTRICTED FOR
AGRICULTURE"
Gifts for Capital Purposes
The CFAE report also asks for a breakdown of gifts received for
capital or endowment purposes. See Section V: B.3, Current or
Capital/Endowment, for information regarding
the classification of funds for current use or for
capital/endowment purposes. The CFAE report employs the same
source definitions for this section that were used for gifts for
current operations (see above). The CFAE report organizes the
information for purpose differently in the division for
capital/endowment purposes than it does for gifts for current
operations.
COUNCIL FOR AID TO EDUCATION(CFAE)
The purpose categories used for this section are listed below,
together with references to the definitions that correspond to
them as adapted from the CASE/NACUBO guidelines (see Section V:
B.5, Purpose) and any instructions modifying the use the Univer-
sity makes of the CFAE categories.
PURPOSE DEFINITION/INSTRUCTIONS
Property, Buildings, and
Equipment See "PROPERTY, BUILDINGS AND
EQUIPMENT"
Endowment and Similar
Funds:
Unrestricted Income See "ENDOWMENT: UNRESTRICTED"
Endowment and Similar Funds: For Part III, Combine
Restricted Income "DEPARTMENTAL SUPPORT:
UNRESTRICTED" and "INSTRUCTION"
and "RESEARCH" and "NON-
INSTRUCTIONAL SERVICES" and
"LIBRARY" and "OPERATION AND
MAINTENANCE OF PHYSICAL
PLANT" and "STUDENT
FINANCIAL AID" and "OTHER
RESTRICTED PURPOSES" and
"DEPARTMENTAL SUPPORT:
RESTRICTED" AND
"DEPARTMENTAL SUPPORT:
RESTRICTED FOR
AGRICULTURE"
Loan Funds See "LOAN FUNDS"
*Note: Part IV,A asks for sub-totals of these restricted
endowment gifts. For definitions/instruction for the categories
employed, refer to the chart for "Purpose" that is supplied above
under gifts for current operations. Part IV,A does not,
fortunately, ask for cross-reporting by source. (See Sample
Report Format at the end of this section.)
[NOTE: The CFAE forms on pages 199-200 have been deleted,
because CFAE changes these forms every year.]