Fundraising Reporting Instructions
May 01, 2004
This procedure item applies to:
In order to complete the VSE survey, a campus must first obtain usernames and passwords for each user who will have access to the VSE survey for the campus. The individual with permission to complete surveys is called the “contact person”.
A user name and password can be obtained for the contact person by sending an e-mail message to the Webmaster at CAE that includes the name, title, and institution to which the user belongs. The word “SUNY” should appear in the subject line. CAE will return a username and password.
1. Surveys can be accessed through the Voluntary Support of Education Survey website.
6. Click on “Go” to the right of the fiscal year being entered “FY200X.” This will bring up the fundraising survey document for inputting the campus’s information. Before entering the data, the contact person should indicate that the institution plans to complete the survey by clicking on the box next to “we will complete the survey this year.”
Detailed instructions for completing the survey using CASE standards can be found at the CAE website.
A reconciliation should be completed of amounts reported in the survey to amounts reported in the certified financial statements of the campus-related foundation (Form A - Gift Reconciliation Form). At the bottom of this form provide the total unconditional outstanding pledges at the end of the fiscal year. (Note: the CAE survey requests only those pledges made in the current fiscal year outstanding at year-end.)
The deadline for completing the survey and reconciliation is October 1. For those foundations that have a different year-end than June 30, the most recently completed fiscal year should be used for reporting purposes (e.g., December 31, 2003 for 2003-04).
Form A - Gift Reconciliation Form
There are no related procedures relevant to this procedure.
Voluntary Support of Education Survey
Instructions for the Voluntary Support of Education Survey
The Office of the University Controller - Accounting Requirements
There is no history relevant to this procedure.
There are no appendices relevant to this procedure.