FundSvcs Community

 View Only

  • 1.  Gift In-Kind - Freight

    Posted 04-07-2025 03:49 PM

    Hello,

    We are working on receiving a gift in-kind. There is discussion about whether freight costs are countable. I don't believe they are. My administration thinks there is an exception via CASE that allows this cost to be countable if the item is highly developed/customized for the institution. 

    Does anyone have any insight to this?

    Thank you,
    Leticia 



    ------------------------------
    Leticia Reyna Cano
    California State University Fresno
    lreyna@csufresno.edu
    ------------------------------


  • 2.  RE: Gift In-Kind - Freight

    Posted 04-07-2025 04:07 PM
    CASE does not have such an exception for "freight."

    There is an exception along those lines for software that is developed exclusively for your and rights transferred to you.

    John

    John H. Taylor
    919.816.5903 (Cell/Text)

    Big Ideas - Small Keyboard



    Original Message


  • 3.  RE: Gift In-Kind - Freight

    Posted 04-07-2025 06:14 PM
    FWIW, I found the reference to what your administration referred to in the CASE Standards. As I had recalled, it is found in paragraph 3.3.2 - Software and Hardware.

    In this section, CASE emphasizes that software gifts are not countable. However, the Standards go on to say, "The only exception to this rule is when software is highly developed or customized for the institution."

    Nowhere in the Standards - in this section or elsewhere - does CASE discuss an exception for freight costs.

    John

    John H. Taylor, Principal
    John H. Taylor Consulting, LLC
    2604 Sevier Street
    Durham, NC     27705

    919.816.5903 (cell/text)

    Serving the Advancement Community Since 1987


    On Mon, Apr 7, 2025 at 5:06 PM John Taylor <johntaylorconsulting@gmail.com> wrote:
    CASE does not have such an exception for "freight."

    There is an exception along those lines for software that is developed exclusively for your and rights transferred to you.

    John

    John H. Taylor
    919.816.5903 (Cell/Text)

    Big Ideas - Small Keyboard



    Original Message


  • 4.  RE: Gift In-Kind - Freight

    Posted 04-09-2025 12:24 PM

    Thank you John.

    I appreciate your response.

    Leticia



    ------------------------------
    Leticia Reyna Cano
    California State University Fresno
    lreyna@csufresno.edu
    ------------------------------

    Original Message


Related Content