With CASE behind the advancement section of DASL - Data and Analysis for School Leadership, along with National Business Officers Association at the helm of financial operations, the combined power of the NAIS DASL dataset will ensure schools have the tools and deeper insights they need for financial viability.

In this session you will learn why and how the DASL data can be useful for benchmarking and comparisons. There are significant updates to the advancement section of DASL, and includes expanded questions, analysis, and perks only for CASE members. The most important of these is the measurement of advancement effort, not just advancement results. The session will provide participants with the key measurements you should be tracking to analyze the impact of the School’s investment in the advancement program, measurements that the CASE Independent School Fundraising Awards Committee uses to identify the most productive fundraising programs.

We will describe your access to a Graphical Program Summary, which will convey graphically the fundraising progress your institution has made over time, relative to your five closest peer institutions. You will leave this session with important information and know-how that you can apply immediately when you get back to campus!

Successful, donor-centered development programs depend on many factors. One of the most valuable is a focused and well-coordinated Leadership Team that understands the values of your donors and prospects and the strategic needs of the school.

The Development Quartet (consisting of the Board Chair, the Development Committee Chair, the School Head, and the Development Director) creates a climate within the school that focuses on matching a donor’s interests with institutional values and needs. This team is the backbone of your school’s development and fundraising efforts, providing direction, accountability, authority, and the technical know-how to successfully execute your donor-centered programs.

This session will explore how a Development Quartet functions, how one school used the power of the Quartet to navigate change during the pandemic and set up the school for success going forward, and provide Case Studies for participants to model effective use of the Quartet.