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  3. Library

SERIES: Sample Collections

The CASE Library assembles a wide assortment of sample collections. All members can access these collections by logging in. We welcome all contributions.

These documents are generously contributed by advancement professionals around the world in the spirit of peer-to-peer exchange. Others are publicly available on institutional websites.

 

New Collections:

Artificial Intelligence Policies and Guidance
The CASE Library maintains this collection of a variety of institutions’ guidelines, policies, and other guidance on community members' use of artificial intelligence.

Communications & Marketing Impact Reports
The CASE Library has compiled a collection of communications and marketing impact and annual reports which detail departmental qualitative and quantitative accomplishments including web traffic, social media, media placements, and news.

Fundraising Policies
The CASE Library has compiled a collection of fundraising policies including those on the coordination of fundraising activities, athletics fundraising, and fundraising for student organizations.

Lost Alumni
The CASE Library provides this sample collection of materials from lost alumni campaigns and initiatives.

Contribute to the sample collections
Learn More

Advancement Services

Advancement services programs at educational institutions address the operational aspects of advancement such as computer systems, gift regulations and compliance, maintaining policies and procedures and reporting and data integrity.

Donor Surveys

Endowment Reports

Gift Acceptance Policies

Gift Agreements

Gift Fee Policies & Disclosure Statements

Giving Reports & Donor Honor Rolls

Naming Policies & Opportunities

Pledges

Prospect Management Policies & Initiatives

Prospect Research Policies & Report Templates

Renaming Policies & Procedures

Scholarships

Stewardship Videos

Alumni Relations

Alumni relations programs at educational institutions build and strengthen relations with students, former students, faculty, friends and others.

Alumni Awards

Alumni Dues

Alumni Engagement Metrics

Alumni Student Mentoring Programs

Alumni Surveys

Alumni Volunteers

Community College Alumni Relations

Graduate School Alumni Relations

Homecomings & Reunions

International Alumni Relations Programs

Lost Alumni

Parent Engagement

Student Advancement Programs

Young Alumni Engagement

Communications & Marketing

Communications and marketing programs at educational institutions engage constituents in two-way conversation and promote the institution using a variety of strategies and tools.

Alumni Magazines

Annual Reports

Branding

Commencement & Social Media

Communications & Marketing Impact Reports

Crisis Communications

Economic and Community Impact Reports

Podcasts

Political Activity Policies 

Presidential Transitions

Research Publications

Social Media Policies

Student Recruitment

Fundraising

Fundraising programs at educational institutions secure private support in the form of annual gifts, major gifts, planned gifts and corporate and foundation gifts, often through strategically developed fundraising campaigns.

Annual Giving

Athletics Fundraising

Campaign Case Statements

Campaign Guidelines

Community College Grants

Corporate & Foundation Relations

Crowdfunding Campaigns

Emergency Aid Fund Policies and Program FAQs

Endowment Management

Fundraising Policies

Faculty & Staff Giving Campaigns

Faculty & Staff Role in Fundraising

Gift Officer Metrics & Reporting

Higher Education Emergency Relief Fund (HEERF) Reports and FAQs

International Fundraising

Online Giving Days

Planned Giving

Pledges

Philanthropic Constituency Initiatives

Student Philanthropy

Year-End Fundraising

Organization & Management

Organization and management at educational institutions requires resources that cover issues faced by advancement professionals and institutional leaders, such as working with boards, leadership transitions, strategic planning, and talent management.

Alumni Association Board Documents

Artificial Intelligence Policies and Guidance

College and University Foundation Board Documents

Data Protection Impact Assessments

Ethics & Conflict of Interest Policies

GDPR Initiatives & Policies

Integrated Advancement

Memoranda of Understanding

Organizational Charts

Records Retention Policies

Sexual Harassment Policies

Small Teams

Strategic Plans

Succession Planning Guides

Talent Management Programs

Whistleblower Policies

Workforce Planning

Special Events

Special events can include annual events, one-time events, or events planned specifically for a certain audience. With proper research, planning, communications and implementation, they can be some of the most effective components of a comprehensive institutional advancement plan.

Alumni Awards

Anniversary Celebrations

Commencement & Social Media

Homecomings & Reunions

Special Event Planning

See more Library resources

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