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November 1, 2016

Revamping the Annual Fund

Boosting alumni participation requires a tailored design

Educational institutions famously undervalue the annual fund, perceiving it merely as a means to unrestricted funds, according to Lori Yersh, senior advisor to the vice president of advancement and external relations at Concordia University in Canada and an annual giving expert who has consulted at more than 120 educational and health care institutions in the U.S., Canada, and Europe.

  • Alumni Relations
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Article
November 1, 2016

Copy And Share Everything

Ideas we love from institutions everywhere

Ideas we love from institutions everywhere

  • Engagement
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  • Branding
Article
October 1, 2016

A Narrative View

Letting alumni share their tales can be the best way to endear them to the institution

Once upon a time—in 2005, in fact—John Easom landed a job as alumni manager at the U.K.'s University of Keele. Easom had never worked with alumni before, nor had he worked at a university. He was a historian interested in international relations, and his only other colleague in alumni relations had a journalism background.

  • Data Mining
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Article
October 1, 2016

Endowments Are Forever

And other messages to communicate about these vital funds

After a few volatile years following the financial crisis that ended in 2009, economic experts say the state of the U.S. economy is looking up. Financial markets have again reached record highs, and economic indicators are trending positive, but the average American family is less optimistic about its financial future amid concerns over college affordability. In a combustible election year full of populist rhetoric, candidates for both federal and state offices are decrying higher education's price tag and mounting student loan debt.

  • Financial Management
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Article
October 1, 2016

A Global Mindset

How international schools make the case for support to a diverse and widely dispersed constituency

Emma Silva faced many challenges when she became the United Nations International School of Hanoi's first advancement director in 2011, but this was the biggest: helping her new community understand why the outwardly prosperous school needed to raise funds.

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Article
October 1, 2016

Copy and Share Everything

Ideas we love from institutions everywhere

Ideas we love from institutions everywhere

  • Alumni Relations
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Article
October 1, 2016

Talking Shop: Value Added

SoFi’s Dan Macklin explains the importance of relevancy in alumni lives

The online financial services company SoFi was founded in 2011 by four Stanford Graduate School of Business classmates to provide alumni-funded student loans. (See "A Vested Interest," October 2012.) Since then, the company has expanded its financial products to mortgages and wealth management and seemingly adopted an alumni relations approach to customer service, offering members social events, career counseling, and webinars. Macklin shares the key to SoFi's success: Be relevant in several aspects of members' lives.

  • Alumni Relations
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Article
September 1, 2016

Voices

What members are thinking and sharing

What members are thinking and sharing

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Article
September 1, 2016

Talking Shop: Raising Gifts, Sharing GIFs

Rory Green’s blog reveals the wacky lives of fundraisers

Rory Green is a second-generation development officer—both of her parents were fundraisers—and the founder of Fundraiser Grrl(link is external), a cheeky crowdsourced blog about the rewarding, frustrating, and downright outlandish things fundraisers experience. Through the GIF-driven posts, fundraisers both celebrate and gripe about their professional lives. Face palms, snark, and funny tales abound.

  • Engagement
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Article
September 1, 2016

Outlook: Meet Your New Marketing Team: The Faculty

With guidance, teachers can boost word-of-mouth referrals and institutional reputation

SHHHH! Don't tell your faculty, but they are marketers.

  • Parent engagement
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    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
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    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

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    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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    Educational Partners

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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
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    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

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