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    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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UC Davis sign surrounded by cheerful daffodils.
March 1, 2025

Inside Development Officer Boot Camp

Four onboarding lessons from a comprehensive training program for newcomers

Good onboarding welcomes new colleagues into a team—like a welcome mat for the organization. That philosophy helps the University of California, Davis, U.S., start its newcomers in advancement off on the right foot. In 2021, the development and alumni relations division there launched The Learning DO–Development Officer Boot Camp. It’s a comprehensive, centralized, nine-week academy for fundraisers.

  • Human Resources
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  • Talent Management
Advance Work

Subject Guide: New U.S. Congress and Presidential Administration

Following the U.S. elections in November 2024, the CASE Library has curated this selection of CASE content, news coverage, and commentary on how the incoming Trump Administration and new Congress are affecting the K-12, higher education, and nonprofit sectors.

  • Advancement Services
  • Alumni Relations
  • Financial Management
Subject Guide

Sample Collection: Alumni Student Mentoring Programs

The CASE Library maintains this collection of alumni student mentoring materials including program examples, mentor and mentee resources, forms and assorted other materials.

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Samples

Sample Collection: Talent Management

The CASE Library has compiled this sample collection of talent management programs from CASE Circle of Excellence entries and Currents articles. The collection first lists award-winning programs and then additional programs and initiatives.

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Samples

Sample Collection: Political Activity Policies

The CASE Library maintains this collection of online samples for all CASE members. These samples are available on higher education institution websites.

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Samples
Our Educational Partners offer a range of additional resources and services
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Women Teaser
January 1, 2024

Stories Of, For, and By Women

Across categories, winning COE entries uplifted, highlighted, and celebrated women

Across Circle of Excellence Awards categories, women-focused themes emerged. Here are five winning entries that highlight, uplift, and celebrate women through compelling storytelling.

  • Student mentoring
Feature

Sample Collection: Succession Planning Guides

This collection includes examples of succession planning guides, toolkits and other materials to help plan and prepare for employee transitions.

  • Organization & Management
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  • Strategic Planning
Samples
Anice Rodrigues Barbosa
March 1, 2023

Talking Shop: Change, Authenticity, Inclusion

How a digital marketing team creates systemic solutions to center diversity and inclusion

In the past two years, Wheaton College evaluated its social media ambassador program to better align it with institutional diversity, equity, inclusion, and belonging goals. Anice Rodrigues Barbosa’s team created systemic practices that continue to generate growth within the program and division, as well as throughout the college.

  • Student mentoring
  • Organization & Management
Department

Sample Collection: Ethics & Conflict of Interest Policies

The CASE Library maintains this collection of online samples for all CASE members.

  • Organization & Management
  • Ethics
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Samples
Illustration of a group of people, with one person holding a rainbow-colored umbrella protecting another from a singular raincloud
September 1, 2022

Mental Health: Supporting Students Now

Advancement teams are working to raise awareness (and mobilize alumni and donor support) for student wellness

Rates of mental health issues among college students have been rising for a nearly a decade—made worse by the pandemic. Now, more colleges and universities are discussing, focusing on, and prioritizing mental health initiatives. Here’s how advancement teams are working to support students’ mental health today, by raising awareness and sharing information, mobilizing donor and alumni support, and promoting wellness campuswide.

  • Alumni Relations
  • Student mentoring
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Feature

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    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
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    Advancement Resource Catalog

    ARC

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

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    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.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
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    • Individual Achievement Awards
      • Distinguished Service Awards
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      • Previous Winners
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    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

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

  • Connect
    • Regions
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    Educational Partners

    Educational Partners

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

  • Talent
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      • Become a Host Institution
      • Intern Spotlight
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      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

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

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
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      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
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      • Legacy Giving
    • Online Newsroom
      • CASE in the News
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    • Careers at CASE

    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. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
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    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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