The CASE Library has developed a resource collection on advancement in independent schools. The collection offers information on general trends, advancement, alumni and parent engagement, communications and marketing, and fundraising. This collection also includes a guide to all the CASE Library's sample collections that feature sections for independent schools samples. We encourage you to visit the Schools hub for additional resources and news from CASE.

The CASE Library has created this collection to support advancement professionals who work with volunteers. It includes information on recruiting, hiring, managing, evaluating, and stewarding volunteers. It also offers resources on volunteers working in specific functions, such as admissions, alumni relations, fundraising, and government relations.

The CASE Library compiled this collection of special events materials including invitations, programs, videos, planning guides, checklists, and assorted other materials. 

The CASE Library has created this sample collection to support small advancement teams. Learn how educational institutions are raising money and engaging constituents in spite of limited staff, resources, and/or time. These samples are drawn from the CASE Circle of Excellence Awards Program's "On A Shoestring" and "categories. 

The CASE Library compiled this collection of presidential transition planning documents, communications about presidential transitions, and inauguration websites and collateral to assist members who are undergoing a presidential or head of school transition.

The CASE Library maintains this collection of online samples for all CASE members. It includes examples of homecoming and reunion planning and communications materials as well as CASE Circle of Excellence Award winning examples from the alumni relations and special event categories.

The sample collection includes brochures, case statements, newsletters, links to planned giving websites and a small selection of planned giving initiatives that have won CASE Circle of Excellence Awards.

The CASE Library compiled this collection of anniversary websites and related sample materials to assist members who are planning an anniversary celebration.

Scholars of philanthropy predict that in the coming decades, trillions of dollars of wealth will pass from older to younger generations. Although projections vary, a significant portion of this Great Wealth Transfer is expected to go to nonprofit organizations. This resource collection shares articles and reports on wealth transfer estimates and advice for fundraisers.

This collection aims to introduce the various types of planned gifts and offer resources on trends, best practices, policies and procedures. In addition to articles, white papers and research, we've listed books that provide a broader overview of planned giving programs.