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Subject Guide: Advancement at Independent Schools

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.

 

  • Advancement Services
  • Alumni Relations
  • Engagement
Subject Guide

Subject Guide: The Role of Presidents and Heads of School in Fundraising

Leaders of higher education institutions and independent K-12 schools have seen their fundraising responsibilities grow over time. To help members meet these challenges, the CASE Library has created this resource collection on how presidents and heads of school can develop their fundraising skills and collaborate with advancement staff. 

  • Fundraising
  • Campaigns
  • Fundraising Methods
Subject Guide

Subject Guide: Fundraising in a Crisis

The CASE Library has developed this resource collection on fundraising during a crisis or time of major change. It compiles resources on fundraising during the COVID-19/coronavirus pandemic as well as fundraising following economic recessions, disasters, institutional scandals, and other major events. It includes articles and books on how institutions can respond to crises and how they can become more resilient for the future.

  • Communications & Marketing
  • Crisis Management
  • Fundraising
Subject Guide

Subject Guide: Planned Giving

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.

  • Fundraising
  • Major gifts
  • Planned giving
Subject Guide
What is Equity teaser image
May 1, 2021

What is Equity?

Advancement and education leaders discuss how definitions and commitment are key to building more racially equitable institutions

What is race equity as it applies to education institutions? How are advancement teams approaching this work, which experts say involves a wholesale transformation of organizational cultures? How are institutions and individuals moving forward in the name of equity? 

  • Alumni Relations
  • Affinity groups
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Feature
Our Educational Partners offer a range of additional resources and services
Learn More
Good Sports teaser image
January 1, 2021

Good Sports

How advancement draws on sports and athletics to communicate with constituents, motivate alumni, and speak to greater missions

How advancement draws on athletics to communicate with constituents, motivate alumni, and speak to a greater mission—even in an era when the sports environment has changed radically

  • Alumni Relations
  • Engagement
  • Parent engagement
Feature

Advancement Resource Catalog

The Advancement Resource Catalog is the Library's database of 15,000+ item records (including articles, books, and white papers) available online 24 hours a day, seven days a week. 

  • Advancement Services
  • Stewardship
  • Wealth Screening
Illustration of an illuminating lighthouse in a turbulent sea
July 1, 2020

Communicating in a Crisis

How higher education communicators rely on transparency, speed, and heart during troubling times

When disaster strikes, communicators (and their educational institutions) need to be prepared. Advancement professionals share lessons learned from the COVID-19 pandemic, as well as past crises, about being transparent, showing heart, and balancing speed with accuracy.

  • Alumni Relations
  • Parent engagement
  • Communications & Marketing
Currents

Subject Guide: Major Gifts

The CASE Library receives questions about major gift programs, such as how to start programs from scratch, portfolio management, performance metrics and major gifts trends. This collection aims to introduce the various types of major gifts and offer resources on trends, best practices, policies, and procedures. In addition to articles and white papers, we've listed books that provide a broader overview of major gift programs.

  • Advancement Services
  • Wealth Screening
  • Fundraising
Subject Guide

Subject Guide: Solicitation and the Ask

The CASE Library has developed this resource collection on solicitation and the ask. It features books and articles that outline methods and recommended practices for asking for gifts in person, in writing (online and direct mail), and over the phone. 

  • Fundraising
  • Annual Giving
  • Campaigns
Subject Guide

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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
    • Library
      • Advancement Resource Catalog
      • Subject Guides
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      • Sample Submission Guidelines
    • Currents Magazine
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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
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • 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
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
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    • Volunteer
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      • Engage with CASE
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      • Industry Advisory Council
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    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

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

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • 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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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
    • Membership Directory
    • Membership Tutorial Videos

    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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