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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.

  • Organization & Management
  • Ethics
  • Human Resources
Samples

Sample Collection: Alumni Association Board Documents

The CASE Library maintains this collection of board materials including bylaws, board roles and responsibilities, committee structures and responsibilities, nomination and orientation material, and assorted other documents.

  • Alumni Relations
  • Alumni volunteers
  • Organization & Management
Samples

Sample Collection: Sexual Harassment Policies

This sample collection of educational institution sexual harassment policies was created by the CASE Library to provide resources in response to the #MeToo movement. 

  • Organization & Management
  • Ethics
  • Legal, Regulatory & Postal Issues
Samples

Sample Collection: Whistleblower Policies

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

  • Organization & Management
  • Ethics
  • Human Resources
Samples

FAQs: Annual Giving and Capital Giving to Independent Schools

Frequently asked questions to help constituents understand annual and capital giving in independent schools. 

  • Annual Giving
  • Major gifts
Our Educational Partners offer a range of additional resources and services
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Endowment FAQs for Colleges and Universities

Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future. 

  • Endowment management
  • Legal, Regulatory & Postal Issues

Endowment FAQs for Independent Schools

Endowments are permanent funds from charitable gifts that offer schools the enduring stability to empower generations of students and shape our world's future. 

  • Endowment management
  • Legal, Regulatory & Postal Issues

Sample Collection: Memoranda of Understanding

The CASE Library has compiled this online sample collection of MOUs. 

  • Financial Management
  • Organization & Management
  • Management
Samples

Endowments

Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future. 

  • Endowment management
  • Legal, Regulatory & Postal Issues

Charitable Deduction

As federal and state governments continue to cut funding for higher education, raising private support has become even more crucial for colleges and universities.

  • Fundraising
  • Legal, Regulatory & Postal Issues

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    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
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • 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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