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.

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.

The Council for Advancement and Support of Education is pleased to share that it has established the CASE Advancement Inclusion Index for colleges, universities, and independent schools

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.

Sue Cunningham brings a global perspective to everything she does, and the benefit of this lens is clear in Global Exchange, in which advancement leaders from around the world address the critical issues facing the sector. With voices from schools, colleges, universities, and foundations, Global Exchange represents a collection of today’s ‘best thinking’ in educational advancement—guided, gathered, and annotated by someone who has led advancement offices on three continents.

A professor gives economically disadvantaged Black British students a better shot at higher education.

In 2019, University of Georgia, U.S., Archivist Steven Armour launched the Black Alumni Oral History Project, a collection of personal recollections of African-American alumni. UGA desegregated in 1961, and “that milestone event changed our institution and the course of history, but the story stops there if we don’t delve deeper into what students’ experience has been going forward. What happened next?” Armour said.

Colleges and universities have been working on diversity, equity, inclusion, and belonging for decades, but higher education leaders say the last two years have sparked a shift. The 2020 racial reckoning and Black Lives Matter movement, campus protests, and pandemic pressures have changed the conversation, expectations for, and nature of diversity leaders’ work. Here’s what advancement professionals should know about diversity leaders’ roles in higher education today—and the future of DEIB work for development.

The CASE Library has developed this resource collection which includes reports on demographic data and information on the recruitment, hiring, and retention of diverse staff.

Vita Pickrum has spent more than a decade in advancement marshalling support for Delaware State University students and connecting with her peers in development at historically Black colleges and universities. Here’s why, she says, strategic focus and showcasing impact are crucial today.