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Sample Collection: Planned Giving

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.

  • Fundraising
  • Planned giving
Samples

Subject Guide: Wealth Transfer

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.

  • Advancement Services
  • Prospect Research
  • Fundraising
Subject Guide

Subject Guide: California Consumer Privacy Act (CCPA)

The CASE Library has created this collection to provide information on the California Consumer Privacy Act and its impact on educational institutions. 

  • Advancement Services
  • Organization & Management
  • Data Policies
Subject Guide

Subject Guide: Artificial Intelligence

The release of ChatGPT in November 2022 spurred renewed discussions on the use of artificial intelligence (AI) in the workplace and academia. This resource collection from the CASE Library introduces the basics of AI, takes a look at some of the latest trends and ethical questions, and provides information on how AI is being leveraged by educational institutions and nonprofit organizations. 

  • Research and Data
  • Machine Learning/AI
  • Advancement Services
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
Our Educational Partners offer a range of additional resources and services
Learn More

Sample Collection: Data Protection Impact Assessments

The CASE Library has created this collection to assist members producing a Data Protection Impact Assessment (DPIA) as a requirement under the General Data Protection Regulation (GDPR). Additional resources are available in the Sample Collection: GDPR Initiatives and Policies.

  • Advancement Services
  • Wealth Screening
  • Organization & Management
Samples

Sample Collection: GDPR Initiatives and Policies

The CASE Library has created this collection to provide resources about the European Union’s General Data Protection Regulation (GDPR), which went into effect on May 25, 2018. Included are examples of GDPR initiatives and policies at educational institutions.

  • Advancement Services
  • Wealth Screening
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Samples
Crystal ball
March 1, 2021

Demystifying Data

Seven methods for making data-driven approaches more accessible

Given the fear and uncertainty that data conjures in some advancement professionals, it remains vital for all in advancement to build trust, strengthen communication, and encourage the appropriate level of participation when it comes to data processes. That involves hard work, adaptability, and careful consideration on the parts of data specialists, numbers neophytes, and, of course, institutional leadership.

  • Research and Data
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Feature
September 23, 2020

Survey Says…

Benchmarking, data organization are two key benefits to VSE and AEM survey participation

Advancement professionals at Delta College, Clark College, and Central Community College talk about the benefits of participating in CASE’s VSE and AEM surveys, including benchmarking against peers, maintaining an organized database, and proving your college’s success to leadership, lawmakers, and the community.

  • Research and Data
  • Data Analytics
  • Alumni Relations
Article

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. 

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    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.

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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
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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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    • 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
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      • Washington D.C.
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      • Mexico City
      • Singapore
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      • Impact of Giving
      • 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

    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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