The CASE Library has compiled this sample collection of prospect management policies and procedures. Prospect management policies outline procedures on prospect assignments and the movement of prospects through the stages of the development cycle.

From tracking alumni engagement to presenting fundraising data to leadership, dashboards are creatively solving problems and making day-to-day work more efficient for advancement professionals. Here, five Circle of Excellence Award-winning dashboard creators provide a deep dive into the origins, execution, and successes of these projects. 

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. 

One of the hallmarks of development operations is the abundance of data. But how can a small shop stay afloat in such a tremendous tide? In this excerpt from their book, Carrie Collins and Necie Liggeons look at why metrics matter for small shops, benchmarking, and which metrics matter most.

Joanna Watts has more than 25 years of experience in higher education both in the U.K. and Australia. Passionate about building better donor and alumni experiences, Watts participated in writing the Australian/New Zealand chapter of the CASE Global Reporting Standards. Here, she explains how the new standards give institutions the tools to benchmark globally, no matter how small or large their advancement departments are.

As educational funding models have changed, and expectations for philanthropic support have become staples of institutional strategy, so too has our need for clear guidance evolved.

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.

While support edged slightly down from $49.6 billion in 2019, nearly half—48.6%—of responding institutions reported that giving increased. 

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. 

The University of Illinois Foundation's chatbot, silent reading parties for UCLA alumni, Minecraft graduations, virtual potlucks for advancement staff, and more.