This collection links to articles and resources about scholarship best practices and administration. Topics covered include scholarship criteria and donor control, general scholarship management, and benchmarking.

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.

The CASE Library has compiled this sample collection to assist development professionals who are encouraging faculty and staff to become donors.

This online sample collection of donor surveys was compiled by the CASE Library. 

There’s a long-held belief in fundraising that major donors, especially new major donors, do not give large unrestricted amounts of cash to organizations. But could there be a way to shift this paradigm in advancement about unrestricted giving? To help donors consider an unrestricted major gift, practitioners must frame the need for such support in a tangible way that gives the individual something to contemplate. That involves drafting a comprehensive case and making a strategic ask for an unrestricted gift. 

The CASE Library has developed a resource collection on prospect identification and qualification. The collection offers a selection of books, book chapters, articles, and other resources on prospect identification and research, and prospect qualification. This includes introductory information on wealth screening and privacy issues.

Sharing best practices for donor reports and creative fundraising appeals. 

Oct. 10, 2020 was etched in the minds of many UC Davis staff, alumni, and donors. That was the date the university had planned to publicly launch a US$2 billion campaign. When the pandemic hit, UC Davis’ team launched the campaign online. Here’s what they learned.

The CASE Library has compiled a variety of resources intended to help fundraisers address donors of differing generations. This collection includes recommendations for practice as well as research and data on giving trends and motivations.

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?