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Subject Guide: Scholarships

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.

  • Advancement Services
  • Stewardship
  • Scholarships
Subject Guide

Sample Collection: Giving Reports & Donor Honor Rolls

The CASE Library maintains this sample collection of giving reports, donor honor rolls and campaign reports.  It includes CASE Circle of Excellence Award winners and examples available on institution websites.

  • Advancement Services
  • Stewardship
  • Development Communications
Samples

Subject Guide: Volunteer Management

The CASE Library has created this collection to support advancement professionals who work with volunteers. It includes information on recruiting, hiring, managing, evaluating, and stewarding volunteers. It also offers resources on volunteers working in specific functions, such as admissions, alumni relations, fundraising, and government relations.

  • Alumni Relations
  • Alumni volunteers
  • Event Planning
Subject Guide

Subject Guide: The Role of Presidents and Heads of School in Fundraising

Leaders of higher education institutions and independent K-12 schools have seen their fundraising responsibilities grow over time. To help members meet these challenges, the CASE Library has created this resource collection on how presidents and heads of school can develop their fundraising skills and collaborate with advancement staff. 

  • Fundraising
  • Campaigns
  • Fundraising Methods
Subject Guide

Subject Guide: New U.S. Congress and Presidential Administration

Following the U.S. elections in November 2024, the CASE Library has curated this selection of CASE content, news coverage, and commentary on how the incoming Trump Administration and new Congress are affecting the K-12, higher education, and nonprofit sectors.

  • Advancement Services
  • Alumni Relations
  • Financial Management
Subject Guide
Our Educational Partners offer a range of additional resources and services
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Sample Collection: Strategic Plans

The CASE Library maintains this collection of strategic plans for advancement for all CASE members.

  • Advancement Services
  • Stewardship
  • Alumni Relations
Samples

Sample Collection: Prospect Management Policies & Initiatives

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.

  • Advancement Services
  • Wealth Screening
  • Data Mining
Samples

Sample Collection: Young Alumni Engagement

The CASE Library maintains this collection of young alumni samples. It includes samples from awards programs, advisory boards and councils, young alumni giving initiatives, and events and alumni programming. Materials from the CASE Circle of Excellence Awards are included as available.

  • Alumni Relations
  • Affinity groups
  • Young alumni
Samples

Sample Collection: Campaign Case Statements

The Library compiled this collection to assist members who are planning a campaign. It represents a variety of campaign types and goals from higher education institutions and independent schools, including several that won CASE Circle of Excellence Awards.

  • Advancement Services
  • Development Communications
  • Communications & Marketing
Samples

Sample Collection: Gift Agreements

The CASE Library maintains this collection of sample gift agreements. Given the variety of gift types and the complexity of charitable gift laws, members are encouraged to seek legal or other expert counsel as needed when developing gift agreements.

  • Advancement Services
  • Fundraising
Samples

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  • Learning
      • In-Person Events
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      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
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    • 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! 

  • Give to CASE
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