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Sample Collection: Endowment Reports

The CASE Library maintains this online sample collection of endowment reports for all CASE members.

  • Advancement Services
  • Stewardship
  • Financial Management
Samples

Subject Guide: Endowment Management

The CASE Library has developed this resource collection in response to questions on aspects of endowment management. It features articles and other resources on managing and communicating about endowments, as well as reports and white papers on endowments trends and data.

  • Financial Management
  • Endowment management
  • Organization & Management
Subject Guide

Sample Collection: Endowment Management

The CASE Library maintains this online collection of endowment policies and communications samples.

  • Financial Management
  • Endowment management
Samples
February 1, 2019

Endowments: Where Does the Money Go?

As we seek to debunk the many myths about endowments, advancement professionals can leverage data and storytelling to connect the dots between gifts and beneficiaries.

  • Financial Management
  • Endowment management
Advocacy Update
Myths
January 1, 2019

Debunking 5 Myths about Endowments

Republicans and Democrats at both the federal and state levels have proposed taxing endowments or mandating how endowed funds are spent. One such proposal has actually become law.

  • Financial Management
  • Endowment management
Advocacy Update
Our Educational Partners offer a range of additional resources and services
Learn More

Increasing Diversity in University Advancement: Lessons from Leading Development Programs

This whitepaper examines the current state of diversity among development staff at colleges and universities. 

  • Advancement Services
  • Diversity & Inclusion
  • Human Resources
White Paper

Sample Collection: College and University Foundation Board Documents

The Library maintains this collection of board materials including bylaws, board roles and responsibilities, committee structures and responsibilities, nomination and orientation material, and assorted other documents. The pages linked below are arranged by document type, then alphabetically by institution.

  • Alumni Relations
  • Alumni volunteers
  • Organization & Management
Samples

Sample Collection: Economic and Community Impact Reports

The CASE Library created this collection to of sample economic and community impact reports to assist institutions that want to convey their value to the public. This collection helps to continue the conversation of the CASE panel "Claiming Our Story: The Imperative for Higher Education" that took place at American University in Washington, D.C. on March 9, 2018. 

  • Communications & Marketing
  • Magazines & Publications
  • Public Relations
Samples

Sample Collection: Donor Surveys

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

  • Advancement Services
  • Stewardship
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Samples
Cultivating Impact
May 1, 2025

Cultivating Impact

Simultaneous campaigns yield public-private partnerships at Heartland Community College

Two simultaneous public-private partnership campaigns at Heartland Community College (Illinois, U.S.) yielded innovative new agriculture and manufacturing facilities. 

  • Fundraising
  • Campaigns
Advance Work

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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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