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 maintains this online collection of endowment policies and communications samples.

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

Donors and fundraisers have unique perspectives. Through carefully cultivated relationships, they come together with a shared vision. Here, a seasoned advancement professional and a long-time philanthropist share their perspectives on what makes for a fruitful relationship. 

Advancement professionals are diligently focusing on DEIB initiatives within their teams.  And more and more of them are beginning to look outward as well. Two advancement professionals with wide experience working in the DEIB space offer practical strategies to more effectively identify, involve, solicit, and steward alumni of color.

Advancement leaders from three community colleges share how they reorganized, strategized, and adapted in 2020 to continue to support the missions of their institutions.

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. 

Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future. 

The CASE Library receives questions about major gift programs, such as how to start programs from scratch, portfolio management, performance metrics and major gifts trends. This collection aims to introduce the various types of major gifts and offer resources on trends, best practices, policies, and procedures. In addition to articles and white papers, we've listed books that provide a broader overview of major gift programs.

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.