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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

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: Special Event Planning

The CASE Library compiled this collection of special events materials including invitations, programs, videos, planning guides, checklists, and assorted other materials. 

  • Event Planning
  • Anniversaries
  • Commencement
Samples

Sample Collection: Homecomings & Reunions

The CASE Library maintains this collection of online samples for all CASE members. It includes examples of homecoming and reunion planning and communications materials as well as CASE Circle of Excellence Award winning examples from the alumni relations and special event categories.

  • Alumni Relations
  • Engagement
  • Young alumni
Samples

Subject Guide: Presidential Transitions

The CASE Library has prepared this collection to help advancement professionals plan for and move through a transition.

  • Communications & Marketing
  • Magazines & Publications
  • Public Relations
Subject Guide
Our Educational Partners offer a range of additional resources and services
Learn More

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: Alumni Association Board Documents

The CASE 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.

  • Alumni Relations
  • Alumni volunteers
  • Organization & Management
Samples
Today's Transformational Gifts
July 1, 2021

Today’s Transformational Gifts

How key gifts shape campus communities in sometimes unexpected ways—and what advancement professionals can learn from “surprise” philanthropy

Here’s a look at how four key gifts—including MacKenzie Scott’s surprise philanthropy—shaped four very different institutions. Advancement professionals share what made these gifts transformational: how they impacted students, alumni and donor experiences, and staff priorities.

  • Fundraising
  • Fundraising Methods
  • Principal gifts
Feature
May 1, 2021

Equity Q&A: Paul Pribbenow

The president of Augsburg University speaks about his institution’s long-running commitment to inclusion and equity, how the past year has brought more urgency, and the crucial role of advancement

The president of Augsburg University speaks about his institution’s long-running commitment to inclusion and equity, how the past year has brought more urgency, and the crucial role of advancement.

  • Communications & Marketing
  • Crisis Management
  • Online Communications & Marketing
Currents
DEI
March 1, 2021

Awareness to Action

Advancement leaders have an imperative and opportunity to make progress on diversity, equity, and inclusion—first with assessment and understanding, then action with accountability

In too many organizations, advancement is lagging on diversity, equity, and inclusion when it should be leading—and leading proactively. To build inclusive cultures and achieve real success in DEI objectives, advancement teams have to move from awareness to assessment to understanding. It's action with accountability. In this book excerpt, Angelique Grant and Ronald J. Schiller share key steps for leaders to do that.

  • Alumni Relations
  • Engagement
  • Communications & Marketing
Feature

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    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! 

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