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  • Independent Schools
  • Annual Giving

Subject Guide: Year-End Fundraising

The CASE Library has developed this resource collection on year end fundraising to assist members with campaign planning, writing appeals, and end of year stewardship.

  • Advancement Services
  • Fundraising
  • Annual Giving
Subject Guide
July 31, 2024

Let’s Learn and Connect!

Mark your calendars for fall conferences, workshops, and discussions unique to our community

Soon we’ll be starting a new school year. As you enjoy the last bits of summer, and begin to plan for the fall, be sure to make time for your own professional development. CASE provides many unique opportunities for the schools community to learn and connect. Here’s what’s coming up!

  • Independent Schools
Article
October 1, 2016

Endowments Are Forever

And other messages to communicate about these vital funds

After a few volatile years following the financial crisis that ended in 2009, economic experts say the state of the U.S. economy is looking up. Financial markets have again reached record highs, and economic indicators are trending positive, but the average American family is less optimistic about its financial future amid concerns over college affordability. In a combustible election year full of populist rhetoric, candidates for both federal and state offices are decrying higher education's price tag and mounting student loan debt.

  • Financial Management
  • Endowment management
  • Fundraising
Article

Subject Guide: Advancement at Independent Schools

The CASE Library has developed a resource collection on advancement in independent schools. The collection offers information on general trends, advancement, alumni and parent engagement, communications and marketing, and fundraising. This collection also includes a guide to all the CASE Library's sample collections that feature sections for independent schools samples. We encourage you to visit the Schools hub for additional resources and news from CASE.

 

  • Advancement Services
  • Alumni Relations
  • Engagement
Subject Guide

‘Tis the Season: Annual Fund Predictions and What To Do Right Now

It’s the time of year for reflection and resolution and it’s also year-end giving season, so your advancement teams are working double time, wrapping up Giving Tuesday campaigns and thinking through those pledges and gifts they want to secure before December 31.

  • Annual Giving
Blog Post
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November 1, 2016

Revamping the Annual Fund

Boosting alumni participation requires a tailored design

Educational institutions famously undervalue the annual fund, perceiving it merely as a means to unrestricted funds, according to Lori Yersh, senior advisor to the vice president of advancement and external relations at Concordia University in Canada and an annual giving expert who has consulted at more than 120 educational and health care institutions in the U.S., Canada, and Europe.

  • Alumni Relations
  • Financial Management
  • Communications & Marketing
Article

Subject Guide: Emergency Aid Funds

The CASE Library has compiled these resources to help members navigate issues surrounding emergency aid funds.

  • Communications & Marketing
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Subject Guide

Subject Guide: Fundraising in a Crisis

The CASE Library has developed this resource collection on fundraising during a crisis or time of major change. It compiles resources on fundraising during the COVID-19/coronavirus pandemic as well as fundraising following economic recessions, disasters, institutional scandals, and other major events. It includes articles and books on how institutions can respond to crises and how they can become more resilient for the future.

  • Communications & Marketing
  • Crisis Management
  • Fundraising
Subject Guide
November 20, 2019

A Pipeline to the Profession

Oregon State’s residency program helps train new grads to work in advancement

Oregon State’s residency program helps train new grads to work in advancement

  • Annual Giving
  • Campaigns
  • Faculty & Staff
Article
phone in the trash
June 14, 2019

Dialing In a New Annual Fund Strategy

Inside Stanford University's decision to cut its telefund and take a different fundraising path

Inside Stanford University's decision to cut its telefund and take a different fundraising path.

  • Fundraising
  • Annual Giving
  • Donors
Blog Post

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    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
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    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
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    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
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    • 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.

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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
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    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
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    • CASE Membership Primary and Secondary Coordinators
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    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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