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.

The sample collection includes brochures, case statements, newsletters, links to planned giving websites and a small selection of planned giving initiatives that have won CASE Circle of Excellence Awards.

The CASE Library has compiled this sample collection of successful fundraising publications and initiatives.

In U.S. News and World Report, Cara Giacomini shares key alumni engagement trends and how community drives alumni to give.

Scholars of philanthropy predict that in the coming decades, trillions of dollars of wealth will pass from older to younger generations. Although projections vary, a significant portion of this Great Wealth Transfer is expected to go to nonprofit organizations. This resource collection shares articles and reports on wealth transfer estimates and advice for fundraisers.

This collection aims to introduce the various types of planned gifts and offer resources on trends, best practices, policies and procedures. In addition to articles, white papers and research, we've listed books that provide a broader overview of planned giving programs.

Sports rivalries in higher education and among independent schools foster advancement opportunities 

How advancement draws on athletics to communicate with constituents, motivate alumni, and speak to a greater mission—even in an era when the sports environment has changed radically

In North America, the beginning of the fall semester has been rife with controversy, COVID-19 outbreaks, and an increased focus on health and safety. How are advancement professionals adapting to the situation, what about their job duties has changed, and how are they balancing the short-term needs of constituents with the long-range goals 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.