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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

Subject Guide: The Role of Presidents and Heads of School in Fundraising

Leaders of higher education institutions and independent K-12 schools have seen their fundraising responsibilities grow over time. To help members meet these challenges, the CASE Library has created this resource collection on how presidents and heads of school can develop their fundraising skills and collaborate with advancement staff. 

  • Fundraising
  • Campaigns
  • Fundraising Methods
Subject Guide
Communications That Build Partnerships teaser
November 1, 2024

Communications That Build Partnerships

A playbook for corporate relations professionals

Relationships with corporate partners follow the same cycle as donors: qualification, cultivation, solicitation, and stewardship. At each stage, communication is key. Use these strategies to develop effective written materials for corporate partners. 

  • Fundraising
  • Fundraising Methods
Feature

Sample Collection: Planned Giving

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.

  • Fundraising
  • Planned giving
Samples

Subject Guide: Donor-Advised Funds (DAFs)

Donor-advised funds (DAFs) have become an increasingly significant source of donations for institutions of all kinds. The CASE Library has created this collection to explain the growing importance of this giving vehicle and how institutions can make the most of its new prominence.

  • Gift Processing
  • Fundraising Methods
Subject Guide
Our Educational Partners offer a range of additional resources and services
Learn More
May 21, 2024

Spotlighting How and Why Alumni Engage

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

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

  • Alumni Engagement
  • Fundraising
  • Online fundraising & giving
News Release

Subject Guide: Wealth Transfer

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.

  • Advancement Services
  • Prospect Research
  • Fundraising
Subject Guide
Story Telling teaser
May 1, 2024

Harnessing the Narrative

How to engage your students, alumni, and donors through the seven basic plots of storytelling

This article is based on a well-known theory that every story ever told follows one of seven basic plots. By understanding and embracing these plots, we can craft stories that will inspire our advancement audiences to: engage, attend, apply, accept, volunteer, mentor, donate!

  • Communications & Marketing
  • Fundraising Methods
Feature

Subject Guide: Cryptocurrency

Cryptocurrency giving is a growing area of philanthropy, and many educational institutions are wondering how or whether to accept these gifts. The CASE Library has created this collection to share resources on cryptocurrency donation trends and gift acceptance practices.

  • Advancement Services
  • Gift Processing
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Subject Guide
Currents November-December 2023 Talking Shop Emanuel Diaz Miranda
November 1, 2023

Talking Shop: Emanuel Diaz Miranda

"Storyraising:" fundraising based on storytelling

Emanuel Diaz Miranda, Head of Content Marketing at IE University in Madrid, Spain, shares his career journey to advancement, the work he's doing to inspire people to think differently, and the behind-the-scenes of his Barbie-themed presentation at the CASE Europe Annual Conference.

  • Fundraising Methods
Department

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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 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
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    • Global Individual Achievement Awards
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    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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    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
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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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    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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