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.

Combining data and storytelling in meaningful ways can be a challenge in advancement. Let the following key concepts of data-driven storytelling be your guide—and see how other teams have applied them to reach their donors, alumni, and other key stakeholders.  

From tracking alumni engagement to presenting fundraising data to leadership, dashboards are creatively solving problems and making day-to-day work more efficient for advancement professionals. Here, five Circle of Excellence Award-winning dashboard creators provide a deep dive into the origins, execution, and successes of these projects. 

Advancement professionals share stories of data in action. They are using the metrics and insights that come from participating in CASE’s industry-leading surveys to set strategy and goals, benchmark against peers, target constituent groups, enhance programming, meet campaign goals, and add new staff.

In fall of 2016, the CASE Commission on Alumni Relations created the Alumni Engagement Metrics Task Force to address the need for an industry-wide framework to measure alumni engagement. The result was the Alumni Engagement Metrics survey, CASE’s first truly global survey. Now, with results from three years of AEM, advancement professionals who work in alumni relations are benefiting from measuring their results in four areas: volunteerism, experiential, philanthropic, and communication. The ability to document positive outcomes is already elevating the profession. In this article, we hear from CASE members who participated in AEM and how it is changing their work for the better. 

Many agree that collecting, storing, and analyzing qualitative data is vital to advancement’s growth and an important balance to departments’ continually growing quantitative data capabilities. But is there a method that’s scalable? How can advancement professionals work with data that is, by its definition, difficult to measure? 

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. 

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.

For members seeking information on a variety of advancement topics, the CASE Library’s Advancement Resource Catalog provides a central stop for resources on topics including campaign planning, engaging non-traditional alumni, and the latest research in the world of advancement.

Data. Everyone is collecting it—from small, independent schools to huge, public universities. As an advancement professional, you can expect to spend at least part of your day dealing with numbers or reporting in some capacity. Here, we tackle five red flags and misunderstandings that arise over and over again.