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Subject Guide: Integrated Advancement

During the October 2013 meeting of the CASE Commissions, all three commissions participated in a joint discussion on the topic of integrating the advancement disciplines. Given the interest in the discussion and questions we've received, the CASE Library has prepared a collection of resources on this topic.

  • Advancement Services
  • Alumni Relations
  • Communications & Marketing
Subject Guide
January 1, 2015

What’s the Deal with Donor-Advised Funds?

Some universities gladly manage donors’ charitable giving. Others don’t want that much control.

For any college or university, receiving $200 million is a dream come true. So when the University of California, Los Angeles, received that amount from casino mogul Kirk Kerkorian in 2011, officials named the new entity in charge of those assets—you guessed it—the Dream Fund.

  • Gift Processing
  • Financial Management
  • Endowment management
Article

Sample Collection: Memoranda of Understanding

The CASE Library has compiled this online sample collection of MOUs. 

  • Financial Management
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  • Management
Samples

Sample Collection: Gift Officer Metrics & Reporting

The CASE Library maintains this sample collection of fundraiser metrics documents. The samples were generously contributed by CASE members. 

  • Fundraising
  • Gift officer metrics
  • Major gifts
Samples
July 1, 2011

La palabra con B

¿Los bonos son una buena manera de atraer y motivar a los recaudadores de fondos?

Una palabra que los involucrados en el mundo de la recaudación de fondos para educación no se atrevían a decir, ahora los bonos están menos prohibidos, aunque aún no se han adoptado universalmente.

  • Fundraising
  • Organization & Management
  • Management
Article

Performance Management Maturity Model: Raising the Bar of Fundraising Performance

Higher education development professionals face increasing demand for greater levels of success.

  • Leadership
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  • Presidential Transitions
White Paper

Fundraising Fundamentals

The online resource for development and fundraising activities in education.

  • Advancement Services
  • Stewardship
  • Wealth Screening
The Evolving Role of the Communications Professional

The Evolving Role of the Communications Professional

Communications duties are expanding to include change management and helping stakeholders become more comfortable in an era that is anything but

Communications professionals are increasingly finding themselves charged with leading change processes for new initiatives or projects. Here's a look inside change management and how it can help institutions thrive.

  • Communications & Marketing
  • Organization & Management
  • Leadership
Feature

How to Make a Good First Impression

Whether you are about to address a crowd or meet a new colleague, you always want to make a good first impression. Since many people make flash judgments the first time they meet someone new, making a good impression can help you to be perceived in a better light.

  • Management
Article

Advancement Angle: Questions for a New Year

Make room for belonging in 2022

Breaking down the "belonging" element of diversity, equity, inclusion, and belonging, and examining ways it can fit into community college advancement.

  • Diversity & Inclusion
  • Leadership
  • Management
Article

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    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.

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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
    • 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
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    Educational Partners

    Educational Partners

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

  • Talent
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      • Become a Host Institution
      • Intern Spotlight
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      • Asia-Pacific
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      • 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
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      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
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    • 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
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    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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