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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

Sample Collection: Strategic Plans

The CASE Library maintains this collection of strategic plans for advancement for all CASE members.

  • Advancement Services
  • Stewardship
  • Alumni Relations
Samples

Sample Collection: Prospect Management Policies & Initiatives

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.

  • Advancement Services
  • Wealth Screening
  • Data Mining
Samples
Data Storytelling in Action teaser
November 1, 2024

Data Storytelling in Action

Using data, visualizations, infographics, and more to reach donors, alumni, and other stakeholders

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.  

  • Alumni Engagement
  • Data
  • Data Visualization and Storytelling
Feature

Sample Collection: Year-End Fundraising

The CASE Library maintains this collection of year-end fundraising samples for all CASE members.

  • Fundraising
  • Annual Giving
  • Organization & Planning
Samples
Our Educational Partners offer a range of additional resources and services
Learn More
Anniversary Reflections Teaser
September 1, 2024

Anniversary Reflections

A roundtable discussion on the future of advancement

CASE’s 50th anniversary is also a time to look to the future. Five advancement leaders share thoughts on the challenges ahead, along with what makes them optimistic in this roundtable discussion.

  • Accessibility & Belonging
  • CASE 50th
  • Data
Feature
Conference for Community College Advancement
July 27, 2023

Alumni engagement metrics that matter

Today’s school advancement professional needs to lean on data to maximize alumni engagement. Learn how to establish the metrics and methods that move the needle.

Today’s school advancement professional needs to lean on data to maximize alumni engagement. Learn how to establish the metrics and methods that move the needle.

  • Research and Data
  • Data Analytics
  • Data Visualization
Blog Post

Sample Collection: Fundraising Policies

The CASE Library has compiled a collection of fundraising policies including those on the coordination of fundraising activities, athletics fundraising, and fundraising for student organizations.

  • Fundraising
  • Organization & Planning
Samples

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

Subject Guide: Fundraising During a Recession

The CASE Library has developed this resource collection on fundraising in challenging economic conditions. 

  • Financial Management
  • Fundraising
  • Fundraising Methods
Subject Guide

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    CASE Academy

    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.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
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    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
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    • Schools
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    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
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      • Engage with CASE
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      • Industry Advisory Council
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    • CASE Multi-Cultural Network

    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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    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • 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
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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
    • Membership Directory
    • Membership Tutorial Videos

    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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