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 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.

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.

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.

Here’s a look at how four key gifts—including MacKenzie Scott’s surprise philanthropy—shaped four very different institutions. Advancement professionals share what made these gifts transformational: how they impacted students, alumni and donor experiences, and staff priorities.

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.

The CASE Library has developed this resource collection on solicitation and the ask. It features books and articles that outline methods and recommended practices for asking for gifts in person, in writing (online and direct mail), and over the phone.