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 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.

Diverse, inclusive teams are more productive, more innovative, and more likely to retain and recruit talent. Advancement leaders who want to move the needle on inclusion at their organizations can turn to CASE’s Advancement Inclusion Index. The Index—a first-of-its-kind assessment tool—was just recognized with a Power of Associations Award from ASAE. Learn more.

CASE@Campus, a cost-effective learning opportunity for CASE members, relaunched in June 2024 with a new cohort of CASE Fellows.

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.

Advancement professionals are diligently focusing on DEIB initiatives within their teams.  And more and more of them are beginning to look outward as well. Two advancement professionals with wide experience working in the DEIB space offer practical strategies to more effectively identify, involve, solicit, and steward alumni of color.

Across Circle of Excellence Awards categories, women-focused themes emerged. Here are five winning entries that highlight, uplift, and celebrate women through compelling storytelling.

Following the pandemic, in-person events returned to campuses in 2022 with renewed spirit, innovation, bold plans, and a greater emphasis on return on investment.

Annual giving days are a top tool for independent schools seeking to hit fundraising goals. But for many schools, planning and executing successful giving days is no easy feat.