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.

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.

Tracy M. Sweet, Chief Communications Officer, Phillips Academy, Andover, Massachusetts, U.S., talks shop about her school’s approach for when and how it responds to world events.

Whether it be a crisis on campus or a volatile world event, communication officers are under pressure to respond. The stakes of these statements have never been higher. Hear from seasoned education communicators on best practices and strategies, and the need to take a deep breath and fully assess the situation at hand.

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.

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 GPS Reports are a new initiative that will help CASE members maximize their use of survey data.

As we gear up for CASE’s Development for Deans and Academic Leaders: Winter Session in Fort Lauderdale, Florida, in February 2020, we spoke with faculty members Dale Wright and Rashid Bashir on the challenges facing academic leaders and their fundraising partners, leadership advice, and what they’re most looking forward to at the conference.