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.

This report is possible thanks to the 2024 Federal Funding Task Force. FFTF members are community college grant professionals who meet with federal program officers each year.

Following the U.S. elections in November 2024, the CASE Library has curated this selection of CASE content, news coverage, and commentary on how the incoming Trump Administration and new Congress are affecting the K-12, higher education, and nonprofit sectors.

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.

The CASE Library maintains this collection of online samples for all CASE members. These samples are available on higher education institution websites.

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.

The CASE Library has created this collection to provide information on the California Consumer Privacy Act and its impact on educational institutions. 

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 CASE Library has created this collection to assist members producing a Data Protection Impact Assessment (DPIA) as a requirement under the General Data Protection Regulation (GDPR). Additional resources are available in the Sample Collection: GDPR Initiatives and Policies.