Skip to main content

CASE

CASE

Main Menu

  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    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
    • Bookstore
    • 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
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • 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
    • Career Central
    • 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! 

  • Give to CASE
  • Log in
  • Alerts

    You must login to see your alerts.

  • Search
  • Shopping Cart
Alerts

You must login to see your alerts.

Shopping Cart

Breadcrumb

  1. Home
Resources

Resources & Articles

  • Library
  • Currents Magazine
  • Bookstore
  • Educational Partners Directory
  • Newsroom
  • Public Policy
  • All Resources
Filter By:

Topic

  • CASE 50th(25)
  • Alumni Engagement(12)
  • Accessibility & Belonging(6)
  • Data & Metrics(5)
  • Personal/Professional Development(3)
  • Community Colleges(3)
  • Campaign Strategies(2)
  • Donor Relations & Stewardship(2)
  • Independent Schools(2)
  • Data Analysis(2)
  • Data(2)
  • Crisis Communications(2)
  • Data Visualization and Storytelling(1)
  • Machine Learning and Artificial Intelligence(1)
  • Volunteer Management(1)
  • Signature Events(1)
  • Research and Data(86)
  • Trustees(1)
  • Advancement Services(267)
  • Alumni Relations(390)
  • Financial Management(94)
  • Communications & Marketing(445)
  • Event Planning(126)
  • Fundraising(639)
    • Annual Giving(54)
    • Athletics(14)
    • Campaigns(91)
    • Corporate & Foundation Relations(25)
    • Donors(154)
    • Faculty & Staff(95)
    • Fundraising Methods(122)
    • Gift officer metrics(19)
    • Grants(22)
    • International fundraising(19)
    • Major gifts(63)
    • Online fundraising & giving(51)
    • Organization & Planning(40)
    • Planned giving(30)
    • Principal gifts(23)
    • Student philanthropy(18)
  • Organization & Management(596)
Show more

Sector

  • 4 Year Private(11)
  • Independent Schools(6)
  • 4 Year Public(11)
  • International Schools(5)
  • Liberal Arts(9)
  • Community College(10)
  • 2 Year Colleges(9)
  • Higher Education(24)
  • College and University Foundations(12)
  • K-12(11)
  • Other Non Profit(7)
Show more

Region

  • Africa(6)
  • Asia-Pacific(10)
  • Europe(11)
  • Latin America(6)
  • Middle East(6)
  • US/Canada(16)

Resource Type

  • Samples(2)
  • Subject Guide(4)
  • White Paper(1)

Article Type

  • Currents(6)
  • News Release(1)
  • Article(14)
  • CASE News(1)
  • Blog Post(3)
  • Advocacy Update(1)

Publication Type

  • Currents Magazine(10)
  • BriefCASE(4)

Resource Series

  • SERIES: Subject Guides(4)
  • U.S. Advocacy & Policy Resources(2)

Language

30 Results Found
  • Clear all filters
  • Planned giving
May 1, 2017

Voices: Live-In Liability?

What Members Are Thinking and Sharing

What Members Are Thinking and Sharing

  • Alumni Relations
  • Communications & Marketing
  • Fundraising
Article
January 1, 2017

Relationship Status

The gift officer has left. Can the donor’s partnership with the institution survive?

Turnover can be costly. When a donor’s key contact leaves—whether it’s the president or development officer—the donor’s relationship with the institution is disrupted. The result? Delayed or decreased giving.

  • Fundraising
  • Faculty & Staff
  • Gift officer metrics
Article

Charitable Giving to Universities in Australia and New Zealand Survey

This report highlights trends in philanthropic giving within the sector, based on analysis done on data collected from 23 institutions in Australia and 1 institution in New Zealand, provided for 2013, 2014 and 2015. 

  • Donors
  • Fundraising Methods
  • Online fundraising & giving
White Paper

Subject Guide: Gift Officer Metrics

The CASE Library has developed this collection of articles, white papers and other resources about gift officer metrics and return on investment. 

  • Fundraising
  • Gift officer metrics
  • Major gifts
Subject Guide
January 1, 2015

What’s the Deal with Donor-Advised Funds?

Some universities gladly manage donors’ charitable giving. Others don’t want that much control.

For any college or university, receiving $200 million is a dream come true. So when the University of California, Los Angeles, received that amount from casino mogul Kirk Kerkorian in 2011, officials named the new entity in charge of those assets—you guessed it—the Dream Fund.

  • Gift Processing
  • Financial Management
  • Endowment management
Article

Sample Collection: Gift Officer Metrics & Reporting

The CASE Library maintains this sample collection of fundraiser metrics documents. The samples were generously contributed by CASE members. 

  • Fundraising
  • Gift officer metrics
  • Major gifts
Samples

Fundraising Fundamentals

The online resource for development and fundraising activities in education.

  • Advancement Services
  • Stewardship
  • Wealth Screening

Estate Tax

During the past two decades, bequests have represented between 18 and 25 percent of all personal giving received by educational institutions.

  • Planned giving
  • Legal, Regulatory & Postal Issues

Senators Introduce Legacy IRA Act

Senators Kevin Cramer (R-ND) and Debbie Stabenow (D-MI) recently introduced the Legacy IRA Act of 2019 (S. 1257(link is external)).

  • Planned giving
  • Legal, Regulatory & Postal Issues
Advocacy Update

IRA Charitable Rollover

The IRA charitable rollover allows eligible donors to exclude up to $100,000 per year in IRA gifts from their ordinary taxable income, removing these negative tax consequences.

  • Planned giving
  • Legal, Regulatory & Postal Issues

Pagination

  • First page <<
  • Previous page <
  • Page 1
  • Page 2
  • Current page 3
Need help finding resources?
Ask a librarian

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet (link is external)
Connect with CASE
  • Facebook (link is external)
  • Twitter (link is external)
  • LinkedIn (link is external)
  • Instagram (link is external)

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close
  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    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
    • Bookstore
    • 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
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • 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
    • Career Central
    • 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! 

  • Give to CASE
  • Log in

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent