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.

Combining data and storytelling in meaningful ways can be a challenge in advancement. Let the following key concepts of data-driven storytelling be your guide—and see how other teams have applied them to reach their donors, alumni, and other key stakeholders.  

CASE’s 50th anniversary is also a time to look to the future. Five advancement leaders share thoughts on the challenges ahead, along with what makes them optimistic in this roundtable discussion.

Kenneth Cooper, Executive Director of the Las Positas College Foundation and chair of the CCCA conference committee shares his reasons to attend the upcoming conference.

Meg Natter, CASE Director, Community Colleges and Foundations, invites you to join us at the Conference for Community College Advancement in Baltimore, Maryland this October.

Kenneth Cooper, Executive Director, Las Positas College Foundation, in Livermore, California, and Chair of the upcoming Conference for Community College Advancement, shares his passion for community college work, along with his thoughts on the challenges and opportunities ahead for the sector.

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.