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.

The CASE Library compiled this collection of presidential transition planning documents, communications about presidential transitions, and inauguration websites and collateral to assist members who are undergoing a presidential or head of school transition.

The CASE Library has prepared this collection to help advancement professionals plan for and move through a transition.

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 landscape of interim leaders is varied, but there are some commonalities across the position such as the increasing likelihood that interims will be expected to act as change agents for the institution.   

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. 

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.

For members seeking information on a variety of advancement topics, the CASE Library’s Advancement Resource Catalog provides a central stop for resources on topics including campaign planning, engaging non-traditional alumni, and the latest research in the world of advancement.