CASE Director of Volunteer Stewardship, Sean Schindl interviews accomplished CASE volunteers Ann-Marie Thornton, Emilie Henry, and Simon Fairbanks, who share their experiences and lessons learnt, as well as why they choose to be passionate CASE advocates. 

From tracking alumni engagement to presenting fundraising data to leadership, dashboards are creatively solving problems and making day-to-day work more efficient for advancement professionals. Here, five Circle of Excellence Award-winning dashboard creators provide a deep dive into the origins, execution, and successes of these projects. 

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

Advancement professionals share stories of data in action. They are using the metrics and insights that come from participating in CASE’s industry-leading surveys to set strategy and goals, benchmark against peers, target constituent groups, enhance programming, meet campaign goals, and add new staff.

The Library maintains this collection of board materials including bylaws, board roles and responsibilities, committee structures and responsibilities, nomination and orientation material, and assorted other documents. The pages linked below are arranged by document type, then alphabetically by institution.

In fall of 2016, the CASE Commission on Alumni Relations created the Alumni Engagement Metrics Task Force to address the need for an industry-wide framework to measure alumni engagement. The result was the Alumni Engagement Metrics survey, CASE’s first truly global survey. Now, with results from three years of AEM, advancement professionals who work in alumni relations are benefiting from measuring their results in four areas: volunteerism, experiential, philanthropic, and communication. The ability to document positive outcomes is already elevating the profession. In this article, we hear from CASE members who participated in AEM and how it is changing their work for the better. 

The CASE Library maintains this collection of board materials including bylaws, board roles and responsibilities, committee structures and responsibilities, nomination and orientation material, and assorted other documents.

Many agree that collecting, storing, and analyzing qualitative data is vital to advancement’s growth and an important balance to departments’ continually growing quantitative data capabilities. But is there a method that’s scalable? How can advancement professionals work with data that is, by its definition, difficult to measure? 

The president of Augsburg University speaks about his institution’s long-running commitment to inclusion and equity, how the past year has brought more urgency, and the crucial role of advancement.

In too many organizations, advancement is lagging on diversity, equity, and inclusion when it should be leading—and leading proactively. To build inclusive cultures and achieve real success in DEI objectives, advancement teams have to move from awareness to assessment to understanding. It's action with accountability. In this book excerpt, Angelique Grant and Ronald J. Schiller share key steps for leaders to do that.