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  • Volunteer Management
  • Presidential Transitions

CEO Transition Checklist

Developed by the CASE Commission on Communications & Marketing, this CEO Transition Checklist walks advancement shops through the process of bringing in a new executive under both optimal and non-optimal conditions.

  • Communications & Marketing
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Checklists
Face of youn black woman with short natural hair and overlay of headshot of female HBCU Presidents
March 1, 2019

Changing Herstory

A wave of female presidents is turning a new chapter at America’s historically black colleges and universities

As a growing number of women lead America's HBCUs their presence is forcing conversations related to gender equality in academia.

  • Organization & Management
  • Diversity & Inclusion
  • Human Resources
Currents

Subject Guide: Succession Planning & Knowledge Retention

The CASE Library has developed this collection for members who are interested in planning for employment transitions, including resources on succession planning and knowledge retention. 

  • Organization & Management
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Subject Guide
March 1, 2019

Women HBCU Presidents Forge a New Path

Women HBCU Presidents Forge a New Path

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  • Diversity & Inclusion
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Article
May 1, 2016

A Gift for Ideas (and Ideas for Gifts)

Whether climbing mountains or crafting wine, Chapman University President James Doti infuses philanthropy into his interests and passions

Whether it's dangling from a precarious crevice atop one of the world's tallest mountains or pushing through mile 25 of a marathon, 69-year-old James Doti gets his best ideas off campus. Since Doti became president of California's Chapman University in 1991, the institution has risen to third in a U.S. News & World Report ranking of student selectivity, and its endowment has increased from $25 million to $300 million.

  • Gift Processing
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Article
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Screenshot from Zoom Meeting - Panel of three volunteers and Sean
July 3, 2024

Member Profile: Volunteer Panel Interview

In our 50th anniversary year, we explore the integral support given by the CASE volunteer community.

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. 

  • CASE 50th
  • Volunteer Management
  • Stewardship
Member Story
Teaser image for Interim Leadership
July 1, 2021

Interim Leadership

Assessing interim roles across higher education

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.   

  • Fundraising
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Feature
photo of leaders climbing ladders
July 1, 2019

Advancing to the Top

How professionals from advancement fields found their way to the corner office

No longer can the college or university president be simply a learned extension of the academic enterprise itself; today’s president has to be chief fundraiser, spokesperson, alumni cajoler, and enrollment advocate. Today’s president, before everything else, is an advancement officer.
 

  • Alumni Relations
  • Fundraising
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Currents
Thumbnail
January 1, 2019

A President's First Year

How a liberal arts college president is cultivating campus relationships and making his new institution home

Understanding the people and places that make up an institution's community is a challenge for any new college president. Here's the story of how one newly minted college president cultivated campus relationships and made his new institution home.

  • Communications & Marketing
  • Organization & Management
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Currents
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

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    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.

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    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
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      • Latin America
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    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
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      • Become a Host Institution
      • Intern Spotlight
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      • 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
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      • Washington D.C.
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      • Mexico City
      • Singapore
      • Senior Staff Listing
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    • Giving to CASE
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
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    • 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
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    • 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! 

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