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  • Turnover & Retention

Sample Collection: Succession Planning Guides

This collection includes examples of succession planning guides, toolkits and other materials to help plan and prepare for employee transitions.

  • Organization & Management
  • Human Resources
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Samples
Abstract of person in thought
March 1, 2022

When Major Gift Officers Ask: Should I Stay or Should I Go?

How compassion retains fundraising talent and promotes workplace satisfaction

Major gift officers in university advancement voluntarily leave their positions for similar roles at other institutions at an alarmingly high rate—once every 18 months, on average. But workplace compassion can help retain fundraisers, according to research. Here’s how advancement leaders can create positive change to increase team members’ satisfaction and retain talented gift officers. 

  • Fundraising
  • Major gifts
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Feature
Stemming the Tide teaser
March 1, 2022

Stemming the Tide

Why advancement professionals are leaving amid the “Great Resignation”—and what will keep them on board

Spurred by the pandemic, millions of people have quit or changed jobs in 2020 and 2021. How has the “Great Resignation” impacted higher education? It’s led many advancement professionals to consider work-life balance, workplace flexibility, pay, and stability. Now, institutions are realizing the pre-pandemic status quo needs a serious overhaul if they are going to stem the tide of people leaving the sector.

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Feature
November 1, 2021

3 Ways to Make the Workplace Better for Disabled Colleagues

Disability inclusion at work is about more than hiring people with disabilities. An inclusive workplace offers employees with disabilities an equal opportunity to succeed, to learn, to be compensated fairly, and to advance.

  • Diversity & Inclusion
  • Turnover & Retention
Article
October 18, 2021

4 Strategies to Keep Staff During the Great Resignation

Organizations can focus their efforts to equip managers to lead in an inclusive way that drives sustained impact, change, and results in changing times.  

  • Management
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Article
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DEI
March 1, 2021

Awareness to Action

Advancement leaders have an imperative and opportunity to make progress on diversity, equity, and inclusion—first with assessment and understanding, then action with accountability

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.

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Feature

Advancement Resource Catalog

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. 

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Graphic header for Culture of Accountability article
July 1, 2020

A Culture of Accountability

Why expectations, standards, and common purpose are more important than ever to institutions’ success

Healthy accountability is at the core of successful advancement enterprises, but establishing and nurturing a culture of positive accountability can be difficult. Leaders have to be willing to have difficult conversations and find a way to promote performance metrics that empowers employees, avoids micromanagement and leverages an institution’s strategic goals and mission. Team members need to feel like they can rely on their peers and have difficult, even vulnerable, conversations. And individuals must have a clear understanding of expectations and the confidence that all employees are being held to the same standard. 

  • Organization & Management
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Currents
Library with spokes of reader tables and center info desk
December 18, 2019

CASE Library’s ARC is a One-Stop Shop for Advancement Research

Recent resources include subject guides on data privacy, controversial gifts

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.

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Article
November 20, 2019

Confronting Diversity and Inclusion’s Complexities

Minority Advancement Institute panel explores priorities and problems

Minority Advancement Institute panel explores priorities and problems.

  • Diversity & Inclusion
  • Leadership
  • Strategic Planning
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    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

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    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.  

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    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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

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    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
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    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. 

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