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Sample Collection: Endowment Reports

The CASE Library maintains this online sample collection of endowment reports for all CASE members.

  • Advancement Services
  • Stewardship
  • Financial Management
Samples

Increasing Diversity in University Advancement: Lessons from Leading Development Programs

This whitepaper examines the current state of diversity among development staff at colleges and universities. 

  • Advancement Services
  • Diversity & Inclusion
  • Human Resources
White Paper

Stewardship Program Checklist

The CASE Stewardship Program Checklist, created in 2008 by the CASE commissions on alumni relations and philanthropy, and revised by the Commission on Philanthropy in 2013, is intended to help managers conduct internal self-assessments of stewardship programs.

  • Advancement Services
  • Stewardship
Checklists
DEI Teaser image
January 1, 2021

Diversity, Equity, and Inclusion in Action

How institutions are undertaking award-winning initiatives that celebrate diversity and build equitable and inclusive communities

How institutions are undertaking award-winning initiatives that celebrate diversity and build equitable and inclusive communities

  • Advancement Services
  • Alumni Relations
  • Communications & Marketing
Feature

Management Checklist for Development

The CASE Management Checklist for Development, created in 2005 and revised in 2013 by the CASE Commission on Philanthropy, is intended to help development managers conduct internal self-assessments of information and programs.

  • Advancement Services
Checklists
Our Educational Partners offer a range of additional resources and services
Learn More

Ethical Principles Behind the Acceptance of Gifts in Europe

A set of core principles were identified by CASE Europe, the Ross Group and the 1994 Group of Development Directors to provide guidance for European institutions regarding the acceptance of gifts.

  • Advancement Services
  • Wealth Screening
  • Gift Processing
Principles of Practice

Rise to the Challenges: Advice from Senior Leaders

Today’s senior leaders in advancement face the challenge of aligning their work to keep up with the changing landscape of higher education. We sat down with four leaders to explore big issues facing higher education.

  • Advancement Services
  • Alumni Relations
  • Communications & Marketing
Blog Post

Sample Collection: Gift Agreements

The CASE Library maintains this collection of sample gift agreements. Given the variety of gift types and the complexity of charitable gift laws, members are encouraged to seek legal or other expert counsel as needed when developing gift agreements.

  • Advancement Services
  • Fundraising
Samples

Sample Collection: Donor Surveys

This online sample collection of donor surveys was compiled by the CASE Library. 

  • Advancement Services
  • Stewardship
  • Development Communications
Samples

Subject Guide: Advancement at Independent Schools

The CASE Library has developed a resource collection on advancement in independent schools. The collection offers information on general trends, advancement, alumni and parent engagement, communications and marketing, and fundraising. This collection also includes a guide to all the CASE Library's sample collections that feature sections for independent schools samples. We encourage you to visit the Schools hub for additional resources and news from CASE.

 

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Subject Guide

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    CASE Academy

    CASE Academy

    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.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
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    • Educational Partners Directory
    • Newsroom
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    • All Resources

    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
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
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    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

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

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • 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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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
    • Membership Directory
    • 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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