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  • Financial Management
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Subject Guide: Gift Officer Metrics

The CASE Library has developed this collection of articles, white papers and other resources about gift officer metrics and return on investment. 

  • Fundraising
  • Gift officer metrics
  • Major gifts
Subject Guide

Development Metrics for Small Shops

By Carrie Collins and Necie Liggeons 

  • Advancement Services
  • Fundraising
Book

Sample Collection: Gift Officer Metrics & Reporting

The CASE Library maintains this sample collection of fundraiser metrics documents. The samples were generously contributed by CASE members. 

  • Fundraising
  • Gift officer metrics
  • Major gifts
Samples

2005 E-mail Solicitation Survey

This survey, the third of its kind, looks at e-mail solicitation trends. It evolved into the 2009 CASE Survey of Online Fundraising.

  • Online Communications & Marketing
  • Fundraising
White Paper
May 1, 2017

Getting Your Metrics System to Work for You

From 2012 to 2016, Reggie Bustinza and Joe Volin were tasked with tracking engagement for the nearly 37,000 alumni at Lewis University in Illinois.

A good alumni engagement metrics system needs to be easy, efficient, and effective. 

  • Data Mining
  • Alumni Relations
  • Affinity groups
Article
Our Educational Partners offer a range of additional resources and services
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CASE Insights on Advancement Metrics that Matter (United States)

CASE Insights on Advancement Metrics that Matter (United States) in partnership with GiveCampus is the first survey in a new series that gathers insights on topical and timely issues from individuals working in advancement with the aim of supplementing data collected in our annual benchmarking surveys.

  • Research and Data
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Survey Result
VSE Key Findings 2020-21 Cover

Voluntary Support of Education Data & Research Findings

CASE publishes research findings based on the results of the Voluntary Support of Education (VSE) Survey and offers access to the survey data through its AMAtlas Data Miner resource.

  • Fundraising
Survey Result

Benchmarking Investments in Advancement: Results of the Inaugural CASE Advancement Investment Metrics Study (AIMS)

The inaugural Advancement Investment Metrics Study, or AIMS, benchmarked investments and staffing in each of the advancement disciplines (advancement services, alumni relations, communications and marketing, fundraising and advancement management) as well as the return on the investment in fundraising specifically.

  • Advancement Services
  • Alumni Relations
  • Communications & Marketing
White Paper
A lightbulb graphic

CASE Insights Data Portal

The benchmarking tools in the data portal will allow you to measure success and progress through the results of surveys on fundraising and alumni engagement.

  • Financial Management
  • Endowment management
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Survey Result
Answering the Call for Connection Teaser
May 1, 2025

Answering the Call for Connection

Kent State University turns a struggling phone center into a thriving alumni engagement center

Kent State University transformed its phone center into a multichannel Alumni Engagement Center that’s revitalized the way it interacts with constituents. The new center has enriched relationships with alumni, friends, and partners—transitioning from transactional to transformational partnerships. Here’s how it works.  

  • Alumni Engagement
  • Fundraising
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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
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    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
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    • Global Individual Achievement Awards
    • Independent School Awards
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      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
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    • 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.

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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

    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
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    • CASE Membership Primary and Secondary Coordinators
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    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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