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  • Fundraising

Sample Collection: Prospect Management Policies & Initiatives

The CASE Library has compiled this sample collection of prospect management policies and procedures. Prospect management policies outline procedures on prospect assignments and the movement of prospects through the stages of the development cycle.

  • Advancement Services
  • Wealth Screening
  • Data Mining
Samples

Sample Collection: Young Alumni Engagement

The CASE Library maintains this collection of young alumni samples. It includes samples from awards programs, advisory boards and councils, young alumni giving initiatives, and events and alumni programming. Materials from the CASE Circle of Excellence Awards are included as available.

  • Alumni Relations
  • Affinity groups
  • Young alumni
Samples

Sample Collection: Campaign Case Statements

The Library compiled this collection to assist members who are planning a campaign. It represents a variety of campaign types and goals from higher education institutions and independent schools, including several that won CASE Circle of Excellence Awards.

  • Advancement Services
  • Development Communications
  • Communications & Marketing
Samples

Sample Collection: Annual Giving

The CASE Library maintains this collection of online samples for all CASE members. It includes examples of annual fund campaigns, as well as different types of challenge and young alumni campaigns and solicitation samples. CASE Circle of Excellence Award winning programs in the annual giving and fundraising publications categories are also included.

  • Fundraising
  • Annual Giving
Samples

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: Student Philanthropy

The CASE Library has created this collection to help members develop programming to teach students about the importance of private support for their institutions and encourage student giving.

  • Fundraising
  • Student philanthropy
Samples
November 20, 2024

Comprehensive Annual Asks and the Chutes and Ladders of Philanthropy

A simple fundraising process that is a win-win for schools and donors

Creating a comprehensive ask for annual fund gifts is beneficial for both schools and donors. By doing so, families can understand the reasons for giving and schools can reduce staff time by having one ask instead of multiple throughout the year. Having conversations with donors regarding the ask can also inform future giving success. 

  • Fundraising
  • Annual Giving
Article

Sample Collection: Small Teams

The CASE Library has created this sample collection to support small advancement teams. Learn how educational institutions are raising money and engaging constituents in spite of limited staff, resources, and/or time. These samples are drawn from the CASE Circle of Excellence Awards Program's "On A Shoestring" and "categories. 

  • Advancement Services
  • Stewardship
  • Alumni Relations
Samples
Photo of various Campus Buyer Guides in physical copies of Currents magazine
November 1, 2024

Campus Buyers Guide: November - December 2024

Listing of advancement companies, consultants, and software.

  • Research and Data
  • Advancement Services
  • Alumni Relations
Department
NISTree_Teaser
November 1, 2024

Saving an Iconic and Historic Tree

The NIST International School launched a successful campaign to relocate a campus cultural landmark

A towering tree at the entrance to the NIST International School in Bangkok, Thailand, has welcomed students to the school since it opened in 1992. When the school had to relocate the tree in 2022, it initiated a campaign built around sustainability and community.

  • Alumni Engagement
  • Fundraising
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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
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      • Sample Submission Guidelines
    • Currents Magazine
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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
      • 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
      • CASE Media Kit
    • 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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