n an effort to support member institutions' relationships with vendors whom they engage to provide alumni programs and services, the CASE Commission on Alumni Relations offers the following guidelines, approved by the commission in April 2008.

In the year and a half since GDPR went into effect, advancement professionals at educational institutions both inside and outside of the EU have learned a massive amount about how to move forward in a world of more robust privacy protection. And they know that this is only the beginning.

As we gear up for the Summit for Leaders in Advancement, we spoke with Peter Hayashida of the University of California, Riverside, about what it takes to be a leader in today’s advancement landscape and what he hopes attendees will take away from the event.

More than 700 advancement professionals and experts from around the globe gathered at CASE’s Summit for Leaders in Advancement in July to explore the issues shaping the future of advancement. Here are four key takeaways.

Real or apparent conflicts of interest, if not managed properly, can seriously undermine that trust.

The CASE Management Checklist for Alumni Relations is intended to help alumni managers conduct internal self-assessments of information and programs. 

The CASE Management and Governance Checklist for College and University Foundations is intended to provide guidance for foundation staff to consider, implement, and review the policies and procedures important to management and governance of their college or university foundation. 

The CASE Library maintains this sample collection of gift fee policies and FAQs. Some of the samples were generously contributed by CASE members. Others are available on institution websites.

The CASE Library compiled this collection of resources on ROI for fundraising to help members learn about metrics and related issues to consider. The collection links to articles that focus on the education sector, as well as those in journals and other sources that cover nonprofits generally.

Endowments are permanent funds from charitable gifts that offer colleges and universities the enduring stability to empower generations of students and shape our world's future.