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  • Organization & Management

Subject Guide: Crisis Planning & Management

The CASE Library has gathered these resources to help members develop crisis management plans and communications strategies. This collection links to toolkits, books, articles, and webinars that share advice and recommended practices on how to respond to natural disasters, tragedies, scandals, and other crisis incidents. We also link to sample plans and policies.

  • Communications & Marketing
  • Crisis Management
  • Organization & Management
Subject Guide

Sample Collection: Workforce Planning

The CASE Library maintains this collection of online samples for all CASE members. It includes examples of diversity and inclusion plans, mission statements, and DEI priorities and initiatives within institutional advancement divisions.

  • Organization & Management
  • Ethics
  • Management
Samples

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
  • Strategic Planning
Samples

Subject Guide: Special Event Planning

The CASE Library frequently receives questions on special events, particularly on best practices for planning and executing an event and on measuring event success. In light of these requests, we have developed this resource collection with accompanying sample materials.

  • Alumni Relations
  • Alumni volunteers
  • Event Planning
Subject Guide

Subject Guide: Workforce Planning

The CASE Library has developed this resource collection which includes reports on demographic data and information on the recruitment, hiring, and retention of diverse staff.

  • Organization & Management
  • Diversity & Inclusion
  • Ethics
Subject Guide
Our Educational Partners offer a range of additional resources and services
Learn More

Subject Guide: Succession Planning & Knowledge Retention

The CASE Library has developed this collection for members who are interested in planning for employment transitions, including resources on succession planning and knowledge retention. 

  • Organization & Management
  • Human Resources
  • Leadership
Subject Guide
January 1, 2016

Putting Success in Succession Planning

Ohio State’s advancement head Michael Eicher shares why and how he grooms his senior staff for the ultimate position—his job

Succession planning is as prevalent in the corporate world as balance sheets and annual reports. Corporate boards want to keep business churning after the sudden departure of key executives, so identifying and grooming potential replacements is common practice. The concept hasn't taken off in advancement, but given the department's critical roles in building external relationships and generating resources, the topic is gaining traction.

  • Corporate & Foundation Relations
  • Organization & Management
  • Leadership
Article
Currents Sept/Oct19 Landing in a Tough Spot
September 1, 2019

Landing in a Tough Spot

Navigating the challenges of gifts of land

Landing in a Tough Spot: Navigating the challenges of gifts of land

  • Advancement Services
  • Stewardship
  • Gift Processing
Currents
May 11, 2018

Careful Planning, Quick Action: Lessons from the Front Lines of Disaster Relief

Natural disasters can shake campuses and communities—but careful planning and a focus on developing strong internal and external relationships can set the stage for quick action and relief.

  • Grants
  • Strategic Planning
Article

The Advancement Angle: Conversation with the Chairs

Looking forward to our fall community college program offerings

As we gear up for the community college advancement and grant professionals seminar series this November, hear from the chairs of the planning committees on their paths to advancement and what they’re most looking forward to with this fall’s programming. 

  • Grants
  • Human Resources
  • Leadership
Article

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    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
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    • 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
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    Educational Partners

    Educational Partners

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

  • Talent
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      • Become a Host Institution
      • Intern Spotlight
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      • 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
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      • President's Page
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      • Washington D.C.
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      • Mexico City
      • Singapore
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      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
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    • 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
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    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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