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.

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. 

The CASE Library maintains this collection of online samples for all CASE members. We have highlighted successful day of giving campaigns, including past Circle of Excellence Award winners and entries.

CASE’s 50th anniversary is also a time to look to the future. Five advancement leaders share thoughts on the challenges ahead, along with what makes them optimistic in this roundtable discussion.

In U.S. News and World Report, Cara Giacomini shares key alumni engagement trends and how community drives alumni to give.

Cryptocurrency giving is a growing area of philanthropy, and many educational institutions are wondering how or whether to accept these gifts. The CASE Library has created this collection to share resources on cryptocurrency donation trends and gift acceptance practices.

Fundraising today has become increasingly digital. In the last few years, more advancement teams have created roles devoted specifically to digital engagement. Digital gift officers (or the similarly focused donor experience officer) aim to connect with mid-level donors through email, video, social media, virtual meetings, and more. Here’s a look at what teams have learned so far about the challenges and promise of digital engagement with donors.

The release of ChatGPT in November 2022 spurred renewed discussions on the use of artificial intelligence (AI) in the workplace and academia. This resource collection from the CASE Library introduces the basics of AI, takes a look at some of the latest trends and ethical questions, and provides information on how AI is being leveraged by educational institutions and nonprofit organizations. 

Day of giving campaigns, sometimes called fundraising blitzes or money bombs, are fundraising campaigns conducted within a short time frame—generally between 12 to 48 hours. A day of giving can be a standalone event on a date important to the institution or held in connection with a larger event, such as #GivingTuesday or a regional Give to the Max Day.

The 2022 Circle of Excellence Award-winning fundraising campaigns took creativity to a new level, using ingenuity to create targeted campaigns, events, annual giving appeals, and more that engaged audiences. Here's what made these projects effective.