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 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. 

This collection includes examples of succession planning guides, toolkits and other materials to help plan and prepare for employee transitions.

The CASE Library has created this collection to provide resources about the European Union’s General Data Protection Regulation (GDPR), which went into effect on May 25, 2018. Included are examples of GDPR initiatives and policies at educational institutions.

The CASE Library has developed a resource collection on prospect identification and qualification. The collection offers a selection of books, book chapters, articles, and other resources on prospect identification and research, and prospect qualification. This includes introductory information on wealth screening and privacy issues.

Good data can be used to make the case for support and to chronicle trends so we can better navigate changing environments. Here, Ann Kaplan, Senior Director of the VSE, sheds light on how using survey data and understanding giving trends can help institutions grow and thrive.

Major gift officers in university advancement voluntarily leave their positions for similar roles at other institutions at an alarmingly high rate—once every 18 months, on average. But workplace compassion can help retain fundraisers, according to research. Here’s how advancement leaders can create positive change to increase team members’ satisfaction and retain talented gift officers. 

Spurred by the pandemic, millions of people have quit or changed jobs in 2020 and 2021. How has the “Great Resignation” impacted higher education? It’s led many advancement professionals to consider work-life balance, workplace flexibility, pay, and stability. Now, institutions are realizing the pre-pandemic status quo needs a serious overhaul if they are going to stem the tide of people leaving the sector.

Disability inclusion at work is about more than hiring people with disabilities. An inclusive workplace offers employees with disabilities an equal opportunity to succeed, to learn, to be compensated fairly, and to advance.

Organizations can focus their efforts to equip managers to lead in an inclusive way that drives sustained impact, change, and results in changing times.