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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
Anniversary Reflections Teaser
September 1, 2024

Anniversary Reflections

A roundtable discussion on the future of advancement

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.

  • Accessibility & Belonging
  • CASE 50th
  • Data
Feature
Conference for Community College Advancement
July 27, 2023

Alumni engagement metrics that matter

Today’s school advancement professional needs to lean on data to maximize alumni engagement. Learn how to establish the metrics and methods that move the needle.

Today’s school advancement professional needs to lean on data to maximize alumni engagement. Learn how to establish the metrics and methods that move the needle.

  • Research and Data
  • Data Analytics
  • Data Visualization
Blog Post

Subject Guide: Artificial Intelligence

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. 

  • Research and Data
  • Machine Learning/AI
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Subject Guide
May 24, 2023

CASE Statement on U.S. News & World Report Shift on College Ranking Methodology

CASE is pleased to see that U.S. News & World Report has updated its 2024 Best Colleges methodology and removed alumni giving as a ranking indicator.

  • Data Analytics
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CASE Statement
Our Educational Partners offer a range of additional resources and services
Learn More
photo of Kim Rich
May 17, 2023

Member Profile: Kim Rich

Kim Rich is Senior Director of Advancement Services and Operations at Sidwell Friends School in Washington, D.C., U.S. She says a love of data, relationship building, and mission are at the heart of her career in advancement.

  • Research and Data
  • Data Analytics
Member Story
Success represented by jumping up a bar graph
March 1, 2023

Measures of Success

Five teams share stories of data in action

Advancement professionals share stories of data in action. They are using the metrics and insights that come from participating in CASE’s industry-leading surveys to set strategy and goals, benchmark against peers, target constituent groups, enhance programming, meet campaign goals, and add new staff.

  • Data Analytics
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Feature
Sue Cunningham
January 1, 2023

President's Perspective: Celebrating What Counts

The insights that drive ingenuity, teamwork, and results

Hundreds of decisions advancement professionals make each day are data-driven. When we are functioning at our most strategic, we use the significant data at our disposal to make informed decisions that will improve our institutional advancement outcomes. We bring these outcomes to life with the stories of impact we tell.

  • Research and Data
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Department
A yellow paper airline moves in an upward direction along a graph.
November 1, 2022

Alumni Engagement: Measuring More Than Giving

How data build collaboration, support decisions, and quantify engagement

In fall of 2016, the CASE Commission on Alumni Relations created the Alumni Engagement Metrics Task Force to address the need for an industry-wide framework to measure alumni engagement. The result was the Alumni Engagement Metrics survey, CASE’s first truly global survey. Now, with results from three years of AEM, advancement professionals who work in alumni relations are benefiting from measuring their results in four areas: volunteerism, experiential, philanthropic, and communication. The ability to document positive outcomes is already elevating the profession. In this article, we hear from CASE members who participated in AEM and how it is changing their work for the better. 

  • Data Analytics
  • Data Literacy
  • Alumni Relations
Feature

Sample Collection: GDPR Initiatives and Policies

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.

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Samples

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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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    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
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    • Volunteer
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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
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      • 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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      • Washington D.C.
      • London
      • Mexico City
      • Singapore
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
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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
    • Membership Directory
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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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