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. 

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.

Joanna Watts has more than 25 years of experience in higher education both in the U.K. and Australia. Passionate about building better donor and alumni experiences, Watts participated in writing the Australian/New Zealand chapter of the CASE Global Reporting Standards. Here, she explains how the new standards give institutions the tools to benchmark globally, no matter how small or large their advancement departments are.

Rawlinson explains how she found her away to advance, career advice, and how her work championing the CASE-Ross Support of Education Survey led her to believe in the power of global metrics.

The CASE Global Reporting Standards were reviewed and updated by advancement professionals and CASE volunteers.

By and large, advancement professionals stop at AI tools that are definitive and descriptive in nature. That leaves plenty of improving space before we bump our collective heads on the technology ceiling.

The Advancement Resource Catalog is the Library's database of 15,000+ item records (including articles, books, and white papers) available online 24 hours a day, seven days a week.