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Subject Guide: Advancement at Independent Schools

The CASE Library has developed a resource collection on advancement in independent schools. The collection offers information on general trends, advancement, alumni and parent engagement, communications and marketing, and fundraising. This collection also includes a guide to all the CASE Library's sample collections that feature sections for independent schools samples. We encourage you to visit the Schools hub for additional resources and news from CASE.

 

  • Advancement Services
  • Alumni Relations
  • Engagement
Subject Guide
An open notebook and a pair of glasses, with numbers surrounding them.
March 1, 2025

Talking Shop: A Passion for Data

Data enthusiast and CASE volunteer Amanda Jarman talks about her love of diving deep into data and what drives her advocacy for people with neurodiversity

“There are so many juicy and amazing things we can tease out of data,” says analytics enthusiast and CASE volunteer Amanda Jarmon. She is an advocate for people with neurodivergence, calling her own experience with it her “superpower’ that enhances her ability to deeply analyze data for her clients. 

  • Fundraising
  • Data & Metrics
  • Data Analysis
Department

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
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Samples

Sample Collection: Parent Engagement

This sample collection includes material on parent councils, such as brochures, applications and role expectations, as well as material on parent giving campaigns, parent newsletters, parent welcome and orientation guides and material specifically for parents of international students.

  • Alumni Relations
  • Parent engagement
Samples
September 2, 2024

2023 CASE Insights℠ Report Highlights Resilience in Australia and New Zealand Higher Education Philanthropy

CASE Survey Reveals Impressive AU$915.5 Million in Philanthropic Support, Showcasing Strong Momentum in Australian and New Zealand Universities 

CASE Survey Reveals Impressive AU$915.5 Million in Philanthropic Support, Showcasing Strong Momentum in Australian and New Zealand Universities

  • Data & Metrics
Press Release
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Stock photo of professional learning. A woman presents in front of an easel with various people sitting in chairs around her.
July 1, 2024

In CASE: Tailored Trainings on Your Own Campus

CASE@Campus relaunches with a new cohort of CASE Fellows

CASE@Campus, a cost-effective learning opportunity for CASE members, relaunched in June 2024 with a new cohort of CASE Fellows.

  • Data & Metrics
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Department
CGRS2ndEdition_Teaser
July 1, 2024

Standards Spotlight: Understanding Funds Received and New Funds Committed

A 2024 update to the CASE Global Reporting Standards answers a frequently asked question

CASE Senior Director of Library & Standards, Cindy Moon-Barna, answers a frequently asked question about the CASE Global Reporting Standards ahead of its 2024 update.

  • Data & Metrics
Department

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
  • Advancement Services
Subject Guide

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.

  • Advancement Services
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Samples
October 17, 2022

How to Boost Your Alumni Fundraising

There may be no better group of supporters than alumni. Alumni know their alma mater and have benefited the most from your institutional offerings—education and social connections. They’ve formed relationships with each other and your faculty and staff. They have a life-long affinity for your school, making them a prime group for successful fundraising. 

  • Alumni Relations
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Blog Post

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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.

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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
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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
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    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
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    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

    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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