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Sample Collection: Endowment Management

The CASE Library maintains this online collection of endowment policies and communications samples.

  • Financial Management
  • Endowment management
Samples

Sample Collection: Endowment Reports

The CASE Library maintains this online sample collection of endowment reports for all CASE members.

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Samples

Subject Guide: Donor-Advised Funds (DAFs)

Donor-advised funds (DAFs) have become an increasingly significant source of donations for institutions of all kinds. The CASE Library has created this collection to explain the growing importance of this giving vehicle and how institutions can make the most of its new prominence.

  • Gift Processing
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Subject Guide

Subject Guide: Cryptocurrency

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.

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Subject Guide

Sample Collection: Organizational Charts

The CASE Library maintains this collection of organizational charts for all members. Many charts were generously shared by members in a spirit of peer-to-peer exchange. Others were found on institution websites.

  • Organization & Management
  • Organizational Structure
Samples
Our Educational Partners offer a range of additional resources and services
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Subject Guide: Campaign Planning

The CASE Library regularly receives questions about campaign planning. This resource collection compiles checklists, recommended practices, and information on campaign trends.

  • Advancement Services
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  • Development Communications
Subject Guide

Sample Collection: Campaign Guidelines

The CASE Library maintains this online sample collection of campaign gift acceptance and counting guidelines from educational institutions. 

  • Advancement Services
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Samples
December 20, 2021

The Wisdom of Starting Small

When prioritizing and solving problems, most people start with asking themselves which problems are the biggest and what has the most noise (or the squeaky wheel gets the grease theory). The issue is, when we start with the biggest or noisiest problems first, that means that small problems get solved the least.

  • Organizational Structure
Article
Education for Everyone at Open University
November 1, 2021

Education for Everyone

The Open University in Scotland is working to make higher education accessible to all students

The Open University is open to everyone regardless of age, income, geography, and background, and with no requirement for entry qualifications for the vast majority of courses.

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  • Enrollment
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Feature
Sue Cunningham
September 1, 2021

President's Perspective: A Vital Perspective

Take the time to look up and look out

Advancement practitioners operate at critical intersections. We are explainers, connectors, unifiers, and conductors. Our place at these important junctions gives advancement practitioners insights into the path toward institutional success.

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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
    • Library
      • Advancement Resource Catalog
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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
    • Districts
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    • College and University Foundations
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    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
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    • CASE Multi-Cultural Network

    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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    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • 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
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • 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
    • Membership Tutorial Videos

    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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