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82 Results Found
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  • Gift Processing
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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.

  • Advancement Services
  • Stewardship
  • Financial Management
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
  • Fundraising Methods
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.

  • Advancement Services
  • Gift Processing
  • Fundraising
Subject Guide

Sample Collection: Succession Planning Guides

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

  • Organization & Management
  • Human Resources
  • Strategic Planning
Samples
Our Educational Partners offer a range of additional resources and services
Learn More

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
  • Gift Processing
  • 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
  • Gift Processing
  • Fundraising
Samples
Abstract of person in thought
March 1, 2022

When Major Gift Officers Ask: Should I Stay or Should I Go?

How compassion retains fundraising talent and promotes workplace satisfaction

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. 

  • Fundraising
  • Major gifts
  • Organization & Management
Feature
Stemming the Tide teaser
March 1, 2022

Stemming the Tide

Why advancement professionals are leaving amid the “Great Resignation”—and what will keep them on board

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.

  • Organization & Management
  • Management
  • Talent Management
Feature
November 1, 2021

3 Ways to Make the Workplace Better for Disabled Colleagues

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.

  • Diversity & Inclusion
  • Turnover & Retention
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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
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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
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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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    • 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
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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
    • 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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