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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: 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

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
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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
  • Fundraising
  • Organization & Management
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: 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

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

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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
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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
      • Intern Spotlight
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      • 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
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      • Washington D.C.
      • London
      • Mexico City
      • Singapore
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    • Membership
    • Giving to CASE
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      • 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
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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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