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Fundraising Fundamentals

The online resource for development and fundraising activities in education.

  • Advancement Services
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  • Wealth Screening

Sample Collection: Donor Surveys

This online sample collection of donor surveys was compiled by the CASE Library. 

  • Advancement Services
  • Stewardship
  • Development Communications
Samples

Sample Collection: Strategic Plans

The CASE Library maintains this collection of strategic plans for advancement for all CASE members.

  • Advancement Services
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  • Alumni Relations
Samples

Sample Collection: Pledges

The CASE Library maintains this collection of online samples for all CASE members. The collection includes policies and procedures, pledge forms, and pledge reminders.

  • Advancement Services
  • Stewardship
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Samples

Sample Collection: Giving Reports & Donor Honor Rolls

The CASE Library maintains this sample collection of giving reports, donor honor rolls and campaign reports.  It includes CASE Circle of Excellence Award winners and examples available on institution websites.

  • Advancement Services
  • Stewardship
  • Development Communications
Samples
Our Educational Partners offer a range of additional resources and services
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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

Sample Collection: Naming Policies & Opportunities

The CASE Library compiled this collection of naming policies and opportunities to assist members who are developing a policy or setting named gift amounts. CASE has not formally surveyed the field to determine typical gift amounts for various naming opportunities.

  • Advancement Services
  • Stewardship
  • Naming
Samples

Sample Collection: Scholarships

The Library maintains this collection of scholarship materials including agreements, policies, committees, stewardship, and assorted other materials. The pages are arranged by sample type, then alphabetically by institution.

  • Advancement Services
  • Stewardship
  • Scholarships
Samples

Advancement Resource Catalog

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. 

  • Advancement Services
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Subject Guide: Scholarships

This collection links to articles and resources about scholarship best practices and administration. Topics covered include scholarship criteria and donor control, general scholarship management, and benchmarking.

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Subject Guide

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    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
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • All Resources

    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
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • 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
    • Career Central
    • 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! 

  • Give to CASE
  • Log in

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