Skip to main content

CASE

CASE

Main Menu

  • 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
  • Alerts

    You must login to see your alerts.

  • Search
  • Shopping Cart
Alerts

You must login to see your alerts.

Shopping Cart

Breadcrumb

  1. Home
Resources

Resources & Articles

  • Library
  • Currents Magazine
  • Bookstore
  • Educational Partners Directory
  • Newsroom
  • Public Policy
  • All Resources
Filter By:

Topic

  • CASE 50th(10)
  • Alumni Engagement(5)
  • Accessibility & Belonging(4)
  • Personal/Professional Development(2)
  • Donor Relations & Stewardship(2)
  • Community Colleges(2)
  • Data(2)
  • Crisis Communications(2)
  • Data & Metrics(2)
  • Data Visualization and Storytelling(1)
  • Data Analysis(1)
  • Machine Learning and Artificial Intelligence(1)
  • Research and Data(30)
  • Trustees(1)
  • Advancement Services(106)
    • Stewardship(22)
    • Wealth Screening(9)
    • Scholarships(9)
    • Data Mining(21)
    • Prospect Research(19)
    • Naming(4)
    • Gift Processing(14)
    • Development Communications(18)
  • Alumni Relations(155)
  • Financial Management(27)
  • Communications & Marketing(177)
  • Event Planning(58)
  • Fundraising(220)
  • Organization & Management(199)
Show more

Sector

  • 4 Year Private(26)
  • Independent Schools(20)
  • 4 Year Public(27)
  • International Schools(17)
  • Liberal Arts(22)
  • Community College(23)
  • 2 Year Colleges(23)
  • Higher Education(35)
  • College and University Foundations(20)
  • K-12(21)
  • Other Non Profit(14)
Show more

Region

  • Africa(10)
  • Asia-Pacific(20)
  • Europe(23)
  • Latin America(11)
  • Middle East(9)
  • US/Canada(32)

Resource Type

  • Checklists(1)
  • Principles of Practice(1)
  • Samples(8)
  • Subject Guide(14)

Article Type

  • Currents(12)
  • Feature(3)
  • Advance Work(1)
  • Department(1)
  • Article(16)
  • Member Story(1)

Publication Type

  • Currents Magazine(15)
  • BriefCASE(2)

Resource Series

  • SERIES: Subject Guides(14)

Language

  • Español(1)
41 Results Found
  • Clear all filters
  • Stewardship
  • Prospect Research
Graphic with various illustrations related to online privacy and security
November 1, 2019

Staying Within the GDPR Guidelines

More than a year into GDPR, higher education institutions are working hard to maintain appropriate contact with alumni and donors

In the year and a half since GDPR went into effect, advancement professionals at educational institutions both inside and outside of the EU have learned a massive amount about how to move forward in a world of more robust privacy protection. And they know that this is only the beginning.

  • Advancement Services
  • Wealth Screening
  • Prospect Research
Currents

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

Stewardship Program Checklist

The CASE Stewardship Program Checklist, created in 2008 by the CASE commissions on alumni relations and philanthropy, and revised by the Commission on Philanthropy in 2013, is intended to help managers conduct internal self-assessments of stewardship programs.

  • Advancement Services
  • Stewardship
Checklists

Subject Guide: Donor Cultivation

The CASE Library has developed this resource collection on donor cultivation. It contains a curated selection of books, articles, and practitioner blog posts on donor cultivation techniques and strategies.

  • Advancement Services
  • Stewardship
  • Development Communications
Subject Guide

Subject Guide: Naming

The Library has selected and compiled a variety of articles and resources on naming gifts and policies.

  • Advancement Services
  • Stewardship
  • Naming
Subject Guide
Our Educational Partners offer a range of additional resources and services
Learn More
Advance Work

Recognition with a Personal Touch

University College London’s donor wall celebrates creativity and community

Teaser

  • Advancement Services
  • Stewardship
  • Fundraising
Advance Work

Sample Collection: Prospect Research Policies & Report Templates

The CASE Library maintains this collection of online samples for all CASE members. It includes examples of prospect research policies, templates, and sample reports.

  • Advancement Services
  • Wealth Screening
  • Prospect Research
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

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.

  • Advancement Services
  • Stewardship
  • Scholarships
Subject Guide
woman holding a phone, screen showing a man feeding an orangutan
March 1, 2018

Snapshots of Alumni Life

How Northeastern University spotlights alumni stories, one Instagram takeover at a time.

When scrolling through Instagram, alumni might expect to see typical images on their alma mater's feed: scenic vistas of the quad, graduation caps, lattes from the campus coffee shop.

  • Stewardship
  • Young alumni
  • Alumni volunteers
Currents

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • Page 5
  • Next page >
  • Last page >>
Need help finding resources?
Ask a librarian

CASE

CASE
  • CASE Communities
  • Member Login
  • Careers at CASE
  • Terms & Conditions
  • Privacy Statement
  • Staff Intranet (link is external)
Connect with CASE
  • Facebook (link is external)
  • Twitter (link is external)
  • LinkedIn (link is external)
  • Instagram (link is external)

CASE Member Support
+1-202-328-CASE [2273]

CASE

CASE
Close
  • 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

Search

Popular Searches
Books Advancement events Articles Fundraising Resources CASE Insights Resources Awards CASE Library CURRENTS Talent