The CASE Library has compiled this sample collection of prospect management policies and procedures. Prospect management policies outline procedures on prospect assignments and the movement of prospects through the stages of the development cycle.

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

The CASE Library maintains this collection of online samples for all CASE members. It includes materials from lost alumni campaigns that have won CASE Circle of Excellence Awards.

The CASE Library has compiled this sample collection to assist development professionals who are encouraging faculty and staff to become donors.

Diverse, inclusive teams are more productive, more innovative, and more likely to retain and recruit talent. Advancement leaders who want to move the needle on inclusion at their organizations can turn to CASE’s Advancement Inclusion Index. The Index—a first-of-its-kind assessment tool—was just recognized with a Power of Associations Award from ASAE. Learn more.

CASE@Campus, a cost-effective learning opportunity for CASE members, relaunched in June 2024 with a new cohort of CASE Fellows.

Scholars of philanthropy predict that in the coming decades, trillions of dollars of wealth will pass from older to younger generations. Although projections vary, a significant portion of this Great Wealth Transfer is expected to go to nonprofit organizations. This resource collection shares articles and reports on wealth transfer estimates and advice for fundraisers.

Advancement professionals are diligently focusing on DEIB initiatives within their teams.  And more and more of them are beginning to look outward as well. Two advancement professionals with wide experience working in the DEIB space offer practical strategies to more effectively identify, involve, solicit, and steward alumni of color.

Promote DEIB with CASE’s Advancement DEIB continuum services. Learn how advancement professionals can engage staff and leadership and foster a culture of inclusivity.

Discover five effective strategies to ramp up your diversity, equity, inclusion, and belonging efforts, fostering inclusivity and driving systemic change in your organization.