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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: Prospect Management Policies & Initiatives

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.

  • Advancement Services
  • Wealth Screening
  • Data Mining
Samples

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: Lost Alumni

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.

  • Advancement Services
  • Prospect Research
  • Alumni Relations
Samples

Subject Guide: Wealth Transfer

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 Services
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Subject Guide
Our Educational Partners offer a range of additional resources and services
Learn More
Advance Work: Data-Driven Creativity Teaser
May 1, 2024

Data-Driven Creativity

A marketing and communications team utilizes data to take calculated, strategic risks

Auburn University's advancement marketing department requires teams to collect metrics—but until recently, the numbers weren’t very useful to the marketing and communications team. Then Director of Content Todd Deery had an idea.

  • Data Analysis
  • Communications & Marketing
Advance Work
Donor Pipeline teaser
May 1, 2024

Diversifying Your Donor Pipeline

Two seasoned fundraising professionals share practical strategies to connect with diverse alumni

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.

  • Alumni Engagement
  • Donor Relations & Stewardship
  • Prospect Research
Feature
Brought to you by Gravyty
March 25, 2024

6 Fundraising Trends to Watch in 2024

Amid shifts like the growing importance of authentic donor connection and the race for artificial

intelligence, fundraisers are gearing up to adjust their strategies to reach goals.

  • Research and Data
  • Machine Learning/AI
  • Fundraising
Article
Brought to you by Gravyty
March 25, 2024

The Era of Relationship-Based Fundraising

4 Essential Donor Engagement Tools to Leverage in 2024

As we move further into 2024, the landscape of donor engagement continues to evolve.

  • Research and Data
  • Machine Learning/AI
  • Fundraising
Article

Subject Guide: International Fundraising

This collection includes a selection of articles on international fundraising topics and trends, links to major research reports, such as the latest World Wealth Report, and a section with links to information sources on specific countries or larger resource libraries.

  • Advancement Services
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Subject Guide

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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
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    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
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    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

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    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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    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
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    • What CASE Stands For
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    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
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    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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