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Subject Guide: Volunteer Management

The CASE Library has created this collection to support advancement professionals who work with volunteers. It includes information on recruiting, hiring, managing, evaluating, and stewarding volunteers. It also offers resources on volunteers working in specific functions, such as admissions, alumni relations, fundraising, and government relations.

  • Alumni Relations
  • Alumni volunteers
  • Event Planning
Subject Guide

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: Special Event Planning

The CASE Library compiled this collection of special events materials including invitations, programs, videos, planning guides, checklists, and assorted other materials. 

  • Event Planning
  • Anniversaries
  • Commencement
Samples

Sample Collection: Young Alumni Engagement

The CASE Library maintains this collection of young alumni samples. It includes samples from awards programs, advisory boards and councils, young alumni giving initiatives, and events and alumni programming. Materials from the CASE Circle of Excellence Awards are included as available.

  • Alumni Relations
  • Affinity groups
  • Young alumni
Samples
Our Educational Partners offer a range of additional resources and services
Learn More

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

Sample Collection: Homecomings & Reunions

The CASE Library maintains this collection of online samples for all CASE members. It includes examples of homecoming and reunion planning and communications materials as well as CASE Circle of Excellence Award winning examples from the alumni relations and special event categories.

  • Alumni Relations
  • Engagement
  • Young alumni
Samples

Sample Collection: International Alumni Relations

This collection includes CASE Circle of Excellence Award winning programs in the alumni relations programs categories. Examples of international alumni handbooks and guides; forms; constitutions and bylaws; data protection agreements; activity, event and program forms and invitations; maps and more are also included.

  • Alumni Relations
  • Affinity groups
  • International alumni
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
  • Prospect Research
  • Fundraising
Subject Guide
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
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    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! 

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