The CASE Library has developed a resource collection on advancement in independent schools. The collection offers information on general trends, advancement, alumni and parent engagement, communications and marketing, and fundraising. This collection also includes a guide to all the CASE Library's sample collections that feature sections for independent schools samples. We encourage you to visit the Schools hub for additional resources and news from CASE.

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

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.

This sample collection includes material on parent councils, such as brochures, applications and role expectations, as well as material on parent giving campaigns, parent newsletters, parent welcome and orientation guides and material specifically for parents of international students.

The CASE Library compiled this collection of anniversary websites and related sample materials to assist members who are planning an anniversary celebration.

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.

CASE President and CEO Sue Cunningham celebrates the advancement profession by highlighting the Circle of Excellence Awards and CASE's 50th anniversary.