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(25)
  • Alumni Engagement(12)
  • Accessibility & Belonging(6)
  • Data & Metrics(5)
  • Personal/Professional Development(3)
  • Community Colleges(3)
  • Campaign Strategies(2)
  • Donor Relations & Stewardship(2)
  • Independent Schools(2)
  • Data Analysis(2)
  • Data(2)
  • Crisis Communications(2)
  • Data Visualization and Storytelling(1)
  • Machine Learning and Artificial Intelligence(1)
  • Volunteer Management(1)
  • Signature Events(1)
  • Research and Data(87)
    • Data Analytics(26)
    • Data Literacy(4)
    • Data Visualization(4)
    • Machine Learning/AI(7)
  • Trustees(1)
  • Advancement Services(267)
    • Stewardship(45)
    • Wealth Screening(16)
    • Scholarships(21)
    • Data Mining(49)
    • Prospect Research(36)
    • Naming(11)
    • Gift Processing(26)
    • Development Communications(40)
  • Alumni Relations(390)
  • Financial Management(94)
  • Communications & Marketing(445)
    • Branding(58)
    • Crisis Management(47)
    • Enrollment(40)
    • Infographics(17)
    • Magazines & Publications(91)
    • Multimedia(80)
    • Online Communications & Marketing(162)
    • Public Relations(86)
    • Social Media(129)
    • Websites(65)
  • Event Planning(126)
  • Fundraising(639)
  • Organization & Management(593)
Show more

Sector

  • 4 Year Private(15)
  • Independent Schools(10)
  • 4 Year Public(16)
  • International Schools(10)
  • Liberal Arts(9)
  • Community College(9)
  • 2 Year Colleges(9)
  • Higher Education(25)
  • College and University Foundations(9)
  • K-12(13)
  • Other Non Profit(8)
Show more

Region

  • United Kingdom and Ireland(2)
  • District I - North Atlantic(1)
  • Northern Europe(2)
  • Central and Southern Europe(2)
  • Africa(6)
  • District V - Great Lakes(1)
  • Asia-Pacific(9)
  • Europe(14)
  • District VII - West(1)
  • Latin America(7)
  • Middle East(6)
  • US/Canada(19)
Show more

Resource Type

  • Principles of Practice(2)
  • Samples(5)
  • Subject Guide(4)

Article Type

  • Currents(14)
  • Feature(4)
  • Advance Work(2)
  • Department(1)
  • Article(20)

Publication Type

  • Currents Magazine(19)

Resource Series

  • SERIES: Subject Guides(4)

Language

33 Results Found
  • Clear all filters
  • Data Literacy
  • Wealth Screening
  • Infographics

Sample Collection: Communications & Marketing Impact Reports

The CASE Library has compiled a collection of communications and marketing impact and annual reports which detail departmental qualitative and quantitative accomplishments including web traffic, social media, media placements, and news. 

  • Communications & Marketing
  • Infographics
  • Magazines & Publications
Samples
Voices_Jan-Feb-25 teaser
January 1, 2025

Voices: To Create Eye-Catching Illustrations, Do This

Tips for partnering with designers and illustrators

To help a magazine story really shine, give it an illuminating illustration. Here, the 2024 Circle of Excellence winners in the illustration category share their advice for marketing and communications team members collaborating on graphics and illustrations.

  • Communications & Marketing
  • Infographics
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
Visualizing Success Square
March 1, 2024

Visualizing Success

Institutions are creating dashboards to predict constituent behavior, present data to leadership, and build a single source of information

From tracking alumni engagement to presenting fundraising data to leadership, dashboards are creatively solving problems and making day-to-day work more efficient for advancement professionals. Here, five Circle of Excellence Award-winning dashboard creators provide a deep dive into the origins, execution, and successes of these projects. 

  • Research and Data
  • Data Literacy
Feature
Our Educational Partners offer a range of additional resources and services
Learn More

Subject Guide: Artificial Intelligence

The release of ChatGPT in November 2022 spurred renewed discussions on the use of artificial intelligence (AI) in the workplace and academia. This resource collection from the CASE Library introduces the basics of AI, takes a look at some of the latest trends and ethical questions, and provides information on how AI is being leveraged by educational institutions and nonprofit organizations. 

  • Research and Data
  • Machine Learning/AI
  • Advancement Services
Subject Guide
Success represented by jumping up a bar graph
March 1, 2023

Measures of Success

Five teams share stories of data in action

Advancement professionals share stories of data in action. They are using the metrics and insights that come from participating in CASE’s industry-leading surveys to set strategy and goals, benchmark against peers, target constituent groups, enhance programming, meet campaign goals, and add new staff.

  • Data Analytics
  • Data Literacy
Feature
A yellow paper airline moves in an upward direction along a graph.
November 1, 2022

Alumni Engagement: Measuring More Than Giving

How data build collaboration, support decisions, and quantify engagement

In fall of 2016, the CASE Commission on Alumni Relations created the Alumni Engagement Metrics Task Force to address the need for an industry-wide framework to measure alumni engagement. The result was the Alumni Engagement Metrics survey, CASE’s first truly global survey. Now, with results from three years of AEM, advancement professionals who work in alumni relations are benefiting from measuring their results in four areas: volunteerism, experiential, philanthropic, and communication. The ability to document positive outcomes is already elevating the profession. In this article, we hear from CASE members who participated in AEM and how it is changing their work for the better. 

  • Data Analytics
  • Data Literacy
  • Alumni Relations
Feature

Sample Collection: Data Protection Impact Assessments

The CASE Library has created this collection to assist members producing a Data Protection Impact Assessment (DPIA) as a requirement under the General Data Protection Regulation (GDPR). Additional resources are available in the Sample Collection: GDPR Initiatives and Policies.

  • Advancement Services
  • Wealth Screening
  • Organization & Management
Samples

Sample Collection: GDPR Initiatives and Policies

The CASE Library has created this collection to provide resources about the European Union’s General Data Protection Regulation (GDPR), which went into effect on May 25, 2018. Included are examples of GDPR initiatives and policies at educational institutions.

  • Advancement Services
  • Wealth Screening
  • Data Mining
Samples

Pagination

  • Current page 1
  • Page 2
  • Page 3
  • Page 4
  • 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
English
  • Español