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 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.

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.

The CASE Library has prepared this collection to help advancement professionals plan for and move through a transition.

The Library maintains this collection of board materials including bylaws, board roles and responsibilities, committee structures and responsibilities, nomination and orientation material, and assorted other documents. The pages linked below are arranged by document type, then alphabetically by institution.

The CASE Library maintains this online collection of graduate school alumni relations samples for all CASE members.

The CASE Library maintains this collection of board materials including bylaws, board roles and responsibilities, committee structures and responsibilities, nomination and orientation material, and assorted other documents.

Here’s a look at how four key gifts—including MacKenzie Scott’s surprise philanthropy—shaped four very different institutions. Advancement professionals share what made these gifts transformational: how they impacted students, alumni and donor experiences, and staff priorities.

What is race equity as it applies to education institutions? How are advancement teams approaching this work, which experts say involves a wholesale transformation of organizational cultures? How are institutions and individuals moving forward in the name of equity? 

Alma mater means "fostering mother" in Latin. It is often used by alumni as a term of endearment conveying affection or a sense of home for schools they attended. But for far too many alumni of color who matriculated at majority white schools, that sentiment is not so simple.