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Subject Guide: Advancement at Independent Schools

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.

 

  • Advancement Services
  • Alumni Relations
  • Engagement
Subject Guide

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: 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: Parent Engagement

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.

  • Alumni Relations
  • Parent engagement
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
Our Educational Partners offer a range of additional resources and services
Learn More

Sample Collection: Planned Giving

The sample collection includes brochures, case statements, newsletters, links to planned giving websites and a small selection of planned giving initiatives that have won CASE Circle of Excellence Awards.

  • Fundraising
  • Planned giving
Samples
May 21, 2024

Spotlighting How and Why Alumni Engage

In U.S. News and World Report, Cara Giacomini shares key alumni engagement trends and how community drives alumni giving

In U.S. News and World Report, Cara Giacomini shares key alumni engagement trends and how community drives alumni to give.

  • Alumni Engagement
  • Fundraising
  • Online fundraising & giving
News Release

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

Subject Guide: Planned Giving

This collection aims to introduce the various types of planned gifts and offer resources on trends, best practices, policies and procedures. In addition to articles, white papers and research, we've listed books that provide a broader overview of planned giving programs.

  • Fundraising
  • Major gifts
  • Planned giving
Subject Guide
October 17, 2022

How to Boost Your Alumni Fundraising

There may be no better group of supporters than alumni. Alumni know their alma mater and have benefited the most from your institutional offerings—education and social connections. They’ve formed relationships with each other and your faculty and staff. They have a life-long affinity for your school, making them a prime group for successful fundraising. 

  • Alumni Relations
  • Engagement
  • Parent engagement
Blog Post

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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
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    • 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
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    • Schools
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    • College and University Foundations
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    • 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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