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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

Sample Collection: Alumni Student Mentoring Programs

The CASE Library maintains this collection of alumni student mentoring materials including program examples, mentor and mentee resources, forms and assorted other materials.

  • Alumni Relations
  • Student mentoring
  • Alumni volunteers
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
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
Women Teaser
January 1, 2024

Stories Of, For, and By Women

Across categories, winning COE entries uplifted, highlighted, and celebrated women

Across Circle of Excellence Awards categories, women-focused themes emerged. Here are five winning entries that highlight, uplift, and celebrate women through compelling storytelling.

  • Student mentoring
Feature
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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
Anice Rodrigues Barbosa
March 1, 2023

Talking Shop: Change, Authenticity, Inclusion

How a digital marketing team creates systemic solutions to center diversity and inclusion

In the past two years, Wheaton College evaluated its social media ambassador program to better align it with institutional diversity, equity, inclusion, and belonging goals. Anice Rodrigues Barbosa’s team created systemic practices that continue to generate growth within the program and division, as well as throughout the college.

  • Student mentoring
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Department
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
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
Illustration of a group of people, with one person holding a rainbow-colored umbrella protecting another from a singular raincloud
September 1, 2022

Mental Health: Supporting Students Now

Advancement teams are working to raise awareness (and mobilize alumni and donor support) for student wellness

Rates of mental health issues among college students have been rising for a nearly a decade—made worse by the pandemic. Now, more colleges and universities are discussing, focusing on, and prioritizing mental health initiatives. Here’s how advancement teams are working to support students’ mental health today, by raising awareness and sharing information, mobilizing donor and alumni support, and promoting wellness campuswide.

  • Alumni Relations
  • Student mentoring
  • Alumni volunteers
Feature

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    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
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    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
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    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
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    • Global Individual Achievement Awards
    • Independent School Awards
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      • Distinguished Service Awards
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      • Previous Winners
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    • 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
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      • Africa
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    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

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      • Become a Host Institution
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    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
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      • Board Leadership
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    • Online Newsroom
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    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
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    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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