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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: 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
Anniversary Reflections Teaser
September 1, 2024

Anniversary Reflections

A roundtable discussion on the future of advancement

CASE’s 50th anniversary is also a time to look to the future. Five advancement leaders share thoughts on the challenges ahead, along with what makes them optimistic in this roundtable discussion.

  • Accessibility & Belonging
  • CASE 50th
  • Data
Feature
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
Our Educational Partners offer a range of additional resources and services
Learn More

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
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
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
  • Organization & Management
Department

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
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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    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
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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
    • 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
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    • College and University Foundations
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    • Volunteer
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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.

  • Talent
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      • Become a Host Institution
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      • Asia-Pacific
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      • 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
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      • Washington D.C.
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      • Mexico City
      • Singapore
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
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    • 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
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    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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