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.

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

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.

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.

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

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.

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

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.

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.

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.