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  • Reporting

Leading By Example: 3 Case Studies Leveraging Data To Change Fundraising Behavior

Session

Aligning Engagement Measures: Our Journeys Updating and Establishing Alumni Metrics Models

… Aligning Engagement Measures: Our Journeys Updating and Establishing … Alumni Metrics Models Measuring alumni engagement is here to stay, but how we measure it and what we do with that data varies across our institutions. In some cases, we want to track overall …
Session

Optimizing Donor Engagement with Data-Driven Segmentation

Session

To Prospect Development and Beyond: Re-imagining Research and Analytics

Session

How A Small Shop Uses Data To Provide Actionable Insight

Session

Enhancing Donor Engagement: Insights with Snowflake, Salesforce & Tableau

Session

Pro-active Data Analysis to Secure Risky Pledges

… Pro-active Data Analysis to Secure Risky Pledges We created dashboards allowing a pro-active approach to successfully collecting pledges. By becoming aware of the high risk pledges, Fundraising professionals were are able to focus on the high …
Session

Preparing for Tech Transformation - MIT’s Practical Approach to Data Management

Session

Demonstrating Alumni Outcomes: Maintaining Employment Data and Dashboards

Session

Reviving Generosity: Data-Driven Strategies for a Healthier Donor Pipeline

Session

Transforming Pipeline Development: Adopting a Data-Driven, Automated Approach

Session

You Never See a U-Haul Behind a Hearse: Data Hygiene in Implementation and Beyond

Session
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Data Deluge Dilemma: Creating a Reporting Ecosystem in a Unit Environment

Session

Let's Get Creative: Automating Data Collection and Marketing Communication

Session

Developing a Survey Research Program for Your Organization

Session

Think Beyond the Gift Cycle: Creating Narrative and Actionable Prospect Statuses

Session

Metrics That Matter: Strategic Insights for School Success

… How can we use metrics in a strategic and accessible way to help us reach our goals and communicate effectively with … and trustees? How can we use visual storytelling to collaborate as a team, understand our performance and take … with trustees and senior leadership and bolster your fundraising. … How can we use metrics in a strategic and …
Session

A Home-Grown DX Ecosystem: Building a Sustainable Donor Pipeline

Session

Charting the Analytics Journey: Transforming Stewardship Reporting

… whether a donor clicked on a link is just the beginning. To fully leverage the potential of digital impact reporting, … spur action or result in new gifts? How do we drive higher engagement (individually and in aggregate)? In this session, … learn how BU ensured a successful launch using analytics to continuously hone and adapt its reporting strategy, …
Session

Enhancing Workflows with Python

… with Python This will be a deep dive into using Python to automate tasks and improve workflows where we will walk … reporting task as we apply different levels of automation to it. We will start with a hands on lesson on partitioning a … we will present some of the next steps that you could take to improve that task using APIs and prepare it for sharing …
Session

Fundraiser Portfolio Health Tracking: The Fellowship of the Scorecard

Session

Setting the Standard: A Case Study in Building a Funds Management Program Driven by Data

Session

Paperless – The Stories We Tell and The KPI Evolution

… KPIs is an evolving process. The tools and visuals used to report on them can also evolve over time. At McGill, we’ve … we’ve moved from collating printouts in a 3-inch binder to a one-click dashboard. Discover how we refined the process … taken at each step of the evolution and how we adapted to changing needs and to our growing expertise. … Defining …
Session

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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
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    • Volunteer
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    Educational Partners

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

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      • US and Canada

    Career Central

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    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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      • Washington D.C.
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    • Online Newsroom
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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
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    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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