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  • Data Visualization and Storytelling

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

Session

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

Session

Optimizing Donor Engagement with Data-Driven Segmentation

Session

An Exploratory Approach to Predictive Modeling

Session

How A Small Shop Uses Data To Provide Actionable Insight

… How A Small Shop Uses Data To Provide Actionable Insight Actionable data is more than … the day after it is needed, it changes from actionable to at best out of date, and at worst useless. When you are … do something when the real question is, “Do we have time to do something?” In Vassar’s Advancement Services area, we …
Session

Chances Are—Understanding Probability of Giving and How to Improve the Odds

Session

Enhancing Donor Engagement: Insights with Snowflake, Salesforce & Tableau

Session

Push It to the Limit: Developing Dashboards through the Lens of Scarface

… Push It to the Limit: Developing Dashboards through the Lens of Scarface Say hello to our little friends! Like Tony Montana, we experienced a … reviews, initiative reports, principal giving profiles, fundraising progress, career center data, integration with …
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

Creating A Common Language And Using Data To Drive Decisions

… Creating A Common Language And Using Data To Drive Decisions Sometimes, we’re asked questions that feel … with a little work, you can often find creative solutions to communicate with one another. Have you been asked to … finance office or Dean wants to see one thing, but your fundraising database isn’t exactly aligned. This session will …
Session
May 13 - 15, 2025

2025 Asia-Pacific Advancement Conference

Event

Demonstrating Alumni Outcomes: Maintaining Employment Data and Dashboards

Session

Leveraging CASE Data for Benchmarking

… data on philanthropy from around the world. Institutions which submit CASE surveys have access to this data, which they can leverage to identify and benchmark against similar institutions. In this session, we demonstrate how to use R to …
Session
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Build a Dashboard in a Day with Power BI

Session

Inspire Fundraisers by Sharing Data Differently, Inspired by Spotify Wrapped

… of Spotify user’s listening habits that is shared through social media and contains unique data visualizations. The University … year. This presentation will share inspiration drawn from social media and industry, lessons learned from implementing …
Session

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

Session

Solving for Major Gifts: Visualizing Evidence-Based Research

… While the definition of a “major” gift varies according to institution size, mission, and community, the quest to identify and rank the best prospects is as old as … Our largest challenge has been marketing the math to fundraising professionals that go by gut. We will close out …
Session

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

Session

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

… report, insight delivery). In this session, plan to have open, casual dialogue with the panelists and your … such as event data, survey feedback, web analytics, social media, or email interactions. Whether you are just starting …
Session

Predicting Prosperity: Bridging the Data-Action Gap for Strategic Forecasting

Session

Developing a Survey Research Program for Your Organization

Session

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

… Most Prospect Management models rely on the gift cycle to categorize prospects. But is this the most accurate way to describe a prospect's philanthropic engagement with the institution? Does a prospect being …
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
November 1, 2024

Data Storytelling in Action

Article

Establishing a Culture of Data: Getting Buy-In and Creating Dashboards

… planning, Mel Rowan, will outline the steps it took to get buy-in at the highest levels of the organization to mobilize around this effort. The lead for the analytics … Mel and Stacey will discuss the strategic steps necessary to implement organization-wide analytics, provide technical …
Session

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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
    • Library
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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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      • Latin America
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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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      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
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    • Membership
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      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
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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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    • CASE Membership Primary and Secondary Coordinators
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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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