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Advancement Services

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Management Checklist for Development
The CASE Management Checklist for Development, created in 2005 and revised in 2013 by the CASE Commission on Philanthropy, is intended to help development managers conduct internal self-assessments of information and programs. It is not intended for use by external regulators or auditors. The checklist may be useful to both new and experienced managers as they assess their programs and may also be helpful in staff training and orientation. It is intended to be inclusive but not exhaustive, and not all items may apply to every institution. CASE also provides a Management Checklist for Institutionally Related Foundations and another for Stewardship Programs.

Institute for Senior Advancement Services Professionals
Conference This annual gathering of senior advancement services leaders has been reimagined to better align with new realities. Technology and strategy are inextricably linked and those in the C suite must navigate between the two with increasing frequency and higher expectations.

SUMMIT_18
Conference This annual meeting of senior-level higher education advancement professionals offers a unique chance to come together to engage in meaningful discussion about the issues affecting the future of advancement. The Summit provides access to the insider perspectives on such timely topics as public perception of higher education, internationalization and leadership. These experts will share their vision of the future and offer insight for untangling the challenges now facing our institutions.

APAC18
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

The DRIVE/ CONFERENCE
Conference DRIVE/ is the preeminent event for professionals who are determined to be subject matter experts in the fields of data, reporting, information, analytics, modeling, visualization and beyond. Join us in Seattle on Feb. 27–28, 2018 to gain valuable insights and stay data driven

The DRIVE/ Conference
Conference DRIVE/ is the preeminent event for professionals who are determined to be subject matter experts in the fields of data, reporting, information, analytics, modeling, visualization and beyond.

President's Perspective: Mind Your Langauge
CURRENTS Article I advocate looking at our work through different lenses—and no lens is more important than language in the context of culture and respect. When I worked in Wales, for example, I did my best to learn Welsh out of a respect and desire to engage with the community. As our work recruiting students, engaging alumni, and cultivating private philanthropy increasingly transcends borders, we have an opportunity to expand our personal horizons and knowledge of other languages and cultures. It not only will make us more effective (and marketable) as individuals; it will also help us build important bridges and show respect and genuine interest—key to relationship-building.

5 Ways Board Members Can Support Fundraising
CURRENTS Article "I'm happy to do anything, except ask for money." Work in educational advancement long enough, and you'll probably hear those words from a foundation or governing board member. For some volunteers, asking for financial gifts produces anxiety—and most people are already dealing with pressure in their life. The last thing they need is more stress from a volunteer job. Discomfort with asking can be a major stumbling block for fundraising success. But the ask is only one step in a larger creative process that's intentionally managed to attract donor investment. Reluctant board members can still help our cause, even if they're not making an ask. Here's how to play to their strengths.

CASE Management Institute
Conference The CASE Management Institute is a six month program for advancement managers. This training program will address the needs of new managers, those who have increased responsibility, and existing managers who would like to refresh or sharpen their skills. Experienced faculty will tackle the topics such as staff retention, team management, and how to handle increased responsibilities. With pre- and post-conference experiences, this intensive workshop will equip managers skills they need to manage effectively.

The DRIVE/ CONFERENCE
Conference DRIVE/ is the preeminent event for professionals who are determined to be subject matter experts in the fields of data, reporting, information, analytics, modeling, visualization and beyond. Join us in Seattle on May 23–24, 2017 to gain valuable insights and stay data driven—dream on!

CASE Blog: Advancement Services Team Aids in Gifts and More
Article,  BriefCASE Article Creating an advancement services team of experts has helped one UK institution secure six-figure gifts and build some "fantastic relationships," writes an experienced practitioner and presenter at the CASE Development Services Conference, which takes place 5-6 October in Leeds.

Congreso18
Conference El Congreso CASE América Latina te ofrece la oportunidad de contar tu historia.

Congreso CASE América Latina 2018
Conference Congreso CASE América Latina 2018

APAC17
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

Summit17
Conference Summit17

CASE Europe Annual Conference 2018
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2017
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2016
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2018
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

Summit for Leaders in Advancement
Summit for Leaders in Advancement 2016 NYC

New Leadership: Meet CASE’s 9th President
CURRENTS Article Sue Cunningham will take the helm at CASE on March 9, 2015.

Big Question
CURRENTS Article Advancement professionals talk about how they describe their job.

Asia Pacific Advancement Conference 2015
Conference Asia Pacific Advancement Conference 2015

48th Annual CASE-NAIS Independent Schools Conference
Conference Raise your school's level of success. The CASE-NAIS Independent Schools Conference draws more than 1,000 advancement professionals from around the world in an effort to transform the future of advancement at independent schools.

Office Space: Give Us All Your Data
CURRENTS Article This column takes the position that advancement services should manage the institution's database of record, not just the segments that pertain to alumni and development. This is the model currently used by Columbia College Chicago, where advancement services tracks relationships with all of the college's constituents, including alumni, parents, faculty, staff, donors, trustees, friends, and students.

The Brain Trust
CURRENTS Article Historically, advancement services' responsibilities have been to keep donor and alumni records current, process gifts, and send out receipts. Advancement services has taken on more duties in recent years as institutions change the way they collect, analyze, report, and use data for strategic purposes.

CASE Europe: Ethical Principles Behind the Acceptance of Gifts
Best Practice CASE Europe staff developed these 10 principles in collaboration with the Ross Group and the 1994 Group of Development Directors in September 2011.

Going Fourth
CURRENTS Article Advancement services, known as the fourth leg of the advancement stool, is about more than gift processing. Advancement services staff funnel massive alumni and prospect data into information that development offices can use to cultivate and steward donors. The more that each operation knows how the other works, the more successful the institution will be in raising funds.

Believe It or Not
CURRENTS Article If you've been in advancement for two years or 20 years, you've likely heard some tidbit of conventional wisdom that doesn't seem to hold true anymore. This lighthearted article takes a look at some of the truths and myths that circulate within and outside the profession and seeks to separate fact from fiction.

Sample Collection

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Advancement Services Community

Connect with CASE members working in advancement services on CASE Communities.

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