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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.

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.

Congreso17
Conference El Congreso CASE América Latina te ofrece la oportunidad de contar tu historia.

Congreso CASE América Latina 2017
Conference Congreso CASE América Latina 2017

Institute for Senior Advancement Services Professionals
Conference Designed for high-level advancement services professionals, this program will guide you in moving your operation to the next level of service within advancement. You’ll gain information needed to enhance your skills and talents, develop a top-notch team and produce the results that will ensure your importance at the table of university advancement.

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.

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 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.

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

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.

47th 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.

CASE Asia-Pacific Advancement Conference 2017
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

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

The Library maintains a collection of sample materials for members.

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Advancement Services Community

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

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