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.
Should You Establish an Advancement Office Overseas?
CURRENTS Article Institutions that have opened an advancement office overseas report intangible benefits, while others find it more economical to rack up frequent flier miles. Others do a combination of both. Here's how four institutions found success.
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.
New Leadership: Meet CASE’s 9th President
CURRENTS Article Sue Cunningham will take the helm at CASE on March 9, 2015.
CURRENTS Article Advancement professionals talk about how they describe their job.
Master Class: Gift Acceptance & Stewardship
Conference A full day master class on Gift Acceptance & Stewardship
Master Class: Prospect Research and Management for Strategic Fundraising
Conference A full day master class on Prospect Research and Management for Strategic Fundraising
Ross-CASE Webinar 2015
Conference, Online Seminar Join us for the Ross-CASE Webinar 2015 with Andy Cooper and Edith Prak
Asia Pacific Advancement Conference 2015
Conference Asia Pacific Advancement Conference 2015
46th 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 2016
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.
Development Services Conference 2015
Conference Designed for beginner, mid and senior level fundraising/development professionals and prospect researchers, the Development Services Conference is the ideal opportunity to gain fresh ideas and return to work with new ways of achieving your development services objectives.
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.
Conference for Community College Advancement
Conference Join colleagues from throughout North America for the Conference for Community College Advancement. This special conference will bring together professionals from all areas of advancement at community colleges—fundraising, alumni relations, marketing and communications, and government relations—for unparalleled programming, professional development and networking opportunities.
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.
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.
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