Management Checklist for Development
The CASE Management Checklist for Development, created in 2005 by the CASE Commission on Philanthropy, is intended to help development managers conduct internal self-assessments of information and programs. 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.

Mastering Major Gift Solicitation
Conference This half day Master Class on Mastering Major Gift Solicitation provides an opportunity to learn and experience what it is to be a successful major gift fundraising professional. Drawing on extensive experience, Ann and Tony will share the strategies and techniques that will equip and enable participants to be more effective in the field of face-to-face major gift fundraising.

Best Practices in Volunteer Engagement
Conference A one-day master class on engaging volunteers and groups

Introduction to Institutional Advancement
Product This webinar discusses the basics of institutional advancement and the interdependent roles of advancement services, alumni relations, communications and marketing and fundraising. This multimedia file is a recording of a webinar presented April 23, 2013.

Introduction to Advancement Services_with AASP
Product This webinar looks at the functions and processes of advancement services. Participants gain a basic understanding of the areas that make up advancement services and learn how advancement services can drive fundraising efforts. This multimedia file is a recording of a webinar presented March 5, 2013.

CASE Europe Annual Conference 2013
Conference The CASE Europe Annual Conference 2013 will be held in Manchester, UK. The conference is CASE Europe's annual meeting of alumni relations, communications, development, fundraising and marketing professionals and features three days of professional development and networking as well as a presentation of the CASE Circle of Excellence Awards.

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, including fundraising, alumni relations, marketing and communications, and government relations.

Summit for Leaders in Advancement
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.

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.

Introduction to Institutional Advancement
Online Seminar Learn the overall guiding principles of institutional advancement. These include fundraising, alumni relations, advancement services and communications and marketing.

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.

Major Gifts in 2011 and Beyond
Product This webinar discusses the new tax environment, which has created immense opportunities for major gifts for capital campaigns, major gifts programs and endowment campaigns. The speaker discusses how organizations can benefit from this situation and help donors increase their giving. This multimedia file is a recording of a webinar originally presented Feb. 17, 2011.

Summer Institute in Advancement Services
Conference CASE's flagship training programs are for newcomers or other professionals who want to hit the books and revisit the basics. For five days this summer, you'll review the essentials of your discipline and hear from leaders in the field who will bring a wealth of knowledge to the classroom.

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.

Advancement Services: A Foundation for Fundraising
Product This book is a thorough discussion of advancement services but covers aspects beyond data processing as well: ethics, privacy, prospect research, gift acknowledgment, stewardship, technological applications and reporting.

Handbook of Institutional Advancement
Product Edited by CASE President Emeritus Peter McE. Buchanan, with contributions from 97 other advancement professionals, this essential reference book includes information about all aspects of advancement--alumni relations, communications, marketing, fundraising, advancement services--as well as chapters on advancement at community colleges, independent schools and academic medical centers. The book includes resource lists and a comprehensive index.