Principles of Practice for Alumni Relations Professionals at Educational Institutions
These principles of practice were adopted by the CASE Board of Trustees in March 2005.
Celebrating the Past, Present and Future of Alumni Relations
In 2013, CASE marks the 100th anniversary of the founding of the Association of Alumni Secretaries with programs, articles and events celebrating the past, present and future of alumni relations.
CASE Guidelines for Alumni Relations Professionals on Establishing Vendor Relationships
The CASE Commission on Alumni Relations approved these guidelines in April 2008. They guide member institutions' relationships with vendors that provide alumni programs and services.
Management Checklist for Alumni Relations
The CASE Management Checklist for Alumni Relations is intended to help alumni 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 and board training and orientation. It is intended to be inclusive but not exhaustive, and not all items may apply to every institution.
International Fundraising 2015
Conference This seminar will explore some of the ways to reach, engage and listen to your overseas audiences. It will provide an opportunity to review techniques, tactics and strategies that can help an institution build fruitful relationships across multiple cultures.
CASE Lowlands 2015: Alumnirelaties & Fondsenwerving
Conference CASE Lowlands, de jaarlijkse conferentie voor medewerkers van Nederlandse en Vlaamse hogescholen en universiteiten die geïnteresseerd zijn in alumnibeleid, relatiebeheer, fondsenwerving en communicatie, is aan zijn 4de editie toe! Na succesvolle edities aan de Universiteit Utrecht (2012), Wageningen UR (2013), De Haagse Hogeschool (2014) steken we de grens over en zijn jullie van harte welkom op de Vrije Universiteit Brussel.
CASE Europe Social Media and Community Conference 2015
Conference Developed by leading practitioners in the field, this conference will allow you to immerse yourself in the latest developments in social media, offering real-world, ready to implement tactics for communications and engagement. This conference is designed for newcomers to the advancement profession and professionals with mid- and senior-level responsibility.
Round of Applause
CURRENTS Article Ten grand gold award winners of this year's CASE Circle of Excellence Awards are profiled here.
Outlook: Remaking Advancement, Google-Style
CURRENTS Article The standard set by Amazon, Apple, and others recognizes the value of providing a great experience. The widening gap between those experiences and what we offer—one-way communications that don't adapt to reader interests; standard appeals; stewardship that, except for top donors, ranges from one size fits all to awful—erodes loyalty and makes alumni less likely to respond when we make the ask. But a solution exists. It's as simple as creating a relationship in which alumni and donors stay with us because it is in their interest to do so, not just in ours. In which people think of the university as a source of knowledge that engages them, personally or professionally.
CASE Europe Annual Conference 2015
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.
Congreso CASE América Latina 2015
Conference El Congreso CASE América Latina 2015 es la mejor oportunidad para conocer nuevas estrategias en procuración de fondos, vinculación con exalumnos, comunicación y mercadotecnia que han realizado Instituciones de Educación Superior en Latinoamérica y los Estados Unidos.
International Alumni Relations
Conference A master class on International Alumni Relations.
Asia-Pacific Institute for Alumni Relations Professionals
Conference The biennial CASE Asia-Pacific Institute for Alumni Relations Professionals is the ideal platform for alumni relations professionals to discuss pertinent issues in alumni relations and establish an international network of peers.
Directors Debate 2015
Conference Join CASE Europe for a peer debate for directors from the fields of alumni relations, fundraising, communications and marketing. The debate will adapt the classic style of a formal debate, with two proposers and two opposing speakers, and a vote on the motion. Join us for an afternoon of debate, followed by drinks and dinner.
CASE Nordic Summit 2015
Conference The second annual residential event for Alumni Relations and Fundraising professionals in the Nordic Region.
Working with Volunteers 2015
Conference This workshop will share best practice, address your specific concerns regarding volunteering and inspire you to return to your institution ready to launch or reinvigorate your volunteer initiatives.
Stewardship and Donor Relations 2015
Conference Recognising and rewarding your donors is a key step if you want to make sure that these individuals stay engaged with your institution? This seminar helps you review current best practices in stewardship and donor relations.
Major Gifts 2015
Conference Are you involved in raising big donations for your school, organisation or institution? Do you want to raise your sights to the next level? Then join us for this junior to mid-level seminar for a practical learning experience and expert advice on major gifts.
Development for Deans and Academics 2015
Conference Do you need to raise additional funds for your projects? Then this one-day event is for you. Attend this development seminar to find out what you can and should expect from your development office, how you can measure success and how the cycle of development works.
North American Advancement Study Tour 2015
Conference Building on ten years of running the highly-regarded Vice-Chancellors Fundraising Study Tour of Canada, and five years of delivering the HEFCE Leadership in Development Management study tour, CASE Europe is pleased to announce a new advancement study tour for 2015: The North American Advancement Study Tour.
Diversifying Volunteer Boards
Podcast James H. Moore Jr., from The University of Arizona Foundation, discusses the why it is important for volunteer boards to reflect the diversity of their institution. He also shares a few examples of how advancement professionals can recruit and engage volunteer board members from diverse backgrounds.
Alumni Relations Institute 2015
Conference Taking place over three days, the Alumni Relations Institute will immerse practitioners into the world of alumni and provide a solid foundation for success for those new to the profession and new to the higher education sector and more experienced practitioners looking for a refresher and innovative ideas.
Introduction to Fundraising and Alumni Relations 2015
Conference Are you new to fundraising and alumni relations or the education sector? Or do you need to brush up on the basic principles? Join us for this popular introduction course, which will help you build a supportive network and understand more about your role and its fit within your institution.
Asia Pacific Advancement Conference 2015
Conference Asia Pacific Advancement Conference 2015
45th 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 2015
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.
District VII Conference 2015
Conference District VII Conference 2015
District IV Conference 2015
Conference District IV Conference 2015
District VIII Conference 2015
Conference District VIII Conference 2015
District III Conference 2015
Conference District III Conference 2015
District II Conference 2015
Conference District II Conference 2015
District I Conference 2015
Conference District I Conference 2015
District VI Conference 2015
Conference District VI Conference 2015
Community College Alumni Relations
Sample Collection The CASE InfoCenter maintains this collection of community college alumni relations samples for all CASE members. Sample types include newsletters, awards, job descriptions, surveys and promotional material.
Australian Alumni Engagement Shows High Potential
Article While the field of alumni relations is relatively new in the Asia-Pacific region, its growth potential is strong—and forthcoming research can help institutions measure their alumni engagement capacity.
Community College Alumni Relations
Good Question Does CASE have any resources on growing and sustaining a community college alumni relations program?
Getting Started in Alumni Relations
Article For those in newly created alumni relations positions at community colleges, the challenges are many but aspirations remain high as alumni respond positively to outreach efforts.
Surveying a Century of Alumni Relations
Article The author of a new history of alumni relations says the more things have changed in the profession during the past century, the more they’ve stayed the same.
Planning for Alumni Relations Success
Article Leaders of community college alumni programs should develop their own strategic plans to identify priorities for future growth, say two CASE faculty members.
Growing Community College Alumni Relations
Article New award-winning research shows that community college presidents and advancement staffs believe that alumni programs improve institutional affinity among former and current students.
CURRENTS Article The consensus among alumni directors is that graduates, especially young alumni, have expectations of goods and services from their alma maters that have dramatically increased in the past decade. With the tides of entitlement showing no sign of ebbing, alumni relations professionals must find ways to serve—or at least peacefully coexist with—this alumni population and its increasing demands. Several alumni leaders offer ideas on how to do just that.
Trailblazing Alumni Relations Officers Give Professional Insight
Article Establishing a successful alumni relations program at a community college doesn’t happen overnight. It takes sustained financial investment, championing from institutional leaders and a lot of patience, say two pioneering practitioners.
So Which Is It: Alumni or Alumnae?
CURRENTS Article A Boston University alumni staffer designed a graphic that helps people figure out how to use the right form of the word alumni in different situations.
Rebuilding an Alumni Program
Article Morrisville State College, a predominately two-year institution in rural upstate New York, recently rebooted its alumni program and outreach philosophy on campus, garnering more than 300 new donors in a year.
The State of Community College Alumni Relations
Article A recent national survey reveals that most alumni relations programs at community colleges are nascent, remain small in scope and have budgets that are spread thin. However, the survey also reveals that community colleges are adopting several best practices that have led to early successes.
New Survey Explores Role of Technology in Fundraising, Alumni Relations
Article Fundraisers and alumni relations practitioners believe advancement-enabling technology, such as events management software, is central to meeting their goals but say a lack of staff prevents them from using technology more effectively. That’s according to a recent survey of advancement practitioners.
Understanding Culture, Values Critical for Success in Asia-Pacific
Article A CASE faculty member says effective alumni relations strategies in the Asia-Pacific region are contingent upon local culture and context.
What Does "Successful" Alumni Relations Look Like?
Report A March 2012 analysis of data from the 2011 International CASE Alumni Relations Survey builds a statistical picture of which alumni services and activities are associated with greater success.
CURRENTS Article What is the return on every dollar spent on advancement? CASE surveyed 120 institutions for a benchmarking study on advancement investments and return.
Experts Share AR Strategies for Success in Today’s “New World”
Article Most alumni relations professionals can tell you that generational dynamics, shifting affinities and social networks have all impacted the field. But how can practitioners take those observations and put them into practice? Two experts in the field tackled this question at the recent District I and II conference in New York.
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.
Tied but Not Bound
CURRENTS Article Alumni leaders who have worked for their alma mater and another institution (or two) offer insight on both experiences.
Alumni Fundraising for Community Colleges
Online Seminar This webinar will review the history, current impact and future impact on fundraising for community colleges developing alumni fundraising programs. A step-by-step comprehensive development program will be offered, based on a management model that blends leadership, market branding and institutional culture.
Odds and Ends: Freakon 101
CURRENTS Article Stephen J. Dubner, co-author of the best-selling Freakonomics books, reflects on the success of the series and its offshoots, economics, his undergraduate and graduate school experiences, and the elementary school teacher who helped him earn his first national byline.
Ringing in the Centennial
CURRENTS Article East Tennessee State University celebrates its centennial year by recognizing its oldest living alumna, 114-year-old Besse Brown Cooper of Georgia, who also happens to be the world's oldest living person. Mrs. Cooper and her family donated memorabilia to the university from her time on campus, including the class ring she had worn for more than 90 years, and the university reciprocated by giving a gift to Mrs. Cooper and bestowing awards upon her.
CASE Survey Reveals Most Successful Alumni Relations Services, Activities
Article A new CASE survey on alumni relations programs outside of North America reveals the critical need for email addresses and frequent communications via e-newsletters and magazines to grow the number of donors and volunteers. Time is also a key factor.
District VII Conference 2015
Conference District VII Conference 2015
CURRENTS Article 教育促进与支持委员会总裁李彬与您分享校友联系中十个最大的常见错误。
Alumni Relations Fundamentals
Conference This survey of engagement strategies, communication tools and event fundamentals will set the foundation for your continuing professional development.
Institute for Senior Alumni Relations Professionals
Conference Senior professionals address horizon issues and lead discussions about the new challenges facing alumni relations in this annual conference. Your opportunity to tap into current trends and best practices, the institute assumes significant experience in alumni relations and ability to impact highest-level decision making.
President's Perspective: Overcoming the Undervaluing of Alumni Relations
CURRENTS Article John Lippincott, president of CASE, shares his list of 10 common mistakes in the field of alumni relations.
Connecting with Commuters
CURRENTS Article With decreased government funding for higher education the world over, many public two- and four-year commuter institutions are paying more attention to fundraising, which means reconnecting with alumni and building relationships. Since commuter schools are not likely to have much success with traditional alumni programming such as homecomings, class reunions, and tailgate parties, these institutions are finding other ways to engage former students and foster a sense of community.
CURRENTS Article Transient populations, cultural diversity, language barriers, competing loyalties, and geographic separation are just some of the challenges international schools face in communicating with their alumni. This article explores how international school alumni programs can develop a sense of community with far-flung alumni.
CASE Europe, Partners Release Results of Two-Year Alumni Relations Project
Article CASE Europe and other members of the "Alumni go Europe" partnership have released a report on the results of a two-year project to strengthen and enhance alumni relations programmes at European universities.
First in Class
CURRENTS Article This story presents profiles of eight Grand Gold winners of the 2009 Circle of Excellence awards.
Alumni Relations Best Practice in Europe
With the funding support of Grundtvig, part of the European Commission's Lifelong Learning Programme, CASE Europe has been taking part in a project to enhance best practice in alumni relations within Europe.
CURRENTS Article What can alumni relations professionals learn from their corporate cousins?
CURRENTS Article Some small-shop alumni officers hear about what larger institutions are doing and then adapt those ideas to their own budgetary and manpower scale. When this works out, small shops prove their creativity and that innovative programming is not only the province of the large and well-funded.
CURRENTS Article Most independent school alumni associations are forced to be creative with their limited resources. One alumni director from an independent school encourages her colleagues to focus on easy, low-cost ways to keep alumni and parents involved.
CURRENTS Article Many institutions still shy away from involving the alumni association in capital campaigns. But as campaigns get larger and longer, it makes sense for the two disciplines to work together.
The Advancement Myths of Community Colleges
CURRENTS Article This article shows how community college advancement is busting the myths about poor fundraising results, lack of alumni loyalty, and negative public perceptions. The reality is that development at two-year institutions is becoming more sophisticated and successful, alumni do stay engaged with their two-year alma maters, and the community college brand is coming into its own.
A Road to Be Taken
CURRENTS Article Michael Wall, director of alumni relations at Anoka-Ramsey Community College, discusses how alumni relations at communities colleges is not only possible but critical.
Advance Work: View from the Top
CURRENTS Article Emory University's alumni association decided to conduct a survey--not of its members but of the university's senior administrators.
From Minority to Majority
CURRENTS Article Fiscal stability is their biggest challenge, say leaders at historically black colleges and universities. In the past, development offices lacked staff, technology, and other resources. To remedy the problems, the Kresge Foundation awarded grants to five HBCUs selected from a pool of applicants. Using these funds, the participating institutions improved their advancement operations systemwide, resulting in a huge increase in funds raised, more sophisticated technology, better database records, and better trained development professionals. This article imparts the lessons of the initiative of benefit to all HBCUs.
CURRENTS Article Today’s alumni directors are playing more significant roles in fund raising--even as they stress the importance of carefully nurtured alumni relationships. Several top alumni professionals talked with CURRENTS recently about trends in their discipline-- including the need to demonstrate value, meet the diverse interests of alumni, and increase funds as well as good will. Alumni directors say they can respond to changes in the profession by playing bigger roles on campus, conducting major self-assessments regularly, and focusing on customer relations.
AdvanceWork: Underdogs No More
CURRENTS Article Keeping alumni of private primary and secondary schools connected to their alma maters can be difficult in the face of competing loyalties to their high schools, colleges, and universities. Annmarie M. Wilmeth, former director of development at Browne Academy, and Maggie Szymanek, director of development and publications at Burgundy Farm Country Day School, spoke about this issue at the 2004 CASE/NAIS independent schools conference, where they offered several tips for increasing alumni loyalty.
Leaps and Bounds
CURRENTS Article Although capital campaigns often don't have a specific role for alumni associations, they don't have to remain in the shadows. Alumni officers can have a great effect on the current campaign--and build momentum for future ones--by taking a more targeted look at staffing needs, homecoming and campus events, advocacy efforts, alumni programming, and market research strategies.
The Missing Link
CURRENTS Article Accreditation is not something alumni officers typically think about, but one alumni officer's involvement in the process led him to understand how accreditation can foster a closer relationship between alumni and alumni relations officers and the overall academic enterprise.
AdvanceWork: Alumni Relations Gains Ink
CURRENTS Article A recent jump in mainstream media coverage of alumni relations is primarily related to affirmative action and legacy controversies. Alumni officers can prepare to meet the press by investing in media training.
CURRENTS Article At DePaul University, the alumni relations staff became part of the enrollment management office. This change reflects the university’s atypical emphasis on alumni as lifelong learners and customers whose primary financial support of the campus is through tuition, not annual giving. Alumni relations efforts now focus more on re-enrollment, career services, networking, and alumni volunteering than on fund raising.
Connecting with the CEO
CURRENTS Article Alumni executives can energize their partnerships with their chief campus administrator by recognizing the CEO’s role in alumni relations, respecting the CEO’s time and position, and understanding their responsibilities to enhance the CEO’s effectiveness.
Rethinking Our Craft
CURRENTS Article Stone, former president of the Stanford Alumni Association, describes the multiyear process that led to the merger of the alumni association into the university, in sharp contrast to the association’s century-old tradition of independence. His key points: (1) Institutions must “own” their alumni relations responsibilities, and (2) alumni relations requires an entire institution’s commitment to lifelong relationships. Stone also offers advice to alumni relations officers on their role and responsibilities.
Spreading The Good Word
CURRENTS Article The article presents a history of the alumni relations profession and examines its current status, along with the challenges for alumni officers, around the world.
AdvanceWork: What's Your Type?
CURRENTS Article A research firm has defined four alumni types: rallyers, reminiscers, reconnectors, and resisters.
How Crucial Are Family Ties?
CURRENTS Article Three chief alumni relations officers -- from Colorado College, Ohio State University, and University of California, Los Angeles -- discuss whether it is vital to hire alumni to work in the alumni office.
AdvanceWork: Insuring the Future
CURRENTS Article Alumni officers give advice on forging affinity partnerships with insurance providers
Cultivate Your "Keepers"
CURRENTS Article The care and feeding of top alumni staffers
Soothing the Savage Beasts
CURRENTS Article Even the most difficult alumni are really just trying to tell you how to keep them connected to campus. If you listen and respond appropriately, you often can restore those relationships. Wantz describes how to keep cool and how to respond to irate alumni so that you can identify the real problems and determine the best course of action.
AdvanceWork: Once and Future Alumni Relations
CURRENTS Article Alumni Relations: What's in, what's out
What's That Up Ahead?
CURRENTS Article What do alumni professionals foresee in the next ten years?
The CASE InfoCenter maintains a collection of sample materials for members.
The CASE InfoCenter has compiled an extensive collection of resources about graduate and professional school alumni relations.
Connect with CASE members working in alumni relations on CASE Communities.
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