CASE Statements on Compensation for Fundraising Performance
In 1991, CASE's Commission on Educational Fundraising (now the Commission on Philanthropy) released a statement on commission-based compensation for fundraisers. That statement was reaffirmed in 2005. In 2010, the Commission approved an additional statement on supplemental compensation (often described as a bonus). This page presents in one place all of CASE's statements on compensation for fundraising.
Principles of Practice for Fundraising Professionals at Educational Institutions
These principles were approved by the CASE Board of Trustees in November 2005.
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.
Donor Bill of Rights
The Donor Bill of Rights was developed by the American Association of Fund-Raising Counsel (AAFRC), Association for Healthcare Philanthropy (AHP), Council for Advancement and Support of Education (CASE), and the Association of Fundraising Professionals (AFP), and adopted in November 1993. It is a key document for fundraisers, advancement services professionals, and related disciplines.
Writing Your CASE for Support: To Achieve Impact and Outcomes
Conference This is one-day master class to be held in Brisbane, Australia
District V Conference 2014
Conference District V Conference 2014
Asia-Pacific Schools Conference
Conference The Asia-Pacific Schools Conference will be held on 10-11 June at Shanghai American School. It is targeted independent and international schools in China, and surrounding countries such as HK, Taipei, Bangkok, Hanoi, Korea and Japan.
Overcoming the Reluctance to Build Fundraising
Article Some international school leaders in the Asia-Pacific region are still reluctant to embrace fundraising despite growing opportunity, says a CASE faculty member.
Enhancing Fundraising Practices of the University of California, California State University, and California Private Universities
White Paper This white paper investigates differences in California higher education fundraising practices across the UC and CSU systems, as well as private institutions. Twelve major fundraising practices are assessed via survey research, and a significant relationship is found between development officer qualifications and donation revenue.
Trusts and Foundations
Conference Are you dealing with the strategic approach to trusts and foundations? Then join us for this in-depth forum. An expert guest speaker and group of colleagues will ensure the best possible strategic learning experience on trusts and foundations. Places are limited.
Rectors and Presidents Fundraising Study Tour
Conference British higher education institutions have come to value an understanding of philanthropy and fundraising skills among the attributes of their senior leaders, and there is much to be learned from the UK model. The study tour will provide an exclusive opportunity to visit and learn from the development operations of three leading English universities with diverse traditions, structures and missions. View here for more information.
Fundraising for Health 2014
Conference Are you responsible for raising funds for health research? Are you looking for some guidance specific to this type of fundraising? Then our Fundraising for Health seminar is for you. Attend this seminar on Tuesday 10 June.
Conference Join this year's CASE-ECIS Preconference in Seville, Spain
Fundraising Study Tour of Canadian Universities
Conference A five day study tour designed for vice-chancellors and senior leaders to see development best practice first-hand. This tried-and-tested programme will deliver helpful insight, analysis, clarity and discussion for institutional leaders who wish to strengthen their understanding of philanthropic fundraising. This is a high level and small-scale opportunity, aimed at Vice-Chancellors and Pro-Vice-Chancellors whose portfolio includes Development/Advancement.
Focusing on What Matters
Article Educational institutions should think less about themselves and what they need and more about their broad constituencies and what they need, said a keynote speaker at the recent CASE Conference for Community College Advancement.
Need a Consultant?
CURRENTS Article How do you know when to call a consultant? How do you make the case for a consultant? What can you expect from a good consultant? A former development chief and now consultant, Laurel Price Jones answers all of your questions about hiring an outside advisor.
CASE Europe Annual Conference 2014
Conference The CASE Europe Annual Conference 2014 will be held in Edinburgh, 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.
CASE Lowlands 2014: Alumnirelaties & Fondsenwerving
Conference A residential conference for Alumni Relations and Fundraising professionals in the Netherlands.
Spring Institute in Educational Fundraising 2014
Conference The Spring Institute in Educational Fundraising is an essential, once-in-a-lifetime experience. This residential course consists of a variety of plenary, tutorial and elective sessions and is suitable for both newcomers to fundraising and development professionals who need to brush up on their existing fundraising skills.
UK Academic Leaders, Others Learn about Fundraising from Canadian Institutions
Article More than eight academic leaders learned about the importance of stewardship, what motivates donors to give and the impact of institutional branding during a recent CASE Europe fundraising study tour to four Canadian institutions.
Need for Student Affairs Fundraising on the Rise
Article Student affairs programming on many campuses is expanding and so is the need for dedicated fundraising to support it, say two CASE faculty members.
The Barriers to Building a Culture of Philanthropy
Podcast Fresno State's Peter Smits discusses some roadblocks that institutions hit when attempting to grow a culture of philanthropy on their campus.
Outlook: A New View on Fundraising
CURRENTS Article With public funding for community colleges dwindling, the leaders of these two-year institutions will be increasingly focused on raising philanthropic support, necessitating a change in their traditional campus roles.
Make an Idea ‘Go Viral’
Article A marketing professor says there are rational reasons why certain ideas "go viral," several of which can be leveraged when marketing a nonprofit fundraising campaign.
District IV Summer Mini Conference 2014
Conference District IV Summer Mini Conference 2014
District VII CASE Utah Conference
Conference District VII CASE Utah Conference
Asia-Pacific Institute in Educational Fundraising 2014
Conference This week-long institute brings you world-class training designed specifically for Asia-Pacific based fundraisers.
Community College CEO/Chief Development Officer Survey Report
Report Do community college presidents believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their CEOs understand their roles in fundraising success? In summer 2012, CASE conducted parallel surveys of community college CEOs and chief development officers to gather their perspectives on their roles and relationship. The surveys and a presentation of the findings are included.
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.
Three Paths to Fundraising Success
Article There’s more than one way for a community college to significantly improve its overall fundraising performance. Just ask three award-winning institutions from Kentucky, New York and Virginia.
The 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.
Health Fundraising Gains Traction in the U.K.
Article Sensing a new market for donor cultivation, more universities in the United Kingdom are interested in integrating fundraising for health research into their existing development operations.
On the Road Again
CURRENTS Article Should you stay at a prospective donor's home? Should you accept the luxury upgrade when the rental car company offers it? Veteran fundraisers answer these questions and more while sharing their tips from getting to Donor A to Donor B with one's sanity intact.
CURRENTS Article Several public college and university development shops in recent years have moved fundraising operations to new or existing institutionally related foundations. The benefits of such a move include better engagement of donors and alumni in development work, but transitioning the staff can be challenging.
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.
Independent School Head/Chief Development Officer Survey Report
Report Do school heads believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their school heads understand their roles in fundraising success? In fall 2011, CASE conducted parallel surveys of independent school heads and chief development officers to gather their perspectives on their roles and relationship. The surveys and a presentation of the findings are included.
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.
A Snapshot of "Unraveling the Myths of Chinese American Giving: Exploring Donor Motivations and Effective Fundraising Strategies for U.S. Higher Education"
White Paper This white paper, a snapshot of the author's dissertation research, explores donor motivations among Chinese Americans and looks at fundraising strategies that higher education institutions might use to exploit those motivations. This paper will be useful for fundraising professionals who wish to develop culturally sensitive fundraising strategies.
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.
New Best Practices in Prospect Research
Article If done effectively, prospect research has the potential to substantially improve the fundraising efforts of higher education institutions. A new report, based on an analysis of survey data from a cross-section of institutions in the United States, identifies 10 of the best practices used by high-performing fundraising programs.
Lessons for All Following Inquiry into UK University's Libyan Ties
Article The United Kingdom's former Lord Chief Justice released last month a report on the findings from an inquiry into links between the London School of Economics and Political Science and the regime of recently deposed Libyan dictator Muammar el Qaddafi. And though the focus of the investigation, including its recommendations for reform, concern but one British institution, the executive director of CASE Europe says there are lessons for those in higher education around the globe.
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.
Aligning Donor Vision with Institutional Needs
Podcast Learn what "painfully and embarrassingly obvious" maxim Chris Cox from the University of Manchester believes every development officer should remember before courting a donor. Also, catch what Cox calls a "soul-destroying" method of approaching institutional fundraising.
Out of Focus
CURRENTS Article For years, development officers have cultivated prospective donors by listening to their deepest desires. Now, development officers' work increasingly involves devising a strategy for aligning the donor's desires with the mission, goals, and needs of their institution.
Peligro claro y presente
CURRENTS Article Recibir un donativo comprometedor, de amigos, gobiernos foráneos o emprendedores con antecedentes penales, le puede pasar a cualquier institución en cualquier momento. Pero hay formas de minimizar los riesgos y problemas que esto puede causar.
Clear and Present Danger
CURRENTS Article Gifts gone bad, whether they are donations from once-friendly foreign governments now scorned or from famous entrepreneurs subsequently convicted of fraud, can happen to any institution at any time. But, there are ways to minimize risks and limit any fallout if a gift sours.
Fundraising Model Proves Successful for Smaller Institutions
Article With a bit of ingenuity and complete trust in its volunteers, a two-person advancement team at a community college in California raised US$40,000 in two weeks. Officials behind the campaign blitz say their formula for success is tailor-made for two-year and four-year institutions with limited staff and resources.
District VII Conference
Conference Conference details coming soon!
Donors Optimistic About 2011 Giving
Article Fundraisers have the power to increase donor retention and gift value by communicating measurable results of giving, reports a new survey on donor giving in North America.
CURRENTS Article 教育促进与支持委员会总裁李彬与您分享教育机构筹募十个最大的常见错误。
22nd Annual CASE Conference for Institutionally Related Foundations
Conference This annual meeting of foundation CEOs, CFOs, COOs, counsels and other senior professionals provides a forum to learn about the critical and emerging issues affecting institutionally related foundations. In-depth presentations by senior professionals set the stage for smaller elective sessions.
Faith and Fundraising
CURRENTS Article This article examines fundraising practices at schools with religious affiliations. Faith plays an important though usually subtle role in these institutions' advancement efforts because it is often important to the donors they seek out. Overall, development officers at religious colleges, universities, and independent schools use the same tactics as their colleagues working at secular schools. But the religious nature of their schools often creates strong ties between the institution and alumni, parents, and other constituents that can be beneficial when raising funds.
Multichannel Donor Marketing: "No More Talk; Let's Make it Happen!"
Article Donors don't just read email and answer phone calls; they have access to and are influenced by a wide range of media. Reaching out to donors using multiple channels not only makes sense but also has the potential for greater sustained outreach and gift-giving, according to nonprofit marketing experts.
Building Better Donors
CURRENTS Article This article encourages institutions to engage donors by offering them donor education programs. The author describes three types of programs: those that teach basic how-to information about donating, those that empower donors to think of themselves as philanthropists, and those that use faculty experts to provide subject-specific knowledge about topics of interest to the donors, such as the environment.
Building Something More
CURRENTS Article The College of Liberal Arts and Sciences at the University of Illinois at Urbana-Champaign uses a website, social media, video, and photography to highlight the facelift of an institutional landmark while investing in the future with a scholarship program for its students.
Outlook: The Gift Grid
CURRENTS Article Henry E. Riggs, president emeritus of Harvey Mudd College and Keck Graduate Institute, argues that gifts exist along a utility continuum, from gifts of high utility, or great benefit, to gifts of negative utility.
CURRENTS Article 以下文章翻译自CASE CURRENTS月刊:
Crecimiento que da frutos
CURRENTS Article En el clima económico actual, las donaciones se hacen cada vez más comunes entre universidades públicas y privadas, aunque varía ampliamente cómo cada institución distribuye de forma diferente la donación. Este artículo examina las políticas de las donaciones en diferentes instituciones y demuestra que es importante tener una buena política de distribución y una comunicación siempre clara con el donante, estas son las claves para la aplicación de una política responsable.
CURRENTS Article In the current economic climate, gift fees are becoming more common among both private and public universities, although institutions vary widely in the way they assess and distribute such fees. This article examines the gift fee policies at various institutions and shows that having a strong case for a gift fee policy and clearly communicating it to donors are the keys to implementing a fiscally responsible policy that doesn't alienate constituents.
Good Question Our institution is about to begin charging gift fees. Do you have examples of how other institutions are communicating about this fee to their different audiences?
Gift Fee Policies & Disclosure Statements
Sample Collection The CASE InfoCenter maintains this collection of links to gift fee policies, disclosure statements and fee schedules.
Donors Demand More Accountability from Nonprofits, Survey Says
Article A global survey on the state of the nonprofit industry reveals that donors worldwide are demanding more accountability of nonprofits.
Perspectiva del presidente de CASE: ¿El error más grave? No aprender de nuestros errores
CURRENTS Article Hace algunos años, cuando Facebook comenzaba a saltar de un dormitorio a, bueno, todos los dormitorios, algunos líderes de exalumnos se preguntaron si la creciente popularidad de Facebook sería el fin de las reuniones. No pasaba un día sin que escuchara hablar sobre exalumnos que habían encontrado compañeros a los que les habían perdido la pista y estaban organizando reuniones a través de este medio.
Cultivating Lifelong Donors: Stewardship and the Fundraising Pyramid
White Paper Written by Frank Barry, Lawrence Henze, David Lamb and Katherine Swank as part of the Blackbaud Desktop Reference Series, this free 60-page book explains the fundraising pyramid and the importance of stewarding donors and building relationships throughout the donor lifecycle.
President's Perspective: The Greatest Mistake? Not Learning from Our Mistakes
CURRENTS Article CASE President John Lippincott offers his top 10 list of common mistakes in educational fundraising.
CURRENTS Article With an effort that touched every area of advancement, the Villanova School of Business succeeded in taking its program to a new level of academic and fundraising achievement.
¿Cómo desarrollar los artículos correctos?
CURRENTS Article Michael Kiser de Virginia Tech analiza la forma en que logró que las comunicaciones de desarrollo centraran su atención en índices que no fueran las cifras. Ahora, su oficina escribe sobre los resultados de las campañas y vincula sus mensajes con los objetivos estratégicos de la universidad. Por ejemplo, en lugar de escribir un artículo cuando la universidad recibe una donación importante, espera hasta que el dinero de esa donación se haya utilizado para construir las nuevas instalaciones y escribe sobre lo que éstas significan para la escuela. Los lectores externos no sólo consideran que estos artículos son más interesantes, estos artículos también le brindan al público interno una mejor idea de lo que se logra con la recaudación de fondos.
Outlook: Saying What We Mean
CURRENTS Article The retired vice president of the University of Wisconsin Foundation pens this opinion column on the dark side of some of the most common development phrases. Does anyone really want to describe their best friend as "low-hanging fruit"? Ick!
Developing the Right Stories
CURRENTS Article Michael Kiser of Virginia Tech discusses how he successfully shifted the focus of development communications away from numbers. Instead, his office now writes about campaign outcomes and ties its messages to the university's strategic aims. For example, instead of writing a story when the university receives a major gift, he waits until the money from that gift has been used to build a new facility and writes about what that new facility has meant for the school. Not only do external audiences find these stories more interesting, but such stories give internal audiences a better understanding of what fundraising does.
Incremente sus relaciones
CURRENTS Article El procurador de fondos debe estar enfocado en ver la manera de mejorar e incrementar las relación con sus donantes.
Office Space: Growing Your Relationships
CURRENTS Article Instead of focusing on the bottom line, fundraisers should really be looking at how their relationships have grown.
Research that U.K. Fundraisers Would Like to See Conducted
CURRENTS Article This chart shows the results of a recent survey in which U.K. fundraisers were asked which topics they'd like to see more research performed. The No. 1 topic was "identification of new segments of society that would be likely to give."
Onward and Upward
CURRENTS Article The vice president of development of the College of the Holy Cross in Massachusetts reports on new efforts at his institution and others to cultivate more gifts from midlevel donors as leadership gifts have become more scarce during the recession.
Suddenly in the Spotlight
CURRENTS Article Community college enrollments in the United States are soaring. At the same time, however, states are slashing budgets, and more students applying to community colleges today qualify for financial aid. With less money to educate more students, community colleges are turning to more strategic fundraising to fulfill their missions and meet expectations.
The Way We Ask Now
CURRENTS Article Frontline fundraisers discuss the highs and lows of trying to raise major gifts during the economic downturn.
HBCUs Can Build Stronger Support through Faculty, Others with Vested Interest
Article Historically black colleges and universities that engage faculty, staff, alumni and other "vested" individuals in their overall fundraising efforts enjoy stronger giving and volunteer support. That’s according to three presenters at a recent CASE Online Speaker Series.
Connecting with Donor of the Future Requires Thought, Strategic Plan
Article The changing economy and social media are among the factors shaping a new generation of donors, and fundraisers must “get smarter” and learn what motivates this group to give, according to a recent article in University Business.
Summer Institute in Educational Fundraising
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.
First in Class
CURRENTS Article This story presents profiles of eight Grand Gold winners of the 2009 Circle of Excellence awards.
CURRENTS Article The recession has slowed the intense job hopping of recent years in fundraising. At this moment of pause, CURRENTS talks to four professionals at various stages of their careers to discover what factors contribute to job satisfaction.
Les 10 erreurs les plus courantes…à ne pas commettre
CURRENTS Article Pour une fois, Côté pratique ne vous dira pas ce qu’il faut faire…mais tout ce qu’il ne faut pas faire ! Voici les dix erreurs que John Lippincott, président de CASE (Council for Advancement and Support of Education), appelait à ne pas commettre dans un article publié en septembre sur le site Internet www.case.org. S’il s’est bâti une solide expérience dans l’univers de l’enseignement supérieur, ses conseils valent aussi bien pour l’ensemble de nos propres domaines d’activités.
Grateful Patients are Often Giving Donors
Article Individuals who have received care at an academic medical center are usually very grateful—and giving, if asked.
Big Pond, Small Fish
CURRENTS Article Large foundations are casting about for community colleges so their gifts will have a bigger impact. A parallel trend is two-year institutions creating their own educational foundations. The combination means greater funds for education improvement, research, and more.
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.
Advance Work: Fat-Free and Profitable
CURRENTS Article School fundraisers are usually more necessary than fun, but selling books instead of sweets might help sales and provide a better profit margin.
Away They Go?
CURRENTS Article Donor fatigue is real, even if your institution hasn't experienced it yet. Development officers talk about how they define the issue and keep it from becoming a problem.
Advance Work: Gifted Fundraising
CURRENTS Article A donor at William Penn Charter School created a $1 million endowment to fund the development office.
The Hidden Asset
CURRENTS Article This article unlocks the door to a seldom-seen source for gifts. The author, an expert in business notes, explains how to find these assets, discuss them with donors, and factor in the tax implications.
Closing Remarks: Global Lessons
CURRENTS Article Contrary to popular belief, Americans did not invent education fund raising. Instead, they turned into a profession the centuries-old practice the British called "benefaction-chasing." The author reflects on how things have changed since the early 1990s, when Europeans were eager to learn "American-style" fund raising. Today, with the rapid pace of advancement innovation outside North America, the rest of the world may soon beat the United States at its own game.
Increasing Voluntary Giving to Higher Education: Task Force Report to Government
Report Often called the Thomas Report in reference to Eric Thomas' role as chair of the Task Force on Voluntary Giving to Higher Education, this key report from May 2004 sets forth the UK Government's proposals for building fundraising infrastructure and increasing voluntary giving to higher education.
AdvanceWork: Web Watch
CURRENTS Article A roundup of new and notable Web sites includes ones that provide nonprofit tax forms to the public, language translation assistance, news on philanthropy and higher education, and a dictionary of fund-raising terms.
The Science of Attraction
CURRENTS Article Annual fund directors are starting to use market research to better understand what populations of donor prospects will respond to, target more accurately, and cut the cost of mail and telephone campaigns. This article covers what well-crafted focus groups and surveys can uncover and steps to doing research. Also included is a short article on how to get valid research results. This article is of interest to annual fund directors and advancement services staffs who work with development communications.
Bright Ideas for Dark Times
CURRENTS Article Ten creative ways to battle fund-raising budget cuts include starting to plan the next campaign, evaluating cost per dollar raised, concentrating on prospects with the greatest potential, segmenting appeals, and striving to keep morale up. This article is of interest to advancement managers and managers of campaigns and annual and major gift programs.
Goals and Assists
CURRENTS Article Prospect researchers and development officers must form a partnership to identify potential donors' ability, interest, and desire to give. This article provides three guidelines for building a productive relationship and includes a table showing the differences in the information that researchers and development officers are likely to uncover. This article is of interest to development officers and prospect researchers.
Mending Student Discontent
CURRENTS Article Alumni still carrying grievances from their student days can be turned into enthusiastic donors if development officers listen to and address those grievances. Development officers should also be alert to the dissatisfactions of current students, and can try to collaborate with other campus departments to improve the student experience, in order to cultivate future donors.
CURRENTS Article Cornell University development officers successfully shifted to a project- and team-based approach to fund raising, leaving behind the previous organizational model based around schools and units. This new approach has allowed the university to raise funds for priority projects without launching an institution-wide campaign. As an example, the authors describe the successful team-based effort to fund renovation and expansion of Cornell’s music building.
From a Sprinkle to a Shower
CURRENTS Article Once rare, education fund raising has taken off in continental Europe
Manager's Portfolio: Stranger in a Strange Land
CURRENTS Article For development and alumni relations officers from North America, there are new career opportunities in Europe, where advancement disciplines are rapidly gaining a foothold.
Meeting the Global Challenge
CURRENTS Article Recent economic and political changes in Mexico hold promise for the nation’s universities, but private fund raising will be crucial to fulfilling that promise. The author provides an overview of the history and current status of higher education and philanthropy in Mexico, and argues that institutions will need to expand their advancement efforts in order to prosper.
Finding Funds for Fellowships
CURRENTS Article What special challenges do institutions face in raising graduate funds? How do they identify and cultivate prospects? Those institutions that are successful focus on how support of graduate student programs helps fuel the local economy, helps the institution attract the best students and faculty, and allow students more creative freedom. Development officers make the academic disciplines central in their fundraising approach and thus can tap into the field-specific knowledge of individual departments.
Connect with CASE members working in fundraising on CASE Communities.
The CASE InfoCenter maintains a collection of sample materials for members.
The CASE InfoCenter has compiled a collection of resources about return on investment for fundraising.
The CASE InfoCenter has compiled a collection of resources about naming.
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