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 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.
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.
Development for Deans and Academic Leaders
Conference A one day master class on development for deans
Creating Compelling Content Strategies for Online Engagement
Conference A one-day master class on creating compelling content strategies for online engagement
Force for Good: Transforming your school through powerful communications and sustainable fundraising
Conference A one-day master class on transforming your school through powerful communications and sustainable fundraising.
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.
District II Workshop: Setting the Advancement Agenda on Campus
Conference Is it still conducive to meet today's advancement goals by following an old fundraising model? Join CASE District II community college advancement professionals for a one day regional conference to discuss and learn how to meet advancement priorities in this new era of fundraising. Engage in lively dialog from practitioners who will offer a "feet on the ground" perspective. The conference will include: updates on CASE community college advancement research, alumni programming best practices, advancement leadership panel and conclude with wrap up of the day. Lunch will provide a time for networking and idea sharing.
Mind the Gap: Enhancing Internal Relationships for Fundraising Success
Product This webinar looks the results of a 2012 CASE survey of community college CEOs and their chief fundraisers and explores ways to use the data to evaluate and improve internal relationships on campus. The webinar includes practical tips from a college president and her chief fundraiser about how to build a working relationship that can help boost private philanthropy. This multimedia file is a recording of a webinar presented Feb. 19, 2013.
Asia-Pacific Institute in Educational Fundraising 2013
Conference This week-long institute brings you world-class training designed specifically for Asia-Pacific based fundraisers.
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.
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.
Student Affairs Fundraising
Product This webinar presents the nuts and bolts of a development/advancement unit within student affairs. Topics will include specifics about budget, stakeholders, staff, reporting lines, office structure, prospects, types and examples of gifts, advisory boards and timelines. This multimedia file is a recording of a webinar presented April 11, 2013.
Digital Marketing Tools for Fundraising
Product This webinar looks at the latest digital tools that fundraisers can use for engaging prospects. This multimedia file is a recording of a webinar presented May 9, 2013.
Changing Demographics and How This Affects Your Business, Today and Tomorrow
Product This webinar looks at information from the 2010 U.S. Census and how changing demographics will affect educational institutions. It focuses on using demographic information to maximize relationships with constituents. This multimedia file is a recording of a webinar presented Jan. 31, 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.
Path to the Profession
CURRENTS Article Where does a development shop find good fundraisers? How do you hold on to them? Those questions and more are answered through an exploration of the latest talent management strategies.
World-Class Donor Relations: Creating a Shared Culture of Stewardship
Product This webinar helps advancement professionals understand the role everyone plays at an institution in creating and sustaining a culture of stewardship. Pariticipants learn to define stewardship and understand everyone’s role in it. This multimedia file is a recording of a webinar originally presented Oct. 11, 2012.
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.
Storytelling: Best Practices in Using an Ancient Art to Engage Today’s Donors
Product This webinar looks at stories from around the world and analyzes their common, universal elements. It then considers how those elements can be used to inform, connect with and inspire donors to give to institutional fundraising efforts. This multimedia file is a recording of a CASE webinar originally presented Sept. 14, 2012.
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.
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 What is the return on every dollar spent on advancement? CASE surveyed 120 institutions for a benchmarking study on advancement investments and return.
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.
Small Shops: Making Time for What Really Matters in Community College Fundraising
Product During this webinar, author Steve Klingaman offers insights on fundraising at community colleges and at any small shops. Topics covered include special events, annual funds, alumni relations and building a culture of philanthropy on campuses. This multimedia file is a recording of a webinar originally presented April 24, 2012.
Seeing through a Donor's Eyes
Product This book helps fundraisers write well-reasoned, emotionally satisfying case statements to support all fundraising efforts, not just capital campaigns. The author says that fundraisers must get beyond an insider knowledge of their organizations and see through their donors' eyes in order to create effective fundraising materials.
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.
Turning Community College Alumni into Donors
Product During this webinar, participants learn how the Community College of Baltimore County's systematic approach to data cleanup, communications and mailing with its alumni yielded an 89 percent increase in alumni giving in one year. This multimedia file is a recording of a webinar originally presented March 13, 2012.
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.
Fundraising Strategies for Community Colleges: The Definitive Guide for Advancement
Product This comprehensive guide, written expressly for community colleges, offers practical advice and concrete steps on how to build a strong advancement team that encompasses annual fund, grants, major gift and planned giving programs. Recommended for development professionals, college presidents, board members, trustees, faculty leaders and others in leadership positions at community colleges.
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.
Ethics and Accountability in Fundraising
Product This webinar explores the current fundraising climate, discusses what it means to be ethical, reviews how fundraisers can gain trust, and looks at donors' expectations of accountability. This multimedia file is a recording of a webinar originally presented July 26, 2011.
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。
Development for Deans and Academic Leaders -- Fall Session
Conference This program has become the required curriculum for deans, presidents, provosts and other academic leaders with fundraising responsibility. You will strengthen your partnership with your advancement officer and learn to engage with potential donors in productive, meaningful and authentic ways—ultimately leading to a new level of comfort and greater success with fundraising.
Fundraising Fundamentals: Fall Session
Conference Designed for development professionals with fewer than two years of professional fundraising experience and newcomers to education development, this conference explores the fundamentals of fundraising in education, from the annual fund to major gifts, and lays the groundwork for your successful career in advancement.
Leadership in Advancement Management
Conference This program will help education marketers navigate the changing world of advertising. Learn new approaches to creative strategy, department structure and media buying.
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.
Across Frontiers: New International Perspectives on Educational Fundraising
Product This multi-author book addresses the international aspect of fundraising for higher education. Chapters look at fundraising in China, philanthropy in the Arab region, international prospect research, campaigns, the annual fund, satellite offices, foundation support and corporate support. Includes online appendix material about country-specific guidelines for obtaining gifts.
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.
Grassroots Approaches to Increasing Alumni and Staff Engagement and Giving at HBCU's
Product This webinar helps participants understand the importance, for HBCUs, of individual giving to help reduce reliance on government, foundation and corporate support. This multimedia file is a recording of a webinar originally presented Jan. 21, 2010.
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.
Fundraising When Money Is Tight: A Strategic and Practical Guide to Surviving Tough Times and Thriving in the Future
Product A noted fundraiser offers practical tips to help nonprofits and their fundraising programs cope with an economic downturn and plan for the future.
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.
Philanthropy at Independent Schools
Product This revised and expanded book covers what development officers, school heads, fundraising volunteers and trustees need to know about fundraising at independent schools, from setting up a development office to asking for major gifts. Topics covered include the challenges of fundraising in the 21st century; approaching diverse constituencies; key relationships in a development program; alumni relations; communications and marketing; new technology in fund raising; writing for development; and international fund raising.
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.
Growing Giving: A Guide to Securing Private Support for Your Community College
Product As competition for state and local money mounts, community colleges must look beyond the public sector for funding: private support is needed. This book offers proven ways to grow relationships and identify giving opportunities.
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.
Over Goal! What You Must Know to Excel at Fundraising Today
Product More causes vying for attention, ballooning campaign goals and highly publicized scandals are among the factors that have transformed fundraising in recent years. This book addresses these realities of fundraising, explains how and why donors have changed and tells what must be done to secure their support.
Community College Advancement: Public-Private Partnerships
Product This electronic paper outlines how community colleges can establish productive partnerships with businesses and other entities. In relating the genesis of the Dallas County Community College Foundation’s $30 million Rising Star scholarship endowment, author Betheny L. Reid outlines a nine-step program that create successful public-private partnerships for your institution. This is one of a series of electronic papers written for and by community college development professionals. The series covers annual giving, planned giving, total resource development, public-private partnerships and the role of the president in advancement.
Community College Advancement Series
Product This series of electronic papers is written for and by community college development professionals. It covers annual giving, planned giving, total resource development, public-private partnerships and the role of the president in advancement.
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.
Product Selected chapters from the Handbook of Institutional Advancement (3rd ed.) cover five overarching issues for the management of development activities: institutional positioning for fundraising; organizational structures; management and staffing; ethics; and major gifts concepts and principles.
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.
New Strategies for Educational Fundraising
Product Written by acknowledged authorities in the field, this book addresses the development function, the foundations of educational fundraising, raising funds from individuals, the campaign, corporate and foundation support, traditions of giving, the development profession and more.
Cultivating Diversity in Fundraising
Product This book provides in-depth understanding of the philanthropic motivation of four racial/ethnic groups: African Americans, Asian Americans, Hispanic/Latino Americans and Native Americans. The text is organized to provide an overview of each group's history and immigration patterns as well as cultural traditions and charitable and philanthropic practices.
Unit Development Officer's Handbook
Product F.A. Hilenski and 21 other contributors explain the evolution of the unit development officer profession and share best practices for handling development for colleges, professional schools, museums, theaters, research institutes, foundations, and other academic units.
Seven Faces of Philanthropy
Product This book outlines a donor-centered framework for fund raising and offers a detailed understanding of the concerns, interests, needs, and motivations of seven types of affluent donors: the communitarian, the devout, the Investor, the socialite, the altruist, the repayer and the dynast.
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.
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.
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.
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.