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.

Ross-CASE Survey of Gifts and Costs of Voluntary Giving to Higher Education in the UK
National Centre for Social Research on behalf of the Ross Group and CASE
This annual survey of gift revenue and fundraising costs is carried out to measure the philanthropic performance of UK higher education and further education institutions. It is the only source of data on this subject in the UK and enables institutions to benchmark with peers. It also provides an estimate of the overall impact of philanthropy on the higher education sector. The Ross-CASE Survey site provides information about the survey, including its importance to the matched funding scheme, and findings from 2010-11 (published 23 March 2012) and previous years.

New White Paper Reports on Advancement Investments and Returns
BriefCASE Article The average return on an institution’s investment of $1 in fundraising is $5.99, according to the recently released results of the CASE Advancement Investment Metrics Study, or AIMS. The median return among 120 participating institutions in the United States is $4.86, although individual results ranged widely from $1.03 to $31.39.

Benchmarking Investments in Advancement: Results of the Inaugural CASE Advancement Investment Metrics Study
CASE White Paper The Advancement Investment Metrics Study, or AIMS, benchmarked investments and staffing in each of the advancement disciplines (advancement services, alumni relations, communications and marketing, fundraising, and advancement management) as well as the return on the investment in fundraising specifically. This white paper reports on the study's results by institution type, campaign status and other factors. The formulas and definitions used in the study are also included.

Return on Investment for Fundraising
Good Question How do we determine the return on investment in our fundraising operation? One way is to calculate the cost to raise $1 or £1, but do you have information on other methods? Are staff salaries typically included in calculations?

Experts Discuss Improving ROI and Performance in Fundraising
BriefCASE Article Identifying prospects is not the biggest challenge most fundraising offices face today. Instead, the biggest challenge is in determining how to organize efforts to cultivate those prospects to fill the short- and long-term giving pipeline. That’s according to three data mining experts who recently presented at a CASE Online Speaker Series.

Really Doing More with Less
CURRENTS Article DePaul University made the unpopular decision several years ago to limit major gift officers' portfolios to 70 prospective donors. The new system, which included changes designed to improve accountability, forced the development office to prioritize the prospect pool more effectively. The department has seen increases in both the volume of gifts and amount raised.

Managing Up
CURRENTS Article When institutional leaders lay out unrealistic fundraising expectations, it helps to educate them about the unique fundraising needs and approaches of your institution.

Outlook: Advancement's Faulty Foundation
CURRENTS Article Andrew W. Reeher, CEO of Reeher LLC, offers advice on how colleges and universities can make better investments of time and money in their fundraising operations.

Ethical Decision-Making in Fundraising
Product In this seminar, participants use AASP’s Ethics Statement, AFP's Code of Ethics and CASE's Donor Bill of Rights, along with a multilayered decision-making tool, to assess ethical dilemmas and questions that advancement professionals commonly face. This multimedia file is a recording of an Online Speaker Series webinar originally presented May 10, 2012. It is part 3 of a three-part series presented in partnership with AASP.

New Fundraising: How to Capture, Market, and Sell Your Impact
Product More and more, donors, foundations and government agencies are making funding decisions based on results, not just on efforts. This seminar gives participants the practical tools needed to measure, market and sell their impact to funders and other key stakeholders. This multimedia file is a recording of an Online Speaker Series webinar originally presented Jan. 19, 2012.

Improving ROI and Performance in Fundraising
Product In this seminar, development leaders at two institutions—Kate Troelstra, senior director of development at Clemson University, and Bill Brower, executive director of major gifts at Hamilton College—discuss how they improved the performance, ROI and effectiveness of their programs. Troelstra and Brower talk about the strategies and tools they used to boost their development programs. This multimedia file is a recording of an Online Speaker Series webinar originally presented Feb. 2, 2012.

Annual Giving--The Measures and the Trends
Product This webinar looks at the latest national trends in annual giving—from participation to dollars raised; phone, mail and e-mail; and annual giving stewardship—and discusses what tracking measures should be used to ensure a successful annual giving program. The seminar also takes an in-depth look at the key benchmarks of a good program: donor retention, reactivation, acquisition and upgrading behaviors. This is a recording of a webinar originally presented on March 31, 2011.

Use of Technology for Development and Alumni Relations among CASE Members
CASE White Paper This research explores the role of "advancement-enabling" technology in helping institutions meet their development and alumni relations goals. It includes data on how technology is being used, barriers to effective use of technology, and strategies for effective deployment of technology. The report is based on data provided by 357 advancement staff in higher education institutions and independent schools. Isurus Market Research and Consulting analyzed the data for CASE and SunGard Higher Education, which fielded the survey.

Performance Management Maturity Model: Raising the Bar of Fundraising Performance
CASE White Paper Higher education development professionals face increasing demand for greater levels of success. Finding a solution to increasing output and improving performance in an environment filled with short-term presidents, persistent turnover, greater competition and higher board expectations is foremost in development leaders' minds. The Performance Management Maturity Model provides a prescriptive solution to raising the bar of performance. This internally focused methodology can set you on a path to new levels of organizational output and improved staff productivity and morale.

Navigating Your Way Through the Ross-CASE Survey
Product This webinar offers an overview of the Ross-CASE survey of gift revenue and fundraising costs, which measures the philanthropic performance of educational institutions in the UK. This multimedia file is a recording of an Online Speaker Series webinar originally presented Oct. 13, 2009.

Ross-CASE Survey Shows Increased Higher Ed Giving Prior to Worst of the Recession
BriefCASE Article Giving to universities in the United Kingdom grew by 28 percent to £682 million in 2007-2008, according to the Ross-CASE Survey.

Better Together
CURRENTS Article Assessments in higher education are common—exams, state board tests, surveys, and focus groups, among other instruments. However, Widener University's convergence of academic assessment, strategic planning, and reaccreditation—and how they all inform and direct fundraising and campaign planning—is unique.

CASE Benchmarking Toolkit
The CASE Benchmarking Toolkit is a state-of-the-art survey tool that helps advancement professionals benchmark activities, staffing, budgets and other aspects of their programs with peer institutions. The toolkit allows peer communities of practice to design and conduct their own surveys, review results and instantly download charts directly into reports. The toolkit is available to advancement services, alumni relations, communications, fundraising, marketing or related professionals at CASE member institutions.

Benchmarking and Performance Metrics for Development
Nicholas Offord
Conference Presentation Through analysis of data from the Canada Revenue Agency, this presentation suggests metrics that can be used to benchmark fundraising performance.

Educational Development in Australasia: 2008 Benchmarking Survey
ADAPE Australasia Inc. and the Australian Centre for Philanthropy and Nonprofit Studies at Queensland University of Technology
In 2005 and 2008 ADAPE Australasia (Association of Development and Alumni Professionals in Education) members were surveyed to gather benchmarking data about their operations. This September 2008 report includes data about survey participants; their institutions' fundraising offices, activities, and revenue; and their alumni programs. Ninety-four percent of institutions in the sample were located in Australia with the rest in New Zealand.

Measuring the Return on Investment for Fundraising
Product This webinar examines ways that some institutions are measuring the return on investment for their fundraising programs, provides an analysis for these performance metrics and calls into question the quality of an institution’s short- and long-term goals. This multimedia file is a recording of an Online Speaker Series webinar originally presented March 6, 2008.

Power of Analytics for Development
Product One of the key trends facing institutions, small and large, is gathering increasing amounts of fund raising data, but extracting decreasing value from it. This seminar discusses how insights gained from data analysis can change the way development functions are organized, how they measure and manage performance and ultimately how they are improved. This multimedia file is a recording of an Online Speaker Series webinar originally presented Feb. 21, 2008.

Advancing Small Colleges: A Benchmarking Survey Update
Product Written for leaders of small- and mid-sized colleges and universities, this benchmarking update is based on a survey of nearly 300 institutions. Chapters focus on the roles of presidents and trustees, fundraising and integrated marketing, operating a successful alumni relations office, enrollment management and advancement trends. It serves as an update and companion to the 2001 book Advancing Small Colleges.

Information Systems: McMaster University - Silver Medal
Best Practice When McMaster University decided to embark on its most ambitious fundraising campaign ever - a comprehensive campaign that would more than double the amount of money to be raised each year in 2006-2009 - it needed to expand performance management and benchmarks for fundraisers beyond the number of completed visits. Stakeholders collaborated to create a Performance Management Report based on data in the institution's Advance C/S database.

Advance Work: Fun with Ratios
CURRENTS Article Using data from the Association of American Universities and U.S. News and World Report, an alumni professional devised a way to determine how alumni relations staffing affects fundraising.

Advancing Small Colleges: Strategies for Success
Product Written for small-college leaders, this book is based on a survey of nearly 300 institutions. Chapters focus on the roles of presidents and trustees, fundraising and integrated marketing, operating a successful alumni relations office, enrollment management and advancement trends.

Talking Points: For All You're Worth
CURRENTS Article Although you know how much money you make, it's hard to measure advancement officers' worth to their institutions, and to demonstrate that the institution is receiving a good return on its investment in you. Lippincott, CASE vice president for communications, outlines some crucial principles for measuring and reporting advancement's performance.

Weighing Dollars with Sense
CURRENTS Article The central purpose of development offices is to raise money. But to measure their effectiveness based solely on rigid dollar figures would be shortsighted, say many chief development officers. Some of these forward-thinking managers now assess the effectiveness of their operations by how well their efforts support the institution’s mission and goals, develop new and long-term relationships with potential donors, and move prospects and donors toward greater participation in the institution.

Learning the Ropes
CURRENTS Article Kelly reviews the use of several common models of the fund-raising process and discusses the value of using her five-step process of research, objectives, programming, evaluation, and stewardship (ROPES). Each of these components is described in detail. This article is adapted from chapter 10 of Dr. Kelly's book, "Effective Fund-Raising Management".