January 2012
Volume 10 Issue 1
Research and News of Note
A new study reveals that women are either the sole decision maker or an equal partner in decisions about charitable giving in nearly 90 percent of high net worth households.
Managing your institution’s social media channels can be a daunting task, especially if you’re at a smaller institution. But with the right mindset and tools, communicators can not only manage social networks but also increase interaction, according to one presenter at a recent seminar on effective website and social media management.
A new report on trends in education philanthropy reveals that giving by grantmaking organizations in 2011 was fairly consistent with 2010 levels but that these donors were more strategic with their dollars.
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.
Any good volunteer board needs a tune up every now and then—and the boards of institutionally related foundations are no exception. A board’s makeup should change as the institution’s goals change, experts say, whether this means attracting members willing to take on a more proactive role in fundraising or bringing on higher-level executives who maintain invaluable professional networks.
Nine percent of U.S. text message users have made charitable donations by text message, according to a new study—but successful text donation campaigns may be hard to replicate.
Professionals of diverse backgrounds still face a “glass ceiling” with respect to securing leadership positions in educational advancement but participants of the recent Minority Advancement Institute say progress is being made.
The U.S. Department of Education recently released regulations amending the Family Educational Rights and Privacy Act that it says will safeguard student privacy and give states the flexibility to share school data that can be helpful in judging the effectiveness of government investments in education.
If you’re a major gift officer working at a college, university or independent school, the larger your prospect portfolio, the better, right? Wrong! At least that’s what David Lively, associate vice president of development and alumni relations at Illinois’ Northwestern University, would emphatically tell you.
Inside CASE
CASE has received a two-year, US$450,000 grant from Carnegie Corporation of New York to provide resources and training in fundraising and alumni development to 19 universities in Africa.
CASE has named three individuals as recipients of its 2012 Independent Schools Awards for their commitment and service to primary and secondary independent school education.
Recognize the exceptional work of alumni, donors, colleagues or friends of your institution by nominating them for a CASE Distinguished Service Award. The deadline for nominations is Feb. 3.
CASE Europe is holding a symposium on 9-10 May for rectors and presidents who are interested in learning how to maximize the potential from philanthropy for their institutions.
Members can take advantage of discounted hotel rates when traveling for business or pleasure to select cities thanks to a continuing partnership between CASE and Club Quarters.
Hong Kong will play host to the three-day CASE Asia Pacific Advancement Conference in mid March, featuring talks by experts in fundraising, alumni relations, communications and marketing.
There is still time to nominate practitioners and leaders for CASE Europe’s Iain More Award, the Leadership Award, the Distinguished Service Award and the Schools Engagement Award.
International schools worldwide are encouraged to participate in the CASE International Schools Survey, which closes on 3 February.
The nomination process for the 2012 Circle of Excellence awards is now open. Deadline for entries is March 16.
Register early to guarantee your place at this annual conference, which takes place 27-31 August in Birmingham and features speakers in alumni relations, communications, fundraising and marketing.
CASE Europe is looking for up to three representatives to serve on its 17-member board of trustees. The deadline for nominations is 9 March.
CASE keeps members informed about their colleagues' advancement-whether moving to a new institution around the corner or across continents.
U.S. Federal Relations News
Congress did not act to extend the IRA Charitable Rollover prior to its expiration on Dec. 31, 2011. Many lawmakers hope to pass a retroactive extension of the IRA charitable rollover in 2012.
U.S. colleges and universities that have received charitable gifts of $250,000 or more from foreign sources in the last six months must file a disclosure report with the U.S. Department of Education.
The Internal Revenue Service has suspended its electronic filing system for the Form 990 until Feb. 29, 2012.
CASE District News
District III
District III is taking its "A-Game" to Atlanta Feb. 19-22 for the annual conference.
With Andy Goodman challenging us to be storytellers, Tom Hayes talking about why colleges can (or can't) brand, Julian Bond sharing his experiences in the civil rights movement and James Shepherd talking about the power of individuals to affect change, we've got a program that will educate, challenge and motivate. Please visit the CASE District III website and sign up today.
District V
Thinking about a great advancement topic? Share it with colleagues at the 2012 Better Together conference for CASE V and VI, which takes place Dec. 9-11, 2012. Submit your ideas by April 1. You can also get reduced rates for the conference hotel—visit the CASE District V homepage for details.
District VI
CASE District VI is pleased to announce its new board members, whose terms will begin July 1. It is also pleased to congratulate recipients of its individual service awards, who were recognized at the 2012 CASE VI District Conference. The current District VI Board of Directors recently met and discussed outreach programs, survey results and more.
During the meeting, board members discussed:
- Plans to hold Outreach Programs in Des Moines, Iowa, and Omaha, Neb., this spring
- Member survey results, which provided insight for future district conference and communication devices
- An online policies and procedures manual
- A change to the 2012 awards program, moving the submission window from May 1 to July 1, 2012
- A list of volunteer opportunities
The District VI board will meet via conference call in March and in person in April 2012.
District VII
Save the Date: The next District VII conference is a little more than a year away. Mark your calendars for March 1-3, 2013, to meet in San Francisco where you can foster helpful relationships and glean best practices from colleagues. Theresa Davis, of Cal State Fullerton, is leading the conference planning committee with Keith Brant, of St. Mary's College of California, as the program chair, and Keri Eisenberg, of UCLA, as the arrangements chair.
Comments and Questions
Please share your questions and comments with Pam Russell via e-mail at russell@case.org or by telephone at +1-202-478-5680.
