Advancement History & Trends
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Alumni Relations
Campus & External Relations
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Education & Campus Issues
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Financial Management
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Institutionally Related Foundations
Legal, Regulatory & Postal Issues
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Samples, Research & Tools
Explore CASE resources. Find answers to your advancement questions.
Samples
The CASE InfoCenter assembles a variety of online samples to assist members.
Benchmarking & Research
CASE conducts surveys and other research on trends and best practices in advancement and offers tools to help members benchmark their programs with those of their peers.
- CASE Benchmarking Toolkit
- CASE Member Magazine Readership Survey
- CASE Survey of Educational Fundraising Campaigns
Principles of Practice
CASE provides an ethical framework and principles of practice for the profession.
- CASE Statement of Ethics
- Principles of Practice for Communications & Marketing Professionals
- Principles of Practice for Fundraising Professionals
Management Checklists
Management checklists are intended to help advancement professionals conduct internal self-assessments of information and programs. They may be useful to both new and experienced managers and helpful in staff training and orientation.
- Management Checklist for Alumni Relations
- Management Checklist for Institutionally Related Foundations
- Management Checklist for Communications & Marketing
CASE Reporting Standards & Management Guidelines for Educational Fundraising
- About the CASE Reporting Standards & Management Guidelines
- FAQ: CASE Reporting Standards & Management Guidelines
Purchase the CASE standards book
CASE Files
The CASE InfoCenter tracks specific advancement topics and shares information with members through CASE Files.
- Largest gifts to education
- Largest gifts to independent schools
- Unusual gifts