Advancement History & Trends
Advancement Services
Alumni Relations
Campus & External Relations
Career & Professional Development
Communications
Community Colleges
Education & Campus Issues
Ethics & Accountability
Financial Management
Fundraising
Human Resources
Independent Primary & Secondary Schools
Institutionally Related Foundations
Legal, Regulatory & Postal Issues
Marketing
Organizational Issues
Special Events
Browse by Professional Interest
Samples, Research & Tools
Explore CASE resources. Find answers to your advancement questions.
Samples
The CASE InfoCenter assembles 16 sample collections for 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.
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
- Clarification to CASE Reporting Standards on Counting Issues, October 2011
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 independent schools
- Presidents with previous advancement positions
- Unusual gifts
Good Question Archive
Good Question is a regular feature in CURRENTS magazine that highlights a question posed to the CASE InfoCenter. The archive brings together the InfoCenter's detailed responses on a variety of topics.