Samples, Research & Tools

Explore CASE resources. Find answers to your advancement questions.

Samples

The CASE InfoCenter assembles more than 20 sample collections for members.

• Presidential transitions
• Crisis communications
• Strategic plans

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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 Compensation Survey
• CASE Advancement Investment Metrics Study (AIMS)

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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

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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

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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 community colleges
• Largest gifts to education
• Unusual gifts

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Good Question Archive

These resource collections, based on questions posed to the CASE InfoCenter, are available to all members.

• Presidential transitions
• Graduate school alumni relations
• Return on investment for fundraising
• Student philanthropy

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