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Advancement & the Economy

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President's Perspective: A Time to Advocate
CURRENTS Article CASE firmly believes that education can transform lives and society. At times of turbulence, this is even more important. Amid the current change, we need increased advocacy for policies that allow us to act effectively and with integrity to champion the success of educational institutions. CASE is responding to this challenge by enhancing our advocacy efforts in order to better support our members in this arena.

Weathering the Economic Climate: Storms, Strategies and Silver Linings
During virtual meetings April 23 and 24, 2009, CASE commissioners discussed the impact of the economic downturn on their institutions and their work as advancement professionals. They also offered strategies that were helping them weather the changing economic climate.

President’s Perspective: Five Myths About the Charitable Tax Deduction
CURRENTS Article Does the tax code influence donors' decisions? Would limiting the charitable tax deduction hurt the donor more than the charity? CASE President John Lippincott examines the main arguments being used to try to reduce the charitable tax deduction U.S. taxpayers enjoy.

Outlook: The Business of Advancement
CURRENTS Article Corporate relations and philanthropic fundraising sit comfortably together as advancement activities. There is a possible risk to advancement offices—and their institutions—that do not embrace this opportunity.

Major Gift Strategies in a Changing Philanthropic Landscape
Podcast Hear Debra Pemstein from Bard College discuss some of the cultivation strategies her institution uses to help ensure that its donors remain engaged and active. Also, listen to what Pemstein says her major gift donors expect from the institution that they never did before the recent economic downturn.

Challenging Economic Times Remain Despite Slight Uptick in Nonprofit Giving
Article,  BriefCASE Article A new report indicates that fewer than half of 813 surveyed nonprofits in the United States reported fundraising increases during the first half of 2011 compared with the same period in 2010.

Expert Offers Tips on Removing Barriers to Advancement Work
Article,  BriefCASE Article Many advancement professionals know what they need to do to make their institutions more successful at alumni relations, communications, fundraising and marketing. But outdated IT systems, a heavy workload, bureaucracy and other obstacles often stand in their way. Tricia King of Birkbeck, University of London, offered tips on how to negotiate through these and other challenges during a workshop at the recent CASE Europe Annual Conference in Manchester, England.

Then and Now
CURRENTS Article Scotland's University of Glasgow embarked upon an ambitious fundraising campaign during the midst of global recession. That was not in 2008, but in the 1870s. More than a century later, the university's experiences offer lessons on fundraising during a fiscal crisis.

Rebuilding Endowment
Article During the recession, endowments were hit hard by the sharp decline in the value of financial assets and by a reduction in grants, gifts, donations and planned giving resulting from a weak economy. This article from Commonfund's Chronicle Mission Matters (Winter 2011) reports on the conversation of experts who discuss the challenges and opportunities associated with rebuilding nonprofit endowments. CASE President John Lippincott took part in the conversation.

Education Institutions Get Creative to Beat Shortfalls Due to Global Recession
Article,  BriefCASE Article University World News reports that higher education institutions are partnering with the private sector more and devising other innovative ways to raise revenue to cover gaps created by shrinking state budgets and financial shortfalls.

Report: Overall Donor Confidence in U.S. Falls
Article,  BriefCASE Article A new report reveals that donor confidence in the economy and expectations about charitable giving are at their lowest levels since December 2008.

Report Says Nonprofits Face Tough Climb to Pre-Recession Success
Article,  BriefCASE Article The nonprofit sector continues to face an "incredibly difficult philanthropic environment." That's according to the findings of a new survey.

Low Water Mark
CURRENTS Article Budget constraints for public higher education have become the norm in virtually every state. This article focuses on the ways in which different systems and institutions are coping, and the role of advancement in the fight to maintain quality.

Incremente sus relaciones
CURRENTS Article El procurador de fondos debe estar enfocado en ver la manera de mejorar e incrementar las relación con sus donantes.

Office Space: Growing Your Relationships
CURRENTS Article Instead of focusing on the bottom line, fundraisers should really be looking at how their relationships have grown.

Advance Work: Recessionary Holding—and Homing—Patterns
CURRENTS Article A survey by the Pew Research Center found that 13 percent of parents of grown children in the United States say that one of their adult sons or daughters moved back home in 2009. The economic downturn has caused recent college grads, as well as adults who have been laid off from their jobs, to move in with their parents.

The Way We Ask Now
CURRENTS Article Frontline fundraisers discuss the highs and lows of trying to raise major gifts during the economic downturn.

Survey Reveals State of Public Universities during Recession
Article,  BriefCASE Article A new survey reports that the current financial situation for public universities in the United States is “precarious” as a result of deep cuts in state appropriations during the recession preceded by decades of declining state support.

Billion-Dollar Campaigns Maintain Momentum in Tough Economy
Article,  BriefCASE Article Despite the tough economy, billion-dollar campaigns in higher education are making “sufficiently strong monthly progress” and are on track to meet their goals. That’s according to a new report that analyzed campaigns launched right before and after the onset of the recession.

Endowment Levels Up but Canadian Institutions Remain Cautious
Article,  BriefCASE Article Endowments have rebounded at many Canadian universities, but most institutions remain concerned about endowment spending and plan to keep cost-saving measures in place.

Enrollment at Two-Year Institutions in U.S. Hits Record High
Article,  BriefCASE Article Recently released data from the U.S. Census Bureau reveal that the proportion of 18- to 24-year olds attending higher education institutions has hit an all-time high due to a surge in enrollments at two-year institutions.

Institutions Receive Strategies to Move Beyond Tough Economy to Market Success
Article,  BriefCASE Article A perfect storm is brewing in higher education, and savvy colleges and universities are exploring non-traditional ways to cut costs, expand their market and stand out from others.

More Foundations Relying on Endowment Management Fee to Fund Operations
Article,  BriefCASE Article More institutionally related foundations are using a management fee on endowed funds to fund their operations, according to the results of a CASE survey on foundation funding sources and budget restructuring.

Institutionally Related Foundations and the Economic Downturn: Results of the 2009 CASE Survey on Foundation Funding Sources and Budget Restructuring
White Paper Find out how institutionally related foundations fund operations and how funding sources have changed in response to the economic downturn. This CASE white paper, which looks at the results of a survey of 98 foundations affiliated with U.S. public colleges and universities, explores the roles of management and gift fees, institutional support, reserves and other foundation funding sources and looks at steps foundations have taken to reduce expenses in challenging economic times.

Down Economy Having Little Impact on Enrollment at Private Institutions
Article,  BriefCASE Article A recent survey finds that most U.S. private colleges and universities expect to maintain or slightly increase enrollment numbers this fall.

Report Says Confidence in U.S. Charitable Giving Climate Continues to Decline
Article,  BriefCASE Article Confidence in the U.S. fundraising climate continued to decline in the first half of 2009, according to the latest national survey of nonprofit fundraisers by the Center on Philanthropy at Indiana University.

Advancement and the Economy
CASE has pulled together a collection of resources to help institutions maximize the effectiveness of advancement initiatives during challenging economic times. Resources include a statement from CASE President John Lippincott, responses to frequently asked questions, CURRENTS articles, white papers, toolkits, a news archive and more. Several CASE Educational Partners shared resources for this collection.

Making Lemonade
CURRENTS Article In the current economic climate, alumni associations are taking hard looks at their budgets and making cuts where necessary. However, the recession is an opportunity for alumni associations to create and build alumni loyalty through networking and career services--when they are needed most.

President's Perspective: An Unbeatable Investment
CURRENTS Article By reframing, recalibrating, and redoubling efforts, advancement professionals can meet current economic challenges.

Office Space: Adversity and Opportunity
CURRENTS Article Budget cuts can be tough, but smart changes can improve your advancement operation

Matter of Scale
CURRENTS Article Community colleges are poised to communicate the true value they provide to students and higher education in America.

The Culture of Discovery
CURRENTS Article The challenge for advancement professionals serving research institutions is how to communicate all that is being done for the good of the general public in the labs of academia--and how to make the case for greater governmental and private support.

CURRENTS Article Leaders discuss the value of education to society as a whole and the shift from thinking of education as a tool for individual fulfillment to considering it the primary driver of social and economic progress.

The Changes within Higher Education Marketing with Rae Goldsmith
Podcast In this June 25, 2009 HB Voices podcast, CASE Vice President for Advancement Resources Rae Goldsmith talks about innovative communications, marketing and fundraising strategies for universities when facing a struggling economy. The podcast is available free through iTunes.

Down Economy is Prime Time for Planned Giving Strategies
Article,  BriefCASE Article If there has ever been a time that challenged educational fundraisers, this is it—thanks in large part to the recent volatility in the financial sector.

Doing More with Less in Downturns Not New for Community Colleges
Article,  BriefCASE Article A national survey of community college leaders reveals that these institutions are "again at the receiving end of the 'do more with less and do it better' mantra" as they face significantly higher enrollments and steep budget cuts as part of the economic downturn.

CASE Commissions Discuss Strategies for Weathering Economic Climate
Article,  BriefCASE Article Advancement professionals at institutions facing budget cuts are rising to the challenge by collaborating across the advancement disciplines, adjusting organizational structures and increasing electronic communication with constituents.

Trustees Discuss Impact of Economy on CASE, Members
Article,  BriefCASE Article The CASE Board of Trustees, meeting March 12 and 13 at the University of Virginia, discussed the impact of the global economic crisis on CASE and its members.

Impact of Economy on European Institutions Mixed
Article,  BriefCASE Article A recent survey by the European University Association reveals that the tough economy has hit some European institutions harder than others.

Staying Up in a Down Economy
CURRENTS Article Uncertainty is the only constant in a changing and challenging development landscape.

Fundraisers Advised to Take a Deep Breath, Make a Plan
Article,  BriefCASE Article Fundraisers at institutions facing tight budgets in an uncertain economy may want to consider this advice from an expert on fundraising in response to crisis: Be patient and plan.

CASE President Offers Statement on Economy, Fundraising
Article,  BriefCASE Article Fundraisers should redouble their efforts, reframe their conversations with donors, and recalibrate their expectations during difficult economic times.

Closing Remarks: Gloomy Forecasts Are All Wet
CURRENTS Article Anxiety among education leaders is palpable, the author says, due to a roller coaster economy, the threat of international terrorism, rising costs and shrinking budgets, and diminished giving. Should advancement officers worry about the long-term health of their campuses, the profession, and their careers? A review of similar trends over the past 30 years says no. The profession will thrive (campuses need advancement services even more) and he says hard times are always followed by better times.

Seeing the Light
CURRENTS Article An informal online survey of more than 30 development veterans offers strategies for building and sustaining support despite a recession, problems with the stock market and state and federal budgets, and military actions. Advice includes continuing to conduct asks of leadership prospects, emphasizing the value of the institution’s mission, focusing on the most resonant priorities, and promoting creative forms of giving. This article is of interest to campaign and major gift fund raisers.

Crunching Numbers
CURRENTS Article In the face of recession, state and federal budget cuts, and fears of future terrorist attacks and disease promulgation, advancement officers are looking for ways to decrease costs and rethink priorities. These techniques include thinking strategically about budget cuts and staff structures, rethinking travel programs and alumni events, and working to retain good staff. This article is of interest to managers of alumni, development, advancement services, and communications programs as well as chief advancement officers.

Climate Control
CURRENTS Article Experts suggest that the American economic boom is over. Development professionals can prepare for a possible drop in giving by building up internal support for the development operation, increasing research and cultivation efforts, and seeking donors from a variety of economic sectors. Veteran fund-raisers offer advice on when and how to tell campus leaders about fund-raising shortfalls and how to handle budget cuts with minimal damage to the program.

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