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Advancement Services

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Endowment Growth Stays Average, but Giving Continues to Rise in 2016
Article,  BriefCASE Article The rate of growth for endowments of U.S. colleges and universities maintained an average rate in 2016, according to the NACUBO-Commonfund Study of Endowments. The 805 U.S. institutions that participated collectively reported an average return of -1.9 percent for fiscal year 2016 compared with 2.4 percent for fiscal year 2015.

The Great Alumni Hunt Continues: Student Sleuths Track Down More Alumni
Article,  BriefCASE Article A collaborative effort between one institution and its foundation netted hundreds of newly found alumni and stronger communications between faculty and advancement staff.

CASE Blog: Advancement Services Team Aids in Gifts and More
Article,  BriefCASE Article Creating an advancement services team of experts has helped one UK institution secure six-figure gifts and build some "fantastic relationships," writes an experienced practitioner and presenter at the CASE Development Services Conference, which takes place 5-6 October in Leeds.

To Boost Retention, Bring Stewardship to Life
Article,  BriefCASE Article To retain donors, it's up to institutions to rethink their stewardship plans, says a CASE expert speaker.

Report: Donor Retention Becoming Top Priority
Article,  BriefCASE Article Nonprofit communications professionals looking for benchmarking information—or even ideas about how to initiate discussions about difficult communications topics with staff or leadership—can find answers in the 2016 Nonprofit Communications Trend Report.

The Great Alumni Hunt
Article,  Community College News Article By challenging teams of volunteers to a friendly competition, a California community college foundation reconnected with more than 1,100 alumni in just a month.

The Art of Thanking Volunteers Publicly
Article,  BriefCASE Article After that successful alumni tailgate or waffle breakfast, thanking the volunteers who made it a success is key. But a thank you note or email may be just the beginning of the volunteer recognition process, says a CASE faculty member.

First-Person ‘Humanizes’ Institutions in Case Statements
Article,  BriefCASE Article Development writers should make use of “we” and “our” when referring to their institution in a case statement, says a communications expert.

The Great Alumni Hunt
Article,  BriefCASE Article By challenging teams of volunteers to a friendly competition, a college reconnected with more than 1,100 alumni in just a month.

Donor Relations Pros Should Monitor Gift Spending
Article,  BriefCASE Article The donor relations office should have responsibility for monitoring the spending of gifts, says one experienced practitioner.

Learn How to Write to Raise More Money, Grow Relationships
Article,  BriefCASE Article Development communications should engage readers and get to the point quickly, says an expert on persuasive writing.

Raise the Profile of the Development Research Office
Article,  BriefCASE Article Development researchers can learn a valuable lesson from improv comedians when talking about their work with fundraisers, says a CASE faculty member.

Raising the Profile of the Research Office
Article,  BriefCASE Article Prospect development professionals can influence change within their organizations by positioning the work they do with frontline gift officers, according to a presenter at the Annual Conference for Development Researchers.

Simple Donor Thank You Events Make Big Impact
Article,  BriefCASE Article Advancement practitioners at institutions celebrating Student Engagement and Philanthropy Day say it doesn’t take a huge investment to teach students the value of private giving—and they have high hopes about its returns.

Creative Cultivation that Doesn’t Break the Bank
Article,  BriefCASE Article Too often “stewardship” is defined by thank you notes, honor rolls of donors and black-tie dinners. But it is much broader: it’s whatever makes donors feel so good they want to give and give again, say presenters at the recent CASE-NAIS conference in Orlando, Fla.

One Size Doesn’t Fit All
Article,  Community College News Article Community colleges leaders should recognize the importance of using different engagement and cultivation strategies to reach and garner donations from different generations of alumni, says a leading alumni relations practitioner.

Survey Shows Connection between Thanking Donors and Meeting Fundraising Goals
Article,  BriefCASE Article A survey of nearly 1,200 charitable organizations in the United States and Canada reveals that nearly 60 percent raised more contributions in 2012 than in 2011.

Encourage Spring Cleaning of Fundraising Databases
Advancement Weekly Article,  Article To ensure success in the year ahead, fundraising leaders should take time now to make sure their donor databases are "thoroughly cleaned and scrubbed," says a development expert.

Mastering Donor Stewardship in the Digital Age
Article,  BriefCASE Article Advancement professionals at institutions must determine their donors’ wants and needs before using the latest digital communications tools in stewardship activities, says a CASE faculty member.

Thank-You Gifts Have Unwelcome Effect on Giving
Article,  BriefCASE Article New research shows that small gifts given in thanks for a donation actually reduce rather than enhance giving.

Fiscal Cliff Deal Preserves Charitable Deduction
Article,  BriefCASE Article On Jan. 2, U.S. President Barack Obama signed the American Taxpayer Relief Act of 2012 (H.R. 8), legislation that preserves the charitable deduction and extends the estate tax and IRA charitable rollover.

IRS Announces 2013 Inflation Adjustments for Insubstantial Benefit Limitations
Article,  BriefCASE Article The Internal Revenue Service has issued guidance on inflation adjustments for 2013.

The Naming Opportunities Plan and Donor Stewardship
Academic Impressions
Article In this August 2012 article, Vincent Duckworth provides insight into why a naming opportunities plan should be a critical part of an overall stewardship effort and one of four pieces to have in place before launching a campaign. Two articles linked from the bottom of the page, "Crafting a Naming Opportunities Plan" and "Naming Opportunities for Athletics: 4 Tips," provide additional information.

Marketing Lessons from Madison Avenue
Article,  Community College News Article Community colleges shouldn't be afraid to adopt some of the marketing tactics of corporate advertising firms, says a team of marketing experts from Ohio.

Fundraising Fundamentals, Section 10.4
Article This section of Fundraising Fundamentals on gift agreements explains the reasons for having an agreement, when one should be considered and elements to include.

Getting LinkedIn with Lost Alumni
Article,  Community College News Article A Pennsylvania community college more than tripled its alumni mailing directory in less than two years using the social network LinkedIn.

HMRC "Clarifies" Gift Aid Guidelines for UK Charities
Article,  BriefCASE Article HM Revenue & Customs has updated its recently revised gift aid guidelines following numerous queries for further information about the changes.

Experts Discuss Improving ROI and Performance in Fundraising
Article,  BriefCASE Article Identifying prospects is not the biggest challenge most fundraising offices face today. Instead, the biggest challenge is in determining how to organize efforts to cultivate those prospects to fill the short- and long-term giving pipeline. That’s according to three data mining experts who recently presented at a CASE Online Speaker Series.

New Best Practices in Prospect Research
Article,  BriefCASE Article 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.

Commission on Philanthropy Approves Clarifications to Reporting Standards
Article,  BriefCASE Article The CASE Commission on Philanthropy has approved several clarifications to the CASE Reporting Standards and Management Guidelines for Educational Fundraising, 4th Edition.

Out of Thin Air, an Alumni Database
Article,  Community College News Article When the Northwest Technical College Foundation was established in 2005, it had a problem. The small Bemidji, Minn., institution and its predecessor colleges had never kept track of alumni data in their 40-year history. In 2009, the foundation set about the tall task of compiling its very first alumni database. And it found a significant number of alumni by asking local businesses for help in the search process.

Donor-Centered Thank You Letters: Your First Step to the Next Gift
Article In this blog post, Penelope Burk, author of Donor-Centered Fundraising, offers 20 characteristics of great thank you letters based on her research with donors.

Donors Optimistic About 2011 Giving
Article,  BriefCASE Article Fundraisers have the power to increase donor retention and gift value by communicating measurable results of giving, reports a new survey on donor giving in North America.

New Brief Provides Guidance on Privacy, Student Records
Article,  BriefCASE Article Alumni relations practitioners, admissions professionals and others who use electronic student record systems now have a one-stop source for information and guidance on guarding student privacy in school data.

Donors Demand More Accountability from Nonprofits, Survey Says
Article,  BriefCASE Article A global survey on the state of the nonprofit industry reveals that donors worldwide are demanding more accountability of nonprofits.

Donor Relations and Stewardship Defined
Association of Donor Relations Professionals
Article In November 2010, ADRP published these definitions of donor relations and its four elements: gift acceptance and management, acknowledgment, donor recognition and reporting.

UK Universities Thank Donors during Donor Pin Week
Article,  BriefCASE Article Several universities across the United Kingdom are working together in an effort to expand an innovative fundraising initiative that uses special lapel pins to inspire giving and thank donors.

Effective Storytelling Can Build Support, Increase Giving
Article,  BriefCASE Article Good, old-fashioned storytelling makes for compelling copy in educational websites and marketing campaigns and can lead to increased interest and support from targeted audiences. That's according to an expert on communications for nonprofits and a recent presenter of a CASE Online Speaker Series.

Take Five Steps to Better Donor Relations
Article,  BriefCASE Article A recent article in Fundraising Success magazine offers five lessons for building great donor relationships.

Match Points: St. John's University Uses Employer Find to Identify Matching Gift Prospects
HEP Development Services
Article This May 2010 article describes how St. John's University used Employer Find to update alumni records and identify potential matching gift prospects.

Recruit Top Leaders to Cultivate Culture of Philanthropy, Stewardship
Article,  BriefCASE Article Imagine achieving a culture of philanthropy and stewardship at your institution in just three years. Impossible? Not according to fundraising expert and CASE Online Speaker Series presenter Karen Osborne, who says a strong commitment from top leaders and a well-defined plan for change can make it a reality.

Study Reveals Top Strategies for Better Prospecting
Article,  BriefCASE Article A new study identifies eight best practices in prospect research based on high-performing fundraising programs at 61 institutions in the United States.

Little Lapel Pin Makes Big Statement
Article,  BriefCASE Article An innovative fundraising initiative that provides lapel pins to top donors is catching on at a growing number of universities in the United Kingdom.

Reconciling Advancement Services and Accounting: Five Principles to Help Explain the Relationship and End the Confusion
Article First published as Chapter 20 of Advancement Services: Research and Technology Support for Fund Raising (CASE, 1999), this article discusses differences between how the development or advancement services office and the business/finance office count and report gift income.

Newer Digital Tools Bridge Data Divide
Article,  BriefCASE Article The latest constituent relationship management technology is transforming the ability of advancement professionals to capture and analyze information about donors, both on campus and on the road.

Be Your Donor Day
Katya Andresen for Network for Good
Article Make a contribution to your organization to see how the process works from the donor's perspective and whether customer service and stewardship are handled well. You might identify problems or issues you don't realize your donors face.

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