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Student Engagement & Philanthropy Month
Sample Collection The Library maintains this collection of samples from institutions that participated in CASE ASAP's Student Engagement and Philanthropy Month in 2013, 2014, 2015 and 2016. The collection is available to all CASE members and highlights dozens of programming ideas, including ways to engage students in thanking donors.

Faculty & Staff Fundraising & Giving
Good Question Does CASE have any resources that would help us train faculty and staff about their role in fundraising? We want them to understand why fundraising is important and relevant to them. Also, does CASE have any articles or information about successful faculty and staff giving programs?

Campaign Case Statements
Sample Collection The Library maintains this collection of case statements for a variety of campaign types and goals, including CASE award-winning materials. Annotations include each campaign's goal, priorities, time frame, amount raised to date, website and additional publications (when available).

Faculty & Staff Giving Campaigns
Sample Collection The Library maintains this collection of materials used to encourage faculty and staff to give to their institutions. Samples include CASE award-winning programs, campaign coordinator resources, websites, videos, brochures and pledge forms.

Student Philanthropy
Good Question Do you have resources about student philanthropy and how to teach students about the importance of giving before they become alumni? Examples of what has worked for other universities would be helpful too.

CASE Statements on Compensation for Fundraising Performance
In 1991, CASE's Commission on Educational Fundraising (now the Commission on Philanthropy) released a statement on commission-based compensation for fundraisers. That statement was reaffirmed in 2005. In 2010, the Commission approved an additional statement on supplemental compensation (often described as a bonus). This page presents in one place all of CASE's statements on compensation for fundraising.

Student Philanthropy Awareness Campaign
Tuition Runs Out events foster awareness among students that tuition alone is not enough to cover the cost of their undergraduate experience, and teaches the importance of philanthropic support.

Matching Gifts
A company that sponsors a matching gift program establishes guidelines by which the company will match employees' or other individuals' philanthropic gifts. Match rates and other criteria vary among programs. This page links to information about the HEP/CASE Matching Gift Network and the MatchMyGift App.

Voluntary Support of Education Survey
Council for Aid to Education
Report The Council for Aid to Education conducts the annual Voluntary Support of Education (VSE) Survey, which collects data on private giving to U.S. higher education and private K-12 schools. In addition to a print report, a database called the VSE Data Miner allows subscribers to interact with 300 data variables and create custom reports. Variables include total giving, alumni participation, deferred and bequest giving, and capital purpose and current operations gifts, among others. CASE co-sponsors the annual VSE Survey and encourages members to participate.

CASE Affiliated Student Advancement Programs
CASE ASAP is an organization of student advancement programs at more than 300 higher education institutions, all with the common goal of enriching student advancement programming.

Principles of Practice for Fundraising Professionals at Educational Institutions
These principles were approved by the CASE Board of Trustees in November 2005.

Management Checklist for Development
The CASE Management Checklist for Development, created in 2005 and revised in 2013 by the CASE Commission on Philanthropy, is intended to help development managers conduct internal self-assessments of information and programs. It is not intended for use by external regulators or auditors. The checklist may be useful to both new and experienced managers as they assess their programs and may also be helpful in staff training and orientation. It is intended to be inclusive but not exhaustive, and not all items may apply to every institution. CASE also provides a Management Checklist for Institutionally Related Foundations and another for Stewardship Programs.

Donor Bill of Rights
The Donor Bill of Rights was developed by the American Association of Fund-Raising Counsel (AAFRC), Association for Healthcare Philanthropy (AHP), Council for Advancement and Support of Education (CASE), and the Association of Fundraising Professionals (AFP), and adopted in November 1993. It is a key document for fundraisers, advancement services professionals, and related disciplines.

Development for Academic Leaders 2018
Conference Do you need to raise additional funds for your projects? Then this one-day event is for you. Attend this development seminar to find out what you can and should expect from your development office, how you can measure success and how the cycle of development works.

Industry Connections 'Goldmines for Fundraising'
Article,  Community College News Article A community college known for its hospitality program is forging new partnerships with local business leaders by inviting them to participate in an industry-specific advisory committee.

Investments in Planned Giving Prove Worth
Article,  Community College News Article Advancement leaders at community colleges recently honored by CASE credit large bequests with their institution's fundraising success—and encourage others to focus more on planned giving.

Show Return on Investment of Major Gift Fundraising
Article,  Community College News Article By refocusing her fundraising efforts on major gifts, a community college foundation director helped solicit the largest gift in the history of her institution and helped it quickly surpass the goal of its latest campaign.

Women More Likely to Give and to Give More than Men
Article,  BriefCASE Article New research shows that women at virtually every income level are more likely to give to charity and to give more money on average than their male counterparts.

July CFI Predicts 5.7 Percent Increase in Giving in 2010-11
Article,  BriefCASE Article Educational fundraisers are optimistic that philanthropic giving to U.S. schools, colleges and universities will continue to rebound in the coming academic year. That’s according to the recently released CASE Fundraising Index.

Report: Wealthy Individuals Worldwide Likely to Increase Giving, Time
Article,  BriefCASE Article A new report concludes that philanthropy has a "bright future" with wealthy individuals worldwide indicating they are likely to donate more of their time, money and expertise to charities.

Making the Corporate Connection
CURRENTS Article Campuses are finding increasingly acceptable and creative ways to use corporate sponsorships to bolster their budgets. Campus communications officers usually play key roles in these partnerships. The article presents examples of sponsorship arrangements at the University of Saskatchewan, DePaul University, Heriot-Watt University in Scotland, Marian College, Brebeuf Jesuit Preparatory School, American University, the University of Connecticut Health Center, and Ferrum College. A sidebar provides a glossary of corporate sponsorship terms.

Actions Speak Louder Than Words
CURRENTS Article As Hong Kong’s education institutions begin to solicit private funding, people there are learning to adapt Western advancement techniques to their singular philanthropic culture. Wong, a Hong Kong advancement professional, explains some of the differences between the two cultures’ approaches to major giving and notes trends that may soon make fund raising there both more important and more difficult.

Assessment & Benchmarking
Assessment & Benchmarking

Annual Fund & Giving
Annual Giving

Assessment & Benchmarking
Assessment & Benchmarking

Assessment & Benchmarking
Assessment & Benchmarking

Case Statements
Case Statements

Multimedia
Multimedia

Reports
Reports

Campaign Communications
Communications & Marketing

Organization/Management
Organization/Management

Planning
Planning

Challenge Gifts & Grants
Challenge Gifts & Grants

Athletics Programs
Athletics Programs

Class Giving
Class Giving

Faculty & Staff Giving
Faculty & Staff Giving

Friends Groups
Friends Groups

Parent/Grandparent/Family Giving
Parent/Grandparent/Family Giving

Senior Class Gifts
Senior Class Gifts

Student Giving
Student Giving

Young Alumni Giving
Young Alumni Giving

Constituency Giving
Constituency Giving

Assessment & Benchmarking
Assessment & Benchmarking

Corporate Sponsorship
Corporate Sponsorship

Corporate & Foundation Relations
Corporate & Foundation Relations

Government Matched Funding Schemes
Matched Funding Schemes

International Fundraising
International Fundraising

Legacy & Planned Gifts
Planned Gifts

Assessment & Benchmarking
Assessment & Benchmarking

Relationship Cultivation
Relationship Cultivation

Major Gifts
Major Gifts

Matching Gifts
Matching Gifts

Online Fundraising & Giving
Online Fundraising & Giving

Corporate Giving
Corporate Giving

Foundation Giving
Foundation Giving

Phonathons
Phonathons

Solicitation & the Ask
Solicitation & the Ask

Websites
Web Sites

Volunteer/Board Involvement
Volunteer/Board Involvement

Campaigns
Campaigns

Reunion Giving
Reunion Giving

Proposal Writing
Proposal Writing

Direct Mail
Direct Mail

Giving Circles
Giving Circles

Text Giving
Mobile Giving

Philanthropy Trends
Philanthropy Trends

Programme
Programme

Testimonials
Testimonials for the Spring Institute in Educational Fundraising

Faculty and Guest Speakers
Faculty and Guest Speakers at the Spring Institute in Educational Fundraising 2019

Previous Attendees
Who has attended the Spring Institute in Educational Fundraising before?

Venue and Transport
Venue and Transport for the Spring Institute in Educational Fundraising

Registration
Register for the Spring Institute in Educational Fundraising 2019

Spring Institute in Educational Fundraising 2019
Conference The Spring Institute in Educational Fundraising 2019 is a residential course for early career fundraising professionals and those new to the education sector. Delivered through a variety of plenary, interactive tutorial and elective sessions, you will return to work with a clear sense of what your job entails and a network of supportive contacts to help you deliver your objectives. Over the course of the week you can choose from elective sessions which will enable you to tailor the course to your specific needs by selecting the sessions relevant to you and your institution.

A Lesson in Alchemy from a Longtime Grants Professional
Article,  Community College News Article As any community college grant professional knows, public funds can be a lifeblood for the institution. And often, according to a longtime expert in the field, staff just happen upon the field rather than following a distinct career path to it. Which can mean a lot of responsibility with only a little bit of background. In other words, it's a professional leap from the frying pan into the fire.

Engaging Community College Alumni
Article,  Community College News Article Community college professionals tasked with building alumni engagement face an uphill battle: historically, institutions don't successfully integrate alumni once they've left campus and community college alumni don't engage easily.

CASE Advancement Conference in Middle East
Conference CASE Advancement Conference in Middle East

The CASE Europe Annual Conference
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

Study Tour de Procuración de Fondos CASE América Latina
Conference Study Tour de Procuración de Fondos CASE América Latina

APAC19
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

Canada Fundraising for Leadership Study Tour 2019
Conference A study tour designed for vice-chancellors and senior leaders to see development best practice first-hand. This tried-and-tested programme will deliver helpful insight, analysis, clarity and discussion for institutional leaders who wish to strengthen their understanding of philanthropic fundraising. This is a high level and small-scale opportunity, aimed at Vice-Chancellors and Pro-Vice-Chancellors whose portfolio includes Development/Advancement.

North American Fundraising & Alumni Relations Study Tour 2019
Conference North American Fundraising & Alumni Relations Study Tour 2019

Major Gift Strategies: Spring Session
Conference Major Gift Strategies: Spring Session

Inspiring the Largest Gifts of a Lifetime
Conference Come to this conference to reinforce the donor-centered philosophy of fundraising, focus on how you can involve donors more effectively, structure significant gifts and discover how your institution can support this work more fully.

CASE-NAIS Independent Schools Conference
Conference Raise your school's level of success. The CASE-NAIS Independent Schools Conference draws more than 1,000 advancement professionals from around the world in an effort to transform the future of advancement at independent schools.

Social Media and Community
Conference Developed by leading practitioners, this immersion into the latest developments in social media offers real-world, ready to implement tactics for communications and engagement. The two-track structure provides introductory education for those who desire it and advanced content for those with more experience.

Institute for Senior Annual Giving Professionals
Conference New media, information technology and a changing economy have created challenges as well as opportunities for annual giving programs to better engage donors and build stronger communities. This conference will address the key issues essential to the long-term success and sustainability of nonprofit organizations and their advancement programs.

Making the Ask Workshop: Spring Session
Conference Making the Ask Workshop: Spring Session

Conference for Newcomers in Development: Spring Session
Conference Designed for development professionals with fewer than two years of professional fundraising experience and newcomers to education development, this conference explores the fundamentals of fundraising in education, from the annual fund to major gifts, and lays the groundwork for your successful career in advancement.

Cultivating Student Philanthropy
Conference Designed for advancement professionals charged with starting or growing a student philanthropy program. Learn techniques to create a tradition of gratitude and support for the institution among students.

Young Alumni and Student Engagement
Conference Discuss best practices for creating meaningful engagement with your young alumni and current students through generational programming and technology. Explore new trends in young alumni giving and the latest approaches to building long-lasting students relationships.

Development for Deans and Academic Leaders—Winter Session
Conference This program has become the required curriculum for deans, presidents, provosts and other academic leaders with fundraising responsibility. You will strengthen your partnership with your advancement officer and learn to engage with potential donors in productive, meaningful and authentic ways—ultimately leading to a new level of comfort and greater success with fundraising.

Affinity Programs Workshop
Conference Affinity Programs Workshop

Boot Camp for New Vice Presidents
Conference The first year as a new vice president is exciting and challenging. The decisions you make about how to allocate your time, how you delegate responsibilities, the relationships you build and the early wins you and your team achieve, have enormous impact on the confidence of other senior leaders in your requests for resources and your capacity to contribute to institution-wide decision-making. The first year can have significant impact on your entire tenure in a senior leadership role. This conference will help you focus your time and effort for maximum success as well as adjust for mistakes made in this critical first year.

International Advancement: North American Strategies for Global Alumni Relations and Fundraising
Conference International fundraising is an essential component of a highly successful development program. Whether your institution is public or private, large or small in size, secondary, college or post-graduate, each of us has a compelling reason to pursue advancement activities abroad.

Federal Funding Task Force
Conference Federal Funding Task Force

Planned Giving Primer
Conference This preconference workshop offers participants a refresher on all things development-including the life cycle of giving, cultivation, solicitation, stewardship and more.

Advanced Development for Deans and Academic Leaders
Conference Expanding on the fundamentals presented in the Development for Deans and Academic Leaders conference, this conference digs deeper into the topics of greatest importance to academic leaders.

Structuring Major Gifts
Conference This program examines major giving in the context of current economic conditions, changes in donor populations, and increased competition for the charitable dollar and how these and other factors are irrevocably changing the ways donors structure their largest gifts of a lifetime.

Development Services 2018
Conference Development Services 2018

Study Tours
Seeking international perspectives in advancement? CASE Study Tours are designed as gateways to connect with and learn from experts in the field, as well as to gain deeper understanding of advancement operations of leading educational institutions and organizations.

Summit18
Conference Summit18

Repeal of Athletic Seating Deduction
On Dec. 22, 2017, U.S. President Donald Trump signed the Tax Cuts and Jobs Act (H.R. 1), legislation that repeals the deduction for charitable gifts made for the right to purchase preferred seating at college or university athletic events.

Leaders Must Reinforce Diversity on Campus
Article,  Community College News Article Community college presidents and chancellors must "get uncomfortable" to build a truly diverse and inclusive campus culture, according to CASE's director of diversity and talent management.

Inside Grants Offices: Findings from New CASE Survey
Article,  Community College News Article Grants professionals at community colleges track the effectiveness of their offices—but are still grappling with measuring ROI, according to a recent survey.

Major Gifts Conference and Asking Workshop 2019
Conference Are you involved in raising big donations for your school, organisation or institution? Do you want to raise your sights to the next level? Then join us for this Majors Gifts Conference for a practical learning experience and expert advice on the fundamentals of major gifts.The following day, put the theory into practice by attending the Asking Workshop. The Asking Workshop is a combination of theory and interactive role-plays that will leave you feeling confident and equipped to successfully 'make the ask' as part of your fundraising strategy. This workshop is specifically designed for those in a junior fundraising role.

CASE Nordic Summit 2019
Conference Now in its sixth year, the CASE Nordic Summit is an intensive two-day programme providing professional development for individuals working in educational fundraising, alumni relations, corporate relations, marketing and communications. This two-day programme will help you better understand your role in the wider context, acquire the skills needed to cultivate your career, and build a supportive network in the sector. This conference is the best place to be to network, discuss and learn with colleagues from the Nordic region and beyond.

Strategic Fundraising for Leaders in Higher Education 2019
Conference Strategic Fundraising for Leaders in Higher Education is specifically designed for vice-chancellors and senior leaders in universities, particularly those who are considering scaling up their fundraising function, looking at when to invest or seeking to ensure continuous, sustainable growth. Co-chaired by Nina Cohen Bohn, Director of Principal Gifts and External Relations (Asia Pacific), London Business School and Kary Kelly, Director of Development at The Courtauld Institute of Art, the conference will combine a variety of panel debates, plenary sessions and smaller, practical workshop sessions to create an engaging and insightful day.

ASPIRE - Small Shops, Big Opportunities
Conference In response to the growing needs of our community, CASE Europe have created a conference specifically aimed at professionals operating within small teams and with small budgets. After a succesful first year, the Small Shops conference is back. We aim to bring together individuals working in schools, ‘emerging' universities, charities and arts and cultural bodies to share their tips and tricks for making the most of very limited resources.

3 Ways Community College Presidents Can Drive Campaigns
Article,  Community College News Article What can community college presidents learn from taking a 600-mile bike ride? For one president, it not only gave him a chance to reflect on his well-being, but also a lesson in leadership.

Panel Spotlight: Conference for Community College Grants Professionals
Article,  Community College News Article Community college executives, foundation representatives and experienced grant professionals will be on hand to provide insights at the CASE Conference for Community College Grants Professionals, Nov. 1-3, in Washington, D.C.

APAC18
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

The DRIVE/ Conference
Conference DRIVE/ is the preeminent event for professionals who are determined to be subject matter experts in the fields of data, reporting, information, analytics, modeling, visualization and beyond.

From Funding to Foundation: From Funding to Foundation: Game Changers for the Community
Article,  Community College News Article With an assist from a former Harlem Globetrotter, one community college has made a transformative social impact and promoted humanities in it's community.

Conference on Diverse Philanthropy and Leadership
Conference This conference will review the emerging philanthropic markets (ethnicity, GLBT, young alumni, etc.) in advancement while exploring minority buying power, giving behaviors and donor expectations. In addition the program will focus on management leadership and mentoring of advancement professionals of diverse backgrounds.

Copy and Share Everything
CURRENTS Article A time portal that allows prospective students to glimpse their future at the U.K.'s University of Huddersfield drives this entertaining yet informative five-minute video; the University of Chicago's Short List email newsletter offers one-stop shopping for news, job listings, events, and stories ranging from the enlightening to the offbeat; and Towson's Presidential Ambassadors expanded their mission of educating peers about the importance of philanthropy by creating the university's first student-giving campaign.

How Do You Turn a Car Into a Chair?
CURRENTS Article An anonymous alumnus of the Rose-Hulman Institute of Technology auctioned off his 2015 McLaren P1—one of the world's fastest cars, which can reach speeds of 200 mph—for $2.39 million, a world-record for that model.

Winter Institute for Chief Development Officers
Conference Explore the most current issues facing advancement teams and discuss how best to adjust to new realities and increasing expectations for raising private dollars that transform institutions.

Leadership in Development
Conference Join your peers to explore best practice in management designed for development professionals with management responsibilities. Get a better understanding of your competencies as a leader and manager, hone mission-critical skills and gain new strategies that will work in your advancement shop.

Campaigns Workshop
Conference Gather with peers to discuss the latest developments in campaign planning and execution. Facilitated group work will offer a chance for hands-on learning and real-world problem solving. Teams from the same institution are encouraged but not required.

Stay Curious and Focused: Advice for Advancement Shops
Article,  Community College News Article Development shops can support their institution by maintaining a steady focus on their mission and an eagerness to learn new things, according to the executive director of one community college foundation.

Preconference Workshop: Alumni Career Networks
Conference This workshop is designed for professionals looking to deliver distinct value to your alumni.

5 Ways Board Members Can Support Fundraising
CURRENTS Article "I'm happy to do anything, except ask for money." Work in educational advancement long enough, and you'll probably hear those words from a foundation or governing board member. For some volunteers, asking for financial gifts produces anxiety—and most people are already dealing with pressure in their life. The last thing they need is more stress from a volunteer job. Discomfort with asking can be a major stumbling block for fundraising success. But the ask is only one step in a larger creative process that's intentionally managed to attract donor investment. Reluctant board members can still help our cause, even if they're not making an ask. Here's how to play to their strengths.

Copy and Share Everything
CURRENTS Article The University of Melbourne's "Collision" brand campaign shows that the university is a research institution tackling the world's challenges; Rice University's Owl Edge Externships help undergraduates explore career opportunities and engage more alumni volunteers in the process; and Cheshire Academy's "One Word. One Gift." campaign asks supporters to submit a single word to describe their Cheshire experience and make an annual fund gift in honor of their chosen term.

Talking Shop: In with the Fund Crowd
CURRENTS Article Jonathan May launched the U.K. digital fundraising technology startup Hubbub, which serves the education and nonprofit sectors, with Duncan Knox in 2011. The company is expanding its U.S. operations after winning $1 million in venture capital funding in 2016 through the VentureClash investment challenge. Currents spoke with May while he was in the U.S. studying digital fundraising and alumni relations practices at more than 40 colleges and universities. His travels confirmed the importance of relationships in fundraising—even online. “I think there’s a lot more than technology behind the success of different programs,” he says.

Annual Development Writing Workshop
Conference Designed for professionals who write for development, this conference gives you hands-on training to improve your fundraising results.

Voices:
CURRENTS Article Advice on handling an advancement colleague's inappropriate relationship with a donor; Colorado State's lessons on making a recipe video; and how to avoid errors in your database's list of deceased alumni.

Making the Ask Workshop: Fall Session
Conference Making the Ask Workshop: Fall Session

Conference for Newcomers in Development: Fall Session
Conference Designed for development professionals with fewer than two years of professional fundraising experience and newcomers to education development, this conference explores the fundamentals of fundraising in education, from the annual fund to major gifts, and lays the groundwork for your successful career in advancement.

Development for Deans and Academic Leaders -- Fall Session
Conference This program has become the standard of excellence in training for deans, presidents, provosts and other academic leaders with fundraising responsibility. You will strengthen your partnership with your advancement officer and learn to engage with potential donors in productive, meaningful and authentic ways-ultimately leading to a new level of comfort and greater success with fundraising.

Sharing Professional Development Valuable for Community Colleges
Article,  Community College News Article Community college leaders and staff have a significant asset: collaboration. According to Diane Shoger, it’s easy to collaborate and create partnerships in the community college world.

Federal Funding Task Force Seeks Volunteers for 2017 Session
Article,  Community College News Article The Federal Funding Task Force is now seeking volunteers to help compile the 2017 Federal Funding to Two-Year Colleges Report.

Why We Hung Up on the Telefund
CURRENTS Article In September 2016, Stanford University made a surprising decision: We eliminated our phone program for fundraising, the result of a dramatic rise in negative responses to our calling. In 2011, for every eight people who answered our calls and made gifts, only one said, "Never call me again." By 2015, the ratio was 3-to-1. From complaints in our general inbox to offhand comments in meetings with alumni, we knew that our calls were alienating prospective donors—and that we were compromising tomorrow's gifts with today's annoying asks.

Invest in Advancement
CURRENTS Article Here are two truisms: These are uncertain times. Fundraising is as important as ever. In Europe, the economic uncertainty surrounding Britain's exit from the European Union has advancement leaders worried. With budgets already tight—in the U.S., public funding for higher education is nearly $10 billion below pre-recession levels—advancement professionals may struggle to convince institutional leaders to invest in fundraising when additional worthy causes, including academic programs or student success initiatives, need funding. But when institutions let up on fundraising, they lose revenue. A recent analysis by Graham-Pelton Consulting found that individuals, foundations, and corporations did not stop giving during the 2008 recession—rather, nonprofits stopped asking. "Organizations that pulled back their fundraising activities ... reported the biggest declines in their income," the consultancy reports in its video on fundraising during uncertain economic times, Fundraising Through Brexit: What You Need to Know. Graham-Pelton's advice: "People don't stop giving, so don't stop asking."

Copy and Share Everything
CURRENTS Article Lawrence University aims to entice potential applicants is with a 10-page square mailer, which gives students a taste of life at the Wisconsin institution as well as an idea of what life might look like after graduation; a charming and authoritative third-grader leads "Today's Lesson: The Pennfield Fund," a five-minute video set up as a class about the importance of the Rhode Island independent school's annual fund; and during Alumni Weekend 2015, Imperial College London reveled in its graduates' proclivity for pranks.

Outlook: Don't Discount Diverse Donors
CURRENTS Article If you assess the philanthropic landscape today, you'd be challenged to find Latinos in major staff roles, on nonprofit boards, or as major donors. As a Latino and development officer for 32 years, I've observed a range of reasons nonprofits overlook Latino communities. The main one: Because our communities have struggled with poverty and have indeed been recipients of charity, the assumption that we cannot give prevails. This is simply not true, and most people outside of Latino communities don't realize our propensity and capacity to give.

Voices
CURRENTS Article Advice on how to respond to inappropriate comments from donors; and tricks to digitally unplug.

Planning Team Named for Conference for Community College Advancement
Article,  Community College News Article Mitch Andrews, executive director of advancement for the Tyler Junior College Foundation in Texas, has been named chair of the 2017 Conference for Community College Advancement. Doug Ferguson, director of alumni programs at Delaware County Community College, will serve as vice chair.

Athletics Fundraising
Sample Collection The CASE Library maintains this collection of samples for all members. It includes examples of athletics fundraising campaigns and related collateral.

Athletics Fundraising
Good Question Do you have best practices or case studies on fundraising for athletics?

The Great Alumni Hunt: Student Sleuths Track Down More Alumni
Article,  Community College News Article Drawing on a collaborative relationship with faculty, one Wisconsin community college foundation was able to reconnect with more than 400 alumni in one month---at no cost. Better yet, the students who participated gained valuable working experience and awareness of the alumni association and foundation.

Submit Proposals for 2018 CASE Community College Conferences
Article,  Community College News Article Share unique knowledge and experiences with fellow community college colleagues.

Vernon College Grant Is a Foodie’s Delight
Article,  Community College News Article Farm-to-table dining is all the rage, including in north Texas, where Vernon College is collaborating with the Red River Valley Local Food Expansion Project—with the help of a USDA grant—to bring the best of the region’s food to a hungry audience.

Careful Planning, Quick Action: Lessons from the Front Lines of Disaster Relief
Article,  Community College News Article Natural disasters can shake campuses and communities—but as one community college found, careful planning and a focus on developing strong internal and external relationships can set the stage for quick action and relief.

How Well Do You Know PHIL?
CURRENTS Article North Carolina Wilmington’s PHIL Text Trivia puts information about the importance of giving right into students’ hands. Students opt in to the bimonthly quiz for the chance to score prizes, and advancement staff hope that the quiz inspires students to give as alumni.

Try a Little Tenderness
CURRENTS Article What’s the difference between telling a prospective donor that a beneficiary of charity fell into poverty and just saying the beneficiary is poor? In direct-mail fundraising efforts, that difference is a 33 percent increase in gifts, with donors showing more sympathy to the aid recipient’s story.

Relationship Status
CURRENTS Article Turnover can be costly. When a donor’s key contact leaves—whether it’s the president or development officer—the donor’s relationship with the institution is disrupted. The result? Delayed or decreased giving. So how can you reduce the negative impact of presidential and gift officer turnover? By expanding the number of indi-viduals involved in donor-institution relationships and including people with greater tenure in those relationships.

Quote of Note
CURRENTS Article Writer Stephen Lurie supports the values of his alma mater but argues that direct giving (often through crowdfunding platforms) that helps alumni relieve their student debt is more impactful.

Talking Shop: We’re All Ducks
CURRENTS Article Vu Le is the brains and comedic voice behind the Nonprofit with Balls blog. As an executive director of a nonprofit, Le often writes from the perspective of a grantee, producing no-nonsense articles such as “9 annoying nonprofit trends that need to die.” His Seattle-based organization, Rainier Valley Corps, trains people of color for nonprofit leadership positions, so he has lots to say about improving diversity.

Beware of Gifts That Eat
CURRENTS Article I can hardly believe that this year marks my 30th anniversary in the field of fundraising. Ever since I fell into a development job right out of college with my newly minted journalism degree, fundraising is pretty much the only thing I’ve done. When I haven’t been securing philanthropic gifts at work, I’ve been called into service at my church, the kids’ schools, and countless other worthwhile charitable endeavors. I guess I’m a one-trick pony in that regard. And I’ve loved every minute of it. Fundraising can also at times be heartbreaking, exasperating, counterintuitive, and consuming, but above all it’s gratifying. Between you and me, here’s some frank insight on less-discussed aspects of the profession.

Book [Club] Report—An Alumna’s View
CURRENTS Article CASE Online Communications Specialist Meredith Barnett has participated in her alma mater’s alumni-student book club for the past two years, leading discussions with incoming freshmen about the reading selections and talking with them about her own time as a student. Here’s her perspective on how books can spark connections.

Copy and Share Everything
CURRENTS Article Get inspired with these Circle of Excellence winners: Red River College finds success with its "Our Grads Get Hired" advertising campaign; University College London's Develpment and Alumni Relations Office initiates a unique and effective onboarding program; and Colgate University's video The Journey Begins helps garner alumni gifts.

Grand Gold Rush
CURRENTS Article Inspired design, storytelling, ingenuity, humor, and brevity were hallmarks of this year's CASE Circle of Excellence Awards Grand Gold winners, the highest prize bestowed by the program. Whether attracting international applicants with an ambitious contest, sharing advice through campus fun facts and pride points, demonstrating that campus quirks will garner attention and gifts, or redesigning a magazine in a way that makes class notes inviting and (gasp!) readable, institutions relied on research, knowledge, and creative skill to push boundaries and deliver inspired work—much of it produced in-house.

Voices
CURRENTS Article Advice for when a colleague acts too casual and friendly with donors; how to be preapred for last-minute end-of-the-year gifts; and thougths on preparing Native American high school students for college.

10 Reasons Why People Give (and 5 Reasons They Don't)
CURRENTS Article Generosity lights up the same part of your brain that responds to food and sex: Neuroscientists at the National Institutes of Health demonstrated this in a study using functional magnetic resonance imaging. When study participants acted equitably, they activated their brain's orbitofrontal cortex, which assesses rewards. Giving not only makes us feel good; it also makes us look good—and we're all concerned with what people think about us. Giving back can make you seem more responsible. Read on for additional reasons people give and to learn how research on generosity and behavioral economics can provide insights on how donors think.

University Leadership UK Study Tour
Conference CASE Europe is pleased to announce the University Leadership UK Study Tour 2018

Working with Volunteers 2019
Conference Whether you have recently established a volunteering programme, are considering piloting some initial volunteering projects or are involved in running a more established volunteering programme, this one-and-a-half day conference will address your key volunteering challenges.

Philanthropy Growing in Australia and New Zealand
Article,  BriefCASE Article Philanthropic giving to universities in Australia and New Zealand is gathering significant momentum, according to a new CASE report.

Online Giving Surges During Giving Tuesday
Article,  BriefCASE Article Giving Tuesday, the global, 24-hour campaign which uses social media to connect donors and causes, raised US$168 million in donations, compared to $116.7 million in 2015. Colleges, universities, religious organizations and charities in 98 countries participated in #GivingTuesday-this year on Nov. 29.

Large Gifts Support Innovation and Entrepreneurship in Asia-Pacific
Article,  BriefCASE Article Recent gifts to Singapore and New Zealand universities will enhance business and entrepreneurship programs on campus, according to news reports.

Higher Education a Top Recipient of High Net-Worth Giving
Article,  BriefCASE Article Most wealthy American households plan to give more to charity during the next three years, according to a new report from U.S. Trust and the Indiana University Lilly Family School of Philanthropy.

$10-Million-Plus Gifts to Higher Education Increased in 2016
Article,  BriefCASE Article The number of mega gifts to higher education institutions in the United States has grown by more than 11 percent, according to a special report.

Report: NGOs Rely on Online Tools to Engage Donors
Article,  BriefCASE Article An overwhelming majority of non-governmental organizations agree that social media is an effective tool for creating social change and growing organizations, according to the 2017 Global NGO Technology Report.

World Giving Index 2016 Names Top Giving Countries
Article,  BriefCASE Article A global study finds that the world is becoming more generous. More people are giving time, money or helping others than previously recorded.

Leaders Speak Out on Charitable Giving Deduction
Article,  BriefCASE Article Representatives from two dozen CASE-member organizations met with U.S. lawmakers Feb. 16.

Report: Online Giving Reached Record High in 2016
Article,  BriefCASE Article A recent report shows that charitable giving in the United States increased 1 percent on a year-over-year basis, and total online giving reached a record high in 2016.

Giving to Education Continues Strong Growth
Article,  BriefCASE Article Charitable giving to education is projected to rise 6.3 percent in 2017 and 6.0 percent in 2018, continuing the strong growth trends realized in recent years, according to a recently released report.

Practicing Inclusive Fundraising
Article,  BriefCASE Article Major gifts officers should consider their outreach and donor pools with diversity in mind, according to one fundraiser expert and CASE faculty member.

Why Alumni Do and Do Not Give to Their Alma Mater
Article,  BriefCASE Article Alumni and donors who hold degrees from two or more institutions prioritize giving to their undergraduate institution, according to a recent study.

Million-Dollar Giving Grows in U.S., U.K. and Middle East
Article,  BriefCASE Article Million-dollar-plus gifts nearly tripled in the United States, United Kingdom and Middle East in 2015, according to a recent report produced by Coutts & Co. and the Indiana University Lilly Family School of Philanthropy.

Revamping the Annual Fund
CURRENTS Article Educational institutions famously undervalue the annual fund, perceiving it merely as a means to unrestricted funds. Recently, however, a growing number of institutions are recognizing how valuable the annual fund is to the organization's long-term health. To gain footing in annual giving, institutions need to assess their programs and constituents, as well as consider trends in the field. For one, many donors have come to expect choice. In a highly competitive philanthropic market, allowing donors to decide where their money goes could make a significant difference in participation. In addition, using the myriad outreach channels available today will pay dividends. Focusing on broad participation, encouraging restricted giving, and using multiple communication channels are key tactics to consider. Here's how four institutions revamped annual giving and achieved results.

Copy And Share Everything
CURRENTS Article The messaging behind the "Because This Is Auburn" campaign's print fundraising materials moved donors' hearts and minds enough to help the Alabama institution reach its $1 billion goal one year early. And: In October 2015, University of Sydney faculty members took to different bars to simultaneously discuss provocative topics to attract the interest of prospective graduate students and generate media attention.

To Bee or Not to Bee
CURRENTS Article Washington State University Provost Dan Bernardo wore a beard of about 12,000 live bees for nearly 20 minutes to raise awareness and funding for a new honeybee research center.

By The Numbers: Making Helmets Cool
CURRENTS Article California's Stanford University has a serious bicycle culture, yet not enough students wear helmets. In fall 2016, a Stanford parent and lecturer gave every freshman a Stanford-branded helmet, modeled after those worn by the institution's football team. If enough students wear them, he plans to repeat the giveaway next year.

Crops for Cash
CURRENTS Article In 2016, Montana State University launched the "Bushels for Bobcats" program, accepting gifts of grains and crops from local farmers in lieu of cash.

Outlook: Hungry to Learn
CURRENTS Article A growing number of college students aren't bright-eyed, newly minted high school graduates. They're seasoned adults with greater financial responsibilities, including a family of their own. These older students are more likely to lead complex lives as parents and caregivers for elders. What do they need to persist toward their educational goals? Tuition, books, and supplies? Yes, plus affordable child care, low-cost apartment-style housing, and economical, nutritious food sources. Too many college students already face a choice between paying for rent or textbooks, food or tuition. To address hunger, some institutions, including Oregon State University, operate food pantries and assist students in applying for food stamps. Others offer food voucher programs and enable students to donate unused meal plan credits to others in need. How else should higher education respond to these challenges? Containing tuition costs certainly helps. Addressing the full cost of attendance—including expenses for housing, food, and dependent care—is critical.

Diverse Philanthropic Constituencies
Good Question Resources on raising money from diverse donor constituencies, including age groups, racial and ethnic groups, LGBT and women.

Paying to Play: Social Media in Advancement 2016
White Paper This paper reports on findings from the seventh survey of social media in advancement, which was conducted earlier this year by Huron and mStoner in partnership with CASE. Nearly 1,200 respondents at educational institutions worldwide provided feedback on their use of social media.

Engaging Internal Support – With Energy, not Money
Article,  Community College News Article Community college foundations are tasked with finding ways to support their institutions with minimal resources and budget. But tapping into campus staff with energy and enthusiasm can be a cost-effective way to raise awareness and support for your institution, according to two CASE faculty members.

Copy And Share Everything
CURRENTS Article Ideas we love from institutions everywhere: University College Dublin's September 2015 Woodland Walkies event brought alumni and community members to campus for a day of guided walks, animal behavior talks, pet care tips from practitioners and students at UCD's School of Veterinary Medicine; Wake Forest University's June 2015 "52 Hours of Giving" annual fund campaign challenge spurred excitement with a limited edition deck of playing cards; and Imperial College London's October 2015 Imperial Apocalypse social media campaign encouraged students to submit scientific tips for surviving a zombie apocalypse.

Birds of a Feather Give Together
CURRENTS Article A flock of pink plastic flamingos has migrated to the University of Wisconsin-Madison every October since 2013, as part of an annual fundraising effort. A 1979 prank—a student stuck 1,008 plastic flamingos on UW's Bascom Hill—inspired the Wisconsin Foundation and Alumni Association to revive the pink parade as an incentive: Donors to the 24-hour "Fill the Hill" campaign get a flamingo placed on Bascom Hill in recognition.

A Global Mindset
CURRENTS Article More international schools are recognizing the importance of alumni relations, communications, and fundraising. CASE's Fundraising in International Schools Report 2016 found that 82 percent of the international schools surveyed had a fundraising or development office. The marketplace is changing. Once a bastion for expats whose tuition was paid by corporations, international schools now attract middle-class families in developing and emerging economies. The schools can help launch their children into universities around the world, and having 40 to 60 different nations represented in international school classrooms isn't unusual. Some schools have up to 90—and such diversity means advancement has to be extra diligent and creative. Whether they are American, Singaporean, or German, parents often face a steep learning curve before they become willing to give.

It’s in the Bag
CURRENTS Article British shoppers may help find a cure for dementia by shopping at one of nine supermarkets and retail shops. Under new legislation, shoppers pay an extra 5 pence for a plastic bag, with 4 pence expected to go to various charitable causes. University College London, the leading clinical and research neuroscience center in the U.K., brokered an unprecedented gift agreement with retailers that is expected to raise more than £20 million in 12 months for the new Dementia Research Institute.

Quote of Note
CURRENTS Article huck Longfield, Blackbaud's chief scientist, explains to The NonProfit Times why charities needn't fear a drop off in giving during election years.

It’s in the Bag
Article,  BriefCASE Article A 5 pence tax on plastic bags inspired a new approach to fundraising for one UK institution.

Institutions Form Legacy Societies for Planned Gifts
Article,  BriefCASE Article Higher education institutions are establishing institution-wide legacy societies exclusive to those who make planned gifts to the institutions, according to a recent white paper release by the Indiana University Lilly Family School of Philanthropy.

Deadline Approaches for Voluntary Support of Education Survey
Article,  BriefCASE Article The Voluntary Support of Education Survey is open now through Oct. 1.

Engaging Student Philanthropy in Community Colleges
Article,  Community College News Article When developing a student philanthropy program, community college professionals should start by looking at their past projects and being honest about what has been successful and what hasn’t. And they should never be afraid to try something new, according to two CASE contributing authors.

Pin of Pride
CURRENTS Article How can you tell if a major gift officer secured a gift for an endowed professorship or chair? At the University of Florida, you just check his or her lapel. At special ceremonies near the end of the last campaign, the development chief and deans gave unique Gator pins to those who closed such gifts. The incentive program ran during the last two years of Florida's recent $1.5 billion campaign to help focus gift officers on securing endowed professorships and chairs.

Quote of Note
CURRENTS Article Emmett Carson, president and CEO of the Silicon Valley Community Foundation, comments on the amount the Smithsonian's National Museum of African American History and Culture raised from black donors. African-Americans made up 74 percent of donors who contributed at least $1 million to the new D.C. museum opening in September 2016.

Donors Unite
CURRENTS Article Texas Christian University needed to fund its media convergence center for journalism students. It wanted to renovate an existing building to contain a pooled newsroom combining space for print, online, and broadcast journalism. It identified two nonexempt charitable trusts as possible partners: The trusts were administered by a local bank and focused on higher education or journalism. Normally, to be funded, you have to apply to each trust individually. But TCU wanted a pooled grant to create a larger gift than either could make on its own. TCU needed to get the trust officers to vote together as a committee on grant decisions. Here's what it did.

Working with Corporate Foundations
CURRENTS Article Corporations often don't understand why academia isn't more nimble. Here's what corporations and their foundations expect of universities: aligned priorities, streamlined communication, clear directions and deliverables, an infrastructure for ongoing engagement, and robust data management.

Do's and Don'ts of Developing Effective Proposals
CURRENTS Article Here are some tips to develop effective grant proposals.

Turning ‘No’ into ‘Yes’
CURRENTS Article Two years ago, the Alleghany Foundation funded an effort to bring six Radford nursing interns a year to Alleghany Regional Hospital in Covington, about two hours north of Radford. The foundation's three-year, $105,000 grant supports a faculty supervisor as well. The initiative strengthens the workforce in Covington and has led to jobs for Radford graduates.

Good Things Come from Small Foundations
CURRENTS Article Have a project in need of funding? It's tempting to pitch large educational grant-makers like the Ford and Annie E. Casey foundations, but they attract a lot of proposals. Pursuing grants from smaller, regional, or lesser-known foundations, as Virginia's Radford University discovered, allows you to stand out in a smaller pool.

Five Questions to Ask at an Early Meeting
CURRENTS Article Five questions to ask at an early meeting with foundations.

Congreso CASE América Latina 2018
Conference Congreso CASE América Latina 2018

Turning Senior Gifts into a Tradition of Giving
Article,  BriefCASE Article Institutions that work to create a pipeline from senior class gifts to post-graduation giving will see growth in the first-year-out giving from their graduates, according to a CASE conference faculty member.

U.S. Educational Fundraisers See Lower Growth in 2015-2016
Article,  BriefCASE Article Fundraisers at schools, colleges and universities in the United States estimate that donations to their institutions grew 4.5 percent during the academic year that ended June 30, 2016, according to survey results released by CASE.

Parent Engagement
Good Question What resources does CASE have for engaging parents? Any samples of what other institutions are doing is great too.

Parent Engagement Samples
Sample Collection The Library maintains this collection of parent engagement samples for all CASE members. The collection includes material on parent councils, such as brochures, applications and role expectations, as well as material on parent giving campaigns, newsletters, welcome guides and material specifically for parents of international students.

U.S. Donors Trust Transparency and Identity When Giving
Article,  BriefCASE Article Donors are attracted to organizations with a strong purpose and brand, according to a recent Gallup study.

Talking Shop: Supporting Brilliant Minds
CURRENTS Article Chris Cox talks about what philanthropy does best and how to share that messge with donors. Cox is the chair of the 2016 CASE Europe Annual Conference (CEAC) in Brussels and helped shape its theme, "The Big Shift." The idea: As governments reduce funding for higher education, university leaders need to seize new fundraising opportunities, be more entrepreneurial, leverage new sources of income, and promote the value of their institutions.

Leading by Example
CURRENTS Article The campaign "I Love My 1910" encouraged all students at North Carolina Central University to give $19.10 in honor of the school's founding date. The Student Government Association president and vice president, along with school ambassadors Mr. and Miss NCCU, collectively gave $1,910. The foursome oversaw the February 2016 Student Philanthropy Day, which featured music, giveaways, and testimonials.

Copy And Share Everything
CURRENTS Article Ideas we love from institutions everywhere. This issue: Swarthmore College's viewbook; University of Richmond Magazine's winning cover; students helping students through a philanthropy campaign at the University of California, Davis.

What’s the Idea?
CURRENTS Article Wallace State Community College's Little Black Dress Charity Bash is an annual ladies-only event for dressing up, catching up, dining, and networking.

Community College Grants
Good Question Do you have any resources on best practices for community college grant development and management?

Community College Grant Development & Management Samples
Sample Collection The Library maintains this collection of community college grant development and management samples for all CASE members.

Regular Giving Conference 2018
Conference The CASE Europe Regular Giving Conference two-day combines sessions for beginner, intermediate and seasoned direct marketing and fundraising professionals. The Conference is aimed at fundraising practitioners in higher education, schools and other sectors. Read more about the event

The Best of Advancement Talk
Podcast Jaime Porter from Thomas Jefferson University Hospitals talks about why she believes donor relations professionals should be responsible for gift monitoring. Also, learn about how to audit gift spending.

Conference for Community College Grant Professionals
Conference Conference for Community College Grant Professionals

A Brief Introduction to the Science of Fundraising
White Paper How can the science of philanthropy inform day-to-day fundraising? This brief report explores the usefulness of looking to social science research to enhance fundraising strategies. Drawing on empirical studies it discusses several potential points of intersection between fundraising and research. Specifically, this paper proposes a “DIME” model to highlight three considerations when crafting fundraising campaigns: Donation Impact, Motivation and Effort.

Community Support Drives Giving
Article,  Community College News Article Successful community college capital campaigns can be fortified by interests shared with its community, according to one advancement leader whose institution was recently honored by CASE.

Are You Following These Annual Fund Strategies?
CURRENTS Article The 2015/16 Independent School Advancement Survey of 352 institutions, conducted in January 2016, found major differences between what development leaders say is important and what they actually do. Researcher and consultant Ingrid Healy explains the trends.

Donation Inflation
CURRENTS Article Many development leaders grouse that liberal arithmetic for determining fundraising totals is becoming more common and does not comply with CASE's Reporting Standards & Management Guidelines. No one CURRENTS contacted for this story wanted to charge specific institutions with promoting bogus totals, but everyone wanted to talk about what they feel is a scourge on the profession. They cited examples of practices that enable institutions to claim they're breaking fundraising records. Such practices pressure other institutions to keep up, detract from the mission of educational institutions, undermine the promise and joy of philanthropy, and damage the profession's reputation.

Pocket Change Goes a Long Way
CURRENTS Article At least five U.K. universities have joined the micro giving platform Pennies from Heaven, which has raised more than 300 million pennies for 265 charities from employee payroll deductions at companies including Barclays and HSBC.

A Gift for Ideas (and Ideas for Gifts)
CURRENTS Article Whether it's dangling from a precarious crevice atop one of the world's tallest mountains or pushing through mile 25 of a marathon, 69-year-old James Doti gets his best ideas off campus. Since Doti became president of California's Chapman University in 1991, the institution has risen to third in a U.S. News & World Report ranking of student selectivity, and its endowment has increased from $25 million to $300 million. As he prepares to retire in September 2016, CURRENTS asked for his secrets on fundraising, leadership, creativity, and having a little fun.

Planned Giving
Good Question Do you have resources on planned giving and legacy giving trends and best practices?

Giving to Excellence: Generating Philanthropic Support for UK Higher Education
White Paper The Ross-CASE Survey of Charitable Giving to Universities is an annual survey of gift revenue and fundraising costs carried out to measure the philanthropic performance of UK higher education institutions. It is the only source of data on this subject in the UK and enables institutions to benchmark with peers. It also provides an estimate of the overall impact of philanthropy on the higher education sector. In 2014-15, philanthropic income secured in new funds rose by 8 per cent to £860 million, while the number of donors increased by just 1.6 percent.

Planned Giving Samples
Sample Collection The Library maintains this collection of planned giving brochures, newsletters and websites for all CASE members.

Advance Work
CURRENTS Article CURRENTS April 2016 Advance Work stories: MIT students continue the tradition of a piano plunge during class drop day; a recent poll gives insight into why alumni don't give; Princeton University social media staff use a game to streghthen skills and teamwork; Lakefield College School boosts giving through an alumni challenge campaign; and at the University of North Carolina at Greensboro, students place apples at the feet of a statute of Minerva for luck during finals.

Parental Pride
CURRENTS Article The Lovett School gets new parents to give generously by building relationships in the spring, when their children receive admittance letters. When classes start in the fall, the warm welcome to the Lovett Lions community includes intimate gatherings with the headmaster and personalized outreach by highly trained peer solicitors. The result is a strong parent-school partnership.

Outlook: Tackling Touchy Topics
CURRENTS Article For fundraisers, discussing touchy subjects is like mentioning politics at a family gathering: We are not there to debate but to foster positive feelings. We are told that when a donor raises a touchy topic we should not be drawn in—much less offer our own opinion—but listen respectfully and find a way to move on. But should "listen but don't engage" always be our default position? Should we not strive to understand what donors think, even if their worldview makes us uncomfortable? By inviting donors to clarify their views—and by responding with how we see the issue, through the ideals of our institution—we can deepen our awareness of each other's values and arrive at a common goal.

Virtual Campaign Launch a Win for Elizabethtown College
Article,  BriefCASE Article There was no gala kickoff event for the $50 million Be Inspired capital campaign at Elizabethtown College in Pennsylvania. Instead, the institution decided to try a little experiment: a virtual campaign launch event where most of the fundraising is done over the Internet.

Fundraising Begins at Home
Article,  BriefCASE Article Engaging faculty and staff in fundraising campaigns is an important part of an institution's overall strategy but requires careful planning and two-way communication for success. That's according to Howard Heevner, assistant vice chancellor of alumni engagement at the University of California, Santa Cruz, and presenter at a recent CASE webinar.

2015 Most Generous Year Ever
Article,  BriefCASE Article U.S. individuals, estates, foundations and corporations donated a record-setting $373.25 billion in 2015, a 4.1 percent increase over 2014, according to the latest report by Giving USA. Giving to education grew nearly 9 percent between 2014 and 2015 to $57.48 billion.

LGBTQ Alumni: A Growing Force in Giving
Article,  BriefCASE Article Shifting alumni demographics and the growing role of LGBTQ alumni in leadership and giving must be considered by advancement leaders, according to information presented at CASE's LGBTQ Engagement and Fundraising Strategies conference, held earlier this month in Washington, D.C.

Cards, Carnivals, Selfies: Students Celebrate Philanthropy
Article,  BriefCASE Article On Thursday, Feb. 25, Monclair State University hosted its third annual Red Hawk Day of Thanks, drawing more than 1,000 students to the event—record participation for the New Jersey school. At eight philanthropy stations around campus, students penned thank you cards to donors, signed thank you posters, which will be displayed at homecoming, and snapped photos with the Rocky the Red Hawk mascot.

UK Universities Alumni Dig Deeper
Article,  BriefCASE Article New funds secured by UK institutions rose to a record level of £860 million in the last academic year, according to the most recent Ross-CASE Report. The report is based on the latest Ross-CASE Survey of Charitable Giving to Universities in the UK, which collects detailed information about fundraising and donors to measure the philanthropic performance of higher education institutions.

White Paper: A Brief Introduction to the Science of Fundraising
Article,  BriefCASE Article A recently released white paper on the science of philanthropy explores the usefulness of looking to social science research to enhance fundraising strategies.

Summer Institute for Educational Fundraising Snapshot: Q&A with Chair Fritz Schroeder
Article,  BriefCASE Article While educational fundraising is experiencing growth, the profession also faces a big challenge: the constant demand for talented staff, says Fritz Schroeder, vice president of development and alumni relations at Johns Hopkins University in Baltimore. Schroeder is the chair of the Summer Institute for Educational Fundraising, July 24-28, at Dartmouth in Hanover, New Hampshire.

Fundraising During a Crisis
CURRENTS Article A controversial decision or scandal can cause donors and alumni to revolt and withhold gifts. Mix a volatile situation with social media chatter and emotionally attached alumni, and a reputational crisis can hit any institution. The key to keep a catastrophe from harming fundraising is to maintain donors' trust by knowing what, when, and how to communicate with them.

The Mane Event
CURRENTS Article In July 2015, the host of the late-night television show Jimmy Kimmel Live! ranted to viewers about the death of Cecil, a beloved lion shot in Zimbabwe by an American hunter. The comedian shared the website for the University of Oxford's Wildlife Conservation Research Unit (WildCRU), which had tracked Cecil, and encouraged viewers to give. In 10 days, WildCRU received £547,147 from nearly 13,000 donors. Here are some of the successes and challenges WildCRU faced.

Campaign Guidelines
Sample Collection The Library maintains this collection of campaign guidelines for all CASE members.

Three Essentials of Student Advancement Programs
Article,  BriefCASE Article Student philanthropy initiatives can shape up differently at various institutions, but they have several key facets in common, according to an advancement professional in a forthcoming CASE book.

VSE Report: "Much to Celebrate," Says CASE President
Article,  BriefCASE Article The record-breaking $40.30 billion donated to U.S. colleges and universities in fiscal year 2015, as highlighted in the most recent Voluntary Support of Education report, is "exceptional news" that reflects continued donor belief in the transformative power of higher education, says CASE President Sue Cunningham.

Giving in 2016 and 2017 Also Looks Promising
Article,  BriefCASE Article A recent forecast of charitable giving for 2016 and 2017 contained especially good news for fundraisers in the education sector.

‘G’ Is for Giving
CURRENTS Article When Louisiana's Grambling State University announced that state funding would cover just 30 percent of its budget, two alumnae created a unique giving program. The "I'm a G: 10 for $10" campaign challenged alumni to give $10 and to recruit 10 friends to do the same.

Crowd Control
CURRENTS Article A small but growing number of institutions have launched centralized, full-service crowdfunding programs that lend know-how to students, faculty, and even alumni running their own campaigns.

Generosity Across the Globe
CURRENTS Article Charities Aid Foundation released its 2015 World Giving Index in November 2015.

Globally, Giving Tuesday Participation Surges
Article,  BriefCASE Article The 24-hour campaign, which uses social media to connect donors and causes, raised $116.7 million in online donations, compared to $45 million in 2014.

3 Key Tools for International Advancement
Article,  BriefCASE Article International fundraising and alumni relations offer promising new opportunities as well as significant challenges—and it's up to savvy advancement professionals to understand both.

Report: Donations Up Globally
Article,  BriefCASE Article Myanmar is the most generous country in the world, according to a recently released report on global giving.

District Makes Employee Engagement Fun–and Successful
Article,  Community College News Article The key to successful employee engagement–at least for a community college district in California–apparently starts with conga lines.

Corporate & Foundation Relations Samples
Sample Collection The Library maintains this collection of corporate and foundation relation samples for all CASE members. Samples include reports, strategic plans, landing pages, brochures and case statements.

Corporate & Foundation Relations
Good Question We are looking to expand our corporate and foundation relations program, do you have any information on trends or what other institutions are doing?

Office Space: Time for a Better Annual Fund Process
CURRENTS Article As a technology enthusiast and longtime advancement services professional, Michael Pasqua developed a routine to reduce the time required to produce annual fund mailing lists.

2015 Circle of Excellence Grand Gold Winners
CURRENTS Article Emotion and connection were major themes among 2015's CASE Circle of Excellence Awards Grand Gold winners. Whether communicating about a deadly virus, cultivating entrepreneurs, engaging alumni with advanced degrees, or sharing the inspiring story of a college student whose life was cut short by illness, institutions dug deeply into their creative toolboxes-though not necessarily into their budgets. They also had fun courting prospective students and welcoming new admits to the family.

Saving Sweet Briar
CURRENTS Article The inside story of how a scrappy group of passionate alumnae raised money, fought in the courts, and gathered support from community leaders to keep Sweet Briar College's doors open—and what advancement can learn from it

Outlook: What LGBT Alumni Want to See
CURRENTS Article For your advancement efforts to succeed in the coming decades, you must offer on-campus programming for lesbian, gay, bisexual, and transgender alumni, students, and parents. Such programs benefit them and signal that your institution is a welcoming, inclusive place.

5 Tips for Successful Year-End Fundraising
CURRENTS Article Five tips for successful year-end fundraising

Making Giving Merry
CURRENTS Article A retired fundraiser turned bell-ringer shares life lessons on making friends and raising money

Refining, Prioritizing, Expanding: Social Media and Advancement in 2015
White Paper This white paper reports on findings from the sixth survey of social media in advancement, conducted by CASE, Huron Education and mStoner. Nearly 1,000 CASE members provided feedback on their use of social media. Featured is advice on how to hold an effective giving day or crowdfunding campaign, including examples from CASE member institutions.

Outlook: When Gifts Come In Like Clockwork
CURRENTS Article With regular giving, U.K. institutions are seeing rising participation rates, retaining and upgrading more donors, saving limited resources, and raising more money.

First Class
CURRENTS Article In 2015, CASE added the Platinum Categories to its Circle of Excellence awards to recognize the best-of-the-best practices in educational advancement publications, programs, and projects through a tournament-like competition in CASE's eight North American districts.

Thanksgiving, with a Twist
CURRENTS Article How three institutions put a unique spin on celebrating Thanksgiving.

The 60 Smartest Things You’ll Ever Hear About Fundraising
CURRENTS Article You must bring tremendous energy and enthusiasm to work each day as you meet highly ambitious goals for yourself and the institution. Here's what Jerold Panas learned in 40-plus years of fundraising about donor motivation, characteristics of effective gift officers, timeless strategies for securing gifts, and leveraging trustee support.

Young Alumni Giving: All Roads Lead to Data
Article,  BriefCASE Article Data and nostalgia are terms that aren't often used together—but when it comes to alumni giving, the two work in perfect harmony, according to a fundraising professional and CASE speaker.

Generosity Remains High in New Zealand
Article,  BriefCASE Article A recently released report on giving in New Zealand reveals that New Zealanders have maintained their generous levels of giving sparked by the Christchurch earthquakes in 2010 and 2011.

Time to Redefine Student Calling
Article,  BriefCASE Article As philanthropy and higher education evolve, colleges and universities must redefine student calling approaches to bring about better results in alumni fundraising, engagement and service. That's according to Ronald A. Cohen, vice president of University Relations at Susquehanna University and a recent webinar presenter on student phonathons.

Dos and Don'ts for Student Philanthropy Events
Article,  BriefCASE Article In February 2015, Indiana University Northwest students proved that a little love can go a long way. Especially if it's fueled by cookies.

Gender Differences in Income Can Impact Overall Giving
Article,  BriefCASE Article Recently released research on gender differences in giving shows that differences in men's and women's income shape a couple's overall giving and the causes they support.

Report: Nonprofit and Charity Sector in Australia "Massive"
Article,  BriefCASE Article The charity and not-for-profit sector in Australia is a $103 billion industry that employs almost one in 10 Australians, according to a report by the Australian Charities and Not-for-Profits Commission.

APAC17
Conference APAC is the annual signature event in Asia-Pacific for advancement professionals from educational institutions working in alumni relations, fundraising, marketing and communications.

Summit17
Conference Summit17

Reflecting One Year Out
CURRENTS Article A 25-year-old assistant director of alumni relations shares the lessons learned during her first year at Williston Northampton School.

Strategic Partnerships and Student Advancement Organizations
Podcast The University of Chicago’s Lori Hurvitz talks about how to create strategic partnerships between a student advancement organization and other divisions on campus—from dining to Greek life—to educate students about the importance of philanthropy.

Outlook: Do Your Funds Need a Checkup?
CURRENTS Article Compliance checkups expose problematic spending restrictions, educate new employees on fund limitations, and ensure that fund usage reflects donor intent. They're a way to assess the fitness of funds—particularly your oldest restricted income accounts, endowed funds, and pending planned gift assets—that are key to the institution's long-term financial health.

Are You Leaving Money on the Table?
CURRENTS Article Frontline fundraisers tend to work in silos, and we leave a lot of gift money on the table. Let's banish planned giving from our vocabulary and embrace gift planning.

Beyond Annual Giving
CURRENTS Article Here are five ways to get the most out of your call center.

The Apprentices
CURRENTS Article With the Student Philanthropy Officer pilot program in York University's annual giving office, students can graduate from phonathon calls to face-to-face asks of alumni.

Advancement Talk: The Best of Advancement Talk
Podcast This Talk with Franklin & Marshall's Matthew Eynon was one of our most popular podcasts.

Ghouls Just Wanna Have Fun
CURRENTS Article The University of Southern Indiana's Halloween "Zombie Run" helps support student organizations within the Pott College of Science, Engineering, and Education.

International Fundraising
Good Question Does CASE have any resources on international fundraising?

Turning Tragedy into Opportunity
Article,  BriefCASE Article The University of Oxford is turning the death of Cecil the lion into an opportunity to educate the global community about the peril faced by lions and the work that the institution’s Wildlife Conservation Research Unit (WildCru) is doing to save the endangered species.

Report: Nonprofits Should Cater to Donor Preferences
Article,  BriefCASE Article Nonprofit organizations in the United States could garner more gifts by tailoring their fundraising efforts to fit donor preferences, according to a new report.

Profiling the Top Donors in the Asia-Pacific Region
Article,  BriefCASE Article Forbes Asia recently unveiled a list of 40 the region’s most noteworthy philanthropists—many of whom have made significant gifts to education.

Cycles of Giving
CURRENTS Article For Life Cycle 5 in 2015, cyclists will raise £350,000 funds for dementia research at the University of Nottingham in the U.K.

Should You Establish an Advancement Office Overseas?
CURRENTS Article Institutions that have opened an advancement office overseas report intangible benefits, while others find it more economical to rack up frequent flier miles. Others do a combination of both. Here's how four institutions found success.

Breaking Up with a Prospect
CURRENTS Article Dating tips can help fundraisers learn why, when, and how to break up with a hot prospect who has turned into a cold fish. Here are some practical steps for managing the relationship, from the infatuation stage to "where is this going?" based on my 30-plus years of fundraising and 15-plus years of dating experience.

Branding the Building
CURRENTS Article Share the story, not the square footage, to raise funds for a new building.

CASE Europe Annual Conference 2018
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2016
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2017
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

CASE Europe Annual Conference 2019
Conference The CASE Europe Annual Conference is Europe's biggest gathering of advancement professionals across the fields of alumni relations, communications, development, fundraising, marketing and external relations.

Making the Case for Student Philanthropy
Article,  BriefCASE Article A carefully crafted investment in student philanthropy will yield dividends for an institution, 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.

Introduction to Fundraising and Alumni Relations 2018
Conference The Introduction to Fundraising and Alumni Relations 2018 is designed for new or junior fundraising and alumni relations practitioners in the education sector. It will be the best place to strengthen your advancement knowledge, and make connections with seasoned professionals and peers alike. You will take home essential and innovative ideas for your role within your institution.

How to Write Brief, Powerful and Compelling Case Statements
Podcast MKS Communication's Maura King Scully discusses what type of voice and point of view a development writer should employ in a case statement.

To Combat ‘Alumni Crisis,’ Institutions Must Reset Strategy
Article,  BriefCASE Article There’s a crisis in annual giving, says Dan Allenby, and it’s not about dwindling dollar amounts—it’s about alumni.

Learning the Language of the Ask
Article,  BriefCASE Article There are several steps a fundraiser must follow to complete a successful solicitation, says an experienced practitioner.

Young Alumni Engagement Samples
Sample Collection The Library maintains this collection of young alumni engagement samples for all CASE members.

Learning the Language of the Ask
Podcast Franklin & Marshall's Matthew Eynon discusses how someone should prepare before asking for a gift.

Young Alumni Engagement
Good Question Do you have any best practices on engaging young alumni?

Cupid and the Cause
CURRENTS Article Male donors tend to one-up each other to look more appealing to an attractive female fundraiser, according to the study "Competitive Helping in Online Giving," published in Current Biology in May 2015.

Odds and Ends: On a Path to Giving Better
CURRENTS Article New York Times columnist Nicholas Kristof discusses philanthropic giving and empathy.

President’s Perspective: Moving On, Moving Up
CURRENTS Article How Sue Cunningham's global journey prepared her to lead CASE

Giving USA Report: Donations to Education Remain Strong
Article,  BriefCASE Article Individuals, businesses and foundations in the United States donated more than $358 billion to charitable causes in 2014, a 7.1 percent increase over 2013, according to results released today by Giving USA Foundation. Giving to education increased 4.9 percent to $54.62 billion.

Build a Robust Fundraising Operation from the Ground Up
Article,  BriefCASE Article Leaders of institutions looking to build a culture of philanthropy from scratch must first invest in full-time fundraising professionals, says a CASE faculty member who recently presented at a university in Mexico.

Balance, Relationships Key to Managing Athletic Giving from Central Office
Article,  BriefCASE Article Tying athletic giving to an institution’s main fundraising operations is a winning strategy, says development professional Brian Otis.

UK Giving 2014: An overview of charitable giving in the UK during 2014
Charities Aid Foundation and National Council for Voluntary Organisations
Report UK Giving 2014 provides an update for the annual survey, which presents the latest research on individuals' giving to charity – what social actions people do, how much is given, who donors give to and how they give. In addition, the report also looks at the penetration and usage of technology to give, as well as views on barriers to giving, and why people don’t give on a planned basis.

Fundraiser Touts Importance of Giving to Young Students
Article,  BriefCASE Article A development director at a UK independent school doesn’t wait until after graduation to talk to pupils about how private philanthropy benefits them and the institution. He starts when they are 11 years old.

UK Universities Report Record Giving, Increase in Donors
Article,  BriefCASE Article UK universities raised a record level of funds through donations in the last academic year, according to a survey of 124 institutions presented in the latest Ross-CASE report on higher education philanthropic giving in the UK.

More Educational Institutions Using Social Media to Fundraise, Measure Outcomes
Article,  BriefCASE Article More schools, colleges and universities worldwide are using social media to boost their fundraising results, and are experimenting with new strategies, according to results from the latest CASE/Huron/mStoner social media survey.

Student Advancement Expert Talks Strategic Partnerships
Article,  BriefCASE Article Lori Hurvitz, senior director of annual giving at the University of Chicago, recently shared tips in a podcast interview on how to create strategic partnerships between student advancement organizations and other divisions on campus to educate students about the importance of philanthropy.

2015 National Survey of College and University Parent Programs
Marjorie Savage & Chelsea Petree
Article This report, summarizing the seventh national survey by the University of Minnesota Parent Program, builds on longitudinal information about parent/family services provided by colleges and universities. The surveys have been conducted biennially to track best practices in services and programming, changes and developments in the field, costs for providing parent/family services and experience levels of the professionals who work with parents and families of college students.

The Philanthropic President
CURRENTS Article When Raymond Burse became president of Kentucky State University in 2014, he cut his salary by $90,000 to fund a raise for KSU employees earning minimum wage.

Spot the Donor
CURRENTS Article Members of Salem State University's Class of 2015 who contribute at least $20.15 to the class gift will wear green philanthropy honor cords at commencement. The cords raise awareness about giving and recognize student donors as leaders.

Sticky Situations
CURRENTS Article Gift officers often face emotional angst and ethical dilemmas in their dealings with donors, and the stakes are high. Handling these situations isn't easy, especially when the decisions can jeopardize gifts. Here are four case studies, based on real-life experiences, with advice on how to handle ethical issues, from inappropriate gifts to sexual advances.

Only the Cool Survive
CURRENTS Article For its centennial in 2013, Humboldt State University partnered with area businesses to produce branded ale, coffee, and chocolate.

Game Plan
CURRENTS Article Your alumni are begging for something fun that will grab their attention. Let's look at ways your university can dust the stuffiness off of its giving campaigns and attract the attention of long-lost alumni.

Elite and Greet
CURRENTS Article Successful professionals find value in building connections and talking about their work with others in their field, which is why we created a networking program at Marquette University called CIRCLES. The program helps our professional alumni do business together—while helping us identify donor prospects.

Validating Volunteers
CURRENTS Article Remote alumni chapters can easily fizzle if volunteer leaders lack support or direction. At the Penn State Alumni Association, a recent $1 million endowed gift ensures that won't happen.

Office Space: The Upside of Turnover
CURRENTS Article Turnover presents an opportunity to shake things up, reinvent the conversation about the college's philanthropic mission, and redefine engagement options for your alumni and donors.

Investment in Student Philanthropy Pays, Reports CASE White Paper
Article,  BriefCASE Article Educational institutions that spent more than 50 cents per enrollee on student philanthropy programming raised, on average, 250 percent more than institutions that spent less. That’s according to a white paper by CASE that surveyed more than 200 two- and four-year institutions.

Report Predicts Growth Rates for U.S. Charitable Giving in 2015, 2016
Article,  BriefCASE Article A new report by the Indiana University Lily Family School of Philanthropy projects that charitable giving in the United States is expected to grow by 4.8 percent in 2015 and by an additional 4.9 percent in 2016.

Chinese Philanthropists Give Majority of Gifts to Other Countries
Article,  BriefCASE Article A survey on charity trends in China indicates that about 80 percent of donations made by Chinese philantrhopists in 2014 benefited institutions outside of the mainland.

Integrate Alumni into Giving Plans
Article,  Community College News Article Community college advancement leaders should incorporate alumni into their institution’s long-term fundraising plans, says one foundation director.

The Best of Advancement Talk
Podcast MKS Communication's Maura King Scully discusses what type of voice and point of view a development writer should employ in a case statement.

Goodbye Galas?
CURRENTS Article Hilbert College's No-Tie Gala is a virtual fundraising affair no one attends.

Twists and TurnsToward a Gift
CURRENTS Article Alumnus Michael Lang wanted to give to an overlooked area that fit his passion.

A Creative Assist
CURRENTS Article When working with donors, it's important to connect with the heart and the mind.

How I Closed the Biggest Gift of My Career
CURRENTS Article Five fundraisers share the dramatic inside stories of large gifts along with key insights from their experiences, from being creative to collaborating with colleagues.

Stewardship and the Second Gift
CURRENTS Article Barbara Samper would drive through Salinas Valley and see migrant workers in the field and think, "How can I help their children obtain a college education?"

A Friend to the End
CURRENTS Article In 2014, Foxcroft, an all-girls boarding/day school serving 157 students in grades 9-12, received a transformative gift of $40 million from Ruth Bedford, class of 1932.

Swift Gratitude
CURRENTS Article Giving days prompt institutions to send speedy, creative, and social thank you messages to their donors

Our Favorite Fund Fashions
CURRENTS Article How student fundraisers/phonathon callers dress for success (and what CURRENTS staffers think about the designs)

U.S. Educational Fundraisers Report Growth in 2014 Giving
Article,  BriefCASE Article Fundraisers at schools, colleges and universities in the United States estimate that donations to their institutions grew 6.9 percent in 2014, according to survey results released by the Council for Advancement and Support of Education. This is the highest estimated growth in donations reported to the CASE Fundraising Index since the year prior to the economic downturn in late 2008.

Directed Giving Increases Fundraising Success
Article,  BriefCASE Article Fundraising appeals that offer donors the ability to target their gifts to specific areas can raise more money than appeals that don’t offer such flexibility, according to new academic research.

Fundraising Experts Discuss Engaging Senior Leaders, Academics at CASE Europe Conference
Article,  BriefCASE Article The introduction of tuition fees at universities in the UK is “unlikely to damage” philanthropic giving, according to senior educational leaders participating in a panel discussion at the recent Strategic Fundraising for Leaders in Higher Education conference.

Free Tuition or Not, a Fundraiser's Job Remains the Same
Article,  Community College News Article Even if students could attend community college for free—as President Obama proposed last month— chief fundraisers at two institutions whose students already benefit from local free-tuition programs say their jobs wouldn’t change significantly.

Charitable Gift Law
Good Question Q: We are starting an international fundraising program and will be asking foreign alumni for gifts. Can donors in other countries receive tax benefits or deductions for gifts to our institution?

Plan Today for Success Tomorrow
Article,  Community College News Article Every community college advancement office needs a cohesive annual fundraising plan, says one foundation director.

Summit for Leaders in Advancement
Summit for Leaders in Advancement 2016 NYC

Direct to the Heart
CURRENTS Article At the University of Leeds, we were beginning to wonder whether direct mail would ever work for us or whether the telephone would always be our annual giving program's primary source of donors and income. Then we tried a new strategy: We stopped talking about ourselves all the time. We talked to alumni and donors about their experiences instead.

Pass or Fail?
CURRENTS Article In response to a negative Facebook post, Jessica White, a 2007 U of M grad who serves on the Dean's Young Alumni Council, writes a blog post explaining that all alumni gifts matter.

What’s the Deal with Donor-Advised Funds?
CURRENTS Article Offering donor-advised funds can strengthen bonds with longtime donors interested in alternative giving vehicles, but they can put institutions in a tricky place in terms of how they relate to their supporters.

Outlook: Solicit Behavior
CURRENTS Article Dealing with alumni who don't want to be contacted seems uncomplicated. Yet the process isn't as simple as it seems. The do-not-solicit policy at many colleges and universities is imprecise and can undermine your institution's culture of giving—and lead to the loss of big gifts. It's time to rethink the do-not-solicit policy: Does it refer to all communications or just some? Is it temporary or permanent? Who has the authority to classify alumni that way? When do we re-engage alumni, and how?

Student Philanthropy: The Foundation for Engagement as Lifelong Donors
White Paper This groundbreaking research provides baseline data and analysis on student philanthropy programs in higher education around the world. Best practices as well as staffing and budgeting trends in student philanthropy are highlighted. A key finding from the survey of 211 institutions: patience and organizational commitment to engage students as donors through a variety of practices can establish a foundation for better fundraising outcomes over time.

Online Giving Days
Good Question Does CASE have any resources about online day of giving campaigns in higher education?

New Report Cites World’s Most Generous Countries
Article,  BriefCASE Article The United States and Myanmar are the most generous countries in the world followed by Canada, the Republic of Ireland and New Zealand, according to a recently released report on global giving. Other countries featured in the top 10 include Australia, Malaysia and the United Kingdom.

Reach Out to LGBT Graduates
Article,  BriefCASE Article Lesbian, gay, bisexual and transgender alumni are a largely untapped community for engagement and fundraising by many educational institutions, says a university leader.

Chinese Philanthropy on “Cusp” of Change
Article,  BriefCASE Article A leading philanthropist in China believes that the country is on the “cusp” of change and that 2014 will be a “turning point in Chinese philanthropy.”

Culture of Philanthropy
Good Question Does CASE have any resources on growing a culture of philanthropy?

Education Top Priority for U.S. Foundations
Article,  BriefCASE Article An annual research study on foundations reports that giving by U.S. foundations reached record levels in 2012 and 2013 and predicts continued growth for 2014.

Report Shares Lessons, Guidelines on Disaster Giving in Asia
Article,  BriefCASE Article A recently released report offers guidelines and lessons for individual, foundation and corporate donors on protecting philanthropic investments during a disaster.

Garnering Large Gifts Takes a Commitment
Article,  Community College News Article Community college advancement practitioners should spend less time on low-return efforts like golf tournaments and more time on developing a high-yielding major gifts program, says a fundraising leader.

Million Dolloar Donors Report 2014
Coutts & Co. in association with Indiana University Lilly Family School of Philanthropy
Report This November 2014 report analyzes the number, size and recipients of gifts of $1 million or more given by individuals, foundations and corporations in the United States, United Kingdom, Russia, Middle East (Gulf Cooperation Council), China, Hong Kong and for the first time, Singapore. Wealthy donors in seven regions around the world gave 1,995 gifts totaling $26.3 billion in 2013.

Round of Applause
CURRENTS Article Ten grand gold award winners of this year's CASE Circle of Excellence Awards are profiled here.

Everything You Need to Know About Campaigns
CURRENTS Article While fundraising campaigns seem ubiquitous, especially in the United States, growing numbers of universities from Australia to Europe are undertaking inaugural campaigns. Here are several strategies for success.

Odds and Ends: Multiplying Philanthropy
CURRENTS Article In 2012, #GivingTuesday arrived to shift shoppers' attention back to the real meaning of the season with a global day of giving. The idea for the campaign, founded by New York's 92nd Street Y in partnership with the United Nations Foundation, emerged from a spring 2012 discussion with supporters of Stanford University's Center on Philanthropy and Civil Society.

5 Tech Trends That May Transform Fundraising
CURRENTS Article From bitcoins to mobile wallets, how donors give is changing. Are educational institutions prepared?

World Giving Index 2014: A Global View of Giving Trends
Charities Aid Foundation
Report The 2014 edition of the World Giving Index looks at charitable behaviour across the world, involving 135 countries. The report is based on more than a million interviews conducted by Gallup since 2005/06, as part of their World Poll survey.

Asia-Pacific International Fundraising Study Tour
Conference A training program that offers delegate a comprehensive overview of institutional advancement.

CASE Asia-Pacific Advancement Conference 2019
Conference A training program that offers delegate a comprehensive overview of institutional advancement.

Giving in Numbers: Trends in Corporate Giving
Committee Encouraging Corporate Philanthropy
Report CECP is an international forum of business CEOs and chairpersons focused on corporate philanthropy. Each year, the committee surveys companies using the Corporate Giving Standard, then publishes a report on corporate giving initiatives and amounts, beneficiary categories, corporate philanthropy program staffing, grant approval policies and volunteer hours. The 2014 Giving in Numbers report is available, along with earlier editions from 2005 to the present. (Free registration required to download the reports.)

Learn to Fully Engage Retired Faculty and Staff
Article,  BriefCASE Article Advancement practitioners should value retired faculty and staff members for their intellect, institutional memory and the many contributions they have made to the institution during their careers, says a CASE faculty member.

Young Donors Optimistic about Future Giving
Article,  BriefCASE Article Donors younger than 35 plan to give more this year than last, compared with middle-age donors and those older than 64, according to a new survey.

Australian Institution Completes One-Day Fundraising Blitz
Article,  BriefCASE Article Last month, the University of Sydney raised nearly $933,000 from more than 1,050 donors in a 24-hour fundraising campaign to benefit student scholarships and medical research.

Class Exodus
CURRENTS Article In 1990, 18 percent of college and university alumni gave to their alma mater, according to the Council for Aid to Education. By 2013, that number had been cut in half to less than 9 percent—a record low and a culmination of a trend that has persisted for more than two decades. The implications of this trend cannot be ignored. It's time to ask some new questions and set better goals for our institutions. It's time to examine what is and isn't working in our advancement practices and to look at how we can provide the best service to our alumni base.

The 8 Steps Muhlenberg College Took to Exceed 910 Donors on 11-12-13
CURRENTS Article For Muhlenberg College's first Day of Giving campaign, participation was the priority. We set out to inspire 910 donors to make an annual gift on 11/12/13, and a record-setting 1,430 donors gave during that 24-hour period. Here's how you, too, can create a successful giving day.

Learning to Lose Control
CURRENTS Article As alumni and other audiences find new ways to connect, network, and give, our roles as the essential interfaces between our institutions and their various external audiences are becoming more unstable. To understand the problem, and to address this challenge proactively instead of reactively, we need to understand the concept of disintermediation: a reduction in the use of intermediaries.

Pass or Fail?
CURRENTS Article Most universities inform alumni about an upcoming phonathon in writing and give graduates the opportunity to opt out.

Fundraising Must Be Strategic to Succeed
Article,  BriefCASE Article To achieve sustained fundraising success, leaders of UK universities must strategically align philanthropy with their institution’s strategic plan, according to a new report.

Dynamic Phonathons Still Have Value
Article,  BriefCASE Article Even with the rise of online giving, a phonathon is still a vital part of any successful annual fund, says one practitioner.

Creating a More Dynamic Annual Fund Phonathon
Podcast Nates Jones, of the Georgia Tech Alumni Association, discusses how phonathons can accomplish a lot more than just soliciting donors. Also, learn some creative ways to motivate students callers.

The Asian Equation
CURRENTS Article Cultural awareness is becoming more and more relevant to alumni relations and development as the fields grow and evolve. The realization that what works in the U.S. may not work elsewhere is a modest yet crucial srtarting point in formulating an international engagement strategy.

The Campaign Counting Conundrum
CURRENTS Article Today many institutions routinely tally bequest pledges along with cash gifts when reporting campaign totals. But much can happen between bequest intention and realization. That's why thoughtful strategies to retain bequest donors over extended periods are increasingly important.

Outlook: Can Gift Officers Be Both Fundraisers and Philanthropic Advisers?
CURRENTS Article Development officers are well-suited to help donors unleash their giving potential, even if other nonprofits benefit along with the institution. More development officers should take on this advising role, but it's important to follow some essential principles to protect you and your institution.

U.S. Educational Fundraisers Predict Steady Growth in Giving During Academic Year
Article,  BriefCASE Article Fundraisers at educational institutions in the United States estimate that donations to their institutions grew 5.4 percent during the academic year that ended June 30, 2014, according to survey results released by CASE.

Solutions to Declining Unrestricted Gifts
Article,  BriefCASE Article As unrestricted giving to U.S. colleges and universities declines, fundraisers must find creative ways to secure support for their institutions, say two CASE faculty members.

Capital Campaigns Are the Time to “Dream Big Dreams”
Article,  BriefCASE Article What’s the worst reason to have a capital campaign? “Because your peers are having a capital campaign,” said Stanford University’s Martin Shell, speaking in July at CASE’s Summer Institute in Educational Fundraising.

Asia Pacific Advancement Conference 2015
Conference Asia Pacific Advancement Conference 2015

Unlock the Power of Persuasion
Article,  BriefCASE Article Small changes to the copy of a fundraising appeal can garner more money and participation, says a keynote speaker at the upcoming CASE Europe Annual Conference.

How Advancement Professionals Can Work with Other Cultures
Podcast Aamir Anwar, of Carnegie Mellon University, discusses how educational philanthropy is viewed differently around the world. He also talks about how advancement professionals can become more culturally competent and responsive in their work.

Adopt a Donor-Centered Approach to Leadership
Article,  Community College News Article Community college fundraisers shouldn’t shy away from cultivating major gifts, says a keynote speaker at the upcoming CASE Conference for Community College Advancement.

Lyrical Intervention
CURRENTS Article Massachusetts' Wheaton College went coed in fall 1988. That year saw the formation of the a cappella group the Gentlemen Callers, which played a practical and symbolic role in Wheaton's transition. The group still exists today and has added fundraising success to its achievements.

Giving USA Survey: Giving to Education “Robust”
Article,  BriefCASE Article Individuals, businesses and foundations in the United States donated more than $335 billion to charitable causes in 2013, a 4.4 percent increase over 2012 and the highest total since 2009, according to results released today by Giving USA Foundation. Giving to education increased an estimated 8.9 percent to $52.07 billion.

Thinking Outside the Database
Article,  BriefCASE Article Making the right case for social media investment in campaigns can open doors for fundraising and communications, say two webinar presenters.

Asian Philanthropists Innovative, Survey Reports
Article,  BriefCASE Article Nearly 35 percent of philanthropists in Asia say education is the most important cause in their town or region but cite the environment as a top global cause, according to a survey of high net-worth individuals.

CEO Support Key to Award-Winning Fundraising
Article,  Community College News Article Advancement leaders at community colleges recently honored by CASE credit strong presidential support of their work for improvements in their institution’s fundraising.

Survey: Strong Student Philanthropy Programs Vital to Overall Fundraising Success
Article,  BriefCASE Article Results from a new survey on student engagement reveal that colleges and universities that invest in student fundraising programs tend to raise more money per capita and are more successful at engaging their students as lifelong donors than institutions that do not make such investments.

Number of Donors, Giving to UK Institutions Reach All-Time High
Article,  BriefCASE Article Giving to universities in the United Kingdom reached an all-time high in 2012-2013 with institutions reporting more than £659 million in cash donations, a 23 percent increase over gifts received in 2011-2012.

UK Needs More Higher Education Fundraisers, Report Says
Article,  BriefCASE Article A new report finds that the number of fundraisers in UK higher education must at least double in less than a decade to meet an ambitious goal set by the Higher Education Funding Council for England.

Online Fundraising at Large Charities
Chronicle of Philanthropy
Article The Chronicle of Philanthropy maintains a database of online fundraising data that can be searched by year, category (including colleges and universities), state or organization name keyword. The page also links to articles on the topic. (Chronicle subscription required.)

Schooled in Giving
CURRENTS Article What should colleges and universities be doing to encourage students to become lifelong donors? CASE and Campbell & Company, which have been supporting and innovating alongside development professionals for nearly eight decades combined, collaborated on a global study to find out. Conducted in January, the survey of development and alumni relations professionals at higher education institutions of every type—public and private, two- and four-year, large and small—uncovered some promising strategies in the critical but often neglected area of student philanthropy.

Beyond the Classroom
CURRENTS Article In the past decade, as states slashed postsecondary education appropriations, and college presidents responded by prioritizing academics over cocurricular programming, hundreds of large and midsize universities began fundraising for everything from new student union facilities to transportation to off-campus cultural excursions. Student affairs fundraisers face many hurdles, among them educating campus constituents about the importance of their work, finding prospects amid scant student records, and getting donors to support areas not directly related to attaining a degree.

Fowl Calls
CURRENTS Article During a three-week challenge leading up to the Big East Men's Basketball Tournament in March, three institutions vied to see which bird could gin up the most alumni and undergraduate participation in the annual fund.

Annual Giving
Sample Collection The Library maintains this collections of annual giving samples for all CASE members.

Annual Giving
Good Question Do you have any best practices on annual giving or any sample annual fund campaigns?

District V Conference 2018
Conference District V Conference 2018

District IV Conference 2019
Conference District IV Conference 2019

District II Conference 2019
Conference District II Conference 2019

District VII Conference - Connect West 2019
Conference District VII Conference - Connect West 2019

District VI Conference 2019
Conference District VI Conference 2019

District VIII Conference 2019
Conference District VIII Conference 2019

District I Conference 2019
Conference District I Conference 2019

District III Conference 2019
Conference District III Conference 2019

Increasing Donations from Young Alumni
Article,  BriefCASE Article Fundraisers who don’t engage and convert young alumni into donors soon after graduation are less likely to do so as more time passes, according to a CASE faculty member.

Survey: Nonprofits Continue to See Growth in Donations
Article,  BriefCASE Article A survey of 500 nonprofit organizations in the United States and Canada reveals that more than 60 percent saw an increase in donations during 2013, the largest share since 2007.

2014 Nonprofit Benchmarks Study
M+R Strategic Services and Nonprofit Technology Network
Report Now in its eighth year, M+R and NTEN’s annual report studies the numbers from 53 nonprofits to define this year's industry standards for online fundraising and advocacy. The free report is available for download (registration required).

Bad at Retiring, Good at Giving
CURRENTS Article More than 50 percent of faculty members at most U.S. institutions are or will be at least 55 years old within the next 10 years. The coming wave of retirements could be good news for advancement as faculty and staff members still dedicated to their institutional missions continue working as university ambassadors.

Big Question
CURRENTS Article Readers sound off about whether a Give or Donate button should appear on a university’s home page.

Five Traits that Attract Millionaires
CURRENTS Article A recent analysis of institutions that publicly announced receiving million-dollar gifts between 2000 and 2012 found that mega-donors are drawn to institutions with five traits.

Start Major Gift Fundraising
Article,  Community College News Article Community college fundraisers thinking about launching a major giving effort should first establish a robust annual giving campaign, say a pair of foundation directors.

It’s a Woman’s World
CURRENTS Article The nonprofit sector is a growing and competitive industry that managed $300 billion in philanthropic dollars in 2012 in the United States alone and employed nearly 10 million people. This growth is causing the sector to more closely scrutinize its business practices. CURRENTS examines how certain trends, including the rising role of women in philanthropy and the integration of corporate and social goals, are shaping the future direction of the field and what that means for educational advancement.

Cents and Sensitivities
CURRENTS Article At New York’s Cornell University, gift officers receive a helping hand from an unexpected source: actors. The Cornell Interactive Theatre Ensemble offers an experiential learning program that includes self-assessments, group interactions, and role-playing to help fundraisers work through situations they’ll face while doing their jobs. This story provides a how-to plan for institutions interested in creating a similar program on their campuses.

Odds and Ends: Inside the Philanthropic Mind
CURRENTS Article This article is a Q-and-A with fundraising consultant Penelope Burk. Burk's research and experience backs up her strong opinions—delivered with a healthy dose of humor—on issues such as unrestricted giving and unnecessary donor recognition, topics that are covered in this interview.

Status Symbol
CURRENTS Article This brief story details how Australia's La Trobe University increased staff giving from 1.03 percent in 2012 to 12.67 percent in 2013 with "The Golden Lanyard" campaign.

Take Five
CURRENTS Article Each March, Indiana's Park Tudor School channels the state's love affair with basketball into the March Madness Young Alumni Challenge, pitting alumni classes from the past 24 years against each other in a friendly fundraising battle.

UK Giving 2012/13: An Update
Charities Aid Foundation
Report This March 2014 report updates an annual survey providing the latest research on individuals' giving to charity, including how much is given, who the donors are, where the donations go, trends and seasonal variations in giving.

LGBT Development & Alumni Relations
Good Question Do you have any resources about alumni relations and fundraising efforts tailored to LGBT constituencies?

LGBT Development & Alumni Relations Samples
Sample Collection The Library maintains this collection of LGBT development initiatives, alumni associations and affinity groups, publications and programming samples for all members.

U.S. Fundraisers Predict Continued Growth in Donations in 2014
Article,  BriefCASE Article A CASE survey of educational fundraisers in the United States supports the VSE findings with participants estimating that donations to their institutions grew in 2013 and will continue to grow in 2014.

Nonprofits Need to Improve Online Giving Experience for Greater Growth
Article,  BriefCASE Article A recently released study on online giving indicates that “millions—if not billions—of dollars are being left on the table” due to missteps by nonprofits.

Overcoming the Reluctance to Build Fundraising
Article,  BriefCASE Article Some international school leaders in the Asia-Pacific region are still reluctant to embrace fundraising despite growing opportunity, says a CASE faculty member.

A Model Public-Private Partnership
Article,  Community College News Article A community college situated in a major petroleum and natural gas production region is partnering with local industry to improve economic and workforce development and grow new sources of support for the college.

Enhancing Fundraising Practices of the University of California, California State University, and California Private Universities
White Paper This white paper investigates differences in California higher education fundraising practices across the UC and CSU systems, as well as private institutions. Twelve major fundraising practices are assessed via survey research, and a significant relationship is found between development officer qualifications and donation revenue.

The Young and the Selfless
CURRENTS Article The Chestnut Hill School educates its students early about the responsibilities of alumni. The tween students have embraced the message with stunning success.

Outlook: Rethinking the Ask
CURRENTS Article Nonprofit fundraisers generally wait too long to make an ask. When you ask someone to partner with you in a concrete way—whether by donating funds or volunteering—you raise the quality of the dialogue and elevate both the relationship and the work you will do together. The sooner you make this happen, the better it is for both parties.

New Report Identifies Factors that Attract Largest Gifts
Article,  BriefCASE Article A recently released report reveals that the length of a university president’s time in office and its board’s leadership in giving are among the factors that help colleges and universities attract more and larger million-dollar-plus gifts.

Determining the Performance of Fundraisers
Article,  BriefCASE Article Calculating the return-on-investment of fundraisers can be critical when requesting additional funding, making employment decisions and explaining fundraising efforts to governing boards, said a CASE faculty member during a recent webinar.

Female Philanthropists Take the Lead
Article,  BriefCASE Article Women are taking a predominant role in philanthropy, according to a recent study of the world’s wealthiest individuals.

Putting the Spotlight on Philanthropy
Article,  Community College News Article Students, faculty and staff at an Ohio community college plan to celebrate Student Engagement and Philanthropy Day by raising money to provide emergency assistance to students who might otherwise have to drop out for financial reasons.

The Professor with Three Pennies and a Cause
CURRENTS Article Terry Armstrong, a retired University of Idaho administrator and education professor with a penchant for picking up loose change, explains how he started the Found Money Fund of Idaho.

Banking on Science
CURRENTS Article UC San Diego created the Young Investigator Program to help junior faculty members raise funds for their research. The program has been wildly successful.

The Massive Potential and Frustrating Pitfalls of Big Data
CURRENTS Article This article explains the different kinds of software and prospect research companies that educational institutions use to find potential donors. It also explores how institutions use the data that these services generate, the accuracy of the data they produce, and whether they are worth the price.

Pass or Fail?
CURRENTS Article Michigan State University turns a prank by rival University of Michigan into a fundraising opportunity.

Survey Ranks Most Charitable Countries
Article,  BriefCASE Article A survey of giving worldwide indicates that the United States is the most charitable country with Canada, Myanmar and New Zealand tying for second place. Other countries featured in the top 10 include Ireland (5), the United Kingdom (6) and Australia (7).

Survey: Wealthy Gave Most to Education in 2012
Article,  BriefCASE Article A recently released report on US$1 million-plus giving reveals that wealthy donors across six regions of the world gave a total of $7.05 billion in gifts of $1 million or more to higher education institutions in 2012.

Billionaires on the Rise in Asia
Article,  BriefCASE Article Asia is home to the fastest growing number of billionaires among all regions of the world, according to a new survey.

Popularity of Donor-Advised Funds Continues
Article,  BriefCASE Article Contributions to donor-advised funds grew significantly in 2012, according to a new study, which also reported significant increases in assets held and gifts given from these funds.

Golden Gallery
CURRENTS Article CURRENTS highlights selected winners of CASE’s annual Circle of Excellence awards. This year’s format is more visual and answers questions such as “What problem did these products or activities solve?” Award winners include Mississippi State University Foundation’s annual report; Valencia College’s alumni magazine, Vitae; and Columbia University’s Columbia Day.

Rescuing the Annual Fund from the Ho-Hum
CURRENTS Article The typical annual fund message about closing the budget gap is boring and confusing. So the Powhatan School injected some creativity, in the form of playfully kitschy videos, into explaining why the fund is important.

Evaluating Fundraising Success for Independent Schools
Article,  BriefCASE Article What metrics should independent schools use to guide philanthropic campaigns? How can they best identify annual fund and major gift trends? One expert in benchmarking answered these and other questions during a recent CASE webinar.

Focusing on What Matters
Article,  BriefCASE Article Educational institutions should think less about themselves and what they need and more about their broad constituencies and what they need, said a keynote speaker at the recent CASE Conference for Community College Advancement.

Wealthy Individuals Want Better Giving Advice
Article,  BriefCASE Article Wealthy donors aren’t receiving the kind of philanthropic counsel they would like from their financial advisers, according to a new study.

Research Reveals “Clear Path” to Raising Future Philanthropists
Article,  BriefCASE Article New research on how children learn about charitable giving can have “important implications for the future of giving.” That’s according to researchers involved with the first-of-its kind study from the Women’s Philanthropy Institute.

Jump-Start Employee Giving
Article,  Community College News Article By highlighting the impact scholarships make on students’ lives, a Wisconsin technical college increased employee-giving participation from 34 percent to 92 percent in one year.

Directed Giving
CURRENTS Article Directed giving allows donors to funnel their gifts to broad budget-funding categories but not confine their contributions to specific areas. It helps educate donors about what independent schools achieve with the annual fund while satisfying both their desire to allocate their gifts and the schools' need for flexible donations.

The Amazing Feats of Super Women Donors
CURRENTS Article An Atlantic Cape Community College women's giving circle founded to help at-risk youth finds creative inspiration in superheros.

Modern Family
CURRENTS Article Institutions can do more to make legacy gifts happen—through planned giving campaigns, innovative marketing, and estate planning education programs and by incorporating the planned giving ask into routine visits with major gift prospects.

Key Facts on U.S. Foundations 2013
Foundation Center
Report This study, released October 2013, is the Foundation Center's new annual research study and the primary publication in which the Foundation Center documents the overall size of the U.S. foundation community and provides perspective on the giving priorities of the nation's largest foundations. In 2011 the country's 81,777 foundations held $622 billion in assets and distributed $49 billion, an amount estimated to have reached $50.9 billion in 2012. The outlook for 2013 is for continued modest growth overall.

CASE File: Largest Campaigns
CASE File This page presents lists of the largest campaigns undertaken by higher education institutions in descending order from largest goal size. Information was compiled from press releases, articles, websites and databases. Updates are ongoing. Citations for selected sources can be found in the bibliography.

Crowdfunding
Good Question Does CASE have any resources on crowdfunding in higher education?

Improving Faculty and Staff Giving
Podcast Genevieve Shaker from IUPUI discusses the characteristics of faculty and staff donor prospects. Also, discover how to encourage these individuals to give.

Are Men More Generous than Women?
CURRENTS Article A new study indicates women are more susceptible to social pressures to give.

Office Space: Inside the Minds of Donors
CURRENTS Article A former adult educator turned development leader discusses how she adapts an online assessment instrument used in adult education to better understand her donors by discovering how they prefer to learn and process information. She also explains how she has used the tool—Assessing The Learning Strategies of AdultS—to gauge her own strengths and learning style as well as those of her staff, colleagues, and board members.

Need a Consultant?
CURRENTS Article How do you know when to call a consultant? How do you make the case for a consultant? What can you expect from a good consultant? A former development chief and now consultant, Laurel Price Jones answers all of your questions about hiring an outside advisor.

The First Ethical Standards for Gift Planners: A Fledgling National Association Earns its Wings
Ronald A. Brown
Report This paper, released in August 2013, details the history of the National Committee on Planned Giving, known since 2009 as the Partnership for Philanthropic Planning, and the development of the Model Standards of Practice for the Charitable Gift Planner. The author offers insight into a period of intense debate over the nature of gift planning.

Motivating Students to Fill the Funding Gap
Article,  Community College News Article Community colleges can grow student giving by educating students that tuition doesn't cover the actual cost of attendance, says an advancement leader.

Foundations Increase Fundraising Goals
Article,  BriefCASE Article A new CASE survey of institutionally related foundations suggests that institutions are increasing their campaign goals with the improving economy.

U.S. Fundraisers Predict Continued Growth in Giving to Education for 2013-14
Article,  BriefCASE Article Fundraisers for colleges, universities and schools in the United States say giving to education grew during the academic year that ended June 30, 2013, and are optimistic that giving will continue to grow in 2013-2014.

New Survey Notes Growing Importance of Boomers in Giving
Article,  BriefCASE Article A recently released white paper on giving among generations reports that individuals age 49 to 67 “dominate” charitable giving, contributing 43 percent of all dollars donated to nonprofits.

Successful Social Media Fundraising: Still in Its Infancy, But No Longer Out of Reach
Article,  BriefCASE Article Once dismissed as ineffective, fundraising on social media is gaining new attention in light of new research—and that is leading to creative programs and increased collaboration in advancement offices.

Mastering the Skill of Asking
Article,  BriefCASE Article When asking for a gift, fundraisers should tailor their message to the potential donor, says a CASE faculty member.

Like Nailing Jell-O to the Wall
CURRENTS Article Measuring ROI in higher education fundraising—and using it as a predominant means of predicting and assessing performance—is not a good idea. It's advisable to use a variety of metrics to get a holistic picture of performance, development leaders say.

What Charities Do Right … and Wrong
CURRENTS Article Nearly a third of nonprofits in the United States and Canada do not thank donors for gifts. This short story covers that and other findings from a survey of nonprofits.

The Tenure Problem: How Can We Make Major Gifts Productive if Gift Officers Keep Leaving?
Eduventures
Article This post explores issues related to productivity and ROI caused by turnover and short tenure among gift officers. Questions are offered to assess short tenure trends.

Establishing a Women's Philanthropy Initiative on Campus
Podcast Hear Kathleen Loehr from Orr Associates Inc. share examples of women's fundraising efforts, and learn what makes them successful. Also, discover the best strategy for engaging with female donors.

Charitable Donations in the United States Grew Slowly in 2012
Article,  BriefCASE Article Individuals, corporations and foundations in the United States donated more than $316 billion to charitable causes in 2012, a 3.5 percent increase over 2011, according to results released today by Giving USA Foundation. Giving to education increased an estimated 7 percent to $41.33 billion.

Report: Most Large Gifts Come from Local Donors
Article,  BriefCASE Article A new report reveals that 60 percent of million-dollar-plus gifts come from donors who live in the same state or geographic region as the nonprofit or foundation that receives the contribution.

UK Academic Leaders, Others Learn about Fundraising from Canadian Institutions
Article,  BriefCASE Article More than eight academic leaders learned about the importance of stewardship, what motivates donors to give and the impact of institutional branding during a recent CASE Europe fundraising study tour to four Canadian institutions.

Foundation, Major Gift Experts Promote Collaborative Partnerships
Article,  BriefCASE Article Institution-wide fundraising goals, supportive leadership and department-wide working groups can all contribute to more effective development departments—but it takes proactive collaboration efforts. That’s according to foundation and major gift professionals who spoke on building partnerships during the recent CASE Annual Conference for Corporate and Foundation Relations Officers.

Giving to U.S. Education Grew in 2012, Outperformed Most of Nonprofit Sector
Article,  BriefCASE Article Overall charitable giving to educational institutions in the United States increased nearly 2 percent from 2011 to 2012, according to a new report.

Study: Board Members’ Lack of Fundraising Knowledge Leads to Lost Opportunities
Article,  BriefCASE Article A recent study reports that many Australian charities lose fundraising opportunities due to a lack of fundraising knowledge by their board members.

Putting the Fun in Fundraising
CURRENTS Article CASE ASAP's inaugural Student Engagement and Philanthropy Day inspired some pretty creative activities at participating campuses.

Crowd Around
CURRENTS Article As educational institutions become more creative in raising money for their missions, some are turning to crowdfunding. This article explores how educational institutions are using this online platform and to what effect.

A Weird, Wonderful Gift
CURRENTS Article When a protest threatened to undermine an institution's character, students, alumni, and administrators fought back.

Gift Officer Metrics
Good Question Do you have any samples of metrics used to evaluate the performance of fundraisers, especially major gift officers? If not, do you have information that can help us develop metrics?

Ross-CASE Survey: UK Institutions See Record Levels of New Funds, Donors
Article,  BriefCASE Article Giving to higher education institutions in the United Kingdom reached record levels in 2011-12, according to the annual Ross-CASE Survey Report.

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.

Online Giving to Nonprofits Increases in 2012, Says New Study
Article,  BriefCASE Article A new study reports that online giving to nonprofits increased 21 percent in 2012 over 2011 totals.

Need for Student Affairs Fundraising on the Rise
Article,  BriefCASE Article Student affairs programming on many campuses is expanding and so is the need for dedicated fundraising to support it, say two CASE faculty members.

Make the Most of Your First Donor Visit
Article,  Community College News Article Fundraisers needn’t wait 18 to 24 months before asking a potential donor for a gift, says a community college chief development officer.

The Barriers to Building a Culture of Philanthropy
Podcast Fresno State's Peter Smits discusses some roadblocks that institutions hit when attempting to grow a culture of philanthropy on their campus.

Art Appreciation
CURRENTS Article The donor wall recognizing St. Martin's Episcopal School's recent capital campaign reflects its brand and visual identity system. In addition to featuring colors and shapes used in the independent school's communications, marketing, and fundraising materials, the donor wall also doubles as a piece of art that blends in with the building.

Where Younger Donors Go for Data
CURRENTS Article Young major donors research causes on the web, according to new research noting the importance of donor-friendly websites.

The Common Thread
CURRENTS Article Creating a culture of philanthropy can help an institution recruit a cross-section of constituents to the cause of advancing the institution and improve fundraising success. Here's how.

Material Interest
CURRENTS Article What are the essential characteristics of a culture of philanthropy? Can an institution claim to have a philanthropic culture if staff giving is low? Does an institution have to demonstrate need? Does athletic success promote generosity among constituents? In a survey, advancement leaders say they struggle to identify and develop the characteristics of a philanthropic campus.

Outlook: A New View on Fundraising
CURRENTS Article With public funding for community colleges dwindling, the leaders of these two-year institutions will be increasingly focused on raising philanthropic support, necessitating a change in their traditional campus roles.

Make an Idea ‘Go Viral’
Advancement Weekly Article,  Article A marketing professor says there are rational reasons why certain ideas "go viral," several of which can be leveraged when marketing a nonprofit fundraising campaign.

Student Engagement and Philanthropy Day Produces Fundraising Success
Article,  BriefCASE Article A number of institutions that participated in the recent Student Engagement and Philanthropy Day met student fundraising goals while others took advantage of the increased interest to launch student campaigns.

Students Learn Importance of Philanthropy
Article,  Community College News Article On Feb. 28, three community colleges participated in Student Engagement and Philanthropy Day, a celebration among more than 120 institutions worldwide spotlighting the importance of private giving to education.

Office Space: Something in Common
CURRENTS Article Fundraisers are perpetually called upon to find new sources of funds. In doing so, we shouldn't overlook college and university faculty members, who not only are some of our best prospects but also are essential participants in creating a culture of giving at our institutions.

Shared Interests
CURRENTS Article As shrinking budgets continue to put pressure on development offices, institutions are looking to expand public-private partnerships as a way to generate support. This article explores the benefits of P3s for institutions, businesses, and the surrounding community.

Reversal of Fortune
CURRENTS Article University College London sees a big return with a fundraising appeal that thinks outside the box.

Outlook: Why Not Endowment?
CURRENTS Article The reticence of most grant-making foundations to fund charitable endowments is puzzling. This article explores four common objections that foundations make with regard to supporting endowments and four arguments that respond to those objections.

U.S. Colleges, Universities Raise $31B in FY2012
Article,  BriefCASE Article A survey released today by the Council for Aid to Education reveal that charitable contributions to colleges and universities in the United States increased by 2.3 percent in 2012 to $31 billion.

Looking for Donors in Emerging Markets
Article,  BriefCASE Article David Rubenstein, one of America’s most recognized philanthropists, recently told education fundraisers that China is the best place for them to invest their resources outside of the United States.

Benchmarking Tools Within Reach
Article,  Community College News Article Community colleges looking for a method to track their fundraising efforts in comparison to their peers should look no further than the Voluntary Support of Education survey, says one advancement leader.

Maximizing Alumni Relations in a Major Campaign
Podcast Hear Donna Arbide from the University of Miami talk about what campaign goals alumni relations offices should set and how they should be measured. Also, hear her discuss how playing a key role in a major campaign can bolster the position of the alumni relations office within advancement.

Odds and Ends: Owning Overhead
CURRENTS Article In this Q-and-A interview with Dan Pallotta, the social entrepreneur and author discusses why overhead is the wrong metric by which to judge a charity; some changes that nonprofit boards need to make; and his advocacy for the nonprofit sector, including the Charity Defense Council organization he started.

My Brother’s Keeper
CURRENTS Article A scholarship endowment funded through student-approved student fees is among three initiatives launched by Prairie View A&M University in Texas to promote philanthropy.

Examining Assumptions About Fundraising Portfolios: Insights from Sales Force Management
White Paper This white paper looks at sales force management techniques as a way to help development offices assign major donors to development officers in order to minimize costs and maximize revenue. The paper considers four common fundraising models—constituency based, geographic, capacity based and the Mayo Clinic model—in relation to criteria used in sales-force strategies: product knowledge, customer knowledge, available time/travel and internal incentives.

Predicted Growth Signals Return to Pre-Recession Levels of Giving to Higher Education
Press Release Fundraisers for colleges and universities estimate that giving to their institutions grew 5.5 percent in 2012 and predict additional growth of 5.8 percent in 2013, according to survey results released by the Council for Advancement and Support of Education.

CASE Kentucky Conference 2018
Conference CASE Kentucky Conference 2018

CASE Indiana Fall Conference
Conference CASE Indiana Fall Conference

Introducing New Families to Independent School Philanthropy
Article,  BriefCASE Article Independent school fundraisers looking to grow parental engagement should analyze how they introduce new families to their school’s culture of philanthropy, said presenters at this week’s CASE-NAIS Independent Schools Conference.

Increase LGBT Engagement through Targeted Strategies
Article,  BriefCASE Article Members of the LGBT community can be strong prospects for philanthropy, and educational institutions should develop strategies to engage them, says a CASE faculty member.

Tax Policy Center: Fiscal Cliff Deal Will Increase Charitable Giving
Article,  BriefCASE Article In a January 2013 fact sheet (pdf), the Urban-Brookings Tax Policy Center estimates that the American Taxpayer Relief Act of 2012 (H.R. 8) will increase charitable giving by $3.3 billion or 1.3 percent.

Making Strides
CURRENTS Article This article looks at how higher education institutions are working to keep their communications fresh and engaging through multiyear fundraising campaigns. It discusses how institutions are using websites and microsites, video, and traditional communication channels to engage and inform stakeholders and donors.

Speaking of Philanthropy
CURRENTS Article A global survey of high-wealth individuals provides some insight into their giving patterns.

White Paper: Social Media an Integral Component of Effective Fundraising
Article,  BriefCASE Article While social media can’t replace face-to-face fundraising and donor relationship management, it can be a valuable communication channel—one that is interactive, sometimes viral and convenient.

Community Colleges Join Forces in Statewide Fundraiser
Article,  Community College News Article Maryland’s 16 community colleges collaborated in a 24-hour online fundraising blitz last month and raised more than $62,000 for scholarships, programs, facilities and other local projects.

Overcoming Myths about Women's Philanthropy
Article,  BriefCASE Article Using research to debunk several persistent myths about women's philanthropy, a CASE faculty member encourages educational institutions to proactively develop effective strategies to reach female donors.

Motivating a Fundraising Board
Article,  Community College News Article Advancement officials who liaise with fundraising boards need to take more personal responsibility for their members’ engagement with donor cultivation, says a CASE faculty member.

Office Space: Prime Time
CURRENTS Article This column discusses how and why annual giving has grown more sophisticated and more important at higher education institutions in the past couple of decades as well as the challenge of engaging alumni in a weak economy amid rising college costs and student loan debt.

Going for Gold
CURRENTS Article The story profiles eight of the 2012 CASE Circle of Excellence Award grand gold and gold award winners.

And the Winner Is …
CURRENTS Article This short article highlights the valuable role faculty members play in helping development communicate to donors the mission and needs of an academic program. Several universities have established awards to recognize faculty fundraisers.

Giving Under the Influence
CURRENTS Article This data piece illustrates how online givers are influenced by the size of the donation that precedes them.

CASE Advancement Conference in Middle East
Conference CASE Asia-Pacific is organizing an advancement conference in Middle East.

Wealthier Donors Favor Restricted Gifts
Article,  BriefCASE Article The wealthier the donor, the less likely he or she is to make unrestricted gifts, according to the results of a recent global survey of individuals with investable assets of US$1 million or more.

To Reach Institutional Goals, Don’t Fear Fundraising Costs
Article,  BriefCASE Article Nonprofits, including educational institutions, do themselves and their causes a disservice by minimizing fundraising costs. That’s according to the pioneer of the successful multi-day AIDS Rides and Breast Cancer 3-days.

CASE ASAP Announces Inaugural Student Engagement, Philanthropy Day
Article,  BriefCASE Article On Feb. 28, 2013, CASE ASAP will shine a spotlight on the work of more than 375 student alumni associations, student foundations and philanthropy groups that make up its membership through a Student Engagement and Philanthropy Day—the first-ever day dedicated to raising awareness of the importance of student advancement.

Keeping a Campaign Short and Sweet
Article,  Community College News Article In just six weeks last year, the Foundation for Santa Barbara City College raised $700,000 and grew its donor base by 35 percent.

Community College CEO/Chief Development Officer Survey Report
Report Do community college presidents believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their CEOs understand their roles in fundraising success? In summer 2012, CASE conducted parallel surveys of community college CEOs and chief development officers to gather their perspectives on their roles and relationship. The surveys and a presentation of the findings are included.

Community Colleges
White Paper White papers and reports related to Community Colleges

Grooming Students to Give
CURRENTS Article The success of Rochester Institute of Technology's Campaign Day event in 2006 led staff to modify it and make it a campuswide annual fund kickoff event, Raise Our Annual Responses Day.

Seeing Both Sides
CURRENTS Article Development officers who give to their employers or favorite charity see first-hand how well those nonprofits treat donors, and they learn from those experiences.

Following Suit
CURRENTS Article These days, it's not a matter of whether higher education institutions should be involved in global fundraising, but how. Tactics described here range from tapping into existing international relationships forged by faculty through academic programs to having an international presence on governing and advising boards.

Odds and Ends: Woman of the World
CURRENTS Article In this Q-and-A interview, Jane Wales—co-founder and CEO of the Global Philanthropy Forum, president and CEO of the World Affairs Council, and vice president of philanthropy and society for the Aspen Institute—discusses the changing landscape of philanthropy and the need to educate and engage the new generation of philanthropists.

Review: UK Institutions See “Step-Change” in Giving
Article,  BriefCASE Article Donating to universities and colleges in the United Kingdom is more widespread than ever, according to a new report that predicts donations could grow to as much as £2billion a year by 2022 if current giving trends continue.

Role of Planned Giving Grows in Today’s Economy
Article,  BriefCASE Article The importance of planned giving in educational advancement has grown significantly since the so-called “Great Recession,” said a trio of expert practitioners at a recent CASE conference.

Branded Giving Webpages Outperform Third-Party Pages
Article,  BriefCASE Article Nonprofit organizations with branded donation pages within their website garnered seven times more money on average than those that accepted donations through a third-party website, according to a quarterly report of online giving.

Older Women Give Nearly 90 Percent More than Male Peers
Article,  BriefCASE Article New research indicates that women of the baby boomer and older generations are more likely to give and to give more to charities than their male counterparts.

2012 Matching Gifts Best Practices Survey
SupportingAdvancement.com
Report Amy J. Phillips and Brian Dowling share this 85-page report with results of an annual survey of matching gift program practices.

Review of Philanthropy in UK Higher Education: 2012 Status Report and Challenges for the Next Decade
More Partnership for HEFCE
Report This review, commissioned by HEFCE, assesses philanthropic giving to higher education in the UK. It identifies the progress made across the sector over recent years; highlights the opportunities that will benefit students and further knowledge, through increased engagement between institutions and donors; and addresses its recommendations to donors, institutions and government. The review and appendices are available in PDF and Word.

Emerging Fundraising Opportunities in Asia
Podcast Hear Marc Weinstein from McGill University explain why it takes a substantial commitment for a western institution to successfully enter and stay in the Asia-Pacific market. Also, hear his advice on how to make personal connections with potential donors in the region.

The Debt Threat
CURRENTS Article A young alumnus would like to give to the annual fund, but his student loan debt is holding him back. What can advancement do to address this burgeoning problem?

The Debt
CURRENTS Article The story of an Alabama sharecropper's financial contribution to his son's college education is the inspiration behind a new scholarship fund at Morgan State University.

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.

U.S. Fundraisers Predict Growth in Education Giving for 2012-13
Article,  BriefCASE Article Fundraisers for schools, colleges and universities in the United States estimate that giving to education grew 4.9 percent during the academic year that ended June 30, 2012. Looking ahead, they predict further growth of 5.9 percent for the academic year that began July 1.

New Survey Explores Role of Technology in Fundraising, Alumni Relations
Article,  BriefCASE Article Fundraisers and alumni relations practitioners believe advancement-enabling technology, such as events management software, is central to meeting their goals but say a lack of staff prevents them from using technology more effectively. That’s according to a recent survey of advancement practitioners.

Getting Buy-In for a New Student Philanthropy Program
Article,  BriefCASE Article Advancement professionals interested in starting a student philanthropy group on their campus should first make sure the proposed group doesn’t overlap with existing philanthropic efforts, such as an annual fund or senior gift campaign. That’s according to two presenters who spoke about the challenges of launching student philanthropy programs at this month’s CASE ASAP Network Convention in Indianapolis.

Westerners Adjust to Advancement Leadership Positions in East
Article,  BriefCASE Article A growing number of experienced advancement professionals from Canada, the United States and the United Kingdom are taking leadership positions at institutions relatively new to the field in the Asia-Pacific region. Their adjustment depends on various factors, says one expert who recently made the move.

Twitter Chat Participants Discuss Social Media and Fundraising
Article,  BriefCASE Article Creative campaign sites, donor thank-you videos and “crowdfunding” initiatives are just some of the ways in which institutional fundraisers are using online tools.

Three Paths to Fundraising Success
Article,  Community College News Article There’s more than one way for a community college to significantly improve its overall fundraising performance. Just ask three award-winning institutions from Kentucky, New York and Virginia.

Fundraising Fundamentals, Section 2.2
Article This section from Fundraising Fundamentals discusses the return on investment for fundraising.

Fundraising Fundamentals, Section 2.3
Article This section from Fundraising Fundamentals discusses feasibility studies.

Fundraising Fundamentals, Section 3.5
Article This section from Fundraising Fundamentals discusses volunteer advisory boards and their role related to an institution's fundraising activities.

Giving to Donor-Advised Funds on the Rise
Article,  BriefCASE Article Contributions to donor-advised funds constituted one of the fastest-growing methods of philanthropic giving in the United States last year, according to an annual report released last month by the Giving USA Foundation.

Millennials Tap Websites First for Info on Giving, Volunteering
Article,  BriefCASE Article Young adults are more likely to visit a nonprofit’s website when looking for information about volunteer opportunities or giving. That is according to a new study on millennials.

Asia-Pacific Region Boasts Most Millionaires
Article,  BriefCASE Article There are now more millionaires in the Asia-Pacific region than in North America, according to a new report, but the combined wealth of U.S. millionaires is still the highest in the world.

Survey Shows Direct Mail Still Generates the Most Donations
Article,  BriefCASE Article A recent study reports that donors who give to international groups prefer these charities to contact them via email over mailed letters. Direct mail, however, still generates the most donations.

College, University Foreign Gift Disclosure Reports Due on July 31
Article,  BriefCASE Article U.S. colleges and universities that have received charitable gifts of $250,000 or more from foreign sources in the last six months must file a disclosure report with the U.S. Department of Education.

Use of Technology for Development and Alumni/Constituent Relations among CASE Members, 2012
Report This research explores the role of "advancement-enabling" technology in helping institutions meet their development and alumni relations goals. The report also looks at trends since the first study was conducted in 2010 and offers advice for dealing with technology-related advancement challenges. Isurus Market Research and Consulting analyzed the data for CASE and Ellucian, which fielded the survey.

The Next Phase
CURRENTS Article Whether through growth, reorganization, or makeshift strategies, a steadily increasing number of minority-serving institutions, particularly historically black colleges and universities and Hispanic-serving institutions, are starting their first campaigns. Institutions that already have their first campaign under their belt are shifting into a higher gear for the next.

The Diversity Imperative
CURRENTS Article As the United States as well as college enrollment grow more diverse, advancement shops are challenged to improve outreach to alumni and donors of difference. Many colleges and universities are trying new approaches, such as meaningful engagement of minority communities and business groups in their areas or a rethinking of race-based affinity groups.

New Wealth Centers
CURRENTS Article India’s potential donors are growing quickly

Report: Charitable Giving Climbing Out of Great Recession-Fueled Trough
Article,  BriefCASE Article Charitable giving from individuals, bequests, corporations and foundations in the United States grew from about $287 billion in 2010 to more than $298 billion in 2011, an increase of 4 percent in current dollars, according to results released today by Giving USA Foundation. Giving to education rose 4 percent to nearly $39 billion.

Nonprofits Say Annual Giving Revenue, Donor Numbers Grew in FY2011
Article,  BriefCASE Article Nearly 70 percent of respondents to a new survey on annual giving say their organizations raised more during fiscal year 2011 compared to 2010, and more than 60 percent say they saw an increase in the number of donors.

A Ringing Endorsement for Student Phonathons
Article,  BriefCASE Article Any educational institution can set up a successful student phonathon program with some creativity and a modest investment, says the head of a community college foundation in Vancouver, Wash.

CASE File: Largest Gifts to Community Colleges
CASE File The institutions on this list have received a gift or pledge valued at $10 million U.S. dollars (unless indicated otherwise) or more. The list is organized in order from largest to smallest gift. The dollar amounts do not represent a donor's cumulative giving to a recipient institution. Information was compiled from press releases, articles, websites and databases. Full citations for sources can be found in the bibliography.

CASE File: Major Real Estate Gifts
CASE File The colleges, universities and independent schools on this list have received major gifts of real estate. Information was compiled from press releases, articles, websites and databases. Full citations for sources can be found in the bibliography.

Dollars Up, Donors Down for Higher Ed Fundraising in U.S.
Article,  BriefCASE Article Giving to higher education increased while the number of donors decreased in fiscal year 2011, according to a survey of more than 100 public and private institutions in the United States.

Health Fundraising Gains Traction in the U.K.
Article,  BriefCASE Article Sensing a new market for donor cultivation, more universities in the United Kingdom are interested in integrating fundraising for health research into their existing development operations.

Advancement Research Tools Available at Your Fingertips
Article,  Community College News Article Benchmarking data and research about community college advancement programs are plentiful—if you know where to look.

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.

Selling for U
CURRENTS Article Brandeis University maintains a fruitful, 64-year relationship with a group of "friends" who hold book sales and other fundraisers for the institution year after year.

On the Road Again
CURRENTS Article Should you stay at a prospective donor's home? Should you accept the luxury upgrade when the rental car company offers it? Veteran fundraisers answer these questions and more while sharing their tips from getting to Donor A to Donor B with one's sanity intact.

Matched Funding Schemes
This page outlines CASE's work in relation to the matched funding schemes in England and Wales.

Report: Nonprofits Achieving Success with Social Media
Article,  BriefCASE Article Social networking continues to grow in importance for nonprofits with Facebook and Twitter extending their dominance among this group, according to a new social networking benchmark report.

University Giving Continues to Rise in UK
Article,  BriefCASE Article UK universities saw an increase in both the number of philanthropic donors and accompanying cash income in the academic year 2010-2011, according to the annual Ross-CASE survey.

Online Giving Grows Steadily for U.S. Nonprofits
Article,  BriefCASE Article While one-time gifts continue to be the largest source of revenue for nonprofits, monthly giving via online channels is growing steadily. That’s according to an annual study analyzing online messaging, fundraising, advocacy, social media and mobile metrics for nonprofits.

Getting Staff to Give
Article,  BriefCASE Article It’s hard enough to get work colleagues to open their email, let alone their wallets—especially if asking for donations is a relatively new phenomenon. Still, the Institute of Education at the University of London has run a successful staff fundraising campaign for five years—with about 15 percent of its staff members making a gift last year.

CASE File: Unusual Gifts
CASE File This list summarizes unusual gifts to colleges, universities and independent schools. Most gifts were accepted by the recipient institution, though a few were declined. Information was compiled from press releases, articles, websites and databases. Full citations for sources can be found in the bibliography.

Students Dial Up Donations
Article,  Community College News Article Involving students in phonathons is a great way to generate excitement on campus and drum up community support for an annual fund, says a development officer at a Michigan community college, who adds that most students say they love the work and are happy to help.

Don’t Leave Money on the Table
Article,  Community College News Article Nearly one in 10 gifts to educational institutions is eligible for a matching gift from employers of individual donors. It’s time more community colleges took advantage of these opportunities, say a group of matching gifts experts.

Grassroots Organizing
CURRENTS Article When a group of young Tufts alumni said it wanted to raise money for the institution, the university gladly obliged.

Impulsive Action
CURRENTS Article A survey of donors who gave to the Haiti earthquake relief effort offers insight into the giving habits of mobile donors.

Outlook: Connecting the Dots for Donors
CURRENTS Article The author argues that educational institutions need to sell themselves to alumni and potential donors the same way they sell ourselves to prospective students. What can we offer them? What value will they get from giving?

Moving Out
CURRENTS Article Several public college and university development shops in recent years have moved fundraising operations to new or existing institutionally related foundations. The benefits of such a move include better engagement of donors and alumni in development work, but transitioning the staff can be challenging.

Taking AIMS
CURRENTS Article What is the return on every dollar spent on advancement? CASE surveyed 120 institutions for a benchmarking study on advancement investments and return.

Gift Officer Metrics & Reporting
Sample Collection The Library maintains this collection of documents describing gift officer expectations, metrics and reporting.

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.

New White Paper Reports on Advancement Investments and Returns
Article,  BriefCASE Article The average return on an institution’s investment of $1 in fundraising is $5.99, according to the recently released results of the CASE Advancement Investment Metrics Study, or AIMS. The median return among 120 participating institutions in the United States is $4.86, although individual results ranged widely from $1.03 to $31.39.

Researcher Debunks Myths about Chinese American Donors
Article,  BriefCASE Article "Chinese American donors are 'nontraditional.'" "Chinese American giving is 'small, private and personal.'" These are two of the myths explored and debunked in a new CASE white paper on giving by Chinese Americans.

Turning Community College Alumni into Donors
Article,  Community College News Article The advancement staff at the Community College of Baltimore County in Maryland—where alumni donations increased 89 percent in one year—has discovered practices that turn alumni into donors.

Let’s Get Together
CURRENTS Article A growing number of institutions are recognizing the importance of reaching out to and involving alumni in meaningful ways—even encoding that outreach into a specific campaign goal.

Upward Bound
CURRENTS Article With the economy slowly mending, a number of colleges, universities, and independent schools are launching their biggest, longest-lasting, or first-ever campaigns. Campaigns that have recently launched are part of an evolution in which campaigns have become more donor-centric.

Scaling New Heights
CURRENTS Article Community colleges are seeking and raising previously unheard-of sums through major campaigns. Driven by the need to fill budget gaps caused by reduced public funding, these colleges also have strong leaders championing their fundraising cause and newfound confidence that they are worthy of investment.

Gaming the System
CURRENTS Article Some colleges find Razoo, an online platform that helps nonprofits and individuals raise money, a fun way (literally) to rally alumni behind giving.

Rivals on More than the Gridiron
CURRENTS Article Two Pennsylvania institutions used their long football rivalry to develop a young alumni giving challenge.

Stewarding the Ultimate Gift
CURRENTS Article Medical schools hold memorial services to honor donations to anatomy programs.

Benchmarking Investments in Advancement: Results of the Inaugural CASE Advancement Investment Metrics Study
White Paper The Advancement Investment Metrics Study, or AIMS, benchmarked investments and staffing in each of the advancement disciplines (advancement services, alumni relations, communications and marketing, fundraising, and advancement management) as well as the return on the investment in fundraising specifically. This CASE white paper reports on the study's results by institution type, campaign status and other factors. The formulas and definitions used in the study are also included.

Return on Investment for Fundraising
Good Question How do we determine the return on investment in our fundraising operation? One way is to calculate the cost to raise $1 or £1, but do you have information on other methods? Are staff salaries typically included in calculations?

VSE Report: Increase in Giving is “Welcome News,” CASE Says
Article,  BriefCASE Article Donors contributed $30.3 billion to higher education in 2010-11, according to the recently released results of the annual Voluntary Support of Education Survey. The 8.2 percent increase is welcome news, says CASE President John Lippincott.

U.S. Fundraisers Predict Steady Growth in 2012 Giving to Education
Article,  BriefCASE Article Results from a recently released survey of fundraisers at CASE-member institutions in the United States builds on the VSE findings with participants estimating that giving to their institutions increased in the 2011 calendar year and will continue to grow in 2012

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.

Community College and Business Partnerships Take Root
Article,  Community College News Article During last month’s State of the Union address, President Barack Obama spoke of a partnership between Siemens AG and Central Piedmont Community College in North Carolina that helped an out-of-work mechanic enroll in training and earn a high-paying job at the company. The president applauded the effort and called on more two-year institutions and private businesses around the country to engage in similar job-creating partnerships.

CASE File: Largest Gifts to Education
CASE File The institutions on this list have received a gift or pledge valued at $101 million U.S. dollars (unless indicated otherwise) or more. The list is organized in order from largest to smallest gift. The dollar amounts do not represent a donor's cumulative giving to a recipient institution. Information was compiled from press releases, articles, websites and databases. Full citations for sources can be found in the bibliography.

CASE File: Largest Gifts to Independent Schools
CASE File The schools on this list have received a gift or pledge valued at $10 million U.S. dollars (unless otherwise indicated) or more. The list is organized in order from largest to smallest gift. The dollar amounts do not represent a donor's cumulative giving to a recipient institution. Information was compiled from press releases, articles, websites and databases. Full citations for sources can be found in the bibliography.

Findings from the Field: The Donor Motivation Study in Practice, an inside look at the attitudes and preferences of more than 50,000 champions, friends and acquaintances
Converge Consulting in Alliance with CASE
White Paper This white paper, the second in a three-part series produced by Converge Consulting in alliance with CASE, explores the results of a study of how alumni attitudes relate to the motivation to give. The paper looks at preferred communications channels and philanthropic causes of alumni by segment, applies the study’s findings to three specific institutions and includes recommendations based on lessons learned.

Independent School Head/Chief Development Officer Survey Report
Report Do school heads believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their school heads understand their roles in fundraising success? In fall 2011, CASE conducted parallel surveys of independent school heads and chief development officers to gather their perspectives on their roles and relationship. The surveys and a presentation of the findings are included.

Cultivating Student Philanthropy
Podcast Listen to Meg Petersen from the University of North Carolina at Chapel Hill explain why engaging potential donors while they're still students allows you to frame a more meaningful message. Also, hear why her experience as a student in a philanthropy program changed her life.

Office Space: The True Measure of Loyalty
CURRENTS Article This article looks at the importance of benchmarking and assessing your annual fund program in order to improve your rate of donor retention and to create true donor loyalty, not just participation, by getting and keeping donors engaged in meaningful ways with your institution.

Class Show Offs
CURRENTS Article The Baylor School in Tennessee tackles the challenge of illustrating annual fund progress for each grade and spurs some good-natured schoolwide competition in the process.

Really Doing More with Less
CURRENTS Article DePaul University made the unpopular decision several years ago to limit major gift officers' portfolios to 70 prospective donors. The new system, which included changes designed to improve accountability, forced the development office to prioritize the prospect pool more effectively. The department has seen increases in both the volume of gifts and amount raised.

Text Keyword: Success
CURRENTS Article THON, the annual student-run fundraising dance marathon at The Pennsylvania State University, successfully added text-to-give to its toolkit, raising nearly $27,000.

Not Afraid to Ask
CURRENTS Article A $500 gift from new graduates may seem like a lot to ask, but Notre Dame found that young alumni are willing to give at that level if the gift specifically benefits students.

Ins and Outs
CURRENTS Article When managed effectively, a change in leadership can enhance rather than hurt an institution's fundraising efforts. A successful leadership transition requires, among other things, constant, honest communication with key donors.

Social Media Donor Rankings
CURRENTS Article In the U.K., Twitter users give the largest online gifts, but the bulk of gifts come via Facebook.

A Snapshot of "Unraveling the Myths of Chinese American Giving: Exploring Donor Motivations and Effective Fundraising Strategies for U.S. Higher Education"
White Paper This white paper, a snapshot of the author's dissertation research, explores donor motivations among Chinese Americans and looks at fundraising strategies that higher education institutions might use to exploit those motivations. This paper will be useful for fundraising professionals who wish to develop culturally sensitive fundraising strategies.

Women Drive Philanthropic Decisions in Wealthy Households
Article,  BriefCASE Article A new study reveals that women are either the sole decision maker or an equal partner in decisions about charitable giving in nearly 90 percent of high net worth households.

Report Indicates Grantmakers More Strategic with Education Dollars
Article,  BriefCASE Article A new report on trends in education philanthropy reveals that giving by grantmaking organizations in 2011 was fairly consistent with 2010 levels but that these donors were more strategic with their dollars.

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.

Study: Text Messaging Campaigns Continue to Evolve
Article,  BriefCASE Article Nine percent of U.S. text message users have made charitable donations by text message, according to a new study—but successful text donation campaigns may be hard to replicate.

Outlook: Advancement's Faulty Foundation
CURRENTS Article Andrew W. Reeher, CEO of Reeher LLC, offers advice on how colleges and universities can make better investments of time and money in their fundraising operations.

Managing Up
CURRENTS Article When institutional leaders lay out unrealistic fundraising expectations, it helps to educate them about the unique fundraising needs and approaches of your institution.

Fear Factor Fundraising
CURRENTS Article Some leaders will do anything to raise money for their institutions, including rappelling off of a campus building.

Eastward Bound
CURRENTS Article In Asia, independent schools find newly wealthy parents receptive to educational fundraising.

Gift of Less Gab
CURRENTS Article This article shares statistics related to email solicitations from a fundraising consulting firm that surveyed donors who had contributed $20 or more to a charity in the past year.

Time is Now to Teach Students How to Give
Article,  BriefCASE Article The national average for alumni participation has steadily declined in recent years. Young alumni are also giving to a fewer number of charities. And yet, these young alumni now make up a significant and growing share of many institutions' donor databases. This is a make-or-break moment for alumni relations professionals hoping to cultivate student philanthropy and turn these future young alumni into future donors, say faculty who are presenting at a CASE conference this spring.

El largo brazo del desarrollo
CURRENTS Article Valerie Gay, Asistente del Director de Desarrollo Institucional de la Universidad de Temple, comparte sus consejos para expandir la oficina de Desarrollo convirtiendo a las facultades en socios para la procuración de fondos.

Un buen principio
CURRENTS Article Cada vez es más conocido que durante la educación superior hay que cultivar y educar a los alumnos en el tema de la donación desde que son estudiantes. Se sugieren nuevos programa de filantropía dentro de los estudiantes para generar la cultura de donación.

Lessons for All Following Inquiry into UK University's Libyan Ties
Article,  BriefCASE Article The United Kingdom's former Lord Chief Justice released last month a report on the findings from an inquiry into links between the London School of Economics and Political Science and the regime of recently deposed Libyan dictator Muammar el Qaddafi. And though the focus of the investigation, including its recommendations for reform, concern but one British institution, the executive director of CASE Europe says there are lessons for those in higher education around the globe.

Foundation Growth and Giving Estimates, 2011 Edition
Foundation Center
Report Part of the annual Foundations Today Series on foundation growth and trends in foundation giving, this report provides a first look at 2010 giving and directions for 2011 and 2012, together with aggregated actual 2009 giving and asset figures for more than 76,000 grantmaking U.S. foundations.

CASE Europe: Ethical Principles Behind the Acceptance of Gifts
Best Practice CASE Europe staff developed these 10 principles in collaboration with the Ross Group and the 1994 Group of Development Directors in September 2011.

New Research Shows that Transfers Support Both Alma Maters
Article,  BriefCASE Article New research reveals that community college students who transfer to four-year institutions are as likely to donate to both their two- and four-year alma maters.

Study Recommends Metropolitan Approach to Higher Ed Philanthropy
Article,  BriefCASE Article A new study describes how metropolitan areas in the United States offer unique opportunities for private philanthropy to support higher education practice and degree attainment goals.

Be Succinct and Specific when Making Cold Calls, Speaker Says
Article,  BriefCASE Article When making a cold call to a prospective donor, be succinct and specific by saying your name, noting where you're calling from and proposing a concrete time to meet in person, recommends a major gift officer who spoke at a recent CASE conference.

Students Negatively Affected by School Commercialism, Study Finds
Article,  BriefCASE Article Corporate sponsorships for K-12 schools may cover budget gaps but could have a negative effect on the students, according to a new study.

U.S. Higher Education Hangs Tough in Philanthropy Rankings
Article,  BriefCASE Article Higher education institutions outperformed many of their nonprofit peers with respect to fundraising, according to recent analysis of the top 400 nonprofits in the United States.

Revealing the Community College Alumni Donor
Article,  Community College News Article Using predictive models, four-year institutions develop profiles of alumni donors so that they can target efforts to those alumni most likely to give. Community colleges, however, have been unable to benefit from such tactics because a profile of their alumni donors did not exist. Now, thanks to groundbreaking research, some characteristics of community college alumni donors have been revealed—and are sure to provide new direction for two-year college administrators, fundraisers and alumni professionals.

Season's E-Greetings! Great Examples of Year-End Outreach
Article This post includes a sampling of video and Flash e-cards and tips for effective year-end communications. It links to a compilation of samples on the College Web Editor blog, where readers shared links to greetings from their institutions in the comments.

Serving Those Who've Served
CURRENTS Article This article discusses Operation Education, an individualized scholarship program that provides financial, academic, and social support to U.S. military veterans disabled in combat after Sept. 11, 2001. The brainchild of Karen White, a professor and spouse of University of California, Riverside President Tim White, the program exists at three U.S. institutions. The Whites have encouraged other higher education leaders to develop the program at their institutions as well.

Words with Worth
CURRENTS Article Community college asks alumni to provide words of inspiration to current students along with their annual fund gifts.

Giving by Example
CURRENTS Article A group of Morehouse College alumni who received scholarships from Oprah Winfrey start their own scholarship fund, spurring other alumni affinity groups to do the same.

Crème de la Crème
CURRENTS Article In 2011, 268 bronze, silver, gold, and grand gold Circle of Excellence awards went to 171 colleges, universities, independent schools, and nonprofit organizations worldwide. Eight of those grand gold and gold award winners are profiled here.

The Family and Friends Plan
CURRENTS Article Growing numbers of colleges, universities, and independent schools have found fundraising success targeting parents, grandparents, and other nonalumni friends for gifts to meet institutional needs and, at many public institutions, replace appropriations lost to state cuts.

A Head Start
CURRENTS Article There's growing acknowledgment in higher education that alumni donors need to be cultivated while they're students. New student philanthropy programs are cropping up and old ones updated to educate students about the role philanthropy plays at an institution, engage them, and instill in them a habit of giving.

White Paper: Knowing Alumni Attitudes toward Giving More Helpful than Gender, Class Year
Article,  BriefCASE Article Preliminary data from a recent survey suggests that colleges and universities can identify alumni who are mostly likely to give and those who may never give by examining their attitudes, motivations and behaviors toward giving.

Growing Wealth in India Leads to Increased Private Giving
Article,  BriefCASE Article Private giving is growing rapidly in India with the country now leading China, Brazil and other developing nations in charitable giving.

UK Government Leaders See Higher Ed Giving Growing, Gaining Acceptance
Article,  BriefCASE Article Political leaders in the United Kingdom see philanthropy as a growing income stream for the country’s institutions of higher education despite economic worries at present. That’s according to Kate Hunter, executive director of CASE Europe, who joined two higher education panel discussions held during the annual Labour and Liberal Democrat party conferences last month in London.

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.

Champions. Friends. Acquaintances. Donor Motivation Defined: A Lifestyle Segmentation Study Focused on the Attitudes, Motivations and Giving Behaviors of Alumni
Converge Consulting in alliance with CASE
White Paper Which alumni are most likely to become donors? This October 2011 white paper, the first in a series of three, explores the results of a study on the relation of alumni attitudes to the motivation to give.

Aligning Donor Vision with Institutional Needs
Podcast Learn what "painfully and embarrassingly obvious" maxim Chris Cox from the University of Manchester believes every development officer should remember before courting a donor. Also, catch what Cox calls a "soul-destroying" method of approaching institutional fundraising.

Campaign Case Statements
Good Question Does CASE have samples of campaign case statements?

Odds and Ends: The Giving Kind
CURRENTS Article Devoted philanthropists John and Tashia Morgridge talk to CURRENTS about the importance of writing small checks and the challenge of giving large gifts in a public manner, offer advice on how to become informed and engaged philanthropists, discuss possible changes to the U.S. charitable giving deduction, and reminisce about some of the projects they've helped make possible.

Long Arm of Development
CURRENTS Article Valerie Gay, an assistant dean of institutional advancement at Temple University, shares her tips for expanding the reach of the development office by turning faculty into essential fundraising partners.

Out of Focus
CURRENTS Article For years, development officers have cultivated prospective donors by listening to their deepest desires. Now, development officers' work increasingly involves devising a strategy for aligning the donor's desires with the mission, goals, and needs of their institution.

Peligro claro y presente
CURRENTS Article Recibir un donativo comprometedor, de amigos, gobiernos foráneos o emprendedores con antecedentes penales, le puede pasar a cualquier institución en cualquier momento. Pero hay formas de minimizar los riesgos y problemas que esto puede causar.

Fundraising 101
Article,  Community College News Article Community colleges looking to spark a culture of advancement on their campuses need look no further than the classroom. Several two-year institutions have reaped the benefits of teaching their students, faculty and staff the ins and outs of fundraising

Name That Campaign
North Charles Street Design Organization
Currents magazine has covered the topic of campaign names several times over the years. Developed by the author of those articles, Bernice Thieblot, and the team at NCSDO, this interactive tool helps you select components that could lead to the perfect name for your campaign. Even if none of these combinations work for your unique campaign, the tool provides inspiration for campaign name brainstorming sessions. Play Name That Campaign!

Passing the Hat 2.0
CURRENTS Article "Crowdfunding," which allows startups and charitable projects to obtain small-scale financing through web-based campaigns, holds promise for college and university development offices.

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.

Clear and Present Danger
CURRENTS Article Gifts gone bad, whether they are donations from once-friendly foreign governments now scorned or from famous entrepreneurs subsequently convicted of fraud, can happen to any institution at any time. But, there are ways to minimize risks and limit any fallout if a gift sours.

Fundraising Model Proves Successful for Smaller Institutions
Article,  BriefCASE Article With a bit of ingenuity and complete trust in its volunteers, a two-person advancement team at a community college in California raised US$40,000 in two weeks. Officials behind the campaign blitz say their formula for success is tailor-made for two-year and four-year institutions with limited staff and resources.

Student Philanthropy
Sample Collection The Library maintains this collection of samples to help members develop programming to teach students about the importance of private support for their institutions and encourage contributions from the students themselves. Please log in to access the collection.

Learn to Run a Successful Volunteer Annual Fund Blitz
Article,  Community College News Article Last spring, the two-person advancement staff at Los Rios Community College District mobilized volunteers for an annual fund campaign that raised more than $40,000 in two weeks. In October 2011, officials behind the campaign will host a webinar on how to launch a similar campaign with limited staff and resources.

July CFI Reports 4.7 Percent Increase in Giving in 2010-11
Article,  BriefCASE Article Fundraisers at educational institutions in the United States estimate that donations during the academic year that ended June 30, 2011, increased by 4.7 percent. Looking ahead, fundraisers predict further growth of 5.5 percent for the academic year that began July 1, 2011. That’s according to survey results released today by CASE.

Little by Little
CURRENTS Article A pie chart shows projected giving for 2012 based on the responses of 1,065 community, independent, and corporate foundations to the Foundation Center's annual Foundation Giving Forecast Survey.

U.S. Charitable Giving Shows Uptick Following Two Years of Decline
Article,  BriefCASE Article Charitable giving in the United States grew from about $280 billion in 2009 to nearly $291 billion in 2010, an increase of 3.8 percent in current dollars, according to results released this week by Giving USA Foundation. Giving to education rose 5.2 percent to nearly $42 billion, the first increase in two years.

Understand Corporate Donors to Grow Giving
Article,  BriefCASE Article Educational fundraisers in China must cultivate a higher level of expertise and professionalism to grow corporate giving, which continues to eclipse giving by individuals. That's according to a presenter at a recent CASE networking event in Beijing, China.

Study Finds Racial, Generational Differences in Online Cause Engagement
Article,  BriefCASE Article African-Americans and Hispanics are significantly more likely than Caucasians to believe that they can help support a cause or social issue through online social networks. And while younger Americans are also more likely to use social media to support causes, more than 40 percent still get information about causes through family, friends and television.

Recipients Awarded at the CASE Europe Matched Funding Event
Article,  BriefCASE Article CASE Europe recently announced the recipients of its 2011 leadership, matched funding and volunteer awards.

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.

Wealthiest Donors in UK Decrease Annual Giving
Article,  BriefCASE Article An annual survey of the wealthiest people in the United Kingdom reveals that charity donations from this exclusive group fell by almost one third in 2010, even as the number of donors giving more than 1 million pounds a year grew by about 10 percent.

Lessons Learned: How one University Grew Attendance, Gifts at Reunion
Article,  BriefCASE Article High-level volunteer support, a unified advancement staff and robust data are critical for institutions planning to transform their reunion programs, according to two presenters at a recent CASE Online Speaker Series on campus reunions.

总裁之见:最大的错误?没有从错误中学习
CURRENTS Article 教育促进与支持委员会总裁李彬与您分享教育机构筹募十个最大的常见错误。

Starting to Click
CURRENTS Article According to a recent report from Blackbaud, online giving increased significantly in 2010, especially in the wake of the Haiti earthquake.

Faith and Fundraising
CURRENTS Article This article examines fundraising practices at schools with religious affiliations. Faith plays an important though usually subtle role in these institutions' advancement efforts because it is often important to the donors they seek out. Overall, development officers at religious colleges, universities, and independent schools use the same tactics as their colleagues working at secular schools. But the religious nature of their schools often creates strong ties between the institution and alumni, parents, and other constituents that can be beneficial when raising funds.

True Confessions
CURRENTS Article Examining fundraising best practices is a great way to improve a development program, but looking at worse practices can also be enlightening. In this story, fundraisers reveal embarrassing blunders that subsequently may prove instructive.

Modest Growth in Foundation Giving Expected
Article,  BriefCASE Article Recently released survey findings reveal that giving by grant-making foundations in the United States held steady in 2010. Modest growth is expected for 2011.

Six Behaviors that Grow Generous Donors
Article,  BriefCASE Article A new study indicates that what parents say and do when it comes to giving and volunteering can have a significant impact on the charitable activities of their children once they become adults.

Multichannel Donor Marketing: "No More Talk; Let's Make it Happen!"
Article,  BriefCASE Article Donors don't just read email and answer phone calls; they have access to and are influenced by a wide range of media. Reaching out to donors using multiple channels not only makes sense but also has the potential for greater sustained outreach and gift-giving, according to nonprofit marketing experts.

Senior Moment
CURRENTS Article This brief article looks at Rye Country Day School's yearly effort to solicit gifts from parents of graduating seniors, thereby expanding its endowment. Parents are encouraged to double their most recent gift to the annual fund. In recent years, parent participation has consistently exceeded 95 percent.

Name That Office
CURRENTS Article DePaul University's music faculty have the opportunity to name an office in their new building.

Building Better Donors
CURRENTS Article This article encourages institutions to engage donors by offering them donor education programs. The author describes three types of programs: those that teach basic how-to information about donating, those that empower donors to think of themselves as philanthropists, and those that use faculty experts to provide subject-specific knowledge about topics of interest to the donors, such as the environment.

Anyone Can Star in Major Gift Giving
Article,  BriefCASE Article Everyone at an institution—from landscapers to presidents—has a part to play in major gift giving, says fundraising expert and CASE Online Speaker Series presenter Karen Osborne.

UK Charitable Giving "Recession-Proof"
Article,  BriefCASE Article New research reveals that charitable giving by households in the United Kingdom is largely recession-proof with British donors giving at the same level today as they did in 1988.

CASE Europe Welcomes UK Government Call for Increased Giving
Article,  BriefCASE Article CASE Europe welcomed the UK government’s call for increased levels of giving and mutual support through its “Green Paper on Giving” but expressed concern over its emphasis on technology as a tactic to achieve social action and greater giving.

Multiple Targets
CURRENTS Article The University of Exeter is counting alumni volunteer hours as part of the institution's current £23 million campaign, showing the progression toward its goal alongside those for financial donations and legacies pledged.

Setting an Example
CURRENTS Article When annual giving by faculty and staff at St. Catherine's School in Virginia reached 100 percent, parents noticed the commitment and increased their giving despite the uncertain economy.

Penny-Wise
CURRENTS Article Students at the University of Cincinnati have launched a fundraising effort called "Proudly Pennies" through which they hope to raise 1 billion pennies, or $10 million, by 2013.

Building Something More
CURRENTS Article The College of Liberal Arts and Sciences at the University of Illinois at Urbana-Champaign uses a website, social media, video, and photography to highlight the facelift of an institutional landmark while investing in the future with a scholarship program for its students.

Outlook: The Gift Grid
CURRENTS Article Henry E. Riggs, president emeritus of Harvey Mudd College and Keck Graduate Institute, argues that gifts exist along a utility continuum, from gifts of high utility, or great benefit, to gifts of negative utility.

Surging Ahead
CURRENTS Article A challenge gift can help an institution reach its fundraising goals by stimulating multiple aspects of it fundraising program. This article explains how to properly manage a challenge and takes a look at some of the possible pitfalls.

Currents 中文版
CURRENTS Article 以下文章翻译自CASE Currents月刊:

VSE Report: U.S. Donors Show Steady Commitment to Education
Article,  BriefCASE Article While giving to colleges and universities during the 2009-10 fiscal year didn't increase as much as anticipated, donors continued to "demonstrate their commitment to higher education with $28 billion in private support during the slow climb out of the recession," says CASE President John Lippincott in response to the Voluntary Support of Education Survey results.

Text Donors More Likely to Give and Give Again
Article,  BriefCASE Article A new study dispels a common perception that mobile giving cannibalizes other philanthropic channels, including direct mail, e-mail and websites, and concludes that text giving serves as an "important source within a diversified fundraising program."

Internet Use Encourages Offline Participation
Article,  BriefCASE Article Internet users may once have been stereotyped as antisocial basement-dwellers, but a recent study has shown that the opposite is now true: Pew's Internet and American Life project found that three-quarters of all U.S. adults are active in some kind of voluntary group or organization, and Internet users are more likely than others to be active.

Donation Data
CURRENTS Article A chart shows the median campaign goals over time, from 1997 to 2009, of institutions that responded to CASE's Survey of Educational Fundraising Campaigns. It is a sample of the data that can be found in the CASE Campaign Report 2009.

Giving in India
CURRENTS Article Individual and corporate donations account for only 10 percent of charitable giving in India.

Blank Slate
CURRENTS Article In an interview with CURRENTS, London South Bank University's head of annual giving, Ullysses Tucker, talks about the challenges of starting an annual giving program from scratch and the differences between fundraising at universities in the United Kingdom versus those in the United States.

Crecimiento que da frutos
CURRENTS Article En el clima económico actual, las donaciones se hacen cada vez más comunes entre universidades públicas y privadas, aunque varía ampliamente cómo cada institución distribuye de forma diferente la donación. Este artículo examina las políticas de las donaciones en diferentes instituciones y demuestra que es importante tener una buena política de distribución y una comunicación siempre clara con el donante, estas son las claves para la aplicación de una política responsable.

Survey: U.S. Education Fundraisers Anticipate Rebound in 2011 Giving
Article,  BriefCASE Article Fundraisers for schools, colleges and universities estimated that giving to their institutions increased an average of 3.7 percent in 2010 over the previous year, according to survey results released today by CASE. They also predicted further growth of 5.6 percent in 2011.

CASE ASAP Launches Two New Services for Members
Article,  BriefCASE Article CASE ASAP has launched two new services designed to help its members educate students about and engage them in philanthropy.

Study Says Time to Engage Younger Generation is Now
Article,  BriefCASE Article Now is the time to engage individuals under age 45 as volunteers and donors – just as they move into their peak earning years, a new study concludes.

Small Donations on Social Networks Add Up
Article,  BriefCASE Article Social network giving platforms are less successful than charity websites or online giving portals, according to a new study, but that doesn’t mean they’re less important.

The Small Net
CURRENTS Article In spring 2010, Amherst College explored the possibility of using text-to-give technology as a method by which donors could contribute to the school's annual fund but ultimately decided that the costs exceeded the benefits. Amy Bovaird, associate director of Amherst's annual fund, explains why they decided not to use it but also discusses emerging technology that may work in the future.

Seeding Growth
CURRENTS Article In the current economic climate, gift fees are becoming more common among both private and public universities, although institutions vary widely in the way they assess and distribute such fees. This article examines the gift fee policies at various institutions and shows that having a strong case for a gift fee policy and clearly communicating it to donors are the keys to implementing a fiscally responsible policy that doesn't alienate constituents.

One Big Happy Family
CURRENTS Article Whether public or private, small or large, two- or four-year colleges, institutions are actively catering to parents, hoping to turn them into an essential student support system—and enthusiastic donors.

Gift Fees
Good Question Our institution is about to begin charging gift fees. Do you have examples of how other institutions are communicating about this fee to their different audiences?

Women More Likely to Give to Education, Other Causes than Men
Article,  BriefCASE Article Women are significantly more likely than men to give to almost every type of charitable cause and are equally likely to support the rest, according to new research from the Women's Philanthropy Institute at the Center on Philanthropy at Indiana University.

Pioneering Matched Funding Scheme Will Run through July 2011
Article,  BriefCASE Article The 2008-2011 Matched Funding Scheme for Voluntary Giving will run its full three-year course. That's according to UK Minister for Higher Education David Willetts, who confirmed the continuation of the program during a recent event sponsored by Universities UK.

Canada's Wealthy Continue to Give Despite Recession
Article,  BriefCASE Article A new survey of wealthy Canadians finds that nearly 60 percent of respondents say the recession has not impacted their donating habits and that two-thirds plan to give away between 1 and 3 percent of their wealth this year.

Technology, Culture Impact Giving in Various Countries
Article,  BriefCASE Article The United States is the "world's most generous nation," U.K. donors tend to be "less public," giving in Italy is "primarily an act of benevolence" and private giving in Australia is "highly reactive." These are a few observations highlighted in a new report by the Wall Street Journal.

Donor-Advised Funds Predicted to Increase in 2011
Article,  BriefCASE Article A recently released report predicts that donor-advised funds will "rebound strongly in 2010 and 2011."

Gift Fee Policies & Disclosure Statements
Sample Collection The Library maintains this collection of links to gift fee policies, disclosure statements and fee schedules for all CASE members.

Online Giving Study: A Call to Reinvent Donor Relationships
Network for Good and TrueSense Marketing
Report This study examines donors' online giving behavior through nonprofit websites, donation portals, and social networks from 2003-2009. Results showed that donors were more likely to give through a nonprofit's site than through a portal or social network like Facebook. In addition, the online giving experience had a significant impact on donor loyalty, retention, and gift levels.

El pan nuestro de cada día
CURRENTS Article Por qué la colecta anual sigue siendo la base para el éxito de la recaudación de fondos.

The Bag Lady Syndrome: Myth or Reality?
Article,  BriefCASE Article Most fundraisers are familiar with the stereotype of "the bag lady," a woman of means who is so fearful of losing her money she lives like a pauper. This stereotype lurks beneath the surface of many interactions with would-be female philanthropists and the fundraisers who would like to inspire gifts from them.

“Unprecedented Challenges” Ahead for English Universities
Article,  BriefCASE Article CASE Europe has called on the UK government to confirm whether it will continue its successful matched funding scheme for voluntary giving to universities.

Companies Gave More Non-Cash Donations than Money in 2009
Article,  BriefCASE Article A new report shows that corporate giving fell among a majority of Fortune 100 companies in 2009, although aggregate corporate giving rose in 2009 to $9.93 billion, up 7 percent from 2008.

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.

Checking In on Giving
CURRENTS Article Data on donation channels (e.g., phone, check by mail, checkout donation) overall and by generation are presented in a chart. The data come from a survey carried out by marketing, advocacy, and fundraising software firm Convio.

Odds and Ends: Through the Gates
CURRENTS Article In this interview with CURRENTS, Hilary Pennington of the Bill & Melinda Gates foundation offers advice for institutions seeking funding and discusses the Gates Foundation's particular interest in community colleges.

Rising Above
CURRENTS Article This article highlights eight of the 2010 Circle of Excellence Award winners. Each year the awards recognize the best programs and products in advancement services, alumni relations, communications, marketing, and fundraising.

Map Quest
CURRENTS Article Wealth and philanthropy are undergoing a dramatic global shift, and fundraisers at educational institutions must respond by looking beyond their national borders for prospective donors. In this article, consultant Jay Frost provides tips on how to do successful international prospect research using Sherpa guides, database screening, etc.

Precision and Patience
CURRENTS Article Faced with declining assets and profits, many foundations and corporations have had to trim their philanthropic budgets—at the very time that educational institutions (and thousands of other nonprofit organizations) are seeking more dollars to fill the void left by the recession. This article discusses the resulting changes in the realm of corporate and foundation giving and what strategies educational institutions should use as they try to secure funding.

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.

Bread and Butter
CURRENTS Article Giving experts and institutional fundraisers argue that annual giving is the bedrock of development success. They make the case for investing in best practices for annual giving today as a foundation for the major gift program of the future.

A Lot of Creativity
CURRENTS Article To help potential donors visualize a new building, the Tuality/Oregon Health & Science Center had a blueprint drawn on the parking lot where the building was to go up. Standing signs labeled the rooms that already had benefactors, and "Your Name Here" signs informed the crowd about opportunities to make significant gifts.

Annual Checkup
CURRENTS Article The Ross-CASE Survey of Gifts and Costs of Voluntary Giving evaluates the philanthropic health of universities in the U.K.

Respecting the Bond
CURRENTS Article Development professionals at The Citadel found success with a reunion giving program, boosted by the strong class bond students form due to the rigor of their training.

Toast of the Town
CURRENTS Article The Catholic University of America nearly doubled its annual fund between the years of 2004 and 2008 by strategically revamping its appeals and by fully engaging a team of alumni volunteers who became "the face of philanthropy" for the Washington, D.C., institution. A sidebar tells how Harley School, a private independent day school in Rochester, N.Y., gave its annual giving program a makeover in less than five years.

Perspectiva del expresidente de CASE: ¿El error más grave? No aprender de nuestros errores
CURRENTS Article Hace algunos años, cuando Facebook comenzaba a saltar de un dormitorio a, bueno, todos los dormitorios, algunos líderes de exalumnos se preguntaron si la creciente popularidad de Facebook sería el fin de las reuniones. No pasaba un día sin que escuchara hablar sobre exalumnos que habían encontrado compañeros a los que les habían perdido la pista y estaban organizando reuniones a través de este medio.

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.

New Study Says Happy People are More Generous
Article,  BriefCASE Article A new global study finds that happier people are more likely to give money to charity than those who are wealthy.

Cultivating Lifelong Donors: Stewardship and the Fundraising Pyramid
Blackbaud
White Paper Written by Frank Barry, Lawrence Henze, David Lamb and Katherine Swank as part of the Blackbaud Desktop Reference Series, this free 60-page book explains the fundraising pyramid and the importance of stewarding donors and building relationships throughout the donor lifecycle.

Odds and Ends: Where the President Knows Your Name
CURRENTS Article In this interview, Walter Kimbrough, president of Philander Smith College, talks to CURRENTS about his use of social media, as well as the impact philanthropy can have on historically black colleges and universities.

President's Perspective: The Greatest Mistake? Not Learning from Our Mistakes
CURRENTS Article CASE President John Lippincott offers his top 10 list of common mistakes in educational fundraising.

Project: Transformation
CURRENTS Article With an effort that touched every area of advancement, the Villanova School of Business succeeded in taking its program to a new level of academic and fundraising achievement.

Degree of Difficulty
CURRENTS Article Alumni tend to be less generous to the institution they attended for their graduate degrees than their undergraduate alma maters. This story provides examples of institutions working to overcome the lack of engagement and affinity among graduate school alumni in order to boost fundraising.

¿Cómo desarrollar los artículos correctos?
CURRENTS Article Michael Kiser de Virginia Tech analiza la forma en que logró que las comunicaciones de desarrollo centraran su atención en índices que no fueran las cifras. Ahora, su oficina escribe sobre los resultados de las campañas y vincula sus mensajes con los objetivos estratégicos de la universidad. Por ejemplo, en lugar de escribir un artículo cuando la universidad recibe una donación importante, espera hasta que el dinero de esa donación se haya utilizado para construir las nuevas instalaciones y escribe sobre lo que éstas significan para la escuela. Los lectores externos no sólo consideran que estos artículos son más interesantes, estos artículos también le brindan al público interno una mejor idea de lo que se logra con la recaudación de fondos.

Survey Sees Shift in Giving, Move Toward New, Independent Donor
Article,  BriefCASE Article Today's donors are confident, pro-active and more likely to give online. They also have a growing preference for supporting fewer nonprofits, don't like being over-solicited and want to see measurable results of their giving.

Survey Indicates Wealthy Donors May Give More to Offset Higher Taxes
Article,  BriefCASE Article Nearly 90 percent of financial advisers expect income taxes to increase for most of their clients in the next 12 to 18 months, and one in four predicts clients will increase charitable giving to offset these tax hikes, according to new survey findings.

Major Gift Metrics that Matter
Thomas W. Grabau, Ph.D.
White Paper This July 2010 issue of Bentz Whaley Flessner's white paper, Points of Practice, discusses how to track the right major gift metrics for the best donor results.

Tuition Costs, Large Endowments Impact Alumni Giving
Article,  BriefCASE Article A new survey reveals that eight out of 10 alumni under age 35 say high tuition costs are keeping them from giving to their alma mater.

Use of Technology for Development and Alumni Relations among CASE Members
White Paper This research explores the role of "advancement-enabling" technology in helping institutions meet their development and alumni relations goals. It includes data on how technology is being used, barriers to effective use of technology, and strategies for effective deployment of technology. The report is based on data provided by 357 advancement staff in higher education institutions and independent schools. Isurus Market Research and Consulting analyzed the data for CASE and SunGard Higher Education, which fielded the survey.

The Giving Gap
CURRENTS Article Some of the circumstances that keep alumni giving participation rates low at public institutions cannot be changed. But what circumstances can be changed? In this story, various public universities share strategies that helped them to increase alumni participation and giving.

Outlook: Saying What We Mean
CURRENTS Article The retired vice president of the University of Wisconsin Foundation pens this opinion column on the dark side of some of the most common development phrases. Does anyone really want to describe their best friend as "low-hanging fruit"? Ick!

Developing the Right Stories
CURRENTS Article Michael Kiser of Virginia Tech discusses how he successfully shifted the focus of development communications away from numbers. Instead, his office now writes about campaign outcomes and ties its messages to the university's strategic aims. For example, instead of writing a story when the university receives a major gift, he waits until the money from that gift has been used to build a new facility and writes about what that new facility has meant for the school. Not only do external audiences find these stories more interesting, but such stories give internal audiences a better understanding of what fundraising does.

Staying Mobile
CURRENTS Article A new report offers tips to help nonprofits get started on using text messaging to fundraise.

Performance Management Maturity Model: Raising the Bar of Fundraising Performance
White Paper Higher education development professionals face increasing demand for greater levels of success. Finding a solution to increasing output and improving performance in an environment filled with short-term presidents, persistent turnover, greater competition and higher board expectations is foremost in development leaders' minds. The Performance Management Maturity Model provides a prescriptive solution to raising the bar of performance. This internally focused methodology can set you on a path to new levels of organizational output and improved staff productivity and morale.

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.

Report: Charitable Giving in U.S. Continues Decline in 2009
Article,  BriefCASE Article Recently released figures by Giving USA Foundation show that charitable giving in the United States dropped from nearly $316 billion in 2008 to $304 billion in 2009, a 3.6 percent decline in current dollars.

Asian Countries See Growth in Philanthropists
Article,  BriefCASE Article New data indicates that India, China and other countries in Asia are seeing a significant increase in wealthy philanthropists, according to a recent article in the Financial Times.

Ross-CASE Survey Shows Growth in Giving to UK Schools
Article,  BriefCASE Article UK universities secured more than £0.5 billion in charitable donations in the academic year 2008-09.

Build Relationships to Engage Young Donors
Article,  BriefCASE Article Donors ages 20 to 40 prefer face-to-face communication when it comes to requests for their time or money. That’s according to a new survey on the giving habits and engagement preferences of millennial donors.

Fundraising One of Top Reasons for Nonprofits' Online Presence
Article,  BriefCASE Article Marketing is still the primary reason most nonprofits have a presence on social networks although fundraising is gaining in popularity, according to an annual survey.

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.

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.

Cost-Benefit Analysis
CURRENTS Article During its annual Heritage Week, Saint Mary's College held its first "Tag Day," in which price tags were attached to campus buildings, furniture, paintings, etc., to show students how much these items cost and to encourage them to donate in the future.

Research that U.K. Fundraisers Would Like to See Conducted
CURRENTS Article This chart shows the results of a recent survey in which U.K. fundraisers were asked which topics they'd like to see more research performed. The No. 1 topic was "identification of new segments of society that would be likely to give."

An Inspiring Life's Work
CURRENTS Article One of the pioneers of educational fundraising, David Dunlop discusses ultimate gifts and the personal qualities of successful development officers in this interview. He shares similar insights annually as a faculty member of the Inspiring the Largest Gifts of a Lifetime conference.

Match Points: BYU-LDS Philanthropies Uses Workplace Fundraising Widget to Boost Alumni Matching Gifts
HEP Development Services
Article This May 2010 case study describes LDS Philanthropies' viral campaign using a widget that lets donors see in real time that their employers match philanthropic gifts. The widget was distributed to interested Brigham Young University alumni who work for companies with matching gift programs. These 1,800 alumni spread the widget to 6,500 people, resulting in $35,000 in gifts, for a total of $70,000 after the match.

From Modest Beginnings to Wild Success: Class Gift Program Resonates with Students
Article,  BriefCASE Article Attendees at the recent CASE conference in Kuala Lumpur learned how a senior class gift program that began with no name, no plan, no targets and no expectations became one of the most successful programs in the Asia-Pacific region.

Getting Closer to Cross-Border Charitable Giving in Europe
Article,  BriefCASE Article Europe-based charities can now take advantage of UK charity tax reliefs, a move that could signal a more liberal flow of giving between European member states.

Philanthropy Chat: John Lippincott
Foundation Center
Podcast In this podcast from April 15, 2010, CASE President John Lippincott discusses alumni giving and its critical role in fundraising programs at schools, universities and colleges.

Onward and Upward
CURRENTS Article The vice president of development of the College of the Holy Cross in Massachusetts reports on new efforts at his institution and others to cultivate more gifts from midlevel donors as leadership gifts have become more scarce during the recession.

Advance Work: Tweet and Greet
CURRENTS Article The University of Leeds uses Twitter to communicate about its annual fund drive. Student phonathon callers tweet about the nightly results and other information of note.

Treasure Chase
CURRENTS Article Advancement leaders from around the country and the world acknowledge the downturn in mega gifts to education during the Great Recession and discuss the best strategies for dealing with the new economy.

Advance Work: Test Driving Text Giving
CURRENTS Article Media coverage that accompanied the Haiti relief effort brought new visibility to the texting-to-give concept. Now colleges and universities are experimenting with the new technology to engage young alumni and raise funds.

Odds and Ends: Call It the 'Kindphone'
CURRENTS Article CURRENTS interviews Jim Manis, innovator of text-to-give technology and founder of the Mobile Giving Foundation. Manis discusses his recent experiences with mobile giving and the Haiti relief effort.

The Annual Fund: A Building Block for Fund Raising
Henry A. Rosso; introduction by Robert Schwartzberg, for the School of Philanthropy at Indiana University
Article This article, pre-course reading for the School of Philanthropy at Indiana University, introduces basic fundraising concepts and their relationship to the annual fund.

Capital Campaigns
Robert Pierpont for the School of Philanthropy at Indiana University
Article This article, pre-course reading for the School of Philanthropy at Indiana University, provides an overview of capital campaign planning. Topics include campaign types and characteristics, pre-campaign planning, the feasibility/pre-campaign planning study, gift range charts/tables, campaign leadership and management, sequential solicitation, campaign phases, and testing readiness for a campaign.

Establishing a Planned Giving Program
Dean Regenovich for the School of Philanthropy at Indiana University
Article This article, pre-course reading for the School of Philanthropy at Indiana University, discusses factors that contribute to institutional readiness for a planned giving program, gift options, marketing the program, and prospect identification.

Gifts of Significance
James M. Hodge for the School of Philanthropy at Indiana University
Article This article, pre-course reading for the School of Philanthropy at Indiana University, discusses major gift fundraising and the solicitation process.

A “Perfect Storm” Brewing for Women’s Philanthropy
Article,  BriefCASE Article Developments that accelerated after the 1960s—an increase in business owners who are women, more women in positions of power, longer life expectancies and increasing income and education—have created a powerful, though often overlooked, demographic in educational fundraising.

Outlook: Climbing the Ladder of Generosity
CURRENTS Article In the end we are not measured by what we have, but by what we give to one another.

Suddenly in the Spotlight
CURRENTS Article Community college enrollments in the United States are soaring. At the same time, however, states are slashing budgets, and more students applying to community colleges today qualify for financial aid. With less money to educate more students, community colleges are turning to more strategic fundraising to fulfill their missions and meet expectations.

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

Advance Work: Vision Quest
CURRENTS Article Phillips Academy in Andover, Mass., put advice from young alumni into action, creating a very transparent, flexible Web site to support its fundraising campaign.

HBCUs Can Build Stronger Support through Faculty, Others with Vested Interest
Article,  BriefCASE Article Historically black colleges and universities that engage faculty, staff, alumni and other "vested" individuals in their overall fundraising efforts enjoy stronger giving and volunteer support. That’s according to three presenters at a recent CASE Online Speaker Series.

Experts Offer Winning Advice for Engaging Donors
Article,  BriefCASE Article In this uncertain economy, advancement professionals are looking for new ways to communicate their schools’ strengths. At the CASE-NAIS Independent Schools Conference held in New York City last month, presenters from the session “From Basic to Brilliant: Not Your Typical Campaign Communications” gave attendees just that.

VSE Survey Shows Sharp Drop in 2009 Giving to U.S. Colleges, Universities
Article,  BriefCASE Article Charitable contributions to colleges and universities in the United States declined 11.9 percent to $27.85 billion, an indication that the impact of the recession on donors and the institutions they support was “even greater than anticipated,” according to CASE President John Lippincott.

Connecting with Donor of the Future Requires Thought, Strategic Plan
Article,  BriefCASE Article The changing economy and social media are among the factors shaping a new generation of donors, and fundraisers must “get smarter” and learn what motivates this group to give, according to a recent article in University Business.

Smooth Mailing
CURRENTS Article Direct mail isn't dead yet, but institutions can't do business as usual. This article explores how some institutions are learning how to integrate e-mail, Facebook, and other Web tools into their annual fund appeals.

In Full Bloom
CURRENTS Article The digital age is upon us, with technology reshaping the way institutions interact with students, faculty, alumni, and donors. Find out how this new age is changing the world of communications and marketing, alumni relations, and development.

Advance Work: Dipping Donations
CURRENTS Article Charitable giving in the U.K. was down in fiscal year 2009 by 11 percent.

Advance Work: Parents to the Rescue
CURRENTS Article An urgent appeal to parents at Penn State's honors college raised funds that allowed financially vulnerable students to stay in school despite the recession.

Preparando el Terreno
CURRENTS Article Existen menos de veinte escuelas y universidades en Estados Unidos en las que al menos la mitad de sus ex alumnos contribuya financieramente con su alma máter en un año determinado. Y la tendencia va a la baja, no al alza. ¿Por qué sucede esto? ¿Se pueden permitir las instituciones que esta situación continúe?

¿Qué tienen en común los donativos, el pastel de chocolate y el sexo?
CURRENTS Article 10 razones por las que la gente dona¿Quieres saber cómo recaudar más?Entérate qué tienen en común los donativos, el pastel de chocolate y el sexo.Por Sandra Gurvis

Contar con la ciencia
CURRENTS Article En la Universidad de California, los investigadores más nuevos de San Diego están en la búsqueda de adelantos—en la ciencia y en procuración de fondos

Survey: U.S. Education Fundraisers Predict Growth in Giving for 2010
Article,  BriefCASE Article Fundraisers for U.S. schools, colleges and universities predict that giving will increase 3.7 percent during 2010, according to survey results released today by the Council for Advancement and Support of Education. For 2009, the CASE Fundraising Index estimates that giving declined less than 1 percent from the previous year.

Odds & Ends: Natural Leader
CURRENTS Article In a short interview, Burt's Bees CEO John Replogle discusses sustainability and philanthropy.

Advance Work: The Habit of Giving
CURRENTS Article Researchers find that alumni who gave regularly in their first five years out gave on average eight times more in the long run than those who donated the same amount in the first five years but did not make a steady habit of it.

Steering Through Stewardship
CURRENTS Article Stewardship should not be an afterthought in a healthy advancement operation. This article describes how stewardship can be an organizing principle, directing the essential activities of trust building, relationship management, and message delivery.

CASE Europe Receives Funding to Provide Training for Welsh Institutions
Article,  BriefCASE Article CASE Europe has secured about £70,000 in funding from the Higher Education Funding Council for Wales to support new training initiatives for fundraising within Welsh higher education institutions.

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.

New Report Shows Strong UK Commitment to Education Fundraising
Article,  BriefCASE Article A new UK government blueprint for higher education shows a “commitment to educational fundraising for the long term.”

Matching Gift Administration: Examining the Evolving World of Matching Gifts, 4th Edition
HEP/CASE Matching Gift Network
This 2009 e-book, the fourth edition of CASE's publication on matching gift administration, outlines the responsibilities of companies sponsoring matching gift programs and those of recipient organizations and donors. It also provides guidelines for matching gifts used for religious or political purposes, and offers model programs and case studies.

Boost Online Response by Optimizing Your Donation Landing Pages
Donordigital
Article This blog post provides tips for optimizing donation landing pages based on three years of research by Donordigital.

Building a Strong Volunteer Program (sample materials)
Phillips Exeter Academy
Sample Collection This packet from a 2008 CASE conference includes guiding principles for a volunteer program, tips for successful class agents, the role of a class agent, the table of contents of a class agent manual, a sample letter to class agents, and a sample volunteer update newsletter.

Matched Funding Scheme for Voluntary Giving
Higher Education Funding Council for England (HEFCE)
From 2008-2011, HEFCE administered a government-led matched funding scheme that aimed to increase voluntary giving to higher education providers. All higher education institutions (HEIs) and directly funded further education colleges (FECs) in England were invited to participate in the scheme. The HEFCE page provides a recap of the scheme.

The Big Match and... Twitter
Article,  BriefCASE Article The University of Leeds is using Twitter to make its annual fund campaign more interactive and to promote the advantages of the UK government’s £200million matched funding scheme.

UK Higher Education Institutions Receive Most Million-Pound Donations
Article,  BriefCASE Article Higher education receives the highest portion of million-pound gifts than any other charity sector in the United Kingdom, according to a recently released report.

Ross-CASE Survey Shows Increased Higher Ed Giving Prior to Worst of the Recession
Article,  BriefCASE Article Giving to universities in the United Kingdom grew by 28 percent to £682 million in 2007-2008, according to the Ross-CASE Survey.

Odds and Ends: The Girl Effect
CURRENTS Article In a question-and-answer interview, Maria Eitel, president of the Nike Foundation, discusses the foundation's support of education for girls in the developing world.

First in Class
CURRENTS Article This story presents profiles of eight Grand Gold winners of the 2009 Circle of Excellence awards.

Brussels Court Makes Landmark Ruling on Foreign Donations
Article,  BriefCASE Article A recent ruling by a Brussels court on cross-border donations will “make it easier” for universities in the United Kingdom and other European Union countries to solicit foreign donations.

Study Proves Personal Ask is Most Effective
Article,  BriefCASE Article Donors to charitable organizations give more when they are asked in person and when someone they know makes the request, according to a new study conducted by the Center on Philanthropy at Indiana University.

Advance Work: 'Altruism is Sexy'
CURRENTS Article A study by evolutionary psychologists at the University of Kent found that men give more in the presence of attractive women. Another study by the same researchers found that women rate generous men as more attractive.

Happy Together
CURRENTS Article The recession has slowed the intense job hopping of recent years in fundraising. At this moment of pause, CURRENTS talks to four professionals at various stages of their careers to discover what factors contribute to job satisfaction.

Advance Work: Donation Dollars and Sense
CURRENTS Article Has philanthropy really changed because of the economy?

A Gift of Her Own
CURRENTS Article This article makes the case for cultivating women donors as a constituency, both for major gifts and for the annual fund.

Significant Difference
CURRENTS Article Research suggests advancement officers should pay special attention to entrepreneurial donors

Advancement Achievers
CURRENTS Article Profiles of selected 2002 Circle of Excellence winners

Matched Funding Scheme Expands to Wales
Article,  BriefCASE Article CASE Europe will provide fundraising training and support to Welsh institutions through the Higher Education Funding Council for Wales following the launch last month of a matched funding scheme by the Welsh government.

Power of Women Donors Grows
Article,  BriefCASE Article More women control more wealth in the United States than ever before, and unlike their predecessors, they are more likely to support causes supporting women and girls.

Click Here to Donate: Results of the CASE Survey of Online Fundraising, 2009
White Paper What tools are most effective in raising funds online, and how do they compare with other fundraising approaches? Who donates online, and how much are institutions raising through online fundraising initiatives? How do fundraisers describe the advantages and disadvantages raising private support electronically? This white paper looks at the results of a 2009 survey of online fundraising trends conducted by CASE and Robert L. Weiner Consulting.

Click Here to Donate
CURRENTS Article More money than ever before is being raised online. CASE’s 2009 survey of online fundraising for educational institutions garnered 562 responses, revealing that interest in this newest fundraising tool is high even while most institutions are new to the game. Challenges, opportunities, and best practices are addressed.

Better Together
CURRENTS Article Assessments in higher education are common—exams, state board tests, surveys, and focus groups, among other instruments. However, Widener University's convergence of academic assessment, strategic planning, and reaccreditation—and how they all inform and direct fundraising and campaign planning—is unique.

CASE Benchmarking Toolkit
The CASE Benchmarking Toolkit is a state-of-the-art survey tool that helps advancement professionals benchmark activities, staffing, budgets and other aspects of their programs with peer institutions. The toolkit allows peer communities of practice to design and conduct their own surveys, review results and instantly download charts directly into reports. The toolkit is available to advancement services, alumni relations, communications, fundraising, marketing or related professionals at CASE member institutions.

Reaching for the Top
CURRENTS Article Author Elizabeth Harvey, a major gift officer at Mills College, surveys eight small and medium-sized colleges and universities to discover how the institutions are scaling the very top of their giving pyramids.

Talking Points: We Must Ask
CURRENTS Article The U.K. government has created a £200 million fund to match charitable giving to English universities. The match began on August 1, 2008, and will continue until July 31, 2011.

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.

CASE Europe Survey Shows Decline in Major Gifts but Improved Recruitment
Article,  BriefCASE Article More than 50 percent of development professionals say they are seeing a slowdown in major gift giving as a result of the recession, according to a recent CASE Europe survey.

A Big Benchmark: Lifetime Giving
Article,  BriefCASE Article Data mining gurus Peter Wylie and John Sammis have just released a report that tackles a big topic: “Benchmarking Lifetime Giving in Higher Education.”

Translating Online Engagement into Giving
Article,  BriefCASE Article Cross-platform tactics, localized messages and constant testing and tracking are among the most effective strategies for building online engagement that translates into online giving.

CASE Fundraising Index Predicts Nearly 4 Percent Decline in 2008-09 Modest Growth in 2009-10
Article,  BriefCASE Article Educational fundraisers will likely see an average decline in giving of 3.9 percent for the 2008-09 academic year, according to the CASE Fundraising Index, a biannual forecasting tool.

Student Advancement Programs
Sample Collection The Library maintains samples from student alumni associations, student ambassador programs and student foundations. These groups foster and enhance student involvement in all areas of advancement—from alumni relations and communications to fundraising, marketing and related areas. The sample collection has mission statements, constitutions and bylaws; profiles of award-winning student groups; and programming ideas including alumni engagement and student philanthropy.

Advance Work: Blah-Blah Blues
CURRENTS Article The blah-blah letter has been a tried and true fundraising appeal for young alumni. But a recent backlash might be the signal of its demise.

Crunching the Numbers
CURRENTS Article In this story, CASE Senior Director of Research Chris Thompson demonstrates how to analyze the data in the annual Voluntary Support of Education survey in order to compare your institution's alumni fundraising with national averages for peer institutions.

Turf Tales
CURRENTS Article Not every institution's sports program relies on "ticket pro quo" to attract donor dollars.

Advance Work: Fundraising 101
CURRENTS Article Illinois State University's student foundation has done a good job of raising money for scholarships.

Bizarre Bequests and Strange Scholarships
CURRENTS Article The National Scholarship Research Service gathers data annually on some 250,000 scholarships. This story is about the 1 percent of those that are quite unusual, even silly.

Keys to a Fruitful Future
CURRENTS Article Planned giving experts discuss the strategies and vehicles that can be particularly successful during a recession.

Cultivating Your Crop
CURRENTS Article There are fewer than 20 colleges and universities in the United States in which at least half of the alumni contribute financially to their alma mater in any given year. And this trend is headed downward, not up. Why is this the case, and can institutions afford to let it continue?

Advance Work: Pound Hound
CURRENTS Article A report chronicles for the first time the million-pound donations made in the United Kingdom from January 1, 2006, through December 31, 2007.

Advance Work: Spin Cycle
CURRENTS Article Each year the Taft School in Connecticut gives seniors a gift to remind them of the school and the importance of giving back to it. This year's gift was something all college freshmen need--a laundry bag.

Advance Work: Taboo Test
CURRENTS Article One U.K. charity's research showed that mentioning the down economy in direct mail pieces lead to smaller gifts from top donors.

Keep Your Campaign Aim True
CURRENTS Article The recession has added a tricky new aspect to campaigns, but savvy fundraisers are finding success with a "business as usual" approach.

Weaving the Web into Your Campaign
CURRENTS Article The director of annual giving at Northland College in Wisconsin presents the results of her research on the most effective techniques for fundraising campaign Web sites.

着意耕耘,自有收获
CURRENTS Article 美国有不超过20所大学每年能获得半数以上的校友通过捐赠回馈母校。这个数字有待持续下滑,毫无上升的迹象。为什么会有这种趋势?大学能坐视这种情况持续恶化吗?

Cultiver Vos Terres
CURRENTS Article Moins de 20 établissements d’enseignement supérieur aux Etats-Unis bénéficient d’une contribution financière annuelle d’au moins 50% des anciens.Et cette tendance est à la baisse. Pourquoi ? Nos institutions peuvent-elles se permettre de laisser ce phénomène continuer?

Les 10 erreurs les plus courantes…à ne pas commettre
CURRENTS Article Pour une fois, Côté pratique ne vous dira pas ce qu’il faut faire…mais tout ce qu’il ne faut pas faire ! Voici les dix erreurs que John Lippincott, président de CASE (Council for Advancement and Support of Education), appelait à ne pas commettre dans un article publié en septembre sur le site Internet www.case.org. S’il s’est bâti une solide expérience dans l’univers de l’enseignement supérieur, ses conseils valent aussi bien pour l’ensemble de nos propres domaines d’activités.

Potential Seen in International Parent Programs
Article,  BriefCASE Article Engaging and stewarding parents from different parts of the world can be challenging.

Businesses Remain Charitable in Downturn
Article,  BriefCASE Article In related news, more than half of U.S. companies increased their philanthropy in 2008 despite the challenging economy, according to a survey from the Committee Encouraging Corporate Philanthropy.

Giving Still a Priority for Many Despite Economy Woes
Article,  BriefCASE Article Recently released figures by Giving USA 2009 show that charitable giving in the United States remains an “integral part of the country’s economic fabric” despite the worst economic climate since the Great Depression.

Grateful Patients are Often Giving Donors
Article,  BriefCASE Article Individuals who have received care at an academic medical center are usually very grateful—and giving, if asked.

CASE Survey Report: Online Fundraising Promising, but Yield Still Modest
Article,  BriefCASE Article A recently completed CASE survey reveals that institutions see tremendous possibilities in online fundraising, but online gifts still account for less than 1.5 percent of total philanthropic support for education.

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.

"Satisfied" Web Site Visitors More Likely to Donate, Volunteer
Article,  BriefCASE Article Nonprofits have plenty of room for improvement when it comes to their Web sites.

Advance Work: By the Book
CURRENTS Article The William Penn Charter School took a new approach to publicizing its recent successful capital campaign.

Year of the Rat
CURRENTS Article Fundraising the Asian-Pacific region can be challenging. But navigating those challenges can reap huge rewards.

The British - And Everyone Else - Are Coming
CURRENTS Article In an increasingly smaller world, international fundraising is no longer a luxury ... it's a must. Institutions from the UK are courting U.S. donors to make significant gifts abroad, while more and more European institutions are adopting American-style philanthropy.

Building Blocks
CURRENTS Article Although European nations may seem similar, their approach to philanthropy is varied. Read how about a receding welfare state is forcing many countries to build their own philanthropic culture.

Gifts That Grow: Charitable Giving in UK Higher Education
Universities UK
Report In 2008, the UK Government introduced a three-year matched funding scheme that aimed to encourage donations of all sizes to universities. The gifts of nearly all donors, including those from overseas, were increased through the scheme. This May 2009 publication shared case studies of ways universities used the donations.

U.S. Institutions Must Address Impact of Immigrant Giving, Expert Says
Article,  BriefCASE Article The United States is experiencing a demographic shift that is likely to have a significant impact on fundraising and alumni relations at K-12 and higher education institutions.

Culture of Giving Spreads as Educational Reform Grows
Article,  BriefCASE Article Sweeping educational reforms in a number of European countries are helping to fuel global conversations about educational fundraising.

Corporate Giving Expected to Decline in '09
Article,  BriefCASE Article In related news, a survey by the Conference Board reveals that corporate giving by U.S. companies will likely decline in 2009 as they shift toward more critical business issues and an “increased emphasis” on measuring giving outcomes.

Giving to U.S. Institutions Grows, But 2009 Outlook Dim
Article,  BriefCASE Article Donors expressed continued confidence in American colleges and universities during the 2007-2008 academic year by increasing their contributions 6.2 percent over the previous year.

Engaging Minority Alumni Strengthens Loyalty, Gifts
Article,  BriefCASE Article The reason more minority alumni don’t give to their alma maters is often as simple as this—they aren’t asked.

2008 DonorCentric Internet Giving Benchmarking Analysis
Target Analytics, a Blackbaud Company
Report This paper, published in March 2009, presents the latest findings from an ongoing study of online fundraising programs and giving in selected nonprofits.

Planning for Online Fundraising, Part 1
Abny Santicola for Fundraising Success Magazine
Article This February 2009 article recaps an audio session by nonprofit technology strategist John Kenyon about crafting an online fundraising plan. The story includes a link to the transcript, slides and MP3 recording produced by Network for Good.

EU Tax Relief Good News for Universities, Other Nonprofits
Article,  BriefCASE Article A recent European court ruling on tax relief could make it more attractive for universities in the United Kingdom and across Europe to compete for donors in other European Union countries.

The New Visionaries
CURRENTS Article The new social entrepreneurial foundations have high ideals and deep pockets, but few of them have any connections to educational institutions. The author offers strategies for building relationships with these new players in philanthropy.

Yes, You Can
CURRENTS Article This article takes a close look at the presidential campaign of Barack Obama, which merged old-fashioned grass-roots politics with new technology, shattered fundraising records, and energized millions of people, and explores the ways in which its lessons can be used by advancement professionals.

The Campus Connection
CURRENTS Article The nonprofit organization Ashoka is partnering with four universities: Maryland, Cornell, George Mason, and Johns Hopkins. The purpose is to encourage and develop social entrepreneurship on campus.

ROI in Digital Fundraising and Online Giving
Fundraising Success Magazine
Article This January 2009 article states there are no hard and fast rules for measuring return on investment for online fundraising—yet. In the meantime, the author provides questions to help fundraisers think about how much to invest.

Wales to Implement Matched Funding Scheme
Article,  BriefCASE Article Following the launch of a matched funding scheme in England, the Welsh Assembly Government has announced that it will put in place a similar program to support fundraising efforts at Welsh universities.

CASE Europe Grants Help Grow Programs, Understanding of Philanthropy
Article,  BriefCASE Article CASE Europe has been awarded a £1.5 million grant from the Higher Education Funding Council for England to deliver fundraising training and support for 158 higher education institutions participating in the U.K. government’s matched funding scheme for voluntary giving.

CASE Fundraising Tool Forecasts Slight Decline in Giving to Education in 2009
Article,  BriefCASE Article Giving to education in the United States is likely to decline slightly in the coming year, according to the CASE Fundraising Index, a biannual forecasting tool.

Advance Work: Cultivating Cocky Behavior
CURRENTS Article The University of South Carolina created an annual giving campaign that appeals to young alumni.

Advance Work: Millennial Motivations
CURRENTS Article Study shows that the Millennial generation are as philanthropically inclined as older generations.

2008 Online Fundraising Survival Guide to Survive & Thrive in a Down Economy
Network for Good
Report This 42-page guide offers overall strategies, mistakes to avoid, suggested Web site tweaks, e-mail writing tips and more.

Ask Strategic Questions and Listen to Reach Donors
Article,  BriefCASE Article What’s the best way to engage donors and generate interest in your institution?

Benchmarking and Performance Metrics for Development
Nicholas Offord
Conference Presentation Through analysis of data from the Canada Revenue Agency, this presentation suggests metrics that can be used to benchmark fundraising performance.

The Y Impact
Josh Robertson
Conference Presentation These slides review a fall 2007 survey that collected data about Generation Y students, and the implications for annual giving as they become young alumni and employees.

Fundraising Publications Packages: The Loomis Chaffee School - Bronze Award
Best Practice On Dec. 31, 2006 Loomis Chaffee School concluded its first-ever comprehensive campaign; June 30, 2007 marked the end of that year's annual fund. To celebrate and document the campaign's conclusion and report on the 2006–07 Annual Fund, the school developed a two-part publication package consisting of a campaign report and an annual report. The package was mailed to the school's constituency of 14,200 alumni, parents and friends.

Stewardship: The Webb Schools - Bronze Award
Best Practice A goal of The Webb Schools' 2007 annual giving program was to do a better job of stewarding constituents in a creative and cost-effective way. Staff implemented two new online strategies: an e-newsletter for class agents that provided current news to share with classmates, and a flash movie for reunion classes. Staff also redesigned an existing holiday greeting to omit the solicitation and serve simply as a greeting and thank you. These three strategies spread goodwill among constituents, motivated class agents and increased annual giving totals. As of December 31, dollars raised and number of donors reached an all-time high.

Campaigns: Monroe Community College Foundation - Bronze Award
Best Practice In January 2007, Monroe Community College announced the Chesonis Family Foundation Challenge as part of the institution's campaign to raise funds for the PAC Center--a new athletic, fitness and recreational facility. By December 2007, the college and its foundation met the campaign goal of raising $6 million in private funds, including the $1.5 million challenge.

Corporate and Foundation Programs: Bow Valley College - Silver Award
Best Practice Bow Valley College's first-ever fundraising campaign, "Improving Lives Beyond the Classroom," set out to raise $10 million over five years. With funding in 2005, 2006 and 2007 from Suncor Energy Foundation, the Canadian community college developed a program called Placement Services for Immigrant Professionals. The college also leveraged the Suncor gift to launch a new integrated employment service for students, alumni and clients called BVCWorks.

Principal, Major, or Special Giving Programs: Springside School - Silver Award
Best Practice A committee of young alumni was instumental in Springside School's fundraising for the Johanna Sigmund Scholarship, which honors an alumna killed in the Sept. 11, 2001 attack on the World Trade Center. Individuals, corporations and foundations contributed to the fund, and several special events were held.

Harvard-Westlake School: Gold Award
Best Practice Harvard-Westlake School implemented a number of strategies to improve its 2006-2007 annual giving program. As a result, the program met its goals and exceeded $6,000,000 in gifts, showed increased individual giving and showed increased participation rates.

Postcard from Melbourne
CURRENTS Article The University of Melbourne creates a culture of philanthropy in just two short years, thoroughly disproving the notion that you can't raise money at Australian universities.

Ring It Up
CURRENTS Article A variety of institutions weigh in on how to keep phonathons vital and productive despite challenges, including the down economy and lower call-completion rates.

Untangling Diversity
CURRENTS Article Diversity is a complex issue, and the concept has different meanings, depending on your institution and advancement office. But one thing that everyone can agree on is that diversity is important, and reaching communities of color is imperative.

Winning Ideas
CURRENTS Article This article gives in-depth profiles of eight of the 2008 CASE Circle of Excellence Award winners. These winners were chosen to represent a wide range of types of institution as well as each aspect of advancement: fundraising, alumni relations, communications and marketing, and advancement services.

Women Across Generations Approach Giving Differently
Article,  BriefCASE Article As women become an increasingly potent force in philanthropy, understanding the different views each generation has about giving is vital, said Marjorie Houston, executive director of development at Wheaton College in Norton, Mass.

Raising Her Sights
CURRENTS Article Fundraisers who work primarily with female constituencies describe the techniques that work best with women donors.

Cinderella Doesn't Live Here
CURRENTS Article The annual fund is the most obvious place to go looking to develop your major gifts, but it is also the most overlooked. Here are concrete strategies for building your pipeline.

Educational Development in Australasia: 2008 Benchmarking Survey
ADAPE Australasia Inc. and the Australian Centre for Philanthropy and Nonprofit Studies at Queensland University of Technology
Report In 2005 and 2008 ADAPE Australasia (Association of Development and Alumni Professionals in Education) members were surveyed to gather benchmarking data about their operations. This September 2008 report includes data about survey participants; their institutions' fundraising offices, activities, and revenue; and their alumni programs. Ninety-four percent of institutions in the sample were located in Australia with the rest in New Zealand.

Power of Online Fundraising Underused
Article,  BriefCASE Article Despite the cost-effectiveness of the Internet, it remains an underused fundraising tool among charities, according to a new report from U.K.-based nfpSynergy.

Advance Work: Cracking the Code
CURRENTS Article Keying in 300 pledge cards after a phonathon was an all-day activity until Mississippi's Delta State University started tracking alumni by barcode and using a scanner.

Postcard from Puebla
CURRENTS Article When an institution in Mexico needs to find the correct way to begin an annual giving program, they discover their answers in corporate sponsorships of scholarships.

Advance Work: Bragging With Dignity
CURRENTS Article The University of Edinburgh needed to inform its constituency about its capital campaign in a way that wouldn't offend potential donors. An alumni-created video that weaves together the past and the present hit the mark.

Career Path: Hook, Line, and Sinker
CURRENTS Article Fishing gave this university president critical lessons on how to work with donors and reel in large fundraisers.

Measuring What Matters
CURRENTS Article A survey confirms what the author suspected: Performance metrics in corporate and foundation relations do not measure those activities that lead to successful fundraising.

The Big Time
CURRENTS Article More and more institutions are conducting mega-campaigns (with goals of $1 billion and above) and describing them as "transformational." What does that really mean? How important is dramatic change to donors?

Capital Campaigns from A to Z: Pre-Campaign Planning
Carrie Levenson-Wahl
Conference Presentation This presentation identifies stages in campaign planning such as having a strategic plan, identifying campaign leaders, developing the case for support, determining a budget and conducting a feasibility study.

Advance Work: Surfing for Change
CURRENTS Article The Internet search engine Goodsearch.com donates half its revenue to charities and schools designated by its users.

Career Path: A Sporting Chance
CURRENTS Article Many in the advancement field have the wrong perception of athletic fundraisers--they aren't just superfans looking for a desk job. Rather, they are professional members of a hard-working team.

Banding Together
CURRENTS Article Many institutions still shy away from involving the alumni association in capital campaigns. But as campaigns get larger and longer, it makes sense for the two disciplines to work together.

Select Government Matching Fund Programs: An Examination of Characteristics and Effectiveness
Report CASE published this report in December 2004 for the Sutton Trust. It provides an overview of government matching fund programs in the United States, Canada, Singapore and Hong Kong. This version is preceded by an addendum summarizing initiatives in Australia, New Zealand, Norway and the UK as of March 2008.

Fundraising Features : University of Edinburgh - Silver Medal
Best Practice The University of Edinburgh created a film profiling the strengths and vision of the University to support an ambitious capital campaign. The film was intended for use in face to face fundraising and group situations, for internal and external communication.

Fundraising Features: Hobart and William Smith Colleges - Gold Medal
Best Practice This video is one element in a comprehensive program of communications that introduce the Hobart and William Smith constituency to a $160 million fundraising campaign. At the outset of the public phase of the campaign, the video is being featured at a series of regional kickoff dinners across the country. While a variety of publications and the campaign website make the case for the specific financial goals of the campaign, the film is intended to help viewers connect or reconnect to the colleges emotionally.

Fundraising Features: Phillips Exeter Academy - Silver Medal
Best Practice Phillips Exeter Academy created this film to sustain momentum in the third year of its comprehensive fundraising campaign, The Exeter Initiatives. The film's primary purpose was to attract attendance and inspire pride at regional events around the country among alumni, parents and friends.

Fundraising Features: Tufts University - Gold Medal
Best Practice Tufts is…, is a 14:12 minute video that highlights the goals of Beyond Boundaries: The Campaign for Tufts—global perspective, active citizenship, and health sciences. It features students, faculty, and alumni from all seven schools and three campuses, and captures the spirit of the university.

PSAs and Commercial Spots: Indiana University Foundation - Silver Medal
Best Practice The Indiana University Foundation Marketing Group initiated a collaborative effort to communicate with donors, prospective donors, and grateful patients in four primary media markets across Indiana. The group produced a series of four TV ads focused on advances in medicine that were partially underwritten by private philanthropic support and that have improved quality of life in Indiana and the world. In creating the campaign, staff hoped to demonstrate the significance of medical research at IU and its partner hospitals, and the importance of private gifts to the University.

Annual/Regular Giving Programs: Trinity College - Silver Medal
Best Practice In February 2005 staff determined that the Trinity College Fund needed a significant increase in both the number of donors and total giving to the fund, in order to overcome budget difficulties and remain competitive with fellow NESCAC institutions. The vice president for advancement, working with the Trinity Fund staff, developed the idea for the ONE:TWO Challenge, which would set the pace for fundraising during the following fiscal year.

Fundraising Publications Packages: Cornell University - Silver Medal
Best Practice Cornell University publicly launched "Far Above…The Campaign for Cornell" in October 2006. To support the launch, they created several marketing pieces based on information gleaned from several focus groups or alumni and friends of the university.

Fundraising Publications Packages: Loma Linda University - Bronze Medal
Best Practice Loma Linda University’s $48 million capital campaign (2005-2008) supports the construction of a high-technology facility that will serve eight of the university’s schools. The Centennial Complex Tube Mailing provided project information to all individual donors in the university’s database.

Fundraising Program Packages: Stanford University - Gold Medal
Best Practice Launched at Stanford University in October 2006, the overall goal for "The Stanford Challenge" marketing materials was to convey the president’s vision for transforming the university and ultimately to inspire participation in the five-year, $4.3 billion campaign.

Fundraising Programs Packages: St. John's College - Gold Medal
Best Practice The St. John's College campaign package served as the main solicitation tool for the public phase of St. John's capital campaign. It was produced as a modular system so that the information inside the two-pocket folder could be tailored to each donor's interest.

Fundraising Publications Packages: National Cathedral School - Bronze Medal
Best Practice The "It All Adds Up" package marketed the National Cathedral School's 2006 $1.4 million annual fund campaign.

Annual/Regular Giving Programs: The College of New Jersey - Gold Medal
Best Practice The College of New Jersey embarked on an aggressive campaign called "Target 10,000." The goals were to increase alumni participation in the annual fund by at least 1,000 gifts in the first year and to 10,000 gifts within three years, increase online donations by at least 10 percent, and establish a peer-to-peer solicitation program.

Principal, Major, and Special Giving Programs: Berry College - Silver Medal
Best Practice Berry College set a campaign goal to add 172 new members to the Berry Heritage Society, a recognition society for those who make planned gift provisions in their will. As Berry entered the campaign's final year (FY 2005-06), 42 new members were needed to reach the goal. An initiative to overhaul the entire planned giving program was launched. The "Leave a Legacy" initiative resulted in comprehensive program improvements and 45 new Heritage Society members.

Principal, Major, and Special Giving Programs: University of Hong Kong - Gold Medal
Best Practice On November 1, 2005, the University of Hong Kong announced the "Stanley Ho Alumni Challenge." Alumnus Dr. Ho pledged HK$500 million ($64.1 million US) over a five year period to match alumni donations up to HK$100 million ($12.8 million US) per year. A condition of the challenge was that any amount of the annual target that was not matched by alumni donations would be forfeited. The challenge generated unprecedented donations in its first year.

Principal, Major, and Special Giving Programs: University of California, Irvine - Bronze Medal
Best Practice The University of California, Irvine created a new Office of Principal Gifts to better serve UCI’s key constituents and to successfully enhance its fundraising results by raising funds for the university’s priority projects. The office manages all prospects of $5 million or more. As a result of the new office, UCI raised a record $101 million in FY 2005-06 and was well on the way to a record $125 million in FY 2006-07.

Information Systems: McMaster University - Silver Medal
Best Practice When McMaster University decided to embark on its most ambitious fundraising campaign ever--a comprehensive campaign that would more than double the amount to be raised each year in 2006-2009--it needed to expand performance management and benchmarks for fundraisers beyond the number of completed visits. Stakeholders collaborated to create a Performance Management Report based on data in the institution's Advance C/S database.

Campaigns: University of California, Irvine - Gold Medal
Best Practice In 2005, the University of California, Irvine engaged in a comprehensive university-wide strategic planning process. The goal of the process was to create a “road map” that would ultimately enable UC Irvine to join the ranks of the top one percent of universities nationwide by the year 2015. Through the planning process, it became apparent that, in order to reach the goals set forth in the campus strategic plan, UC Irvine would require an estimated $1 billion in additional funding resources over the next 10 years.

Campaigns: Colgate University - Bronze Medal
Best Practice The Trustee Challenge was conceived and executed for the express purpose of funding elements of the Colgate University strategic plan. The Trustee Challenge realizes that Colgate’s educational agenda can only be realized through transformative leadership level financial support.

Campaigns: Carleton University - Bronze Medal
Best Practice In 2006 Carleton University re-imagined its annual faculty and staff appeal as the Campus Community Campaign. The primary objectives of the redesigned 2006 campaign were to host a more elaborate and creative campaign; raise $150,000; increase participation; and launch the first ever Board of Governors appeal.

The Wired Fundraiser: How Technology is Making Fundraising "Good to Go"
Network for Good
Report This 2007 paper outlines how individuals are using social networks and widget technology to fundraise, fueling shifts in the charity sector. The paper identifies implications for professional fundraisers and offers ways for charities to make the most of this trend.

Going for the Gold: Approaches for Recent Graduates in Annual Giving
David S. Jones
Conference Presentation This presentation focuses on issues, trends and approaches for reaching the senior class and graduates of the last decade (GOLD).

Advance Work: Fun with Ratios
CURRENTS Article Using data from the Association of American Universities and U.S. News and World Report, an alumni professional devised a way to determine how alumni relations staffing affects fundraising.

Sweet Smell of Success
CURRENTS Article The 2007 CASE Circle of Excellence grand gold and gold medal winners profiled in this article have taken their advancement publications, events, and programs to a higher level. These featured winners, however, are a small sample of the 319 winners from 195 institutions.

Big Pond, Small Fish
CURRENTS Article Large foundations are casting about for community colleges so their gifts will have a bigger impact. A parallel trend is two-year institutions creating their own educational foundations. The combination means greater funds for education improvement, research, and more.

The Advancement Myths of Community Colleges
CURRENTS Article This article shows how community college advancement is busting the myths about poor fundraising results, lack of alumni loyalty, and negative public perceptions. The reality is that development at two-year institutions is becoming more sophisticated and successful, alumni do stay engaged with their two-year alma maters, and the community college brand is coming into its own.

American Express Charitable Gift Survey
Center on Philanthropy at Indiana University
Report Winner of the 2008 John Grenzebach Award for Outstanding Published Scholarship from CASE, this was the first nationally representative study to address two "Frequently Asked Questions" in the world of charity: 1) How much do people give at any one time to different types of charitable recipients? and, 2) Do online and offline donations differ in size? The study also asked people why they give online or why they didn’t. By collecting information about gift amount—not total giving, as prior studies have done—this research demonstrates the importance of relatively small contributions. The results of this research are surprising and contradict some conventional wisdom about charitable giving.

Advance Work: Fat-Free and Profitable
CURRENTS Article School fundraisers are usually more necessary than fun, but selling books instead of sweets might help sales and provide a better profit margin.

A Match Made in Heaven
CURRENTS Article Many prospects acquire their wealth through their entrepreneurial ventures. Development officers can tap into this potential through the concept of angel investing--the opportunity for donors to start a new business, champion a cause, and be directly involved.

Advance Work: A Will to Give
CURRENTS Article If older alumni and donors are your bequest prospects, you might want to lower your age range, according to a recent report on the topic.

Closing Remarks: He Gave, She Gave
CURRENTS Article There have always been women philanthropists. Nowadays there are more of them, with more wealth. The author challenges the assumptions and sheds light on what the real differences are between female donors and male donors, and among women philanthropists.

Venture Philanthropy Nation
CURRENTS Article Venture philanthropy burst on the scene 10 years ago, went into hiberation after the dot-com bust, and is now reemerging--a little older, a lot wiser. This approach enables development officers to appeal to donors with wealth, a cause to champion, a desire to be involved, and an entrepreneurial bent.

Stranger Than Fiction
CURRENTS Article Any fundraiser has amusing, odd, or unbelievable stories about prospect visits. Here are a few real-life tales.

Advance Work: Moguls in the Making
CURRENTS Article Georgia Tech's student foundation is on it way to a million-dollar endowment, teaching future alumni about the value of annual giving and investment en route.

The Baby Bloomers
CURRENTS Article As one branch of donors reaches maturity and falls away, another begins to grow. Development has never been more challenging as advancement officers try to cultivate Gen X and Gen Y donors--who have very different values, attitudes, and motivations toward philanthropy than their predecessors, the Baby Boomers, and from each other. This article tells what some campus advancement offices are doing to communicate, connect with, and engage these emerging generations.

Taken for Granted
CURRENTS Article Just as tiny tugboats pull hugh ocean liners into port, small foundations can deliver grants that will fund your programs and sometimes develop into long-term, multimillion-dollar partnerships. Also like tugboats, small foundations can turn around fast and are flexible, enthusiastic, and dedicated. The author, head of small and midsized foundations, relates real-life stories about the might of small funders.

Advance Work: Save the Date
CURRENTS Article Wheaton College in Illinois educates students about annual giving and simultaneously stewards donors through its annual Tuition Freedom Day.

Advance Work: Mind Served
CURRENTS Article The Minnesota Correctional Education Foundation raises money so that inmates in Minnesota prisons can take college courses. Fundraising for this foundation is not an easy task.

Closing Remarks: Blue Sky Thinking
CURRENTS Article Fundraising campaigns conjure dreams of impressive new facilities, new educational attainments, and other lofty goals. Guilford President Kent John Chabotar says, by all means, consider high-reaching ideas and set ambitious goals--just ensure that they are supported by sound strategic planning. Chabotar shares some of Guilford's approaches leading to success.

First Seating
CURRENTS Article Despite the news of multimillion dollar and even billion dollar campaigns, many public institutions are just now planning their first-ever capital campaign. They face challenges such as lack of fundraising experience and resources, underdeveloped major and planning giving programs, and more. Author Bruce Matthews discusses real-world case studies illustrating approaches that proved to overcome these challenges.

On Board
CURRENTS Article Before you launch a major campaign, you need to ensure that your institution's board is capable, proactive, and motivated to support campaign goals. The author, a campaign strategist, describes how board members' commitment at a college and two independent schools made a huge difference in achieving fundraising goals. The boards' participation also helped connect the institutions with their alumni and the community.

Brand Opening
CURRENTS Article Branding campaigns are typically driven by enrollment goals. But major capital campaigns offer an institution a terrific opportunity to define, position, and enhance its brand in another marketplace: that of alumni, donors, friends, and prospects who will make the gifts that allow the institution to achieve its broader strategic goals.

Away They Go?
CURRENTS Article Donor fatigue is real, even if your institution hasn't experienced it yet. Development officers talk about how they define the issue and keep it from becoming a problem.

Campaign Fatigue Syndrome
CURRENTS Article As more campuses conduct capital campaigns more often and for more money, campuses face challenges in keeping not just donors but staff members from getting burned out. This article examines how continuous campaigns contribute to staff fatigue and burnout and explores how staffers often, after a successful campaign, leave for another institution (to run another campaign); how staffers gain momentum when they are always in campaign mode; how can campuses keep staffers happy and motivated.

Advance Work: Gifted Fundraising
CURRENTS Article A donor at William Penn Charter School created a $1 million endowment to fund the development office.

As the World Turns
CURRENTS Article Development is a relatively recent activity in European independent schools, which have unique cultural and historical challenges regarding fundraising. This article describes what the challenges are and how several schools abroad are overcoming them. One important strategy is having a strong development team made up of the head of school, the board chair, and the development director. Each has a specific and critical role to play.

Clicking With Donors
CURRENTS Article Online fundraising is growing exponentially--not only more gifts but larger ones as well. It is not just about the money, however. The Internet makes giving easy, but it is also helping build relationships with donors. This article looks at the state of online fundraising overall and how it is being done at specific institutions. The author talked with experts in online fundraising, and the article offers practical advice on what to do before you launch or expand online giving capabilities at your institution.

Advance Work: Hard Act to Follow
CURRENTS Article This article examines one independent school's successful faculty giving campaign.

Messaging Donors
CURRENTS Article Generic mass mailings won't receive the response rates you seek. Your fundraising messages have to resonate with donors personally. Just make sure you know your donors well. This article describes some simple, affordable tools you can use to target your communications efforts.

Philanthropy for Research
European Commission
Report In most European countries, with the exception of the UK, philanthropy does not focus on research. However, successful experiences show that philanthropy could help fund research, particularly in areas with important benefits for society such as health-related research. This page links to several European Commission reports and documents that support raising philanthropic dollars for research, including "Giving More for Research in Europe: the Role of Foundations and the Non-Profit Sector in Boosting R&D Investment" and "Engaging Philanthropy for University Research: Fundraising by Universities from Philanthropic Sources."

The Hidden Asset
CURRENTS Article This article unlocks the door to a seldom-seen source for gifts. The author, an expert in business notes, explains how to find these assets, discuss them with donors, and factor in the tax implications.

From Minority to Majority
CURRENTS Article Fiscal stability is their biggest challenge, say leaders at historically black colleges and universities. In the past, development offices lacked staff, technology, and other resources. To remedy the problems, the Kresge Foundation awarded grants to five HBCUs selected from a pool of applicants. Using these funds, the participating institutions improved their advancement operations systemwide, resulting in a huge increase in funds raised, more sophisticated technology, better database records, and better trained development professionals. This article imparts the lessons of the initiative of benefit to all HBCUs.

A League of Their Own
CURRENTS Article The 2006 Circle of Excellence award winners profiled in this article are hitting it out of the park. This article describes a few of the grand gold and gold medal award winners.

The DNA of a Successful Major Gift Team
CURRENTS Article Teamwork is essential in a major gift office. Camaraderie and congenialty are important. But first you have to build the appropriate infrastructure—the culture, communications, expectations, feedback, technology, and learning. Then success becomes part of your genetic code.

Closing Remarks: The World's Largest Gift
CURRENTS Article Warren Buffett's $31 billion gift to the Bill & Melinda Gates Foundation reminds us that there are universal truths to fundraising, that are unrelated to the size of the gift.

Advance Work: Blast from the Past
CURRENTS Article After the creation of the U.S. Department of Homeland Security, the University at Buffalo developed a series of visually interesting postcards to inform government and funding leaders about its security-related research.

Advance Work: The Gold Standard
CURRENTS Article The U.S. Southeastern Conference institutions are intense athletics rivals. Now they are channeling that competitive spirit to encourage their young alumni to give to the annual fund.

Advance Work: Dollars & Scents
CURRENTS Article Ohio Wesleyan's Class of 1954 raised $200,000 to restore a sulphur spring that had fallen into disrepair.

Fundraising Programs - Campaigns: University of LaVerne - Gold Medal
Best Practice In February 2004, the University of LaVerne received a $4 million conditional challenge that required raising another $12 million in cash and cash pledges over a 21-month period. Funds from the Abraham Challenge Campaign were used to build a campus center.

Fundraising Programs - Corporate and Foundation Programs: University of Miami - Gold Medal
Best Practice In 2006, the University of Miami won a Gold Medal for its Citizens Board–a voluntary organization of prominent business and professional people who strive to encourage community and financial support for the University. It promotes community understanding of the university’s plans, activities, and local impact; enlists active support for the institution’s fundraising goals; and seeks monetary contributions from business and professional communities. Since 1946, the board has raised more than $187 million toward various university fundraising goals.

Fundraising Programs - Annual and Regular Giving Programs: The Web School - Bronze Medal
Best Practice In 2004, the Webb Schools launched the Gallagher Family Leadership Challenge as part of a revamp of the schools' annual fund leadership giving program.

Advance Work: More from Less
CURRENTS Article The Council for Aid to Education's survey, Voluntary Support of Education, showed that in 2005 financial contributions increased but the percentage of alumni making gifts declined.

Advance Work: Teach Them and They Will Come
CURRENTS Article A new company, SportSpectator, is offering sports brochures that can engage parents in institutions' athletics programs--and raise money.

No Leaf Unturned
CURRENTS Article Research consultants helped the advancement team at University of Wisconsin-Superior think of their development efforts as a small business and showed them how to grow it, even with limited staff and resources.

Gifts Are in the Details
CURRENTS Article Advancement researchers are helping development officers not only identify prospects more efficiently, but also analyze fund-raising efforts for more successful campaigns.

Online Gift Donor Profile
Blackbaud
Report Blackbaud Analytics (now Target Analytics, a Blackbaud Company) launched a study of online gift donors and their giving trends in 2005. This paper, published in May 2006, presents the study's methodology, findings, conclusions, and data.

Advance Work: Moving Technology
CURRENTS Article Kenyon College e-mailed a stirring Flash presentation called “Remember” to people who hadn’t contributed to the annual fund. The presentation featured images from the college’s history, with the alma mater playing in the background. In the days following the appeal, the college received more than $40,000 in online gifts--as well as an impressive amount of positive feedback.

The Pluto Principles
CURRENTS Article The quest for the planet Pluto teaches the need for persistence, research, strategic planning, and thinking out of the box--and why it's smart to sweat the small stuff. Astronomers discovered Pluto's existence by noticing wobbles in nearby planets. So if something in your development programs appears a bit off, it bears looking into. The discovery will be donors who want to make larger and more meaningful gifts.

Cultivating Young Sprouts
CURRENTS Article Millennials are arriving on campuses with a strong sense of engagement and looking for ways to serve the community. They want to connect to something larger than themselves, but they either aren't receptive to fund-raising efforts or they feel their money can do more good at the grassroots level. Development professionals need to capitalize on their desire and get them involved in giving to their institutions while they're still undergraduates. One way is to foster communication and working relationships among development, alumni relations, and student affairs. The article describes several successful and creative cultivation and education programs at various institutions that take a collaborative approach.

Mass Produced
CURRENTS Article In the often harried world of institution advancement, e-communications can easily become a victim of project complacency, with e-mail appeals and newsletters turning into just-get-it-out-before-deadline pieces of communications collateral. But with rapidly improving technology and audiences that are increasingly becoming moving targets, it is essential for campus communicators to discover new ways to use e-mail, the Web and dynamic content to appeal to our constituents, and to embrace the notion that integrating technology is an investment, not an expense. Using examples from the North Carolina School of Science and Mathematics, this article addresses ways to ensure e-mail appeals stay fresh and effective and discusses reassessing content and ideas prior to hitting the send button.

By the Numbers
CURRENTS Article To identify what gets measured in fund-raising efforts, Bentz Whaley Flessner surveyed about 4,700 development managers and major gift officers on their expectations regarding number of phone contacts, number of face-to-face visits, and other metrics. The findings provide a snapshot of what's going on in the field and serve to establish some baselines for performance management.

Beyond Metrics
CURRENTS Article A baseline of metrics provides a foundation for the performance evaluation of major gift officers and programs. Then it's possible to move beyond the numbers to achieve transformational gifts. A wide range of perspectives from an advancement headhunter to a chief development officer paint a more complete picture of how to develop "big idea" major gift efforts.

Advance Work: Time Now Goes By
CURRENTS Article After 131 years and a relatively quick capital campaign, the University of Arkansas now has a clock in a signature building on campus.

Advance Work: Bet on It
CURRENTS Article A couple of institution presidents dared their alumni to meet annual fund targets and paid the price when alumni met those goals.

Circles of Engagement
CURRENTS Article This article describes groups called giving circles, in which the members pool their funds and decide where to allocate them in their communities. The giving circles described in this article, each unique in design, also vary in their focus. These giving circles are made up of women, for whom this is often their introduction into philanthropy.

AdvanceWork: With This Gift, I Thee Wed
CURRENTS Article Maryville College developed the Calvin Duncan Society, named for one of its loyal donors who attended when the college reopened after the Civil War, to encourage class gifts and annual giving. Society members receive silver bookmarks and other gifts when they reach certain milestones, such as five years of continuous participation.

Do Unto Others
CURRENTS Article This article describes the DISC method of categorizing personality types according to: dominance, influence, steadiness, or compliance. Once you know yours and someone else’s personality type, the author argues, you can use the platinum rule in dealing with them: Treat others as they would like to be treated, rather than the Golden Rule (treat people as you would like to be treated).

Extraordinary Success
CURRENTS Article This article considers how Berea College exceeded its campaign goal by staying focused on qualities that are unique to Berea.

Our Measures, Ourselves
CURRENTS Article Don't measure success in corporate and foundation relations solely by dollars raised or proposals sent, the author argues. Instead, measure CFR officers' interactions with faculty and deans, the number of solicitations advanced, and the appropriateness of the contact between the funder and the institution.

A Different Beat
CURRENTS Article Corporate and foundation fund raisers worry that development managers have little understanding of the value or nature of their work, leading to limited career advancement opportunities and misguided performance measures. They point out, however, that the skills needed to succeed in CFR often give the CFR officer a better understanding of the campus and closer ties to deans and faculty that can benefit the entire advancement office.

match.org
CURRENTS Article The author compares the process of finding a good corporate or foundation funder to that of dating. In both, it's important to know when to make the first move, to be yourself, and to not give up after facing rejection.

Advance Work: Web Leverage
CURRENTS Article Nonprofit Web sites influence donors' decision whether to make a gift, according to a 2005 survey. Of the donors surveyed who visited a nonprofit's Web site before making a gift, the majority said that doing so had some or a significant impact on their decision to give.

Cream of the Crop
CURRENTS Article This article profiles a few of CASE's 2005 Circle of Excellence award winners in the fields of fund-rasing, special events, campaigns, marketing, alumni programs, stewardship, and advancement services operations.

Success Within Reach
CURRENTS Article Phonathons are an opportunity to connect students and alumni who share a passion for the institution. But to communicate that passion, first you need to recruit the right students, train them on the mechanics of calling and the messages you want conveyed, and motivate them to give their all—even when you can't pay them much. The author describes the hiring, training, and motivation tactics she used to turn around poor-performing phonathons at Ball State University and the University of South Carolina.

AdvanceWork: Spamalot?
CURRENTS Article Communicating with constituents via e-mail has gotten harder now that so many e-mail users have installed spam-filtering programs on their computers. Experts cite several strategies advancement officers can use to strengthen the legitimacy of their electronic messages.

Motive Operandi
CURRENTS Article Author Cindy Sterling conducted research concerning gender differences in planned giving at small liberal arts colleges in the Northeast. Among other things, Sterling quantifies the amounts and types of planned gifts women and men make, explains why women made their giving choices, and suggests strategies planned giving officers can use to strengthen their solicitation efforts. A sidebar identifies key planned giving terms with which all development officers should be familiar.

AdvanceWork: Rich in Spirit
CURRENTS Article According to the Catalogue for Philanthropy’s 2004 “Generosity Index,” Mississippi is the nation’s most generous state and New Hampshire is the least generous. The rankings are based on the Catalogue’s review of 2002 Internal Revenue Service personal income tax returns and subsequent ranking of each state’s average adjusted gross income and average itemized charitable contributions.

Talking Points: British Advancement Comes of Age
CURRENTS Article In May 2004, the UK government's Task Force on Voluntary Giving released "Increasing Voluntary Giving to Education," commonly referred to as the "Thomas Report." The report, which offers a road map for advancement in the UK for the next 10 years, is based on the premise that voluntary giving helps institutions achieve excellence and is not a substitute for public funding. The report examines, among other things, the giving culture in the UK and the United States. It also looks at how to create an asking institution and a giving culture and outlines 11 specific recommendations.

Striking a Chord
CURRENTS Article Campuses that have successfully solicited faculty and staff gifts point to two helpful strategies: (1) giving employees flexibility in how they make gifts, and (2) cultivating a sense of campus community. This article explores these and other strategies development officers can employ to increase faculty and staff giving at their own institutions.

AdvanceWork: Managed Philanthropy
CURRENTS Article Last fall the U.S. Internal Revenue Service approved a new planned giving vehicle that allows donors to manage how their gifts are invested for up to 10 years. Developed by Winklevoss Consultants, the Donor Managed Investment Account program will likely appeal to donors seeking flexibility, accountability, and control in their giving.

Price Check
CURRENTS Article Many in development say measuring and reporting the cost of fund raising is a vital issue, while others contend it's overblown--that donors don't care about the return on investment of the money they contribute. This article explores why the cost of fund raising is so difficult to measure and compare among institutions, why it matters, and what factors campuses are counting in their expense totals.

AdvanceWork: A Nurturing Nature
CURRENTS Article Women are inclined to take care of those they love--a reality Lynne Marie Kohm says planned giving officers should bear in mind as they cultivate female planned giving prospects. Kohm, a law professor at Regent University, is author of the recently published planned giving primer, “Estate Planning Success for Women.”

Closing Remarks: Global Lessons
CURRENTS Article Contrary to popular belief, Americans did not invent education fund raising. Instead, they turned into a profession the centuries-old practice the British called "benefaction-chasing." The author reflects on how things have changed since the early 1990s, when Europeans were eager to learn "American-style" fund raising. Today, with the rapid pace of advancement innovation outside North America, the rest of the world may soon beat the United States at its own game.

All Hands on Deck
CURRENTS Article Turnover can create havoc in an advancement office, leading to holes in the institutional memory and breaking fragile links between donors and the institution. The advancement staff at the University of Massachusetts Lowell has reinvented its operations to create a team approach that strengthens long-term relationships and focuses staff members on securing cash gifts, especially major gifts. Using a structure of four interdisciplinary teams, advancement officers focus on offering relevant alumni programs and services, meeting face-to-face with donors, involving all staff members in gift cultivation, and maintaining an attitude of mutual respect across advancement.

In Search of …
CURRENTS Article Since their debut in 1954, corporate matching gift programs have generated billions of dollars in gifts to nonprofits (including education institutions). Regarded by some development officers as “free money,” matching gift programs help companies of all kinds demonstrate corporate citizenship, improve employee relations, promote broad-based philanthropy, and make giving flexible. This article examines the latest trends in corporate matching gift programs--what’s working, what isn’t, and what’s next.

AdvanceWork: Less Is More
CURRENTS Article The NewTithing Group has reported that wealthier donors tend to give a smaller percentage of their total wealth to charitable interests. Its study of U.S. Internal Revenue Service tax filings for 2001 found that the "middle rich" and "upper middle class"--those making between $200,000 and $10 million annually--gave away less than 0.5 percent of their total wealth in 2001. Those making less than $200,000, meanwhile, gave an average 1 percent of their total wealth to charity.

All in the Family
CURRENTS Article Campuses are responding to parents' need to be involved and informed in their children's education by engaging them in parent-to-parent fund raising. This article examines why parents are so effective as volunteer fund raisers, how to recruit and train them, and how to best make use of their volunteering.

AdvanceWork: Stars in Their Eyes
CURRENTS Article Alumni of historically black colleges and universities are giving to alma mater in increasing numbers; the average size of their gifts also is on the rise. In May, the Kresge Foundation’s HBCU Initiative held an event to celebrate this unprecedented growth in major gift philanthropy by noncelebrity HBCU alumni and to raise alumni awareness of giving.

Winners at Heart
CURRENTS Article Profiles of 12 winners of CASE’s 2004 Circle of Excellence awards. The winning alumni relations programs offered creative ways to generate revenue, use technology, or support a campus cause. In the development categories, campuses showed how to use flash e-mail annual giving solicitations and speech-writing students to attract donors. Communications winners relied on humor, creativity, and unconventional publications. And top advancement services shops highlighted the importance of identifying top campus prospects, working as a team, and maintaining accurate data.

Politics as Unusual
CURRENTS Article Howard Dean’s quest for the Democratic presidential nomination rewrote the rules of fund raising--and set online giving records in the process. This article examines the lessons education fund raisers can learn from the Dean campaign. Those involved in shaping the Dean strategy recommend that every development office use the Internet strategically, embrace two-way communications, obtain e-mail addresses and keep those address lists up to date, segment and target audiences, leverage supporters as volunteers, and create more urgency by focusing less on long-term and more on short-term campaigns.

Vision Quest
CURRENTS Article What motivates major donors to give? This article goes straight to the source - the donors themselves. Nine benefactors of education institutions of all types talk about why they give, what they hope to achieve with their giving, what they expect from the institutions they support, and what they expect from the campus development officers who cultivate them. Philanthropists are still interested in supporting education, they say, provided the institutions’ needs are real.

The Lay of the Land
CURRENTS Article Education faces an increasingly complex philanthropic environment in which everything from record fuel prices to headline-grabbing accounts of malfeasance can affect what donors think and do. This article examines the political, economic, and social factors affecting giving today and education’s place in donors' priorities list. Trends include more competition for fewer donors; activist giving; new relationships with foundations; and more demands for accountability.

Talking Points: Canning Spam
CURRENTS Article With campuses increasingly relying on e-mail to reach constituents, advancement officers should be familiar with the 2003 CAN-SPAM legislation. This article explains the new U.S. law, including why it was passed and what it seeks to do, as well as specifics about how to comply and penalties for not doing so. Although the legislation doesn't apply specifically to nonprofits, the author recommends that all organizations adhere to well-defined best e-mail practices.

AdvanceWork: An EKG on Education Giving
CURRENTS Article Over the past 25 years, total voluntary support to higher education in the United States has increased more than 700 percent, from $3.04 billion in 1978 to $23.9 billion in 2003. A closer look at the Council for Aid to Education’s “Voluntary Support of Education Survey” reveals significant long-term gains in both alumni and foundation giving, despite the 14 percent drop in alumni giving that occurred in 2002.

Give and Let Give
CURRENTS Article Charitable gift annuities are a great tool for shepherding planned gifts to an institution, but unfortunately, few people fully understand how they work. The author, a director of gift and estate planning with 19 years of banking experience, explains the basic structure of a charitable gift annuity, predicts the future giving habits of CGA donors, and offers guidelines for marketing the CGA option to prospects.

Increasing Voluntary Giving to Higher Education: Task Force Report to Government
Report Often called the Thomas Report in reference to Eric Thomas' role as chair of the Task Force on Voluntary Giving to Higher Education, this key report from May 2004 sets forth the UK Government's proposals for building fundraising infrastructure and increasing voluntary giving to higher education.

AdvanceWork: Think Charity, Not China
CURRENTS Article The Web site Whatgoesaround.org allows users to create a registry of nonprofits they support. Their friends and family can go on the site to make online gifts to the selected nonprofits in the same way they might use a bridal or baby registry. Institutions might promote the site as a way for alumni to encourage gifts in their honor to alma mater.

AdvanceWork: The Other Campaign
CURRENTS Article New data allow the public to track giving to U.S. national political campaigns in greater detail than ever. As of February 2004, people who work in education had given more than $3.8 million to major party presidential candidates, with Republican President George W. Bush and Democrat Gov. Howard Dean neck-and-neck in fund raising from this sector.

From Soup to Nuts
CURRENTS Article The advancement office of the University of California, Irvine, faced a daunting task: Develop an online giving site in less than two months. This article chronicles the evolution of UCI eGiving from an administrator mandate to a viable mechanism that collected more than $25,000 in online gifts in December 2003. Behzad Zamanian, eGiving's systems architect and project manager, details the steps his team took to complete the project on schedule, the changes they made to enhance the site's usefulness, and the lessons he and his colleagues learned in the process.

A Tale of Two Strategies
CURRENTS Article Increasingly campuses want to give donors the option of online giving. This article outlines the needs assessments that advancement officers should conduct before they decide whether to outsource site development or manage it in house. Oakland University used a vendor to build and operate its online giving site, while the University of Missouri, Columbia, did it in house. Leaders from both campuses share their experiences, identifying the advantages and disadvantages of each approach.

Name that Campaign III
CURRENTS Article Bernice Thieblot, founder and president of North Charles Street Design Organization, has updated one of CURRENTS' most requested articles, "Name That Campaign." For the third time in 25 years, Thieblot has compiled a three-column list of verbs, adjectives, and nouns campus leaders frequently combine to create campaign names.

All in a Day's Work
CURRENTS Article Campaigns are part of campus life. This article presents a broad picture of a day in the life of an education institution campaign. It gathers details from campaigns at various institutions to create a broad portrait of a campaign as an enterprise and features a diversity of institution types, roles within the advancement office, campaign phases, and experiences--from the mundane and tedious to the exciting and momentous.

Dollars and Sense
CURRENTS Article Institutions of all types tend to focus on the dollar goals associated with a campaign--often to the detriment of other goals. Nonmonetary benefits of campaigns include improved perceptions of the institution, brand building, enhanced relationships, increased voluntarism, sharpened institutional priorities, sustained investments in communications, and the creation of a sense of forward progress.

Leaps and Bounds
CURRENTS Article Although capital campaigns often don't have a specific role for alumni associations, they don't have to remain in the shadows. Alumni officers can have a great effect on the current campaign--and build momentum for future ones--by taking a more targeted look at staffing needs, homecoming and campus events, advocacy efforts, alumni programming, and market research strategies.

Global Expansion
CURRENTS Article Capital campaigns in the UK and continental Europe are similar to those conducted in the United States--with a few striking differences. Along with their U.S. counterparts, campuses outside North America have relied heavily on campaign gifts from alumni and traditional giving pyramids. European campuses, however, have a different view of giving goals and campaign volunteers. This article takes a closer look at the history of and trends in capital campaigns outside the U.S. and how alumni, campus CEOs, volunteers, and foundations play a role in international advancement.

The Right Shift
CURRENTS Article Delivering campaign messages--both ongoing identity messages and those specific to the campaign--is a topic of much debate among advancement professionals. Among their major points of discussion--and the issues this article addresses--are the strategic purpose of campaign communications plans, the key communications strategies to support campaigns, the most important messages to communicate during a campaign, the most effective delivery techniques, and how important relationships among communications and fund raising staff members are in executing an effective campaign communications program.

Peaks and Valleys
CURRENTS Article Can education institutions sustain big campaigns and everything that is involved with them? Reflecting on the University of Colorado's recent seven-year, $1 billion campaign, author Myrna Hall explores the proliferation of ambitious capital campaigns and the abundance of opportunities and obstacles they present.

AdvanceWork: Holding Steady
CURRENTS Article A spring 2003 survey of U.S. consumers revealed that the percentage who say they give to education remained constant at 27 percent from 2002 to 2003, a reassuring finding.

Never Say Never
CURRENTS Article Is it worth the development office's time and money to keep soliciting those with no history or a dormant history of giving to alma mater? What are the pros and cons of continually trying to build relationships with inactive prospects? Experts say institutions should never completely abandon their never-givers, but should have realistic expectations for return on investment.

AdvanceWork: Giving Begins at Home
CURRENTS Article The University of Minnesota and Florida State University both saw campaign successes close to home with notable gifts from faculty and staff. Minnesota's campaign raised $67 million from current and former employees, while FSU's president pledged an estate gift worth $7.5 million toward that university's campaign.

Creating a New Comfort Zone
CURRENTS Article University of Pennsylvania assistant professor Marybeth Gasman has devoted her professional life to researching issues pertaining to African-American philanthropy. This article explores the big-picture issues that all fund raisers need to understand to build mutually beneficial relationships with their black constituents.

Beyond Borders
CURRENTS Article Have fund raisers begun tailoring their appeals to minority major gift prospects, and to what effect? This piece shares the insights of consultants and development officers from predominantly white institutions who have enjoyed some success in cultivating black, Hispanic, and Asian donors.

AdvanceWork: Rivalries Revisited
CURRENTS Article Eleven campuses in the Big Ten Conference encourage young alumni giving by competing each year in the Big Ten GOLD Challenge. The contest pits participating campuses against each other to determine whose young alumni are most generous. A Web site tracks each class's giving percentage. Participants include Penn State, Ohio State University, Purdue, and others.

Good Will Hunting
CURRENTS Article Corporate-academic partnerships are built on three concepts--mutuality, process, and personal relationships--which determine their ultimate success or failure. Authors Cumberland and Jessup argue that a corporate-academic partnership cannot prosper unless both sides have something to gain, have clearly delineated goals, and are nurtured by staff who understand what's at stake.

AdvanceWork: Sitting Pretty
CURRENTS Article Affluent individuals require a minimum of $1 million to $10 million in assets to feel financially secure, according to the "Wealth & Values Survey 2003" conducted by Community Foundations of America and HNW. Major gifts officers must therefore work even harder to convince these prospects that they can afford to support charitable causes.

Competing Interests
CURRENTS Article Athletics development and institutional development are stronger when they’re integrated. Coordinating athletics fund raising with the institutional development office results in fewer and more targeted solicitations, allows athletics to benefit from institutionwide strategic planning and activities, and enhances donor stewardship. Like other gifts, athletics gifts benefit the “greater good”--the campus itself.

Introduction to Capital Campaigns
Craig T. Chindemi
Conference Presentation This presentation explores key definitions, principles and techniques for capital campaigns.

Mining for Gold
CURRENTS Article Profiles of 12 CASE Circle of Excellence 2003 winners. Member institution nominees were judged on the creativity of their alumni relations, communications, and development initiatives, including alumni publications, reunions, constituency giving, stewardship, and alumni relations programs. Profiled winners include Brigham Young University/University of Utah; Columbia College Chicago; Georgia Tech Alumni Association; Goucher College; Imperial College London; the Institute for Shipboard Education; Lehigh University Alumni Association; Monroe Community College Foundation; Pennsylvania State University; the University of Chicago; the University of Iowa Alumni Association; and the University of Miami.

AdvanceWork: Attention, Sports Fans
CURRENTS Article eBay's "Stay True to Your School" campaign allows college sports enthusiasts to bid on memorabilia and unique football-related experiences. A related contest will award a scholarship to a campus whose items generate the greatest sales.

AdvanceWork: Hanging Up on Alma Mater?
CURRENTS Article Even though charities, including education institutions, are exempt from the bulk of the Do Not Call Registry, phonathon callers are likely to get some complaints and inquiries as the new law takes effect. Communication with alumni and other prospects and scripts for responding to such complaints will help ease frustrations.

Leap of Faith
CURRENTS Article Annual giving volunteers need to feel that their efforts are appreciated and that their contributions are making a difference. As Phillips Exeter Academy's development officers discovered, engaging volunteers by raising expectations can result in higher enthusiasm and greater fund-raising success.

AdvanceWork: Planned Giving Gets a Boost
CURRENTS Article A new alliance of American, Canadian, and European planned giving organizations is providing support to fund raisers around the world as they seek to launch new planned giving groups or improve cultural understanding and government support of charitable giving.

AdvanceWork: Web Watch
CURRENTS Article A roundup of new and notable Web sites includes ones that provide nonprofit tax forms to the public, language translation assistance, news on philanthropy and higher education, and a dictionary of fund-raising terms.

Young Alumni and Senior Class Gifts
Fritz Schroeder
Conference Presentation This presentation outlines topics to consider for fundraising from the senior class and young alumni.

Globe-Trotting
CURRENTS Article As the world shrinks, the ideas, knowledge, traditions, and transactions affiliated with advancement cross borders with increasing ease. To better understand why institutions worldwide are launching or strengthening advancement operations, CURRENTS talked with five experienced pros about how globalization is changing the way they engage donors, serve alumni, and communicate with stakeholders. Part of the issue focus on five forces shaping advancement.

AdvanceWork: Net Income
CURRENTS Article Donors continue to remain wary of online giving, but they indicate that security guarantees, better technology, and increased education and awareness might lessen their concerns. A UCLA study reports slight declines in both online privacy and credit card security concerns in 2002. Still, don't expect online giving to trump more personal fund-raising efforts any time soon.

Swell Returns
CURRENTS Article Like large institutions, small colleges and independent schools can approach reunion giving as a mini-campaign that combines annual and capital giving over several years. This requires careful goal setting and timing, effective volunteer recruitment for the reunion gift committee, and thoughtful attention to how to make the gift suit the unique character of the class. This article is of special interest to development officers who handle reunion, annual, campaign, and major gifts and recruit class-related volunteers, and of some interest to prospect researchers.

AdvanceWork: Creating Young Philanthropists
CURRENTS Article Teenagers learn the value of giving their time, money, and skills with the help of Giving Nation, the school-based portion of the Giving Campaign, a United Kingdom initiative to promote charitable giving. The program uses a Web site and a curriculum package for teachers to develop the desire to give. This Advancework item is of interest to development and public relations officers who want to promote philanthropy.

The Science of Attraction
CURRENTS Article Annual fund directors are starting to use market research to better understand what populations of donor prospects will respond to, target more accurately, and cut the cost of mail and telephone campaigns. This article covers what well-crafted focus groups and surveys can uncover and steps to doing research. Also included is a short article on how to get valid research results. This article is of interest to annual fund directors and advancement services staffs who work with development communications.

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.

Closing Remarks: Crisis of Confidence
CURRENTS Article Three research reports--from the Brookings Institution’s Center for Public Service, the Chronicle of Philanthropy, and Independent Sector--indicate that public trust in the charitable sector is declining in the United States. The sector’s complacent reaction suggests a lack of willingness to deal with the problem or even conduct more rigorous research. To fortify public trust, the author suggests three basic strategies. This Closing Remarks column is of interest to advancement managers in all disciplines.

AdvanceWork: Charity Begins at Work
CURRENTS Article In an effort to encourage more private sector philanthropy, in January 2003 the Australian Tax Office agreed to let workers make charitable donations through pretax payroll deductions. The program lets donors realize the benefits of giving immediately rather than after they file their taxes. This Advancework item is of interest to development and advancement services officers who want to develop giving incentives.

Bright Ideas for Dark Times
CURRENTS Article Ten creative ways to battle fund-raising budget cuts include starting to plan the next campaign, evaluating cost per dollar raised, concentrating on prospects with the greatest potential, segmenting appeals, and striving to keep morale up. This article is of interest to advancement managers and managers of campaigns and annual and major gift programs.

Respecting the Collections
CURRENTS Article Development officers must work closely with special collections librarians to solicit appropriate gifts of rare books, manuscripts, photos, and artifacts. Getting the right gifts means understanding the library’s niche, the additional concerns that come with gifts-in-kind, and why librarians chafe at having to do special exhibits for cultivation and recognition. This article is of interest to major gift officers, fund raisers for libraries and special collections, and advancement service professionals who deal with gift acceptance.

Goals and Assists
CURRENTS Article Prospect researchers and development officers must form a partnership to identify potential donors' ability, interest, and desire to give. This article provides three guidelines for building a productive relationship and includes a table showing the differences in the information that researchers and development officers are likely to uncover. This article is of interest to development officers and prospect researchers.

AdvanceWork: Roaming for a Gift
CURRENTS Article As cell phone use continues to rise, phonathon managers must acquire prospects' mobile numbers and learn alumni preferences on which number to call. This Advancework item is of interest to phonathon organizers and annual-giving directors.

Closing Remarks: Mad Money
CURRENTS Article In this humorous parody of a fund-raising call report, a fictional development officer misses cue after cue from a top donor prospect. This Closing Remarks column is of interest to fund raisers and advancement services professionals who work on donor relations, cultivation, and call reports.

Career Path: Out of the Shadows
CURRENTS Article Annual giving jobs are no longer mere stepping stones to major gift positions. Instead, annual fund professionals are gaining new respect for their skills with statistics, data mining, market research, customer and volunteer relations, and more. This Career Path column is of interest to annual giving professionals, development managers, and major gift officers.

Forever in Your Debt
CURRENTS Article Heavy student loan debt can make young alumni feel they can’t afford to make a gift. The author explores trends in student debt and proposes four strategies for addressing the problem in appeals to young alumni. This article is of interest to annual giving officers and development and alumni professionals who work with young alumni.

The Mechanics of Venture Philanthropy
CURRENTS Article The new field of venture philanthropy, with its entrepreneurial, take-charge mindset and emphasis on quick, measurable results, can sometimes seem a poor match for educational institutions. But some development offices have successfully set up venture funds that allow their campuses to benefit from this new way of giving. Prerequisites are sufficient numbers of alumni interested in venture philanthropy and willingness on campus to give the approach a try.

AdvanceWork: Friends in High Places
CURRENTS Article Theological centers must rely on other donors when alumni have taken vows of poverty

AdvanceWork: Looking for Tunes to Rally Your Callers?
CURRENTS Article Check out these selections.

A Delicate Balance of Leadership
CURRENTS Article In an interview with CURRENTS staff, the president of New School University, former senator Bob Kerrey, discusses his efforts to advance the university. The article should be of particular interest to CEOs, CAOs, and others interested in a campus president's role in fund raising.

Defining the Institution's Values
CURRENTS Article Campuses can find themselves in an ethical dilemma when some constituents object to the actions of a current or prospective corporate donor. Hanson suggests several questions campuses should ask themselves when they define their values, develop gift acceptance policies, and deal with objections to a donor or gift. This article will interest corporate relations officers, principal gifts officers, and other development staff concerned with corporate relations or questions of fund-raising ethics.

Keeping Good Company
CURRENTS Article Recent business scandals highlight the tensions that can arise between institutions and corporate donors or partners. The authors recommend establishing a committee to identify and articulate the institution’s ethical principles, which should guide gift acceptance, and they provide advice on directing the committee’s work and handling crisis situations. This article will interest corporate relations officers, principal gifts officers, and other development staff concerned with corporate relations or questions of ethics in fund raising.

Mending Student Discontent
CURRENTS Article Alumni still carrying grievances from their student days can be turned into enthusiastic donors if development officers listen to and address those grievances. Development officers should also be alert to the dissatisfactions of current students, and can try to collaborate with other campus departments to improve the student experience, in order to cultivate future donors.

Talking Points: For All You're Worth
CURRENTS Article Although you know how much money you make, it's hard to measure advancement officers' worth to their institutions, and to demonstrate that the institution is receiving a good return on its investment in you. Lippincott, CASE vice president for communications, outlines some crucial principles for measuring and reporting advancement's performance.

AdvanceWork: The Power of Planned Giving
CURRENTS Article Debunk these five common misconceptions to gear up this valuable area of development

Plotting Online Gift Strategies
CURRENTS Article Online gifts amount to less than 1 percent of total fund raising at most institutions. Many development officers say they are hesitant to jump to conclusions regarding their current returns or invest any further in the venture until more data is available. Overall strategies are in a holding pattern. This article answers the salient question, "Now what?"

AdvanceWork: Believe the Hype
CURRENTS Article Kansas State doesn't need to pay telefund callers when it's got loyal students

Pulling Their Own Purse Strings
CURRENTS Article Over the last decade, women have made significant strides in accumulating their own wealth. As they’ve learned more about finance, they’ve become more confident in their ability to make decisions, including decisions about philanthropy. Advancement officers can better court women by understanding their attitudes and knowledge about wealth.

Weighing Dollars with Sense
CURRENTS Article The central purpose of development offices is to raise money. But to measure their effectiveness based solely on rigid dollar figures would be shortsighted, say many chief development officers. Some of these forward-thinking managers now assess the effectiveness of their operations by how well their efforts support the institution’s mission and goals, develop new and long-term relationships with potential donors, and move prospects and donors toward greater participation in the institution.

AdvanceWork: Patriot Games
CURRENTS Article This AdvanceWork item discusses advancement officers’ concerns about a last-minute provision added to the USA PATRIOT Act of 2001. The provision requires the Federal Trade Commission to promulgate rules addressing fraudulent charitable solicitations. Long notes, however, that the FTC has no authority over nonprofit and charity organizations, and concludes that the new law has few implications for education fund raising.

Pound for Pound
CURRENTS Article The British people have deeply conflicted attitudes about giving. They have always believed that giving should be an altruistic and spontaneous act; fundraising is heavily dominated by methods of collecting spare change. However, revolutionary steps are being taken to transform charitable giving and philanthropy in Britain. In July 2001, the Giving Age agenda was set forth with new provisions to expand tax incentives for gifts, reduce administrative impediments, and broaden participation. Early results suggest that the new policies may be taking hold.

A Climate of Uncertainty
CURRENTS Article With the downturn in foundation giving, educational fund raisers must work to maintain relationships with current donors and to seek other funding sources to replace lost gifts. They should also stay abreast of trends in the philanthropic sector, such as funders’ interest in improving access to technology, the development of research on foundation giving, the growing emphasis on strategic grantmaking, and uncertainty about the new model of “venture philanthropy.”

AdvanceWork: A Charitable Neighborhood
CURRENTS Article Another warm and fuzzy lesson from Mister Rogers

Campaign Strategies: Think Locally
CURRENTS Article Regional campaigns can provide focus and momentum to each target area of donors by broadening the scope of volunteer contact and engaging more prospects. Beidleman offers eight tips on incorporating regional campaigns into development projects. The results can be not only more dollars raised, but also higher institutional awareness and new prospects and volunteers.

The Estate Tax Enigma
CURRENTS Article New tax legislation of 2001 is likely to discourage giving by increasing its real costs. This article outlines the relevant changes in income taxes, estate taxes, generation-skipping taxes, and gift taxes, along with the likely consequences of these changes on specific types of planned gifts.

AdvanceWork: Calling All Student Volunteers
CURRENTS Article Campus groups earn cash for their cause through phonathon work

Write-Minded: Proceed with Caution
CURRENTS Article The author offers advice on approaching faculty most effectively via a solicitation letter.

AdvanceWork: Make Your Case
CURRENTS Article Writing facilities case statements that work.

Campaign Strategies: Revising the Blueprint
CURRENTS Article The vice president for development at the Georgia Institute of Technology describes how he and his staff brought structure to a campaign already under way, without interrupting its momentum. Tasks included setting up a prospect tracking system, hiring additional major gift staff, expanding the campaign committee, and setting departmental objectives within the agreed-upon campaign goal.

On the Horizon
CURRENTS Article While many fund raisers hesitate to use e-mail for solicitation, some institutions have launched successful e-mail direct marketing campaigns. The article describes various institutions’ uses of e-mail for fund raising and statistics on its success. Advantages of the method include low cost, broad reach, and an increase in contact with donors. Concerns include depersonalization, increased workload, e-mail’s role in overall communications strategy, and lack of staff training in online strategies.

Outgrowing the Annual Fund
CURRENTS Article Top-level annual donors deserve special attention to maintain their commitment. It’s often best to manage these donors within the annual fund office, but with special cultivation and stewardship methods such as in-person solicitation visits, personal letters, special events, gift clubs, and volunteer opportunities on campus boards or committees. Strategies such as challenge gifts can encourage them to increase their annual donations, and some of them will eventually make major gifts.

Making Peace between Annual and Major Gifts
CURRENTS Article The difference between annual and major gifts lies more in their purpose and their relationship to the donor’s capacity than in their actual dollar amount. To ensure that the annual and major gift programs work together successfully, development leaders must articulate clear donor strategies, use the annual fund to feed the major donor program, and promote the “dual ask”--the practice of asking major donors for continuing annual fund gifts.

Campaign Strategies: Orchestrating a Harmonious Campaign
CURRENTS Article To coordinate a comprehensive campaign within a heavily decentralized organizational structure, University of Virginia officials developed a complex but flexible collaboration model that addressed the development needs of the institution’s 26 separate units. The central development office provided support and services at varying levels for the different units and worked to develop trust and respect.

Talking Points: Grants Today, Gifts Tomorrow
CURRENTS Article To determine how student aid affects giving after graduation, researchers at Vanderbilt University analyzed factors that influence young alumni giving. Data on 2,822 graduates over eight years showed that receiving a need-based scholarship raised a graduate’s likelihood of giving by 12 percent, while need-based loans reduced the probability by the same degree. The amount of aid had no effect.

AdvanceWork: Giving High on the Hog
CURRENTS Article A passion for motorcycles inspired a unique method of cultivating donors.

AdvanceWork: Testing Assumptions
CURRENTS Article One university's challenge to annual giving beliefs provides insight into ask amounts.

Campaign Strategies: The Campaign Isn't Over...
CURRENTS Article The last step in managing a campaign is to compile a final report. A concluding report establishes a starting point for the next campaign and documents the project in a way that can help new team members get up to speed. It may also reveal unfinished tasks that need addressing, provide the basis for donor reports, and serve as a source of statistics for future communications.

AdvanceWork: Giving Is Par for the Course
CURRENTS Article A hands-on lesson in philanthropy for high school seniors

Campaign Strategies: The Benefits of Branding
CURRENTS Article Development officers should use their institution’s brand equity to link a campaign with the positive qualities people associate with the institution. The article describes five steps to help development officers leverage the institution’s identity, mission, and values in campaign communications.

AdvanceWork: Playing Quarters
CURRENTS Article Problem/Solution: One institution's offbeat fund-raising program yields more than pocket change.

Campaign Strategies: An Open Book
CURRENTS Article Duke University campaign staff created personalized notebooks for peer screeners, allowing them to review the names of hundreds of potential contacts. They also asked the screeners detailed questions about each prospect they identified and gave them the opportunity to add other prospect names. The number of new prospects identified through the process was 9,000.

A Steady Ascent
CURRENTS Article Rather than follow the up-and-down cycle of campaign after campaign, fund raisers may want to consider a new approach: an ongoing major gifts effort. The author describes what he sees as the flaws of campaign-based advancement, and suggests that institutions develop continual, mission-based fund-raising programs.

Shifting Gears
CURRENTS Article Cornell University development officers successfully shifted to a project- and team-based approach to fund raising, leaving behind the previous organizational model based around schools and units. This new approach has allowed the university to raise funds for priority projects without launching an institution-wide campaign. As an example, the authors describe the successful team-based effort to fund renovation and expansion of Cornell’s music building.

Values, Vision, "Embodied Opportunities"
CURRENTS Article A principal gifts officer defines six elements to attracting principal gifts. Institutions must define their core values, identify campus priorities that go beyond parochial interests, and let potential donors know the stories behind these priorities. Such stories must resonate with the prospect's own core values. Development officers also must reach out to the prospect's intimate family and friends.

From a Sprinkle to a Shower
CURRENTS Article Once rare, education fund raising has taken off in continental Europe

Campaign Strategies: Worldwide Appeal
CURRENTS Article Making the effort to connect with overseas prospects can help make a campaign a success. The challenge is in finding the right way to make contact and in bridging cultural differences. The author shares his experience working with prospects and donors in Asia.

Phonathon Software 2000
CURRENTS Article This article provides a list of phonathon software programs, with information about vendors, costs, features, and technical requirements.

Meeting the Global Challenge
CURRENTS Article Recent economic and political changes in Mexico hold promise for the nation’s universities, but private fund raising will be crucial to fulfilling that promise. The author provides an overview of the history and current status of higher education and philanthropy in Mexico, and argues that institutions will need to expand their advancement efforts in order to prosper.

Manager's Portfolio: Stranger in a Strange Land
CURRENTS Article For development and alumni relations officers from North America, there are new career opportunities in Europe, where advancement disciplines are rapidly gaining a foothold.

Campaign Strategies: Drawing Together
CURRENTS Article For a campaign to succeed, development officers must make sure that faculty, staff, and students are informed and involved. Strategies include making effective use of campus volunteers, bringing campaign news to everyone’s attention, and tailoring special events to draw diverse campaign constituencies together.

AdvanceWork: Measuring Generosity
CURRENTS Article Worth and Slate magazines print annual lists of leading American philanthropists.

Making the Ask
CURRENTS Article The authors provide faculty members with a detailed description of the steps involved in asking a donor for a major gift. They also explain common fund-raising errors and how to avoid them.

Sowing the Seeds of Philanthropy
CURRENTS Article Academics have an essential role to play in the fund-raising process today, as donors target their gifts more precisely and are more insistent on results. Faculty members are often the best spokespeople for a program, project, or school and can be an important source of prospects themselves. They are coming to see fund raising as a natural extension of their planning and budgeting responsibilities.

Do I Have to Ask People for Money?
CURRENTS Article Faculty at the University of North Carolina at Chapel Hill have become expert fund raisers for their programs by calling on the expertise of the development department. The development staff has even created a special class for professors interested in fund raising.

A Presidential Perspective on Campaigning
CURRENTS Article The retired president of Alfred University reflects on the lessons he has learned across six campaigns, such as valuing volunteers, making connections early on between prospects and the CEO, preparing well for donor or prospect meetings, stressing donor stewardship, and continuing to support advancement even during lean times.

The Roots of Minority Giving
CURRENTS Article Minority-group giving has traditionally consisted of direct assistance from one individual to another, but members of minority groups are increasingly participating in formal philanthropy. The author surveys philanthropic traditions among African Americans, Hispanic Americans, Asian Americans, and Native Americans. She also presents recommendations development officers can use when reaching out to members of these ethnic groups.

Tech Support: Making Contact
CURRENTS Article Most alumni welcome calls from their alma mater, but telephone privacy guards often make it difficult to get through. Annual giving officers can increase phonathon success through savvy use of technology, Web and e-mail communication, and better research.

AdvanceWork: Many Happy Returns
CURRENTS Article As annual giving directors know, getting a donor's pledge is only half the battle.

Closing Remarks: Follow Your Instincts
CURRENTS Article While development officers know that they should cultivate a prospect rather than make an ask on the first visit, sometimes breaking the rules results in success.

Bridging the Gap
CURRENTS Article The development office and the business office often seem to operate at odds with one another, but building a good working relationship is worth the effort. One reason for conflict is that the two sides track income differently. Understanding one another’s approach, assisting one another, and building personal ties can all help advancement and finance officers smooth the waters.

Proceed According to Plan
CURRENTS Article Development officers often don’t create a strategic plan for the annual fund. But doing so can help them develop goals and strategies, plan budgets and timelines, set priorities, built awareness, prevent interference, and create continuity even amid staff turnover. The author outlines the approaches six institutions take to drawing up a strategic plan.

The Unexamined Donor
CURRENTS Article The author argues that annual fund strategies should be based on a careful analysis of donor behavior. Donor participation and donor value, rather than total revenue, are the most important benchmarks. By examining key donor segments and looking at factors like donor retention, lapsed-donor reactivation, new-donor acquisition, donor loyalty, and donor upgrade, annual fund officers can target their efforts far more effectively.

Write-Minded: Easy Reader
CURRENTS Article The article, which discusses ways to make campaign newsletters appealing and informative, will be of interest to campaign staff and publications officers.

Closing Remarks: Corporatization
CURRENTS Article University-industry partnerships are creating a wealth of opportunity, but some institutional constituents are asking whether colleges are selling out, trading independence for money, or putting corporate interests ahead of open inquiry. Encouraging debate on these issues can help sensitize the academic community, which is ultimately responsible for academic vigilance. A good way to begin educating people is to enshrine the fundamental principles of academic freedom in the language of all gift and research agreements. Make accessible on the Web and in print any policy statements addressing academic freedom, conflict of interest, the right to publish, confidentiality, and intellectual property rights.

Campaign Strategies: A "Brand" New Perspective
CURRENTS Article An institution can set itself apart from the competition by focusing on its brand -- its personality, psychology, and attitude. A campaign provides an opportunity to advance brand recognition. To get started: 1) Get internal acceptance for the concept of your institution as a brand. 2) Think of your constituents as consumers and your institution as the product. 3) Tailor your campaign messages to your branding strategy. 4) Be consistent in your marketing messages.

Which Way Is the Wind Blowing?
CURRENTS Article At a three-day conference, university development officers, consultants, and corporate and foundation representatives discussed the outlook for corporate and foundation giving.

AdvanceWork: Throwing in the Towel
CURRENTS Article When the 1999 school year began and the team didn't have uniforms, it needed to come up with the money fast in order to play in the first game of the season — just three weeks away.

AdvanceWork: Behind the Numbers
CURRENTS Article One development officer takes his fund-raising goals to heart

Campaign Strategies: Clearing a Path to Success
CURRENTS Article Stockdale, advancement director of the Webb Schools, describes four strategies the schools used to overcome unpleasant memories from a previous campaign and complete a new $21.5 million campaign. Stockdale advises: 1) Don't be afraid to break new ground. 2) Find leadership givers. 3) Stay focused on the objective. 4) Use resources wisely.

Campaign Strategies: Plot Your Course
CURRENTS Article The key to planning content for a campaign newsletter is to break pages down into smaller, well-defined parts that reside in specific places in the layout. An issue map -- a list of the categories each issue will contain -- might include such elements as a lead story, other features, sidebars, photos, departments, shorts, follow-ups, promotions, advertisements, and gift lists. Thumbnail sketches of the pages can show what goes where and how much copy is needed for each category.

So Much Better?
CURRENTS Article The supporting organization -- an entity that supports other public charities through grantmaking or other activities -- has emerged as a hot trend in planned giving and a popular alternative to outright gifts, private foundations, and donor-advised funds. The article summarizes the types of SOs and their various legal restrictions. For the donor, an SO offers such advantages as greater tax deductibility, opportunities for family involvement, increased asset control, fewer regulations compared with private foundation management, and close ties to the donor's personal philanthropic goals and family name. Campuses can realize such benefits as larger gifts, irrevocability, closer links with donors and their families, and a relatively small degree of competition.

Shades of Gray
CURRENTS Article Criticism from the media, the IRS, and the courts regarding planned gifts can lead to increased regulation, often to the detriment of nonprofits. Three gift-planning veterans -- Charles Collier, Pamela Davidson, and Doug White -- discuss current planned-giving issues such as charitable intent, donor control of gifts, going too far to get gifts, incentive pay for planned giving officers, and the relationship between planned giving officers and allied professionals.

Fund Raising on Main Street
CURRENTS Article An annual fund appeal focusing on local business can help affirm and strengthen the institution's ties to the community. The first step is to develop a case explaining why the campus merits support. To identify donors, start with the local chamber of commerce or regional development board. Recruit and train prospective volunteers representing different business sectors. Screen prospects according to traditional criteria, and then cultivate and solicit donors. Finally, develop appropriate ways to recognize local business donors and volunteers.

Write-Minded: Is Anyone Reading Your Case Statement?
CURRENTS Article Campaign case statements can be powerful fund-raising tools, but most are centered on the institution. To write a prospect-oriented case, answer these questions: 1) What about our institution would make a prospect want to give? 2) How can we make this about giving to the institution, not to a campaign? 3) What facts about the institution will make a powerful financial case? The case should also account for the last campaign and show why the institution needs more money now. Test the messages you develop, one-on-one or with small groups of prospects.

Fasten Your Seatbelts
CURRENTS Article To guarantee $10 million in state matching bonds, Oregon State University needed to raise $10 million in only four months. To accomplish this, the institution re-energized staffers, sought campus buy-in, and looked for gifts with multiple benefits. The institution's success led the legislature to make available an additional $10 million in matching bonds, and the institution secured this second match as well.

Up, Up, & Away
CURRENTS Article These steps can help ensure success for a mega-campaign: 1) Anchor the campaign in the institution's strategic plan. 2) Use such tools as feasibility studies, benchmarking, or focus groups to determine how well constituents will buy into a mega-campaign. 3) Make sure staff, the campus CEO, board members, volunteers, and past donors all understand their roles. 4) Create a fund-raising plan. 5) Keep the momentum going. 6) Use donor recognition to show each dollar counts. 7) Turn to primary constituents for the bulk of your support. 8) Look for pragmatic solutions to specific problems. 9) Use the campaign's success to improve the development office's reputation.

Making a List and Checking It Twice?
CURRENTS Article The process of determining campaign priorities should be rooted in the institution's overall strategic planning. Priorities should reflect input from internal and external constituencies, including the president and board, the larger campus community, and donors. Good priorities are ambitious and bold, are grounded in the institution's mission and history, outshine the dollar goal, culminate in visible results, and transform the institution. Includes case studies from University of Toronto and Pingry School.

Fund-Raising Renaissance
CURRENTS Article Carnie, founder of a European prospect research firm, describes the past, present, and future of professional fund raising by European nonprofits. He traces the historically dominant role of European governments in social welfare, which inhibited the development of nonprofits and fund raising in some countries. Although governments will most likely remain the primary source of nonprofit funds, cutbacks are leading many continental development officers to focus more intently on the three major private-sector sources -- people, foundations, and corporations. Carnie cites three trends: 1) increased competition, 2) changes in fund-raising methods, and 3) increased regulation, including an emphasis on accreditation by independent agencies.

AdvanceWork: In the Cards
CURRENTS Article Problem/Solution

Earning the Right to Ask
CURRENTS Article The first step in international fund raising is to ensure that the entire institution -- not just the advancement office -- welcomes and values its global constituency. Consultant Connor describes five characteristics of successful institutions: 1) Internationalism is mission-driven. 2) Everyone is on board. 3) External messages are centrally coordinated. 4) The campus is marketing-oriented. 5) The campus is committed to long-term efforts without expecting short-term results. Connor offers seven suggestions for creating long-term relationships with international families, such as involving international students in institutional life and promoting cultural respect in the campus community. A sidebar provides six tips for cultivating and soliciting gifts from international prospects.

Closing Remarks: Awakening the Philanthropic Spirit
CURRENTS Article Beney suggests that because higher education in the United Kingdom has been nearly free to students for many years, the population has grown to expect that the government will cover all costs. As that funding landscape changes, Beney encourages institutions to explain that philanthropy for education is not a new phenomenon in the UK, but rather an old and noble one that has become dormant and is in need of waking.

AdvanceWork: Calling All Alumni
CURRENTS Article Four tips from development officers regarding international phonathons.

AdvanceWork: Let's Make a Deal
CURRENTS Article Outlines ten tips for creating and maintaining corporate partnerships that benefit the campus and the company.

Means, Motive, & Opportunity
CURRENTS Article Development officers at DePauw University use structured, face-to-face interviews with prospective major gift donors to determine their potential for giving as well as their attitudes toward campus programs and institutional messages. The interview takes about 75 minutes and includes 50 carefully considered, standard questions. Questions cover the prospect's experience with and interest in the institution.

AdvanceWork: A Doggone Dilemma
CURRENTS Article Problem/Solution

AdvanceWork: Giving Before Graduation
CURRENTS Article The hows and whys of senior class campaigns

Corporate Change and Corporate Giving
CURRENTS Article Mergers, buyouts, divestitures and other corporate changes raise the possibility that corporate giving to education will suffer. Patience, understanding, and regular contact with the affected companies can help you position your institution to make the best of these changes. The article describes some of the more common scenarios involved in corporate change and offers these tips: 1) Stay on top of the news. 2) Consider the effects of the change. 3) Cultivate allies inside the new corporate structure. 3) Don't push. 4) Educate new corporate contacts about the existing relationship. 5) Educate new leaders on the tradition of corporate philanthropy. 6) Be a good steward of previous gifts. 7) Prepare for the worst. A sidebar summarizes what merging companies consider when they combine two philanthropy programs.

Small Office: The Power of the Challenge
CURRENTS Article King, a development officer at Keuka College, tells how the institution used a $600,000 challenge grant to draw new donors and increase giving levels, without increasing staff or budget. King listed these key steps to carrying out a challenge: 1) Identify top prospects and focus the challenge. 2) Solicit the lead donor. 3) Develop a single-message solicitation plan. 4) Make a strong final appeal.

AdvanceWork: Breaking the Online Solicitation Barrier
CURRENTS Article Some donors have proven themselves amenable to major gift solicitation by e-mail. Both Northwestern University and MIT tell of cultivating, soliciting, and receiving five-, six-, and seven-figure gifts without face-to-face meetings with the donors — sometimes at the donor's initiative.

Locking in Corporate Sponsorships
CURRENTS Article Cornforth, a communications consultant and former educational PR officer, describes 10 steps for building successful sponsorships: 1) Construct a wish list. 2) Brainstorm creative project themes. 3) Identify possible sponsors. 4) Coordinate with the development office. 5) Write the proposal. 6) Organize a presentation. 7) Make the ask. 8) Write a formal contract. 9) Document the project. 10) Evaluate the program. A sidebar provides a resource list of some agencies and associations.

Selection Savvy
CURRENTS Article For many campuses, campaign success means hiring a consultant. The article presents seven steps to take to find the right one: 1) collect background data on your institution; 2) compile a list of potential candidates for the consulting position; 3) draft and send out a request for information to the potential candidates; 4) narrow the candidate field; 5) draft and send out the request for proposals to the chosen firms; 6) evaluate the proposals and conduct in-person interviews; and 7) choose a consultant.

A View from Across the Pond
CURRENTS Article In an interview, Ben Morton Wright presents findings from his survey of the relatively new educational fund-raising field in Britain. He describes changes in government policy that encouraged the development of the fund-raising area, the profession's growth, its gradual progress toward being accepted within academia, obstacles presented by the tax structure, gift-reporting problems, and other challenges.

Great Catches
CURRENTS Article A creative approach to fund-raising appeals involves identifying and targeting unconventional prospect segments. Examples include first-time donors (University of Michigan), constituents who have requested no solicitations (Syracuse University), disillusioned older alumni (Stanford), donors whose gift level has "plateaued" (Wheaton College), alumni with ties to particular extracurricular activities (Mesa Community College, University of North Alabama), residents of certain states (Iowa State University), concertgoers (Baldwin-Wallace College), and grandparents (Reed College). These institutions relied on information they already had in their databases, collected useful new information, and sought new prospects.

AdvanceWork: Dollars from Diplomas
CURRENTS Article AdvanceWork: Dollars from Diplomas

A Big Plan for Small-Office Planned Giving
CURRENTS Article Coppes, a consultant who specializes in independent school planned-giving programs, offers advice for small development offices getting started in planned giving. Important steps include: 1) Articulate how major gifts fit into your institution's mission and vision. 2) Create a budget. 3) Get CEO commitment and board approval. 4) Hire a planned-giving adviser. 5) Identify potential givers and recruit a leadership team. 6) Adopt planned-giving policies and guidelines. 7) Coordinate plans with the business office. 8) Create a planned-giving society. 9) Create a marketing plan, newsletter, and other support materials. 10) Work planned giving into your major gift cultivation process. 11) Make personal visits. 12) Ask for gifts, but don't push. 13) Create a stewardship plan. 14) Organize, delegate, and follow up.

Eternal Gratitude
CURRENTS Article Effective planned-gift recognition and stewardship can prevent donors from changing revocable gifts and help cultivate future planned and outright gifts. An initial problem is identifying planned-gift donors, who sometimes do not wish to make their plans known. Once you do identify them, you can thank them with personal visits, letters, or phone calls; by maintaining personal contact; by developing a planned-gift recognition society; by offering token thank-you gifts; by conducting special events for planned-gift donors; and by naming them in publications. For donors of life-income gifts, mail checks with a personal cover letter and conduct periodic "customer satisfaction" surveys. Endowment givers should receive annual letters from the beneficiaries of their gifts and be invited to annual endowment appreciation events.

The Hidden Philanthropists
CURRENTS Article Realize the full potential of women's giving with gender-sensitive cultivation and solicitation strategies

The Young and the Restless
CURRENTS Article Two trends are increasing the number of young major gift prospects: the intergenerational transfer of wealth to the baby boomers from their parents, and the increase of young stars in high-paying fields. As a group, young donors often face financial insecurity, have a desire to give back to the community, are focused on the bottom line, and may be seeking status. To cultivate young major-gift prospects, consider approaching them through other young alumni or older major givers; try a challenge; keep an eye on the annual fund for prospects; and let them start small. A sidebar profiles two top young women philanthropists.

Small Office: Capitalizing on Volunteers
CURRENTS Article As the first and only advancement professional at three-year-old Nunez Community College, Tucker helped organize a fund-raising campaign that far exceeded its goal of $1.1 million. The idea originated when the chair of the foundation board accompanied Tucker to a conference on fund-raising methods for community colleges. This dedicated and enthusiastic volunteer led the push to establish an endowment and conduct a capital campaign. Tucker recommends these steps for other small institutions: 1) educate the board; 2) solicit the board's full support; 3) hire consultants when needed; 4) recruit volunteers who can open doors; 5) accompany volunteers on solicitation visits; 6) role-play with volunteers before solicitations; 7) reward volunteers for their efforts; and 8) have fun.

AdvanceWork: Giving Close to Home
CURRENTS Article Advancement Services Q & A with John H. Taylor

Are You Ready for Donor-Advised Funds?
CURRENTS Article Donors are increasingly using donor-advised funds administered by commercial investment companies to realize tax benefits of giving before they are ready to decide on their charitable goals. These funds invest donor money and distribute it over time, based on nonbinding requests from donors. The funds have earned careful approval from the IRS, but they pose technical questions for institutional officials. The article discusses who should receive credit for the gift, why donors cannot apply these gifts to their personal pledges, and whether DAF donations might qualify for matching gifts. A sidebar describes the tension between community foundations and DAFs sponsored by commercial companies.

AdvanceWork: A View from the Top
CURRENTS Article The wealthiest Americans give significantly more of their incomes to charity than others — and usually education benefits

In Advance: The Sermon on the Amount
CURRENTS Article Advice on soliciting a campaign lead gift

You're Not Welcome
CURRENTS Article When a major supporter suddenly breaks off connections for no apparent reason, the problem may be burnout.

12 Ways to Blow the Ask
CURRENTS Article Frequently an ask fails because of something the fund raiser does—or neglects to do. Dahnert summarizes 12 common, preventable solicitation errors.

Is Direct Mail Dead?
CURRENTS Article The authors present direct mail samples from various higher education institutions to demonstrate that the art of direct mail solicitation has not gone by the wayside. Samples from Northern Arizona University, Georgetown University, Kansas University, and Grinnell College comprise a few of the 10 institutions included.

In Advance: Saturday Night Fever?
CURRENTS Article Telefundraising survey results indicate that midweek evenings are the most popular times to call

In Advance: What's Up? Giving to Education
CURRENTS Article Two reports show strong increases in education-related philanthropy

In Advance: Stop Looking for Bill Gates
CURRENTS Article Joseph M. Zanetta, vice president for advancement at Whittier College, recomends that campuses looking for major donors prospects look at their previous donors for large gifts, rather than at those who are rich and trying to find a connection to their campus.

Finding Funds for Fellowships
CURRENTS Article What special challenges do institutions face in raising graduate funds? How do they identify and cultivate prospects? Those institutions that are successful focus on how support of graduate student programs helps fuel the local economy, helps the institution attract the best students and faculty, and allow students more creative freedom. Development officers make the academic disciplines central in their fundraising approach and thus can tap into the field-specific knowledge of individual departments.

In Advance: Is There a Campaign on Your Horizon?
CURRENTS Article When advising potential campaign chairs, veteran development professionals pass on these suggestions: 1) make sure chairs understand the time and financial commitments that may be expected; 2) be sure you have 100 percent trustee and chief executive officer support; 3) be aware of the quality of the development staff; 4) begin cultivation processes early; 5) provide challenges to volunteers; 6) have committees meet regularly; and 7) learn from past mistakes.

Learning the Ropes
CURRENTS Article Kelly reviews the use of several common models of the fund-raising process and discusses the value of using her five-step process of research, objectives, programming, evaluation, and stewardship (ROPES). Each of these components is described in detail. This article is adapted from chapter 10 of Dr. Kelly's book, "Effective Fund-Raising Management".

Hold the Phone
CURRENTS Article The author explores strategies designed to help a phonathon operation become more successful. The most important issue to address is to make sure the callers are well-trained and prepared to ask for large gifts from donors. Second, it is essential for the caller to build a relationship with the donor prior to asking for the gift. Next, callers need to ask the donor for the gift, and make sure the gift is fulfilled. To increase fulfillment rates, give donors enough time before the end of the year to pay, don’t waste time on those who repeatedly pledge but don’t pay, discourage installment payments, encourage credit card gifts, and send reminders. It is necessary to keep callers motivated and encouraged to ask for big gifts. Treating callers professionally and offering cheerful surroundings are just two ways callers can feel more appreciated in the telemarketing environment.

Divide and Conquer
CURRENTS Article This article discusses four options for getting the most out of an annual fund. Reunion class giving is a valuable method for soliciting gifts from alumni who are in their prime stage of life for giving. The second option is parent giving. Next comes giving by faculty and staff, who can make a big difference with their involvement in a campaign. To conclude, student giving is an option for making an annual fund campaign a success.

Put Your Direct Mail to the Test
CURRENTS Article The author examines issues surrounding direct mail analysis and testing of direct mail returns. Five factors of direct mail response, including copy, timing, package, the offer, and the list are presented. Each of these factors effect the outcome and level of success for individual direct mail campaigns. Next, the author presents a recipe for how to perform a successful test of direct mail response. The steps are as follows: 1) form a hypothesis; 2) test only one variable at a time; 3) choose the test and control groups; 4) decide on a sample size; 5) document the test; 6) send the actual mailing, wait for the response, and compare the results; and 7) repeat the process again. A sidebar article looks at the top 10 direct mail myths. Myths include: a two-percent response rate is good, the best time to mail is the end of the year, and postcards draw better than letters.

World-Class Annual Funds
CURRENTS Article Wondering how you might broaden your annual fund campaign to include prospects outside the United States? Consider these tips: 1) target those countries where your alumni are most concentrated; 2) follow your campus’ strengths by targeting countries where faculty already possess expertise; and 3) focus on building ties with parents. How can you keep overseas prospects connected to your institution? Consider establishing an alumni association just for alumni in a particular part of the world, and encourage volunteers with overseas connections to get involved. When communicating about the importance of philanthropy, remember that approaches to natives of other countries and U.S. expatriates need to be different. When wondering if you should use English in all correspondence, use English if you teach in English.

In Advance: Making Movies, Moving Millions
CURRENTS Article Dennis Powers of Dennis Powers Productions offers tips for producing campaign videos.

Give & Take
CURRENTS Article As businesses take a hard look at how they're spending their money, many companies are concluding that their philanthropic efforts must be "aligned with their business strategies, with the messages it wants to communicate, and with the wishes of its employees." Corporate partnerships now demand that universities offer something substantial in return for charitable gifts. Recruiting and research programs continue as traditional partnerships. Common elements to partnership programs include: 1) the involvement of a select group of firms; 2) the use of a single office to coordinate activities; 3) methods to increase interactions among participants; 4) a focus on building relationships before solicitations are made; 5) the realization that these programs are labor-intensive.

The Changing Face of Corporate Giving
CURRENTS Article New England Colleges Fund president Kraus suggests how campuses can present their case for support in line with changing corporate interests. Business leaders today tend to see philanthropy as a means to an end, and are more focused on quantifying and benchmarking the results of every aspect of their operations, including their financial investments in education. Therefore, companies now see philanthropic giving as a means to address specific social, economic or other needs, especially those that help build a skilled labor force. In addition, corporations now see giving as a means to enhance their own image to a larger public audience. The number of unrestricted corporate gifts is declining, in part because campuses are not effectively communicating their need for unrestricted gifts

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