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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.

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.

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.

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.

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ROI for FR

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