Publications & Products
April 2008
Volume 6 Issue 4

Research and News of Note
CASE Updates Fundraising Campaign Guidelines

The CASE Board of Trustees has approved revisions to the CASE campaign reporting standards following an 18-month review by a volunteer working group of educational fundraising professionals and broad input from the CASE membership.

Trustees Propose Strategic Priorities, Approve 2008-09 Budget and Dues

The CASE Board of Trustees, during its March 20-21 meeting in Portland, Ore., identified five possible strategic priorities for CASE for the five years beginning in July 2008.

CASE Hosts Launch of U.K. Initiative to Boost Philanthropy

At the request of the U.K. government, CASE Europe hosted an April 3 event in London to unveil details of a long-awaited £200 million (US$394 million) annual government funding plan to increase private giving to universities in England.

Test Web Designs Early, Often, and in Five Minutes or Less

Web professionals should perform user-centered design tests at every phase of site development, according to an expert at a recent CASE online speaker series conference.

Survey: Nonprofits Slipping on Ethics

Nonprofit groups are facing new ethics problems, according to a new report that points to the need for increased ethics training.

Use Infographics to Tell More with Less

The best information graphics, or infographics, simplify and clarify complex information through the skillful combination of words and images in a visual package, said an expert at the CASE Editor’s Forum held March 27 in New Orleans.

Solutions for Our Future Unveils Green Web Site

In celebration of Earth Day, the American Council on Education’s Solutions for Our Future campaign has launched a Higher Education Goes Green Web site to highlight how colleges and universities are creating and investing in technologies that promote sustainability and conservation.

Inside CASE
CASE Commissions Approve Vendor Guidelines, Stewardship Checklist

The CASE commissions on alumni relations, communications and marketing, and philanthropy met in Boston April 10-11 to review a version of the CASE Benchmarking Toolkit currently under development, discuss the findings of a year-long market research project and its implications for members, and review draft strategic initiatives proposed by the CASE Board of Trustees.

CASE Names 2008 Distinguished Service Award Winners

CASE has named five individuals who have shown extraordinary service and leadership in advancement and education as the winners of its 2008 Distinguished Service Awards, one of the association’s most prestigious honors.

Winners of 2008 IRF Awards Announced

Two widely respected leaders in educational foundation fundraising have been selected as the 2008 winners of the CASE Commonfund Institutionally Related Foundation awards.

Top U.S. Public Opinion Experts and Campaign Strategists to Speak at CASE Summit

Two of the nation’s top pollsters and public opinion analysts—Celinda Lake and Frank Luntz—will explain what’s at stake in the 2008 U.S. presidential election at the CASE Summit for Advancement Leaders, scheduled for July 13-15, in New York City.

CASE Offers Searchable Database of Degree and Certificate Programs

CASE members interested in pursuing a graduate degree or continuing certification in advancement-related fields can now quickly and easily search an online database.

U.S. Federal Relations News
IRS Seeks Comments on Draft Instructions for New Form 990

On April 7, the Internal Revenue Service released draft instructions for the new Form 990, which nonprofit organizations will begin filing in 2009 (for tax year 2008).

Senators Introduce Legislation with IRA Charitable Rollover Extension

Senate Finance Committee Chairman Max Baucus (D-Mont.) and Ranking Member Charles Grassley (R-Iowa) have introduced legislation (S. 2886) that extends a number of tax provisions that expired on Dec. 31, 2007, including a two-year extension of the IRA charitable rollover.

CASE District News

District II in February awarded $9,000 in inaugural Venture Capital Fund grants to eight institutions that are launching new programs for advancement professionals and institutions.

The competition was fierce among 15 applicants. The board decided to provide partial funding to some applications to stretch funds and achieve maximum overall impact.

"We were overwhelmed with the response to the program," said Anne Berry of Lebanon Valley College, chair-elect of the District II board, and a member of the Venture Capital Fund committee. Funding recipients included community colleges, corporate/foundation and advancement services professionals.

The board also provided funding for an important study of staff recruitment, development and compensation practices that will be coordinated by Marywood University. Project results will be shared with District II members.

District II member institutions and professionals may apply for Venture Capital Fund grants anytime on the District Web site at The next round of applications will be reviewed in mid-August.

Mark your calendars for the next District II conference, to be held March 21-24, 2009, in Baltimore, Md. The conference date is a bit later than usual, providing a chance to enjoy Baltimore's balmy early-spring temperatures.

District V hosts its next one-day professional development workshop May 21. "The Alumni Association Marketing Seminar" will cover several issues related to affinity programs and marketing at Baldwin Wallace College in Berea, Ohio. Registration is only $100 by May 14.

The District VI Conference Programming Committee invites session proposals for the Jan. 25-27, 2009, district conference.

Sessions are set for 75 minutes and should be on a topic of interest to advancement professionals. The three primary tracks for the conference are alumni relations, philanthropy, and communications and marketing; areas of special emphasis will include diversity and senior advancement professionals.

Presenters will be selected from District VI participants and from outside the district. Proposals are due by Thursday, April 24. For more information, contact Program Chair Brad Hodson at or (620) 235-4762.

Comments and Questions

Member Profile: Cora Zalatel

Cora Zaletel is executive director of external affairs at Colorado State University-Pueblo.

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