Publications & Products
April 2010
Volume 8 Issue 4

Research and News of Note
Recruit Top Leaders to Cultivate Culture of Philanthropy, Stewardship

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

A Little Mystery Makes a Great Magazine Story, Speaker Says

Humor, mystery and controversy are among the elements that contribute to a compelling magazine story, according to a speaker at the 2010 CASE Editors’ Forum.

Experts: Planned Approach to Social Media is Key to Success

Social media is all the rage but leading experts at a recent CASE conference say communications professionals must address five key questions before they start tweeting, blogging and posting content on behalf of their institutions.

From Modest Beginnings to Wild Success: Class Gift Program Resonates with Students

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.

More Adults Head Back to the Books

The newest trend to invade colleges and universities? Forget e-readers or iPhones and think adult students.

Tips for Managing Your Personal and Professional Networks Online

Should you friend your boss on Facebook? Can you tweet about your "Survivor" obsession? Just how funny can you be when you are the voice of your institution? Attendees at the Social Media and Community conference in Chicago last week grappled with these sorts of questions as they weighed how best to manage their personal and professional networks online.

Getting Closer to Cross-Border Charitable Giving in Europe

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.

Inside CASE
CASE Launches New Career Site

CASE has launched an updated online job service with advanced job posting features, resume searching capabilities and resources for institutions as well as job alerts, career coaching and professional development opportunities for job seekers.

NYC's Mayor, Under Secretary of Education to Headline 2010 Summit Conference

New York City Mayor Michael Bloomberg, U.S. Under Secretary of Education Martha Kanter, NPR senior news analyst Cokie Roberts and other prominent national leaders will share their perspectives on higher education this July at the 2010 CASE Summit for Advancement Leaders in New York City.

CASE Accepting Applications for Asia-Pacific, D.C., Positions

CASE welcomes applications for the position of executive director for CASE Asia-Pacific following the pending resignation of current executive director, Krista Slade, who is stepping down to accept a position as inaugural director of advancement for the Rhodes Trust.

CASE OSS to Address State Charitable Solicitation Laws

Is your institution, foundation or alumni association looking for guidance on how to comply with state charitable solicitation laws? Join CASE for an Online Speakers Series program that will focus on the application of state charitable solicitation laws to educational institutions and their institutionally related organizations.

June 11 Deadline for Newcomers Scholarship Applications for CASE Conferences

Professionals new to the advancement field are encouraged to apply for a Virginia Carter Smith Scholarship.

UUK Invites Universities to Support University Week Campaign

Universities UK is putting a spotlight on higher education and its impact in the UK with an assist from CASE Europe.

Connecting with Far-Flung Alumni Challenging for Independent, International Schools

How can an independent, U.S.-based school with a limited budget connect with alumni who are now scattered around the globe? What are some best practices to know when starting an advancement program at an international school? Experts in independent and international schools advancement will address these questions and more during two CASE Online Speaker Series in May.

CASE Mexico Conference Draws Participants from Six Countries

Advancement practitioners from Mexico, Peru, Brazil and other Latin American countries learned best practices and discussed emerging trends in fundraising, alumni relations, marketing and communications during last month’s Congreso CASE Mexico 2010.

U.S. Federal Relations News
Congress May Retroactively Extend IRA Charitable Rollover by Memorial Day

On April 13, Acting House Ways and Means Committee Chairman Sander Levin (D-Mich.) said that the House hopes to complete work with the Senate on the Tax Extenders Act (H.R. 4213) by the end of May. H.R. 4213 retroactively extends the IRA charitable rollover through Dec. 31, 2010.

Matched Funding Scheme
CASE Begins Second Year of Trainee Programme

Following a successful first year, the CASE Europe-HEFCE Graduate Trainee Programme continues its strong momentum with an increase in participating institutions and applications for internships for the 2010-11 programme.

CASE District News
District I

Do you have a student intern, work-study student or a new employee interested in an advancement career? District I's summer scholars program offers a scholarship to CASE's Summer Institutes. For more information, visit the district's Web site.


District IV
James Cofer
James Cofer
David Crouch
David Crouch

Congratulations to James Cofer, president of the University of Louisiana at Monroe, who received the 2010 District IV E. Joseph Savoie Chief Executive Leadership Award, and David Crouch, director of public relations at Harding University, who received the District IV 2010 Distinguished Achievement Award.

Cofer has spent the past eight years focusing on ways to improve campus facilities, cultivate intellectual growth and shine a spotlight on the University of Louisiana at Monroe. His notable projects include the "Reclaiming Our Campus" campaign, the Presidential Lyceum Series and other efforts that have built a strong town-and-gown relationship with the community.

As District IV treasurer, Crouch has guided board members and the district's finances through difficult waters, always with integrity and analytical skills that ensured the district's fiscal stability. Crouch performed these duties, in addition to his almost three decades of service as the official spokesperson at Harding University, with grace and a smile.


District V

Read about author Dan Buettner's "Blue Zones," get insight on advancement's "New Normal" from CASE President John Lippincott, and find out who won CASE V's top award in the spring 2010 issue of CASE V Advance.

Other interesting news from the district:


District VI

Mark your calendar for the District VI 2011 conference iCASE 6.0, which takes place Jan. 9-11, 2011, at the Westin Crown Center in Kansas City, Mo.

The district is accepting proposals now through May 22 for the conference. Innovative ideas on using today's technology to connect with constituencies are encouraged. Proposals can be submitted online. Direct questions to program chairs Caroline Moore at and David Decker at Business partners wishing to present at the conference must be sponsors. Contact Sheri Irwin-Gish at with questions about sponsoring or exhibiting at the conference.

Members can also volunteer to be on a CASE VI Sounding Board. The sounding boards provide members an opportunity to give their opinions on the types of sessions and topics that should be focused on within their area of expertise. It is a great way to influence the conference experience and give insight into what you believe are the pressing issues in the industry. Contact David Decker at for more information.

And a quick thanks to all the presenters and educational partners for making the 2010 conference such a success. Despite a sluggish economy, more than 400 advancement professionals met in St. Louis in January for the conference. With more than 130 sessions available, the conference offered something for everyone.


District VIII

District VIII is offering a social media boot camp from 8:30 a.m. to 3 p.m., on April 23, at the Riverpoint Campus in Spokane, Wash.

This social media boot camp will give members everything they need to get their organizations up to speed on the emerging world of social media marketing. The goal of the boot camp is to move beyond the "now what" phase and enable attendees to put social media to work at their respective universities and colleges. Participants will learn practical tools, techniques and ideas to create and deploy a social media strategy.

Comments and Questions


Dwight Dozier

Dwight Dozier is assistant vice president for advancement services at the University of Louisville where he has worked for more than 20 years.

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Featured CASE Resource Alumni Relations: A Newcomer's Guide to Success

Alumni Relations: A Newcomer's Guide to Success

You're new to alumni relations, and you're trying to figure out how to handle chapters, clubs, volunteers, budgets, strategic planning, homecoming, reunions and young alumni programming-just to name a few of the items on your to-do list. Now, imagine having more than 30 experts at your disposal to help you understand the intricacies of your new profession and launch a successful alumni relations career.

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