Publications & Products
December 2007
Volume 5 Issue 12

Research and News of Note
Engaged Students with Options More Likely to Give

Students are more likely to open their minds and wallets to philanthropy if they hear early and often how they can make a difference.

Communicators Weigh Pros and Cons of Using New Media

What factors should campuses consider when weighing a possible presence on Facebook, YouTube or Google video?

Few Donors Give Online, Survey Says

Despite the exponential growth recently seen in Internet use, few Americans regularly use their computers for making charitable donations, a new survey concludes.

Inside CASE
CASE Trustees Review Business Plan for Asia-Pacific, Membership Dues

The CASE Board of Trustees met Nov. 14 and 15 to review a five-year business plan for operations in the Asia-Pacific region, an audit of CASE finances for the 2007 fiscal year, and proposed ranges for membership dues for the 2008 fiscal year.

Peter B. Wylie Data Mining Internship Announced

CASE is pleased to announce a newly created internship for junior professionals interested in a career path focused on data mining and predictive modeling in higher education and independent school advancement.

Winners of Top State Relations Awards Named

Two higher education experts in state relations are the recipients of the 2007 Marvin D. "Swede" Johnson Achievement Award and the Edwin Crawford Award for Innovation.

CASE, Carnegie Name 2007 U.S. Professors of the Year

CASE and The Carnegie Foundation for the Advancement of Teaching have announced the national winners of the 2007 U.S. Professors of the Year award.

CASE Announces New Affinity Program

CASE is pleased to announce a new affinity relationship with Informz, an integrated e-mail marketing company that enables personalized and targeted communication.

CASE Announces Staff Opening in Professional Development

CASE is seeking applications for its educational programs manager position.

U.S. Federal Relations News
Senate Passes AMT Patch Without IRA Charitable Rollover, UBIT Provision

On Dec. 6, Senate leaders decided to split an alternative minimum tax/tax extenders package, leading to Senate passage of a one-year AMT patch bill that does not include an extension of the current law IRA charitable rollover nor a provision changing the tax treatment of tax-exempt hedge fund investments.

Higher Education Associations to Conduct IRA Charitable Rollover Survey in 2008

While it's still uncertain whether Congress will extend the expiring IRA charitable rollover this year, CASE and several other higher education associations are already gearing up to push for an extension and expansion of the provision in 2008.

House Committee Approves HEA Reauthorization Bill

On Nov. 15, the House Education and Labor Committee voted 45-0 to approve the College Opportunity and Affordability Act of 2007 (H.R. 4137), a five-year reauthorization of the Higher Education Act.

Finance Committee Holds Estate Tax Hearing

During a Nov. 14 Senate Finance Committee hearing, lawmakers discussed possible options for federal estate tax reform and heard testimony from Warren Buffett, chairman and CEO of Berkshire Hathaway.

Postal Service to Use New Ratemaking System

On Nov. 15, the U.S. Postal Service Governors announced that it will adjust postage rates using the new ratemaking system.

CASE District News

District I is pleased to announce the second CASE District I Regional Education and Networking Event. The education session will be from 10 a.m. to 1 p.m. on Friday, Dec. 14, at the University of Vermont in Burlington, Vt.

Lunch, which will begin at 1 p.m., is included in the $35 ($45 for non-CASE members) administration fee. Go to the District I Web site to register.

The first part of the workshop, led by Sylvia Racca, the executive director of the Dartmouth College Fund, will focus on the essential elements of building relationships.

Part II will be led by Rocki-Lee DeWitt, dean and professor of management, University of Vermont, School of Business, and Dean Snider, senior major gift officer, University of Vermont, School of Business. They will focus on a team approach to building relationships with constituents by working with colleagues from across their institution.

For more information, contact Mary Welz at

District II has launched online conference registration for its 2008 conference, "Changes in Latitude, Changes in Attitude," Jan. 26-29, 2008, at the Caribe Hilton in San Juan, Puerto Rico. Early booking of air reservations is recommended for the best fares. For more information about the conference and the hotel, please visit the new CASE District II Web site.

District III is planning its 2008 conference featuring the theme "Take 5" in Atlanta at the Hyatt Regency, Feb. 17-20, 2008.

District V reported near record attendance for "Connecting the Best," the district's conference held Dec. 9-11 at the Chicago Sheraton Hotel and Towers. Nearly 2,000 people registered for the event with more than 105 sessions and more than 70 roundtables. Get district updates at:

District VI plans to hold its 2008 conference, "The Great Adventure," Jan. 12-15, 2008, in Denver, Colo. Conference and service award information as well as scholarship opportunities are posted on the district's Web site.

Comments and Questions

Member Profile: John C. Carr

John C. Carr

John C. Carr is director of development at Savannah Country Day School, an independent pre-K through 12 school in Savannah, Ga.

Read more

Answer Questions Before They're Asked

How to Write Successful Fundraising Letters

The trick to writing a successful fundraising letter is to anticipate questions that will be on the reader's mind and answer them clearly and forcefully.

Read more