Publications & Products
February 2016
Volume 14 Issue 2

Research and News of Note
Reimagining CASE by Listening to Members

July 2016 will be an important month for CASE as two parallel initiatives aimed at better supporting our membership will reach major milestones.

New Membership Structure Extends CASE Benefits to All Members

Beginning July 1, all professionals working in advancement services, alumni relations, communications, fundraising and marketing at member institutions will have access to all CASE benefits.

CASE Strategic Plan: President Cunningham Reports on Progress

Developing a bold and ambitious strategic plan for CASE is an energizing challenge. As you know, the leadership of CASE launched a year-long strategic planning process in July 2015.

VSE Report: "Much to Celebrate," Says CASE President

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

A recent forecast of charitable giving for 2016 and 2017 contained especially good news for fundraisers in the education sector.

To Boost Retention, Bring Stewardship to Life

To retain donors, it's up to institutions to rethink their stewardship plans, says a CASE expert speaker.

Three Essentials of Student Advancement Programs

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.

Endowment Growth Slows in 2015

The rate of growth for endowments of U.S. colleges and universities slowed dramatically in 2015, according to the 2015 NACUBO-Commonfund Study of Endowments.

Expert Advice on Starting an Alumni Relations Program

Advancement shops at four-year institutions that are thinking about starting an alumni relations program could look to a few community colleges for inspiration.

Shaping a Strategic Approach to 50th Anniversary Reunions

Highlighting milestones and revisiting college memories make 50th anniversary reunions memorable, nostalgic occasions. To make the tradition more dynamic and engaging, colleges and universities should consider a strategic approach to class reunions, says Lynn Langnas, associate director of class programs at Saint Joseph's University in Philadelphia.

Inside CASE
CASE Social Media Survey Closes this Friday

CASE and its partners mStoner and Huron Consulting Group are conducting the seventh annual survey on the use of social media at schools, colleges and universities.

CASE Europe Awards: Nominations Close in Three Weeks

CASE Europe is calling on schools, colleges and universities to nominate their senior leaders, volunteers and employees who have made an outstanding contribution to the education sector.

Don’t Delay: Sign Up Now for 2016 APAC Conference

The CASE Asia-Pacific Advancement Conference 2016 takes place 11–14 April in Hong Kong.

CASE Honors 2016 Recipients of Independent Schools Awards

CASE recognized the recipients of its 2016 Independent Schools Awards at the 46th annual CASE-NAIS Independent Schools Conference, which took place in New York City in January.

Call for Future Fundraisers

CASE Europe is looking for final-year students and graduates interested in a career in fundraising to participate in the Educational Fundraising Graduate Trainee Scheme.

CASE Europe Announces First Speakers for Annual Conference

CASE Europe has announced that Robert-Jan Smits, directorate-general of the European Commission's Directorate-General for Research and Innovation, and Lorna Somers, vice president, McMaster University Foundation, and director of development, MacMaster University, Canada, will be featured speakers at its annual conference, which takes place from 29 August to 2 September 2016 in Brussels, Belgium.

Deadline Extended: Education Fundraising Campaigns Survey

Be part of an ongoing effort to benchmark fundraising campaigns at educational institutions. CASE is currently conducting its biennial survey of fundraising campaigns at colleges, universities and independent schools in the United States and Canada.

CASE Europe's Middleton Speaks to NCVO's Sir Stuart Etherington

John Middleton, executive director for CASE Europe, recently spoke to Sir Stuart Etherington, chief executive of the National Council for Voluntary Organisations, regarding his review into the self-regulation of fundraising in the UK and the possible impact legislative changes will have upon schools, colleges and universities as charitable bodies.

Advice for Fundraisers and AR Staff: "Listen more than you talk"

What advice would you give new fundraisers and alumni professionals? Margaret Jenkins, assistant director for communications, development and external relations at the American Section, offers her thoughts and other professional insights.

U.S. Federal Relations News
Republican Tax Writers Seek Endowment Information from Private Colleges

Top Republican tax writers have sent letters to 56 private colleges and universities seeking information on how the institutions manage and spend from their endowments. Responses are due on April 1, 2016.

President's FY17 Budget Plan Includes Charitable Deduction Cap, Other Provisions Affecting Educational Advancement

President Obama's FY17 budget plan, released on Feb. 9, includes a number of provisions affecting educational advancement, including a 28 percent charitable deduction cap.

CASE District News

District I

  • Join District I on Wednesday evening, March 16, for "Makings of a Good Leader," a panel at Northeastern University. There's a networking reception before the presentation with cocktails and light hors d'oeuvres.

District II

  • Another #CASED2 annual conference is complete. Thank you to all who attended. Save the date for the 2017 conference, Feb. 26-28 in Baltimore.

District III

District IV

  • Early-bird registration for the District IV annual conference has been extended to Feb. 26. The conference is April 3-5, 2016, in Dallas, Texas.
  • See the list of keynote speakers for the District IV conference.
  • View conference sessions by day or by track.

District V

District VI

  • CASE District VI has launched its new Capital Venture Fund to support professional development and networking opportunities at member institutions.

District VII

  • The keynote speaker at the CASE VII Utah conference on May 13, 2016, will be Natalie Gochnour, an expert in the state's ever-changing economy and demographics. Register now to take advantage of early-bird rates.
  • Early-bird registration ends March 4, 2016, for the Institute for Senior Annual Giving Professionals, held April 13-15 in Los Angeles, California. Collaborative sessions will explore new technologies and trends, and best practices for phone, mail and email solicitations. 
Comments and Questions


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