Publications & Products
January 2009
Volume 7 Issue 1


Research and News of Note
CASE Fundraising Tool Forecasts Slight Decline in Giving to Education in 2009

Giving to education in the United States is likely to decline slightly in the coming year, according to the CASE Fundraising Index, a biannual forecasting tool.


Successful Affinity Group Reunions Require Strong Volunteer Participation

Motivating volunteers to play a significant role in planning and organizing is the key to holding a successful affinity reunion.


Experts Say Obama Campaign Techniques Transfer Well to Advancement

Some of the same campaign mobilization techniques that propelled Barack Obama into the Oval Office can be effectively translated to higher education advancement efforts.


CASE Europe Grants Help Grow Programs, Understanding of Philanthropy

CASE Europe has been awarded a £1.5 million grant from the Higher Education Funding Council for England to deliver fundraising training and support for 158 higher education institutions participating in the U.K. government’s matched funding scheme for voluntary giving.


Wales to Implement Matched Funding Scheme

Following the launch of a matched funding scheme in England, the Welsh Assembly Government has announced that it will put in place a similar program to support fundraising efforts at Welsh universities.


More U.S. Students Go Abroad to Earn Degree

More U.S. students are pursuing their undergraduate degrees abroad with particular interest in eastern Canada and the United Kingdom.


Inside CASE
CASE Names 2009 Independent Schools Award Winners

CASE announced the winners of its 2009 Independent Schools Awards on Jan. 11 during an awards ceremony at the CASE-NAIS conference in Denver.


Nominate Outstanding Work for 2009 Circle of Excellence Award

Receive recognition for outstanding work in advancement by nominating an innovative program or project at your institution for a 2009 CASE Circle of Excellence.


Join a CASE Listserv for Fast Facts, Advice on Advancement Issues

Want to find out what publication staff members at other institutions are doing to trim costs? Ever wonder about how your phonathon rates compare with others?


CASE Begins New Year with New Organizational Structure

CASE began 2009 with a reorganized structure designed to enhance service to members, respond to changes in the profession and more closely align related offices internally.


CASE 2007-2008 Annual Report Now Online

Accomplishments of the 2007-2008 fiscal year are highlighted in CASE’s annual report (PDF), now available online.


Call for Distinguished Service Awards Nominations

The Feb. 6 deadline is fast approaching to submit Distinguished Service Awards nominations.


U.S. Federal Relations News
IRS Releases Final Version of Redesigned Form 990

In December, the Internal Revenue Service released final versions of the new Form 990 and its accompanying instructions.


NACUBO Endowment Study to Be Released Later This Month

At the end of January, the National Association of College and University Business Officers will release its 2008 endowment study.


CASE District News

District I: "Charting the Course," the 2009 conference, takes place in Boston on March 9-11. This year's event features an enhanced mentoring program, an expanded Emerging Leaders track and the New Advancement Professionals program. Registration is open.

The 2008-09 breakfast series continues with "Presidents and Heads of School: Insights, Expectations and Lessons Learned in Advancement" on Friday, Jan. 27, at Lasell College in Newton, Mass. The speakers are Phil Peck, head of school for Holderness School, and Paula Rooney, president of Dean College.

The presentation, which includes a continental breakfast, runs from 8:30-10:30 a.m. Registration and networking begin at 8 a.m. The registration fee is $45 for CASE members and $65 for non-members. (Calendar alert: Next month's event takes place on Feb. 27.)

District II: The 2009 conference, "Charting the Future," takes place March 22-24 in Baltimore, Md., and will feature programming for advancement shops of all sizes and all areas of focus. The conference will offer four pre-conference workshops and more than 30 sessions.

Those planning to attend can register and make hotel reservations now.

District III: The 2009 conference, "Step It Up!," takes place Feb. 8-11 at the Hyatt Regency in downtown Atlanta. Workshops will be offered in seven tracks in addition to five pre-conference workshops and a roundtable. (For the first time, the conference has been approved to deliver credit toward earning CFRE credentials.) Get details and register.

District V: Registration for "Converge. Connect. Chicago," the district's conference held in December, was 1, 427. Planning for the 2009 conference begins in February, so please send any suggested topics to Melanie Harmon.

Find out who shined in District V last year: Check out the complete list of "Pride of CASE V" award winners.

District VI: Members are invited to "Exhilarate!" their minds, bodies and spirits at the 2009 conference, which takes place Jan. 25-27 in Kansas City, Mo. Registration is open; session titles are available under the "programming" tab.

District VIII: "Taking Flight," the 2009 conference, takes place Feb. 18-20 in downtown Seattle, Wash.

Comments and Questions

Please share your questions and comments with Pam Russell via e-mail at russell@case.org or by telephone at +1-202-478-5680.

Member Profile: David Gibson

David Gibson is communications director for the Dartmouth College development office in Hanover, N.H.

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Campus Promotion in Tough Times

Today's teens often turn to the Internet to get a feel for an institution's culture and overall atmosphere before making an in-person campus visit.

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Why Crisis Plans Fail

Do you have "plan for a crisis" on your list of professional New Year's resolutions?

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