Publications & Products
January 2011
Volume 9 Issue 1

Research and News of Note
Survey: U.S. Education Fundraisers Anticipate Rebound in 2011 Giving

Fundraisers for schools, colleges and universities estimated that giving to their institutions increased an average of 3.7 percent in 2010 over the previous year, according to survey results released today by CASE. They also predicted further growth of 5.6 percent in 2011.

Study Says Time to Engage Younger Generation is Now

Now is the time to engage individuals under age 45 as volunteers and donors – just as they move into their peak earning years, a new study concludes.

Small Donations on Social Networks Add Up

Social network giving platforms are less successful than charity websites or online giving portals, according to a new study, but that doesn’t mean they’re less important.

Campus Traditions Can Build Alumni, Financial Support

From pumpkin tossing competitions to convocation ceremonies in Latin, campus traditions that create a lasting bond between students and their institutions can play a vital role in nurturing alumni support, according to University Affairs.

Experts Predict Top Social Media Trends for 2011

Those of you who just got the hang of tweeting can breathe a sigh of relief: This year’s social media trends aren’t expected to include a new social network to learn. Instead, experts predict more organization and efficiency in online communications as well as a heightened awareness of privacy violation and other unintended side effects of social media use.

New Brief Provides Guidance on Privacy, Student Records

Alumni relations practitioners, admissions professionals and others who use electronic student record systems now have a one-stop source for information and guidance on guarding student privacy in school data.

Brain Drain or Brain Gain?

In countries around the globe, including the United States, Australia and the United Kingdom, some people believe that if foreign nations are getting ahead academically, then their own countries must be falling behind. Visa restrictions, caps on numbers of foreign students, and legal and bureaucratic obstacles to setting up satellite campuses are the results of such worries.

Inside CASE
CASE Launches Search for Vice President for International Operations

CASE is launching a search for a vice president for international operations to replace Joanna Motion, who is stepping down from the position in September to pursue independent projects.

CASE Names 2011 Independent Schools Award Winners

CASE has announced the recipients of its 2011 Independent Schools Awards. The three individuals and one foundation were selected for their commitment and service to primary and secondary independent school education.

CASE to Launch Advancement Investment Metrics Study in February

CASE is preparing to launch an ambitious and important benchmarking study that will help member institutions benchmark their investments in fundraising and the relationship of this investment to fundraising success.

Check Out New Features, Resources on CASE Website

CASE continues to add new resources and content to keep the website fresh and relevant to members.

Bangkok is Site of Two Networking Advancement Sessions

CASE Asia-Pacific will hold two networking sessions for advancement professionals in Bangkok, Thailand, later this month.

Nominations Open for 2011 U.S. Professors of the Year Awards

April 18 is the deadline for nominations for the 2011 U.S. Professors of the Year awards.

CASE ASAP Launches Two New Services for Members

CASE ASAP has launched two new services designed to help its members educate students about and engage them in philanthropy.

Sign Up Now for CASE Europe's Senior Forum for Schools

There's still time to sign up for the early-bird registration for CASE Europe's new conference for senior advancement professionals at independent and international schools.

Learn How to Navigate Gift Planning, Major Gifts in 2011 and Beyond

A new tax bill recently signed into law will significantly impact charitable gift planning in 2011 and beyond, providing great challenges and opportunities for educational fundraisers. Nationally known planned-giving experts Robert Sharpe and Winton Smith will help gift officers navigate these changes to institutional fundraising in a two-part CASE Online Speaker Series.

CASE Asia-Pacific to Hold Alumni Relations Institute in Singapore

Building on the success of its annual institute program for educational fundraising, CASE Asia-Pacific will launch a similar training program for alumni relations practitioners this August in Singapore.

Deadline Near for Outstanding Research, Writing Awards

There’s still time to submit a nomination for the CASE Research in Educational Advancement Awards.

Conference to Offer Best Practices for European Rectors, Presidents

CASE Europe will hold a conference for European rectors and presidents 18-19 May 2011 at ParisTech in Paris.

CASE Advancement Staff on the Move

CASE keeps members informed about their colleagues' advancement—whether moving to a new institution around the corner or across continents.

U.S. Federal Relations News
Postal Rate Increase Announced

On Jan. 13, the United States Postal Service announced that postal rates, including some nonprofit postal rates, will increase on April 17, 2011.

New IRA Charitable Rollover Resources Available

In December 2010, President Barack Obama signed into law the Tax Relief, Unemployment Insurance Reauthorization, and Job Creation Act of 2010 (H.R. 4853), a bill that includes a two-year, retroactive extension of the IRA charitable rollover through Dec. 31, 2011. To help independent schools, colleges, universities and their foundations spread the word and encourage donors to consider IRA charitable rollover gifts, CASE has posted two new resources on its website–a sample promotional flyer and a transfer instruction letter template.

CASE District News
District V

District V had another successful conference despite a major snowstorm hitting the Midwest during the early weekend of the event. More than 1,000 people attended. And the storm produced a first: Speakers unable to attend used Skype to present.

Do you have a pressing question about advancement? Or are you willing to share a job success with CASE V colleagues? Share your ideas for the 37th annual CASE V conference (Dec. 11-13, 2011) now! Be sure to submit your ideas by Friday, April 1. Refer questions to 2011 program chair Sylvia DeVault.

What was the best work done in CASE V in 2010? See the winners of the 2010 Pride of CASE V, who were honored during the annual conference in Chicago in December.

District VI

Despite the snowy weather, attendees of the CASE VI conference enjoyed keynote speeches by Brent Matthias and James Kane, and participated in horizon-issue sessions on technology trends and development for academic leaders.A special thanks to South Dakota State University for providing ice cream at the Monday breaks--it was a tasty treat.

Thank you to all the conference sponsors and business partners for sharing their expertise with the conference. More information on the conference, as well as district news, can be found on the CASE VI website.

District VII

Get a $125 early-bird group discount by registering for the 2011 District VII conference before Jan. 28. The conference will feature all-new power sessions, a pre-conference boot camp and a host of helpful advancement workshops. Join us in Los Angeles, March 2-5. Visit our website to learn about the program, register, apply for a scholarship or become a sponsor.

District VIII

The 2011 District VIII conference, CASEipedia, is Feb. 23-25 in beautiful Vancouver, British Columbia. Participants are encouraged to register today.

Find out more info from around the district, including original articles, announcements and updates from the board, and even job opportunities, at

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Linda Fogerson

Linda Fogerson is executive director of the MiraCosta College Foundation and executive director of development at the California community college.

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