Publications & Products
January 2012
Volume 10 Issue 1


Research and News of Note
Women Drive Philanthropic Decisions in Wealthy Households

A new study reveals that women are either the sole decision maker or an equal partner in decisions about charitable giving in nearly 90 percent of high net worth households.


Independent Schools: Think Creatively, Strategically When Managing Social Media

Managing your institution’s social media channels can be a daunting task, especially if you’re at a smaller institution. But with the right mindset and tools, communicators can not only manage social networks but also increase interaction, according to one presenter at a recent seminar on effective website and social media management.


Report Indicates Grantmakers More Strategic with Education Dollars

A new report on trends in education philanthropy reveals that giving by grantmaking organizations in 2011 was fairly consistent with 2010 levels but that these donors were more strategic with their dollars.


New Best Practices in Prospect Research

If done effectively, prospect research has the potential to substantially improve the fundraising efforts of higher education institutions. A new report, based on an analysis of survey data from a cross-section of institutions in the United States, identifies 10 of the best practices used by high-performing fundraising programs.


Tips for Engineering a Great Volunteer Board

Any good volunteer board needs a tune up every now and then—and the boards of institutionally related foundations are no exception. A board’s makeup should change as the institution’s goals change, experts say, whether this means attracting members willing to take on a more proactive role in fundraising or bringing on higher-level executives who maintain invaluable professional networks.


Study: Text Messaging Campaigns Continue to Evolve

Nine percent of U.S. text message users have made charitable donations by text message, according to a new study—but successful text donation campaigns may be hard to replicate.


Minorities Still Underrepresented in Advancement Leadership

Professionals of diverse backgrounds still face a “glass ceiling” with respect to securing leadership positions in educational advancement but participants of the recent Minority Advancement Institute say progress is being made.


New FERPA Regulations Released

The U.S. Department of Education recently released regulations amending the Family Educational Rights and Privacy Act that it says will safeguard student privacy and give states the flexibility to share school data that can be helpful in judging the effectiveness of government investments in education.


Divide and Conquer: Less Is More When It Comes to Major Gift Portfolio Size

If you’re a major gift officer working at a college, university or independent school, the larger your prospect portfolio, the better, right? Wrong! At least that’s what David Lively, associate vice president of development and alumni relations at Illinois’ Northwestern University, would emphatically tell you.


Inside CASE
CASE Receives Carnegie Grant for Development Work in Africa

CASE has received a two-year, US$450,000 grant from Carnegie Corporation of New York to provide resources and training in fundraising and alumni development to 19 universities in Africa.


CASE Names 2012 Independent Schools Award Winners

CASE has named three individuals as recipients of its 2012 Independent Schools Awards for their commitment and service to primary and secondary independent school education.


Distinguished Service Award Nominations Due Feb. 3

Recognize the exceptional work of alumni, donors, colleagues or friends of your institution by nominating them for a CASE Distinguished Service Award. The deadline for nominations is Feb. 3.


Rectors, Presidents Invited to CASE Europe’s Fifth Symposium

CASE Europe is holding a symposium on 9-10 May for rectors and presidents who are interested in learning how to maximize the potential from philanthropy for their institutions.


Travel the World for Less with Discounted Hotel Rates

Members can take advantage of discounted hotel rates when traveling for business or pleasure to select cities thanks to a continuing partnership between CASE and Club Quarters.


CASE Asia-Pacific Holds Conference in Hong Kong

Hong Kong will play host to the three-day CASE Asia Pacific Advancement Conference in mid March, featuring talks by experts in fundraising, alumni relations, communications and marketing.


Celebrate the Achievements of Senior Leaders and Fellow Colleagues

There is still time to nominate practitioners and leaders for CASE Europe’s Iain More Award, the Leadership Award, the Distinguished Service Award and the Schools Engagement Award.


Reminder—CASE International Schools Survey open until 3 February

International schools worldwide are encouraged to participate in the CASE International Schools Survey, which closes on 3 February.


March 16 is Deadline for 2012 Circle of Excellence Entries

The nomination process for the 2012 Circle of Excellence awards is now open. Deadline for entries is March 16.


Registration Continues for CASE Europe Annual Conference

Register early to guarantee your place at this annual conference, which takes place 27-31 August in Birmingham and features speakers in alumni relations, communications, fundraising and marketing.


Time Remains to Nominate Board Members for CASE Europe

CASE Europe is looking for up to three representatives to serve on its 17-member board of trustees. The deadline for nominations is 9 March.


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
IRA Charitable Rollover Expires

Congress did not act to extend the IRA Charitable Rollover prior to its expiration on Dec. 31, 2011. Many lawmakers hope to pass a retroactive extension of the IRA charitable rollover in 2012.


Reminder: College, University Foreign Gift Disclosure Reports Due Jan. 31

U.S. colleges and universities that have received charitable gifts of $250,000 or more from foreign sources in the last six months must file a disclosure report with the U.S. Department of Education.


IRS Suspends Form 990 E-Filing

The Internal Revenue Service has suspended its electronic filing system for the Form 990 until Feb. 29, 2012.


CASE District News
District III

District III is taking its "A-Game" to Atlanta Feb. 19-22 for the annual conference.

With Andy Goodman challenging us to be storytellers, Tom Hayes talking about why colleges can (or can't) brand, Julian Bond sharing his experiences in the civil rights movement and James Shepherd talking about the power of individuals to affect change, we've got a program that will educate, challenge and motivate. Please visit the CASE District III website and sign up today.

District V

Thinking about a great advancement topic? Share it with colleagues at the 2012 Better Together conference for CASE V and VI, which takes place Dec. 9-11, 2012. Submit your ideas by April 1. You can also get reduced rates for the conference hotel—visit the CASE District V homepage for details.

District VI

CASE District VI is pleased to announce its new board members, whose terms will begin July 1. It is also pleased to congratulate recipients of its individual service awards, who were recognized at the 2012 CASE VI District Conference. The current District VI Board of Directors recently met and discussed outreach programs, survey results and more.

During the meeting, board members discussed:

  • Plans to hold Outreach Programs in Des Moines, Iowa, and Omaha, Neb., this spring
  • Member survey results, which provided insight for future district conference and communication devices
  • An online policies and procedures manual
  • A change to the 2012 awards program, moving the submission window from May 1 to July 1, 2012
  • A list of volunteer opportunities

The District VI board will meet via conference call in March and in person in April 2012.

District VII

Save the Date: The next District VII conference is a little more than a year away. Mark your calendars for March 1-3, 2013, to meet in San Francisco where you can foster helpful relationships and glean best practices from colleagues. Theresa Davis, of Cal State Fullerton, is leading the conference planning committee with Keith Brant, of St. Mary's College of California, as the program chair, and Keri Eisenberg, of UCLA, as the arrangements chair.

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.

Learning to Love the Politics

Learning to Love the Politics

Politics, as every advancement professional knows, is not confined to governments and elections.

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MemProfilePeterReader

Peter Reader

Peter Reader is director of marketing and communications for the University of Portsmouth, a position he has held since 2008.

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