Publications & Products
July 2010
Volume 8 Issue 7

Research and News of Note
July CFI Predicts 5.7 Percent Increase in Giving in 2010-11

Educational fundraisers are optimistic that philanthropic giving to U.S. schools, colleges and universities will continue to rebound in the coming academic year. That’s according to the recently released CASE Fundraising Index.

Study Shows Market Research Pays Off

Colleges and universities that invest in market research are more likely to deploy more communications and marketing tactics and report a positive impact as a result, according to a new report on marketing spending conducted by Lipman Hearne in partnership with CASE.

Study Looks at Independent School Marketing Spending

Independent schools spent an average of 2 percent of their total operating budgets on marketing and communications activities in 2008-09, according to the CASE/Lipman Hearne study mentioned above.

CASE Ends Year with Solid Membership, Finances

CASE ended 2009-10 with near-record membership and on solid financial footing, said CASE President John Lippincott in his annual report to members.

Resources a Barrier to Effective Use of Technology in Advancement, Study Says

Half of advancement services, fundraising and alumni relations professionals at colleges and universities—and nearly 40 percent of those at independent schools—say that a lack of financial and staff resources prevents them from using technology effectively to support their goals, according to the results of a survey conducted for CASE and SunGard Higher Education by Isurus Market Research and Consulting.

Presidents Discuss Strengths and Weaknesses of American Higher Education

Affordability, competition from overseas and new modes of delivering information are among the threats to traditional American higher education, said Alice Gast, president of Lehigh University, during the opening key session of the CASE Summit for Advancement Leaders.

Tuition Costs, Large Endowments Impact Alumni Giving

A new survey reveals that eight out of 10 alumni under age 35 say high tuition costs are keeping them from giving to their alma mater.

Study Shows Number of Volunteers Up in 2009

Despite a tough economic climate, nearly 64 million individuals in the United States volunteered in 2009, an increase of 1.6 million over 2008 and the biggest jump in six years. That’s according to a recently released report by the Corporation for National and Community Service.

Record Rate of High School Grads Entering Colleges, Universities

A Pew Research Center report shows that freshman enrollment in the United States grew 6 percent in 2008 to a record 2.6 million due primarily to an increase in minority student enrollment.

CASE Europe, Partners Release Results of Two-Year Alumni Relations Project

CASE Europe and other members of the "Alumni go Europe" partnership have released a report on the results of a two-year project to strengthen and enhance alumni relations programmes at European universities.

New UK Finance Act to Impact Cross-Border Giving

Changes brought in by the UK Finance Act 2010 are likely to have a significant impact on European charities and philanthropy.

A Shift in Development Communications Pays Off

Fundraisers and the work that they do are often misunderstood by society at large. And while disheartening, a larger concern is when an institution’s own staff misunderstands the role of fundraisers, says one advancement expert in the July/August issue of CURRENTS.

Inside CASE
Trustees Discuss Potential Changes to Membership Structure

The CASE Board of Trustees, meeting July 17 prior to the Summit for Advancement Leaders, discussed alternative structures for professional membership, a premium membership level for individuals at CASE-member institutions.

CASE Europe Rolls Out Second Year of Graduate Trainee Programme

CASE Europe will partner with eight English universities in 2010-11 for the second year of its educational fundraising graduate trainee programme.

Make an Investment in Student Advancement in FY'11

There’s still time to make an investment in your institution’s student advancement program. Register today for the 37th annual CASE ASAP Network Convention in Kansas City, Mo.

CASE Accepting Applications for 2010 Minority Advancement Institute

CASE is accepting applications now through Sept. 17 for its 2010 Minority Advancement Institute, which takes place Nov. 15-17 in Washington, D.C.

Fundraising for Health Research: A Special Case

CASE Europe recently pioneered a new training opportunity for fundraisers who raise funds for medical research.

Check Out New Features on CASE Website

CASE continued to add new resources this month to keep the Web site fresh and relevant to members.

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
Senators May Attach Estate Tax Proposal to Small Business Bill

Sens. Blanche Lincoln (D-Ark.) and Jon Kyl (R-Ariz.) may attempt to attach an estate tax proposal to a small business bill (H.R. 5297) being considered in the Senate.

Senate Leaders Pull Bill, IRA Charitable Rollover Extension Remains on Hold

On June 24, Senate Democratic leaders pulled the American Workers, State and Business Relief Act of 2010 (H.R. 4213), a bill that includes a one-year retroactive extension of the IRA charitable rollover, from floor consideration after a second attempt to move to a final vote on the bill failed. The Senate is now unlikely to act on an IRA charitable rollover extension until the fall.

Postal Service Seeks Rate Increases

Citing the economy and a deepening budget imbalance, the United States Postal Service is asking the Postal Regulatory Commission to approve significant increases in postal rates, including nonprofit standard and periodical rates. If approved by the PRC, the new rates would take effect on Jan. 2, 2011.

Report Suggests Many Nonprofits Affiliated with Educational Institutions Could Lose Exempt Status

A July 8 report (PDF) released by the Urban Institute’s National Center for Charitable Statistics finds that nearly 300,000 nonprofit organizations could lose their tax-exempt status for failing to file a tax return with the Internal Revenue Service, including hundreds of nonprofit organizations affiliated with education and educational institutions.

CASE District News
District II

Johns Hopkins University held a week-long campaign to promote student awareness about giving and alumni who have contributed funds to the university.

The campaign featured daily events which attracted as many as 1,200 students. It culminated with a picnic and parade to connect students and alumni. Read more in the student newspaper.


District IV

CASE District IV will hold a mini-conference Aug. 6-7 at the Sheraton South Padre.

The CASE District IV South Padre Island mini-conference brings pertinent topics to CASE members who want to enhance their knowledge and network with colleagues. Registration is $155. Participants can check in on Thursday, Aug. 5, to say hello to old friends and meet new colleagues.


District V

Registration is now open for the 36th annual CASE V Conference, Dec. 12-14, in Chicago. Plan now to attend! View updates or register for the conference.

Take pride in your work! Submit your best projects in communications, alumni relations and development to the Pride of CASE V District Awards program. The deadline is Friday, July 30.


District VI

District VI reports that early-bird registration for iCASE 6.0, its annual conference, is now open.

There's an app to get you out of a boring meeting, calculate the calories in your lunch and tell you the day's forecast. Where's the app to tell you how to do more with less or raise more money in a recession? iCASE 6.0 is here when there isn't an app for that. Join us Jan. 9-11, 2011,in Kansas City, Mo. Register early and save!

In other news, District VI is calling for nominations for its service awards. Deadline is Sept. 30.

District VI is accepting nominations for:

  • Distinguished Service Award
  • Virginia Carter Smith Recognition Award
  • Volunteer of the Year
  • Chief Executive Leadership Award

See the details about the awards and nomination process.


District VIII

The District VIII Board of Directors will meet in August for its annual planning retreat, which will include planning for the 2011 district conference Feb. 23-25 in Vancouver, British Columbia, regional programming, budget, district communications and more.

Comments and Questions


Jay Dillon

Jay Dillon is special assistant to the assistant vice chancellor for alumni relations at the University of California, Los Angeles.

Read more

Featured CASE Resource Across Frontiers: New International Perspectives on Educational Fundraising

Across Frontiers: New International Perspectives on Educational Fundraising

Higher education fundraisers today are well aware of an important fact: Philanthropic efforts are no longer local or even regional—they must now be international.

Read more