Publications & Products
July 2017
Volume 15 Issue 7

Research and News of Note
CASE Highlights Successes at Annual Membership Meeting

CASE ended its fiscal year in a strong financial position.

Campaigns & Stewardship: 4 Survival Tips

The first rule of managing a campaign stewardship plan? Forget the campaign stewardship plan, say two CASE speakers.

Checklist: Student Orientation on Social

Though most U.S. college and university campuses are quieter in the summer, there’s still a wealth of content heating up their social media feeds.

CASE Internship Program Highlights Importance of Diversity

Aspiring advancement professionals will benefit from recognizing the importance of diversity and inclusion in their profession, according to two CASE leaders.

MGOs See More Pressure and Less Time According to Report

Major gift and planned giving officers feel pressure from and frustration with the time they have available for solicitation, according to a recent survey.

Creating a Community Without a Campus

Even though virtual students don't live on their schools' campuses, their online experience shouldn't deprive them of a sense of community, says one alumni strategist.

Development Across Borders: Why International Alumni and Fundraising Matter

Universities have long played an important role in supporting multiculturalism. Development professionals should continue to participate in this legacy by expanding their focus abroad, says one development expert.

Engaging Alumni with Their Own Stories

An institution's decision to feature monthly profiles of its graduates has led to greater alumni engagement and social media activity.

Inside CASE
New CASE Trustees Elected

The CASE membership has elected 13 individuals to fill open positions on the CASE Board of Trustees.

CASE Wins Seven Media Awards

CASE recently received seven awards from the Association Media and Publishing for exceptional work in social media, electronic publishing, magazine writing and marketing promotions.

Apply for a CASE Conference Scholarship

Professionals new to advancement are encouraged to apply for a Virginia Carter Smith Scholarship. The deadline for nominations is Friday, July 21.

Nominate a Colleague for a 2017 State Relations Award

Honor colleagues who have advanced their institution through exceptional legislative advocacy by nominating them for a 2017 Service Award in State Government Relations.

Sept. 8 Deadline for Independent Schools Awards

Friday, Sept. 8, 2017, is the deadline to submit nominations for the CASE Independent Schools Awards, which honor individuals, corporations and foundations for their commitment to primary and secondary education in North America.

Fundraising for Athletics Good Question Available in CASE Library

Do you need to create, refresh or expand your fundraising for athletics program? Get inspired by the programs and events in the Athletics Fundraising Good Question, brought to you by the CASE Library.

Asia-Pacific Institute Graduates Benefit from Networking, Tutorials

Newcomers to alumni relations are encouraged to sign up now for the 2017 CASE Asia-Pacific Institute in Alumni Relations, which takes place 4-6 October at Lancemore Hill in Melbourne.

U.S. Federal Relations News July 2017
Congressional Briefing Focuses on Tax Reform and Charitable Giving

On June 28, Independent Sector and the Council on Foundations held a briefing on the impact of tax reform on charitable giving on Capitol Hill.

Register for a Free July 20 Tax Reform Webcast

On July 20 at 1 p.m., ET, the National Association of College and University Business Officers will host a live webcast on the potential implications of tax reform on colleges and universities.

CASE District News

District I

  • Mark your calendars for next year’s District I Annual Conference, March 15-16, 2018, at the Westin Copley in Boston, Massachusetts, with special pre-conference programming on March 14. 
  • Winners of the CASE District I Excellence Awards will be acknowledged during the annual conference, so don’t forget to submit your nominations.

District II

  • Save the date: The District II Annual Conference will be Feb. 25-27, 2018, at the Gaylord National Resort and Conference Center at National Harbor, just outside Washington, D.C.
  • District II is now accepting session proposals for the conference. Submit a proposal by July 21, 2017.

District III

  • District III is accepting nominations for its Chief Leadership Award for chief executives whose contributions to their campuses and communities deserve exceptional recognition and celebration. Review selection criteria and procedures and submit nominations by July 28, 2017.
  • Nominations are also open for District III's special recognition programs: Bill Franklin Volunteer of the Year, the Diversity and Inclusion Award and Mentor of the Year. Nominations should be a 1000-word essay emailed to the appropriate judging coordinator by July 28, 2017.

District V

  • CASE V welcomes J.D. Vance, best-selling author of Hillbilly Elegy, as keynote speaker for the 2017 District V Annual Conference, Dec. 10-12, 2017, in Chicago, Illinois. Learn more about J.D. Vance and the conference.

District VII

  • Registration is open for Connect West, the CASE District VII annual conference, March 1-3, 2018, in San Francisco, California.
  • The District VII conference planning team is seeking proposals and speaker submissions for the conference. District VII is looking for dynamic presenters with insights on: alumni relations, advancement services, campaigns, philanthropy, marketing/communications, leadership and talent development. Proposals are due July 31, 2017. 

District VIII 


Comments and Questions

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Member Profile: Peter Mathieson

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Peter Mathieson currently serves as president of the University of Hong Kong.

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