Publications & Products
June 2017
Volume 15 Issue 6

Inside CASE

CASE Announces 2017 Circle of Excellence Award Recipients

U.S. Institutions Recognized for Fundraising Awards

Finance Executive Joins CASE as Chief Financial Officer

CASE Releases 2017 Compensation Database

Podcast: Why Student Philanthropy Matters and How to Engage Young Alumni

CASE Signs Letter of Intent with National Association of Mexican Universities and Institutions of Higher Education

CASE Volunteers Recognized in Queen’s Birthday Honors

Register for the CASE Asia-Pacific International Fundraising Study Tour

CASE Asia-Pacific Institutes To Be Held This September and October

 

CASE Announces 2017 Circle of Excellence Award Recipients

More than 200 institutions from around the world are winners of the 2017 Circle of Excellence Awards.

The international competition honors outstanding work in advancement services, alumni relations, communications, marketing and fundraising at colleges, universities, independent schools and their affiliated organizations.

The competition received 3,364 entries for consideration in nearly 100 categories from 715 higher education institutions, independent schools and affiliated organizations located worldwide. Sue Cunningham, president and CEO of CASE, says 2017 was the most competitive year ever for the awards program that recognizes outstanding achievement in educational advancement.

"Honorees come from all institution types and sizes, reflecting the depth of talent and ingenuity throughout CASE-member institutions," Cunningham says. "These awards acknowledge superior accomplishments that have lasting impact, demonstrate the highest level of professionalism and deliver exceptional results. We salute the winners and thank everyone for their vital contributions to advancing education that transforms lives and society."

Peer professionals at schools, colleges and universities as well as professionals from outside of education judged the entries and awarded 366 awards to more than 200 institutions in 11 countries as follows: 118 bronze; 125 silver, 107 gold and 16 grand gold. In addition, CASE recognized six platinum winners.

A list of award winners from the current year's competition is available on the Circle of Excellence Awards webpage. Judges' reports, which outline the strengths and weaknesses of each category and why particular entries were chosen for recognition, are also posted on the website.

 

U.S. Institutions Recognized for Fundraising Awards

CASE has named 89 colleges and universities and 12 independent schools as recipients of its 2017 Educational Fundraising Awards, which recognize U.S. institutions for overall performance and improvement in educational fundraising programs.

After reviewing the fundraising data of 554 eligible institutions, judges awarded 43 institutions for overall performance in fundraising, 37 for overall improvement in fundraising, and nine for both overall performance and overall improvement awards. Twenty-five of the institutions are first-time winners of an educational fundraising award.

Additionally, 22 educational institutions received 2017 Sustained Excellence in Educational Fundraising Awards for receiving CASE Educational Fundraising Awards in three of the last five years.

The full list of winners is available on the CASE website.

 

Finance Executive Joins CASE as Chief Financial Officer

CASE has announced that Diane Young, a financial executive with more than 20 years of experience, has joined CASE as chief financial officer.

Young joins CASE from designDATA Inc., where she provided senior-level technical consulting for nonprofits and associations.

CASE President and CEO Sue Cunningham says Diane's experience in leadership will bring invaluable expertise to CASE:

"In addition to her significant professional experience and accomplishments in the U.S. and internationally, Diane brings to CASE a passion for our mission and an eagerness to engage with and support CASE members and staff globally in their shared commitment to advancing education," Cunningham says. "I want to take this opportunity to acknowledge and thank Don Falkenstein, who retires as vice president of finance on June 30, 2017, who has, over more than 18 years, established a strong foundation on which Diane will build."

 

CASE Releases 2017 Compensation Database

CASE has released the 2017 Compensation Database. The database dashboard will allow members to create custom salary reports based on criteria such as job function, advancement discipline (advancement services, alumni relations, communications and marketing, and fundraising), institution type, enrollment, geographic area, supervisory level and years at institution or in position. All members may purchase a 24-hour (US$75) or 12-month ($450) subscription in the CASE Store. Please contact research@case.org with any questions.

 

Podcast: Why Student Philanthropy Matters and How to Engage Young Alumni

Involving students in philanthropy while they're still on campus is a key strategy to ensure donations later on, according to experts. When students are engaged in stewardship, they do more than just thank current donors; they also learn the importance of giving back as future alumni.

In a recent podcast, Brian Gawor of Ruffalo Noel Levitz talked with two student philanthropy experts who will be speaking at the upcoming Engaging Students in Philanthropy Symposium: Josh Harraman of the Ohio State University and Felicity Meu of Stanford University. The symposium is part of the CASE Conference for Student Advancement, held Aug. 3-5, 2017, in Columbus, Ohio. In the podcast, Harraman and Meu underlined the importance of establishing a "pipeline" through which engaged students become donors after they graduate.

"[Student philanthropy] starts to allow the students to imagine themselves as future donors and the role that they want to play in the life of the institution once they're alumni themselves," said Meu. "I think engaging students in meaningful stewardship is a great first step towards engaging them with philanthropy overall."

Both Harraman and Meu discussed the key role played by cross-campus partnerships with organizations like student life and athletics. They also highlighted the need to focus on what young alumni find important.

"We're now adjusting to what this generation wants in terms of showing impact," Harraman said. According to both student philanthropy experts, young alumni care more than previous generations about why they should donate, so it is vital that institutions make a strong case, demonstrate impact, and show transparency when talking to donors.

Hear Harraman and Felicity share their insights on how to engage students in philanthropy in the latest Fundraising Voices podcast.

 

CASE Signs Letter of Intent with National Association of Mexican Universities and Institutions of Higher Education

President and CEO Sue Cunningham recently signed a letter of intent with ANUIES at its annual assembly in Tijuana, Mexico.

CASE President and CEO Sue Cunningham recently signed a letter of intent with the Asociación Nacional de Universidades e Instituciones de Educación Superior (National Association of Universities and Institutions of Higher Education) at its annual assembly in Tijuana, Mexico.

The letter of intent between CASE and ANUIES will result in joint programming, including conferences and workshops for Mexican institutions.

"This marks the beginning of an important relationship with the leading association of Mexican universities, especially for public institutions," says CASE Latin America Director Angélica Careaga.

 

CASE Volunteers Recognized in Queen’s Birthday Honors

Two CASE volunteers were recognized in the 2017 Queen's Birthday Honors.

Anton Muscatelli, vice chancellor and principal of the University of Glasgow, was knighted for his services to economics and higher education. Muscatelli currently serves on the CASE Europe Board of Trustees.

Caroline Underwood, founder and chief executive officer of Philanthropy Company, was named to the Order of the British Empire for her work in charitable services.

 

Register for the CASE Asia-Pacific International Fundraising Study Tour

Advancement professionals interested in learning about educational fundraising in Beijing, China, and Hong Kong SAR can receive firsthand knowledge by signing up for the CASE Asia-Pacific International Fundraising Study Tour, which takes place 30 October to 3 November. Early-bird registration for the boutique program is 31 July.

Co-chaired by Donna Consolini, director of international development at Yale University, and Tom Smith Tseng, vice president for development at the University of Hawai‘i Foundation, the program is for international advancement professionals or senior advancement professionals with an international portfolio.

The program is designed to encourage personalized and interactive learning. Those who attend will:

  • Learn to create or enhance an international advancement program for their organization;
  • Connect with, share knowledge and learn best practices from successful international fundraisers and international advancement peers; and
  • Understand Asian philanthropy through visits to educational institutions, foundations and charities.

Space is limited. Contact CASE's Cheryl Torrado for more information. 

 

CASE Asia-Pacific Institutes To Be Held This September and October

Join fellow advancement professionals at the Asia-Pacific Institute in Educational Fundraising and the Asia-Pacific Institute in Alumni Relations at a new venue this year: Lancemore Hill in Melbourne. Early-bird registration ends 31 July 2017.

The Asia-Pacific Institutes are rigorous residential programs aimed at equipping members with a strategic toolkit and strengthening core competencies.

The programs include interactive plenaries, electives and facilitated tutorial sessions, which allows attendees to customize their experience according to their learning agenda and interests. Attendees will also gain the opportunity to join a close-knit network of peers to share best practices and form strong bonds.