Publications & Products
March 2011
Volume 9 Issue 3

Research and News of Note
First Look: CASE Survey Shows Increase in Advancement Paychecks

Fundraisers at educational institutions in North America continue to earn higher salaries than professionals in communications, marketing and alumni relations although the gap is narrowing, according to a preliminary analysis of the most recent CASE compensation survey.

CASE Offers Perspectives, Resources on Ethical Decision-Making in Fundraising

The attention on the gift from the Gaddafi International Charity and Development Foundation to the London School of Economics has raised a number of legitimate and important questions for educational institutions and fundraisers who work on their behalf, says Kate Hunter, executive director of CASE Europe.

Anyone Can Star in Major Gift Giving

Everyone at an institution—from landscapers to presidents—has a part to play in major gift giving, says fundraising expert and CASE Online Speaker Series presenter Karen Osborne.

Alumni Magazines Strengthen Loyalty, Connection to Institutions

A CASE survey of alumni magazine readers in North America indicates that nearly 90 percent of respondents agree or strongly agree that campus magazines strengthen their personal connection to their institutions.

S&P Gives U.S. Colleges, Universities a "Mixed" Report

The outlook remains mixed for U.S. colleges and universities in fiscal 2011 despite a gradual recovery in the sector. That’s according to a recently released report by Standard & Poor’s Ratings Service.

Marketers Must Think Smarter in Leaner Times

Marketers must rethink their strategies and adopt new approaches to meet the “unprecedented challenges” now facing educational institutions in England, says Tracey Lancaster, director of external relations at the University of Birmingham and presenter at a recent CASE Europe conference.

Independent Schools: Balance Risks, Rewards in Social Media

Independent schools are finding that social media presents both unprecedented opportunities and unforeseen side effects, according to a new white paper.

UK Charitable Giving "Recession-Proof"

New research reveals that charitable giving by households in the United Kingdom is largely recession-proof with British donors giving at the same level today as they did in 1988.

Data Disputes Belief that Volunteering Grows during Recession

Claims that volunteering during the recession soared in the United Kingdom were “premature and overly optimistic,” according to an analysis of national survey data by the Institute for Volunteering Research.

What Not to App: Ineffective Facebook Marketing Tactics

While it’s important to have a Facebook page that is welcoming, promotes good content and is free of spam, marketers should generally steer clear of using the social networking tool for promotions and other marketing. That’s according to one Internet infrastructure expert who says many marketing tactics just don’t work on Facebook.

Educate Donors to become Philanthropists

Sometimes a little education is all it takes to turn a donor into a philanthropist. And educational institutions can play a key role in that process, increasing affinity for and trust in the school along the way.

CASE Europe Welcomes UK Government Call for Increased Giving

CASE Europe welcomed the UK government’s call for increased levels of giving and mutual support through its “Green Paper on Giving” but expressed concern over its emphasis on technology as a tactic to achieve social action and greater giving.

Inside CASE
CASE Trustees Approve Budget, Explore Potential New Services

The CASE Board of Trustees, meeting March 4 and 5 in Los Angeles, Calif., looked to the future by exploring potential new member services and reviewing draft financial models that would support their development and delivery during the next five years.

Follow CASE on Twitter at @CASEAdvance

CASE recently launched a Twitter account so that members using the microblogging site can keep up with CASE and the latest in advancement news. You can follow CASE @CASEAdvance.

CASE InfoCenter Seeks Org Chart Samples

Has your advancement operation been restructured or realigned in the past two years? If so, the CASE InfoCenter wants to hear from you.

Act Fast to Nominate for U.S. Professors of the Year

April 18 marks the deadline to submit nominations for the 2011 U.S. Professors of the Year awards.

Social Media Conference to Include Advanced Tracks

CASE is moving beyond the ABCs of social media and will include a number of advanced tracks at its social media conference April 13-15 in San Francisco.

Conference to Explore Shift in Recruitment-Driven Marketing Efforts

There’s still time to sign up for the “Marketing, Branding and Strategic Enrollment Management” conference taking place March 28-30 in New Orleans.

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.

Fundraising Experts to Discuss Best Practices with European Presidents, Rectors

CASE Europe's fourth Fundraising for Excellence symposium, designed specifically for European presidents and rectors, features a broad range of expert speakers who will discuss how institutions can increase independent support while maintaining autonomy.

Plan Now to Attend a CASE Summer Institute

The dog days of summer may seem a long way away but it’s never too early to start making plans to attend one of four CASE Summer Institutes.

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
SEC Proposed Rules Would Require Registration

New proposed rules for municipal advisors, released by the Securities and Exchange Commission, could require trustees and employees of private institutions and institutionally related foundations to register with the agency as municipal advisors.

CASE District News
District I

As part of an ongoing commitment to support diversity in the advancement profession, District I is providing professional development opportunities for talented juniors, seniors, graduate students and new professionals in the first three years of their advancement careers.

Two students or new professionals will attend the 2011 summer institutes as CASE District I Summer Scholars. As a summer scholar, participants will receive full tuition plus travel expenses to an institute of their choice.

The district is seeking phonathon callers, work-study students, interns or new professionals who have distinguished themselves as prospective advancement professionals poised to make a difference in the future of the profession. Students and new professionals who are from historically underrepresented groups are encouraged to apply.

The following CASE Summer Institutes will be offered:

For more information, contact Carol Salter at +1-978-934-4821 or carol_


District II

The conference leadership team for the 2012 District I/District II joint conference has been selected. Tim Lawlor of Stonehill College, chair of District I, and Bob Sullivan of Catholic University, chair of District II, announced the following leadership team:

  • Conference co-chairs: Michele Nota, University of Rhode Island (District I); Phil Ellmore, the Richard Stockton College of New Jersey (District II)
  • Program co-chairs: Dorcey Baker, Brown University (District I); Allie Quick, University of Pittsburgh (District II)
  • Operations co-chairs: Kathy Cotter Hawkes, MIT (District I); Meghan Radosh, Widener University (District II); Trudy Pennock, the Baldwin School-Puerto Rico (District II)
  • Marketing and communications co-chairs: Courtney Mongell, Tufts University (District I); Stephanie Kollm, Temple University (District II)
  • Sponsorship co-chairs: Jared Bouzan, Massachusetts College of Pharmacy & Health Sciences (District I); Anne Berry, Lebanon Valley College (District II)
  • Conference treasurers: Linda King, District I administrator; Julie Siler, District II treasurer


In addition, District II has published its inaugural member e-newsletter. The newsletter will be published occasionally throughout the year. The purpose of the e-newsletter is to provide District II members with timely information on district news, promote broader participation in district initiatives, such as the Venture Capital Fund, and encourage district members to visit the District II website for more information on newsletter items.


District III and District IV

The CASE Fusion District III and District IV conference held earlier this month in New Orleans was a great success. More than 1,200 advancement professionals attended the conference. In recognition of the host city, a number of attendees participated in a joint service project and conference speakers received pens made from the trunk of a gum tree that was torn from the ground during Hurricane Katrina.


District IV

At the CASE Fusion conference, Ricardo Romo, president of the University of Texas at San Antonio, received the E. Joseph Savoie Chief Executive Leadership Award. The award recognizes a District IV member institution president, headmaster, chancellor, educational system head or institutional chief executive officer for outstanding efforts to promote understanding and support of education.

Fifteen new advancement professionals in CASE District IV applied for and received scholarships to attend the CASE Fusion District III/District IV joint conference in New Orleans this February. Those recipients were:

  • Arkansas: Natalie Atkins, Hendrix College
  • Louisiana: Jennifer Cook, Louisiana State University-Shreveport, and Jessica Harvey, Nicholls State University
  • New Mexico: Denise Keron, Institute of American Indian Arts, and Janice Morrow, Eastern New Mexico University
  • Oklahoma: Matthew Cloud, University of Oklahoma; Marie Kadavy, Northwestern Oklahoma State University; and Rylee Williamson, Northeastern State University
  • Texas: Antse Antanga, University of Texas at Arlington; Debra Campbell, University of Texas M.D. Anderson Cancer Center; Stephanie Dawson, Austin College; Jennifer Robertson, Texas Christian University; Kimberly Sizemore, Midwestern State University; Jeffrey Sutton, University of Houston; and Yvonne Trachta, Texas A&M Kingsville

The scholarship committee was chaired by Kirby Tickel, alumni relations director at Northern Oklahoma College.


District V

There's still time to suggest a topic for this year's CASE V conference, which will be held Dec. 11-13, 2011, in Chicago. Submit your ideas by Friday, April 1. Refer questions to Sylvia DeVault, 2011 program chair, at

District V members can also get a jump on summer with professional development. CASE Indiana is planning a day-long workshop at Purdue University on Friday, April 15. Get more info or register now!

And for District V members travelling to Chicago, the Sheraton Chicago Hotel and Towers is offering reduced rates! Rooms start at $159 through March 31 and at $199 through the rest of 2011. Visit the CASE District V homepage for codes and details.


District VI

The CASE District VI board of directors will attend the spring board meeting April 9-10 in Chicago. The board will assess the results of the May 2010 strategic plan and develop new plan completion strategies for the coming year.

The district board will also meet with District V volunteer leaders to discuss the 2012 District V and District VI joint conference in Chicago, Ill. District VI board members will have their first opportunity to tour the conference hotel during the planning meeting.

In other news, District VI member schools have approved the recommended changes to the district bylaws. The CASE Board of Trustees will review the proposed changes for final approval.

Plans for the January 2012 District VI conference in Denver are also moving ahead. District VI members are invited to join a sounding board and participate in choosing the programming topics for the conference. More information is available on the District VI website.


District VII

At the recent District VII conference in Los Angeles, scores of West Coast professionals received 170 awards of excellence. The district also honored three individuals for outstanding contributions: Joanne Clark, Daniel Habuki and Adam Jarman.

See complete winner information on the district website.


District VIII

District VIII congratulates SAIT Polytechnic, recipient of the 2011 Virginia Carter Smith Grand Crystal Award, for its "Education Exploration" video.

Comments and Questions


Marcia Sloan Latta

Marcia Sloan Latta is vice president for advancement at DePauw University.

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