Publications & Products
May 2008
Volume 6 Issue 5

Research and News of Note
CASE Issues Conflicts-of-Interest Statement

CASE has developed a Statement on the Management of Conflicts of Interest to help members understand and address conflicts of interest they may face in their work as advancement professionals.

Make Online Solicitations Personal and Powerful

Despite an overlay of cyber tools, fundraising is still all about relationships, said Matt Frazier, an online fundraising futurist and strategist and recent CASE online speaker series presenter.

Annual Giving Expected to Gain Higher Profile

Annual giving will soon shed its image as a stepping stone to careers in major and planned giving and undergo a renaissance, said a development expert at a recent CASE conference for senior annual giving professionals.

CASE Awarded Major Grant to Continue Advancement Efforts in Africa

The Carnegie Corporation of New York has awarded a US$400,000 grant to CASE to further establish and develop educational advancement programs at six universities in Nigeria, Ghana, Uganda and Tanzania.

Inside CASE
CASE Board Appoints Commission Members for 2008-09

During its March meeting, the CASE Board of Trustees appointed new members to the CASE commissions on alumni relations, communications and marketing, and philanthropy.

June 13 Deadline for Newcomers Scholarship Applications

Less than one month remains to apply for a Virginia Carter Smith Scholarship.

Explore the Music Paradigm

Experience live music as a metaphor for organizational leadership during the Music Paradigm, an interactive general session event at the CASE Summit for Advancement Leaders, July 13-15, in New York City.

Johns Hopkins Campaign Administrator Named Wylie Intern

A campaign administrator with Johns Hopkins University has been selected as the first CASE Peter B. Wylie Data Mining Intern.

U.S. Federal Relations News
IRS Gearing Up for College and University Compliance Check

Internal Revenue Service officials have indicated that they will soon be launching a compliance check of U.S. colleges and universities.

Massachusetts Lawmakers Consider Taxing Endowments

Federal lawmakers are not alone in their scrutiny of college and university endowments.

Extension of IRA Charitable Rollover Included in House Legislation

House Ways and Means Committee Chairman Charles Rangel (D-N.Y.) has introduced and the committee has approved legislation (H.R. 6049) that will extend tax provisions that expired Dec. 31, 2007, including a one-year extension of the IRA charitable rollover.

CASE District News

District II member institutions and professionals may apply for Venture Capital Fund grants anytime on the district Web site. The next round of applications will be reviewed in mid-August.

And mark your calendars for the next District II conference, to be held March 21-24, 2009, in Baltimore, Md. The conference date is a bit later than usual, providing a chance to enjoy Baltimore's balmy early-spring temperatures.

District V's one-day workshops continue with "Marketing Your Institution in a 'Service Economy,'" Thursday, June 5, at the University of Michigan. Registration is only $100.

District VI-Have you ever found yourself in the middle of a conference session, convinced you have a brilliant idea for next year's event? Is your school doing something innovative that you want to share with the world? Are you looking for a chance to polish your presentation skills while inspiring your peers?

If so, we would love to hear from you. District VI invites colleagues within and outside the district to submit a proposal for the 2009 district conference, Jan. 25-27, 2009, at the Westin Crown Center in Kansas City. Travel expenses for speakers from outside the district may be covered if your proposal is accepted.

The conference's three primary tracks are alumni relations, philanthropy, and communications and marketing; areas of special emphasis include diversity and senior advancement professionals. This year's theme, EXHILARATE, embodies our desire to help conference participants recharge and tap into new sources of creativity-personally and professionally.
Proposals can be submitted online.

District VI recently moved its Web site host location. During the transition, the automatic electronic volunteer submission form was not operating. If you submitted information between January and April 2008, please re-submit by clicking on "Get Involved" in the left column of We extend our apologies for this loss of information.

Comments and Questions

Member Profile: Janet Sailian

Janet Sailian is director of communications and marketing at Branksome Hall.

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Plunging into prospect research without mapping a course can be wasteful, even disastrous.

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Member Profile

New CASE Members May 2008

Membership Notes