Publications & Products
May 2013
Volume 11 Issue 5

Research and News of Note
Report: Most Large Gifts Come from Local Donors

A new report reveals that 60 percent of million-dollar-plus gifts come from donors who live in the same state or geographic region as the nonprofit or foundation that receives the contribution.

Effective Talent Management Includes Focus on Retention

Retaining great employees is as important as recruiting them, according to members of the CASE advisory commissions on alumni relations, communications and marketing, and philanthropy.

Giving to U.S. Education Grew in 2012, Outperformed Most of Nonprofit Sector

Overall charitable giving to educational institutions in the United States increased nearly 2 percent from 2011 to 2012, according to a new report.

Is ROI a Four-Letter Word?

More competition, increasing diversity, declines in membership and affinity programs, changing expectations of volunteers and donors, and business-minded leadership: This is the new reality for alumni relations officers, and as a result, they need to use data to show their value to the institution.

Study: Board Members’ Lack of Fundraising Knowledge Leads to Lost Opportunities

A recent study reports that many Australian charities lose fundraising opportunities due to a lack of fundraising knowledge by their board members.

Managing Relations with Demanding Millennial Alumni

As millennials graduate from college and enter the workforce, alumni relations offices are facing new challenges in meeting the needs of this population.

Inside CASE
Slate of FY2014 CASE Board Trustee Candidates Announced

The CASE Board of Trustees recently approved the slate of candidates to fill open trustee positions.

CASE Announces 2013 Educational Fundraising Award Winners

CASE has named 68 colleges and universities and 18 independent schools as recipients of its 2013 Educational Fundraising Awards, which recognize institutions for overall performance and improvement in educational fundraising programs. View the 2013 Educational Fundraising Award winners.

CASE Stewardship Checklist Updated

The CASE Stewardship Program Checklist has been updated to include new suggestions for policies and procedures institutions should have on hand to guide their stewardship programs.

Student Advancement Leaders Win Scholarship, Gear Up for Convention

Four students interested in advancement have received scholarships to attend the CASE ASAP 40th Annual Network Convention this August in New Orleans.

Check Out New Features, Resources Online

CASE continues to add new resources and content to keep the website and its social media presence fresh and relevant to members.

CASE to Announce Circle of Excellence Winners on June 4

CASE will reveal the 2013 Circle of Excellence award recipients at 11 a.m., ET, on Tuesday, June 4, on the CASE website. Visit on that date to see if your program or publication is a 2013 Circle of Excellence winner.

Participate in UK Independent Schools Fundraising Survey

The 2013 Buffalo-CASE Survey of Philanthropy Giving in UK Independent Schools is now open to participants.

Apply for Scholarships to Attend Fundraising Conference in Australia

The CASE Asia-Pacific Institute in Educational Fundraising is an “inspirational event that equips new and seasoned practitioners with the skills required to succeed,” say two former scholarship-winning attendees.

Volunteers Needed to Assist European Alumni Relations Benchmarking Survey

The International CASE Alumni Relations Survey committee needs volunteers to help ensure that the survey provides valuable and practical support for alumni relations professionals throughout Europe.

CASE Names SimpsonScarborough Scholars

CASE has named this year’s SimpsonScarborough Scholars.

CASE Europe Announces Six New Scholarships for Annual Conference

CASE Europe is offering six new scholarships for eligible advancement staff to attend the 2013 CASE Europe Annual Conference, which takes place 27-30 August in Manchester, England.

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
House Ways and Means Oversight Subcommittee Holds Hearing on IRS’s College and University Compliance Project

On Wednesday, May 8, the House Ways and Means Oversight Subcommittee held a hearing to examine the findings of the Internal Revenue Service's College and University Compliance Project.

CASE Urges House Ways and Means Committee Working Group to Preserve Charitable Deduction

On April 12, CASE submitted written comments to the U.S. House Ways and Means Committee’s Charitable/Exempt Organization Tax Reform Working Group, urging the group to preserve the federal tax deduction for charitable contributions.

CASE District News
District II

CASE District II will hold a one-day program for community college professionals.

Join CASE District II community college advancement professionals for a one-day regional conference, "Setting the Advancement Agenda on Campus," to discuss and learn how to meet advancement priorities in this new era of fundraising. The conference will include: updates on CASE community college advancement research, alumni programming best practices and an advancement leadership panel. It will conclude with a wrap-up of the day. Lunch will provide a time for networking and idea sharing.


District III

Get the latest CASE District III news, specials and information by connecting with us online: LinkedIn. Facebook. Twitter.

Go to the district website for details on the following news and much more:

  • Visit the CASE III website to find unique and inexpensive professional development opportunities.
  • Congratulations to Eckerd College, this month's featured member on the district homepage.
  • Nominations are now being excepted for the 2014 Chief Executive Leadership Award. Deadline for nominations is June 30.


District IV

District IV will hold a mini-conference Aug. 1 - 3.

CASE District IV Summer Mini Conference will be held from Thursday, Aug. 1, to Saturday, Aug. 3, at the Pearl South Padre Hotel. Additional information will be available on the District IV website once it becomes available.


District VI

Submit proposals for the District VI conference by June 30; award nominations are due July 1.

The "Power UP!" 2014 conference will be held Jan. 12-14, 2014, in Kansas City, Mo. The CASE 2014 Conference Planning Committee seeks proposals that will be informative and relevant, encourage opportunities for learner engagement and/or demonstrate application to the work of the participants. To learn more about submitting a proposal, visit the conference website. The deadline to submit a proposal is June 30.

District VI also invites you to nominate an outstanding CASE colleague, volunteer, Rising Star or Chief Executive Leader for recognition by District VI. Please note the different processes for each. Nominations must be from a District VI member institution.


District VII

From the Bay to the Beach: See presentations and photos from the 2013 District VII conference in San Francisco and mark your calendars for the 2015 conference, March 5-7, in Newport Beach.

Comments and Questions


Carmela Kranz

Carmela Kranz is associate vice president of development, medicine and health, at the University of Minnesota Foundation.

Read more

Engaging Diverse College Alumni: The Essential Guide to Fundraising

Engaging Diverse College Alumni: The Essential Guide to Fundraising

Engaging Diverse College Alumni: The Essential Guide to Fundraising provides a comprehensive overview of philanthropy within various cultures and is a must-read for fundraisers looking to move beyond a "one-size-fits-all" approach.  

Read more