Publications & Products
November 2011
Volume 9 Issue 11

Research and News of Note
Study: For Prospective Students, the More Social Networks, the Better

More than a fifth of prospective students say an institution’s social media presence made them more interested in applying, according to a new survey.

New Research Shows that Transfers Support Both Alma Maters

New research reveals that community college students who transfer to four-year institutions are as likely to donate to both their two- and four-year alma maters.

NACUBO, Commonfund Find Endowments Returned 19.8 Percent in FY 2011

U.S. college and university endowments saw an average return of 19.8 percent in fiscal year 2011, according to preliminary data from the 2011 National Association of College and University Business Officers and Commonfund Institute’s Endowment Study. The data reflected returns at 284 colleges and universities.

Study Recommends Metropolitan Approach to Higher Ed Philanthropy

A new study describes how metropolitan areas in the United States offer unique opportunities for private philanthropy to support higher education practice and degree attainment goals.

Students Negatively Affected by School Commercialism, Study Finds

Corporate sponsorships for K-12 schools may cover budget gaps but could have a negative effect on the students, according to a new study.

U.S. Higher Education Hangs Tough in Philanthropy Rankings

Higher education institutions outperformed many of their nonprofit peers with respect to fundraising, according to recent analysis of the top 400 nonprofits in the United States.

Lessons from a Reality Show

Peter Hayashida, vice chancellor for university advancement at the University of California, Riverside, is not overly fond of reality TV. In fact, when the producers of the popular primetime reality show Undercover Boss approached his institution’s president about appearing on the show, Hayashida advised his boss not to do it—he felt the risks were too high.

Inside CASE
CASE Commissions Discuss Trends and Services

The CASE commissions on alumni relations, communications and marketing, and philanthropy met Oct. 17 and 18 at CASE headquarters in Washington, D.C., to explore trends in advancement and provide advice about services, programs, awards and information that will benefit members.

Commission on Philanthropy Approves Clarifications to Reporting Standards

The CASE Commission on Philanthropy has approved several clarifications to the CASE Reporting Standards and Management Guidelines for Educational Fundraising, 4th Edition.

Annual Giving Training for Newcomers and Seasoned Professionals

Whether it’s their first or 21st annual giving campaign, fundraisers will find workshops and sessions to help make their campaign a success at the CASE Annual Giving Conference, 8-9 December, in Leeds, United Kingdom.

CASE to Launch International Schools Survey in Early December

Beginning Dec. 9, CASE will launch its annual survey of advancement programs at international schools worldwide. Deadline for completion is Feb. 3.

CASE Updates State Charitable Solicitation Guidance

To help members navigate the complex landscape of U.S. charitable solicitation laws, CASE has updated the white paper Application of Charitable Solicitation Registration Statutes to Tax-Exempt Educational Institutions and Related Organizations.

Nominate Your Student Advancement Group for CASE ASAP District Award

CASE ASAP is now accepting nominations for the 2012 CASE ASAP District Awards.

Deadline for CASE Compensation Survey Extended

CASE has extended the North American version of its annual compensation survey to Dec. 5, 2011.

Deadline for CASE Europe Salary Survey Extended

Members planning to participate in the CASE Europe Salary Survey now have until 28 November to complete their applications due to a recent extension of the deadline.

CASE, Association Partners Honor Top State Relations Professionals

Two higher education state government relations professionals who strengthened public support for their institutions and higher education overall through outstanding leadership and creative programs are the 2011 recipients of the Service Awards in State Government Relations.

Nominate a New C&M Professional to be a SimpsonScarborough Scholar

CASE is now accepting nominations for SimpsonScarborough scholars. The deadline for nominations is Friday, Nov. 18.

Hong Kong Site of 2012 CASE Asia-Pacific Advancement Conference

CASE Asia-Pacific will hold its fifth annual conference on advancement 14-16 March 2012 in Hong Kong.

Social Media, Alumni Magazines, Other Topics Addressed Online in December

Get tips on how to navigate social media at a higher education institution, produce magazines that are read by alumni or strengthen fundraising in today’s economy by attending one, two or all three upcoming CASE Online Speaker Series.

People 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
Senate Finance Committee Holds Hearing on Charitable Giving Incentives

The Senate Finance Committee recently held a hearing to examine the tax treatment of charitable giving. Proposals to reduce the value of the charitable deduction were the main topic of discussion among committee members and witnesses.

Postal Rates Set to Increase in 2012 as Congress Considers Postal Reform

On Oct. 18, the United States Postal Service proposed postage rate increases effective Jan. 22, 2012.

CASE District News
District I

The CASE District I Board of Directors is pleased to announce the 2012 Distinguished Service and Recognition Award winners.

The winners:

Rising Stars
Melissa L. Perkins
Director of Leadership Gifts
Pomfret School

Tramaine E. Weekes
Assistant Director of Development
The Chestnut Hill School

Quarter Century Circle
Steven A. Hall
Vice President for Alumni Relations
Boston University

Sherwood C. Haskins, Jr.
Assistant Head of School for External Affairs
Buckingham Browne & Nichols School

Brian K. Lee
Senior Vice President for University Advancement
Tufts University

Michael C. Newhall
Chief Advancement Officer
St. John's Preparatory School

Carol and Stephen Hebert Award
Jeri L. Goetz
Director of Development
The Chestnut Hill School

Eleanor Collier Award
Janet A. Canepa
Director of Alumni Relations
Fairfield University

Distinguished Friend of Education Award
Shelly Nemirovsky
Vice-Chair, Board of Trustees, and Opening Minds Campaign Chair
Buckingham Browne & Nichols School

Chief Executive Leadership Award
Martin T. Meehan
University of Massachusetts Lowell


District V

Looking for an extra edge, a free resource or a colleague to help hone your professional skills? Request a mentor today. Or are you looking for a way to give back to your profession by helping an advancement colleague? Become a mentor today. Get complete details about CASE District V's mentor program on the CASE V website.


District VI

CASE District VI is pleased to announce its service award recipients and board member nominees for 2012:

Distinguished Service Award: Erin Verry - Maryville University

Volunteer of the Year award: Susanne Richardson Teel - Baker University; Kurt and Sue Watson - University of Kansas

Chief Executive Leader Award: Dr. Richard F. (Dick) Celeste - Past president, Colorado College;Dr. Gregory Geoffroy - President Iowa State University

Virginia Carter Smith Recognition Award: Judy Wright - University of Kansas, KU Endowment

The district will also present the following slate of board members to district members for election prior to our annual conference in January.

CASE District VI Slate 2012

Treasurer Nominee (2012-2014)
Holly Johnson
Associate Vice President for Development
Upper Iowa University
Fayette, Iowa

At-large Member Nominee (2012-2013)
Rosita McCoy
Senior Vice President for Communications
KU Endowment Association
University of Kansas
Lawrence, Kansas

At-large Member Nominee (2012-2014)
Mark Jastorff
Executive Director
Metro State College Alumni Association
Denver, Colorado

At-large Member Nominee (2012-2014)
Dionne Lewis
Director of Advancement
Henry W. Block School of Management
University of Missouri - Kansas City
Kansas City, Missouri

At-large Member Nominee (2012-2015)
Bob Otterson
Executive Assistant to the President
South Dakota State University
Brookings, South Dakota

At-large Member Nominee (2012-2015)
Duff Ridgeway
Vice President for Development
Mt. Mercy University
Cedar Rapids, Iowa

At-large Member Nominee (2012-2015)
Hauli Sabatka
Senior Alumni Director
Hastings College
Hastings, Nebraska

District VI also invites members to connect on Facebook and LinkedIn.


District VII

The District VII Awards of Excellence offers a chance for your work to get the recognition it deserves, and our new online system makes entry submission quick, easy and painless. Watch the website for details (coming soon) and prepare for the Dec. 9 entry deadline by reviewing last year's winners in this list or this slideshow.

Comments and Questions


Vicky Hayhurst

Vicky Hayhurst is head of development and alumni at Leeds Metropolitan University, one of the largest universities in the United Kingdom.

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CASE Reporting Standards and Management Guidelines

CASE Reporting Standards and Management Guidelines

Are you looking for guidelines on how to handle or report certain types of gifts? Do you have questions about ethical standards for fundraisers? Do you wonder where to turn to find standards for benchmarking and best practices for fundraising?

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