Publications & Products
October 2009
Volume 7 Issue 10

Research and News of Note
More Foundations Relying on Endowment Management Fee to Fund Operations

More institutionally related foundations are using a management fee on endowed funds to fund their operations, according to the results of a CASE survey on foundation funding sources and budget restructuring.

Institutions Receive Strategies to Move Beyond Tough Economy to Market Success

A perfect storm is brewing in higher education, and savvy colleges and universities are exploring non-traditional ways to cut costs, expand their market and stand out from others.

CASE Begins Two-Year Pilot Project in Latin America

CASE began a two-year pilot project in Latin America Oct. 19 with the announcement of the appointment of Ximena Gudiño to the newly created position of Latin America coordinator.

College Fit More Important than Cost to High-Achieving Seniors

Despite an uncertain economy, college-bound high school students in the United States still seek “the right fit” over lower cost when it comes to selecting a college.

Little Lapel Pin Makes Big Statement

An innovative fundraising initiative that provides lapel pins to top donors is catching on at a growing number of universities in the United Kingdom.

Study Proves Personal Ask is Most Effective

Donors to charitable organizations give more when they are asked in person and when someone they know makes the request, according to a new study conducted by the Center on Philanthropy at Indiana University.

Growth in U.S. Graduate Enrollment Driven by Domestic Students

Increasing global competition and recognition of the value of a graduate education, especially in today’s economy, has resulted in larger annual growth in the percentage of domestic students enrolling in U.S. graduate schools than international students for the first time in four years.

More Canadian Students Consider Graduate School

In a related article, a new survey reports that 9 out of 10 Canadian university students are concerned about the recession and that some are now considering graduate school or a second degree due to career and financial worries.

Brussels Court Makes Landmark Ruling on Foreign Donations

A recent ruling by a Brussels court on cross-border donations will “make it easier” for universities in the United Kingdom and other European Union countries to solicit foreign donations.

Author Explores the Rankings Game

Does every country need a world-class university? This is one of the questions author Jamil Salmi grapples with in “Chasing World-Class Status”, the Outlook column in the November/December issue of CURRENTS.

Inside CASE
In Search of Volunteer Leadership

CASE is seeking nominations for its board of trustees and three advisory commissions: alumni relations, communications and marketing, and philanthropy.

Watch for Survey on Technology in Development, Alumni Relations

CASE will be inviting selected advancement services, alumni relations and development professionals at member institutions to participate in an early-November survey on the use of technology in development and alumni relations.

Alumni Volunteers to Gather in Delhi for Networking, Best Practices

Recognizing the growing importance and value of overseas alumni to its members, CASE will host a reception and networking session on 12 November in Delhi, India, for alumni volunteers from CASE-member and local institutions.

Survey Benchmarks Communications and Marketing Effectiveness

Communications and marketing professionals at U.S. colleges and universities are invited to take part in a benchmarking survey looking at best practices in the profession.

Nominate a Foundation Leader for the CASE Commonfund Awards

Recognize the leadership of your foundation colleagues by nominating them for the 2010 CASE Commonfund Institutionally Related Foundation Awards.

Forum to Discuss Governors' Role in Fundraising

CASE Europe will hold a forum on Nov. 26 in London for university members and further education institutions’ governing bodies to discuss the role of the governor in fundraising.

Deadline Nears for Two CASE International Benchmarking Surveys

Individuals still have time to participate in two international CASE benchmarking studies, which close at the end of the month.

CASE Asia-Pacific Institute Addresses Fundraising Need in Area

The CASE Asia-Pacific Institute in Educational Fundraising, which takes place Oct. 26-30 in Mt. Eliza, Australia, has reached capacity, attracting 80 participants from 15 countries.

Act Now to Nominate Outstanding Student for Jupiter Fellowship

The Clarence J. Jupiter Fellowship program is accepting applications for paid internships

Results are in for CASE Europe Annual Conference 2009

The CASE Europe Annual Conference for 2009 is over but planning for the 2010 conference in Glasgow has already begun and registration will be available soon.

CASE-NAIS to Hold 40th Annual Independent Schools Conference in January

Have a burning question about the future of independent school education or the role of advancement? Start the conversation on Twitter or Facebook now and continue it in person at the upcoming CASE-NAIS conference Jan. 24-26, 2010, in New York City.

Matched Funding Scheme News
CASE Europe Launches Training for Matched Funding Scheme in Wales

CASE Europe is offering a free workshop next month for Welsh institutions interested in learning about the newly launched Wales Matched Funding Scheme.

U.S. Federal Relations News
Senate Committee Passes Health Bill without Itemized Deduction Cap

On Oct. 14, the Senate Finance Committee passed the America's Healthy Future Act of 2009 on a vote of 14-9. A proposal to cap the value of itemized deductions at 35 percent was not included in the final bill.

Attend the 2009 Higher Education Government Relations Conference

“Higher Education Driving Economic Recovery” is the theme of the 2009 Higher Education Government Relations Conference taking place Dec. 3-5, 2009, at the Buena Vista Hotel in Orlando, Fla. Registration deadline is Friday, Nov. 6.

CASE District News

District I reports that its annual conference has been re-envisioned to be the best possible value for members with a reduced conference fee offering two days of content for one low price. Register now to get the absolute lowest conference price, but don't delay—early-bird registration ends soon. Note that scholarships are available for new professionals hoping to attend the conference. Application deadline is Nov. 30.

District II's hallmark program each year is its annual conference. "2010 Vision: Seeing the Possibilities" will be held Feb. 7-9, 2010, at the Philadelphia Marriott Downtown Hotel. The district reports that changes have been made to increase the value of this year's conference based on feedback from attendees at CASE Baltimore 2009.

Also, for the first time and at no additional cost, attendees will have an opportunity to explore important and timely topics in-depth through new Master Sessions being offered on Sunday afternoon.

The three-hour intensive workshops will cover topics such as Web 2.0, recruiting and retaining staff, benchmarking, leadership and others. Each session will be led by experienced professionals, including college presidents, vice presidents and daily practitioners. Sessions are open to higher education professionals at all levels of experience.

District V ... Register now for CASE V's 35th annual conference, "Great City. Great Lake. Great Conference," Dec. 13-15, at the Chicago Sheraton Hotel and Towers. Don't miss it! Get complete details and register at the district Web site.

In other news, David Sweet, president of Youngstown (Ohio) State University, is the winner of the 2009 CASE V Chief Executive Leadership Award. He'll be recognized at the CASE V conference.

And advancement leaders will brainstorm tools and strategies for success in this economy during the I-CASE workshop. Indiana advancement professionals will meet Friday, Nov. 6, in Indianapolis. All CASE V members are invited. Get details at the Web site.

This year, the 2009 CASE District VII conference curriculum will deliver master classes, workshops and development topics that are more relevant than ever. Join colleagues, experienced faculty, and industry leaders Nov. 14 - 17 in downtown San Francisco as they reevaluate tools, methods, best practices and find new and creative ways to pan for advancement gold.

Well-known entrepreneur and writer Guy Kawasaki will serve as this year's keynote speaker and discuss the Art of Innovation. Laying out strategic steps, Kawasaki will demonstrate how individuals can help an organization set new standards of excellence.

For full conference details, visit the district Web site. Register by Oct. 30 for registration and hotel discounts.

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