Publications & Products
October 2013
Volume 11 Issue 10

Research and News of Note
Wealthy Individuals Want Better Giving Advice

Wealthy donors aren’t receiving the kind of philanthropic counsel they would like from their financial advisers, according to a new study.

Focusing on What Matters

Educational institutions should think less about themselves and what they need and more about their broad constituencies and what they need, said a keynote speaker at the recent CASE Conference for Community College Advancement.

Research Reveals “Clear Path” to Raising Future Philanthropists

New research on how children learn about charitable giving can have “important implications for the future of giving.” That’s according to researchers involved with the first-of-its kind study from the Women’s Philanthropy Institute.

Evaluating Fundraising Success for Independent Schools

What metrics should independent schools use to guide philanthropic campaigns? How can they best identify annual fund and major gift trends? One expert in benchmarking answered these and other questions during a recent CASE webinar.

Report Finds 15 Percent of U.S. Adults Not Online, One-Third Not Interested

Key alumni, donors, parents and other constituencies of educational institutions may be "disconnected" or offline based on recently released survey results that show 15 percent or about 38 million U.S. adults do not use the Internet or email.

The Boston Marathon Bombings: Six Months Later

The Boston Marathon bombings unleashed some of the most challenging circumstances that any institution has ever faced. CURRENTS talked to leaders at four Boston-area campuses to gather their recollections and insights on a variety of topics, including crisis management.

Inside CASE
Participate in CASE Survey of Educational Fundraising Campaigns

CASE is currently conducting its biennial survey of fundraising campaigns at colleges, universities and independent schools in the United States and Canada. The deadline for participation in the 2013 survey is Dec. 2.

CASE Launches Annual Virtual Career Fair for Employers and Jobseekers

As part of an ongoing commitment to provide opportunities for its members to recruit talented advancement professionals for open positions, CASE is launching its first virtual career fair, from noon to 3 p.m., EDT, on Oct. 23.

31 October Deadline to Participate in Alumni Relations Survey

Friday, 31 October, is the deadline to participate in the International CASE Alumni Relations Survey.

Networking Event in China Highlights Advancement Interest

A member of the CASE Board of Trustees met with officials from nine Chinese universities at a networking session held last month in Beijing.

Benchmark Against Your Foundation Peers By Taking the FY13 CASE IRF Data Book Survey

CASE has launched the Institutionally Related Foundation Data Book survey for fiscal year 2013. The survey deadline is Friday, Nov. 15.

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.

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

Communications and marketing practitioners who are new to educational advancement are invited to apply for a SimpsonScarborough scholarship. The deadline for nominations is Friday, Nov. 15.

CASE ASAP Names Clarence J. Jupiter Fellows, CASE ASAP Career Fellows

CASE has named the recipients of its Clarence J. Jupiter Fellowship program and CASE ASAP Career Fellowship program for fall 2013.

Nominate a Foundation Leader for the 2014 CASE Commonfund IRF Awards

Recognize the leadership of institutionally related foundation colleagues by nominating them for the 2014 CASE Commonfund Institutionally Related Foundation Awards.

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
Help Protect the Charitable Deduction: Join CASE for a Capitol Hill Advocacy Day

Lawmakers on Capitol Hill are once again considering proposals to limit the tax deduction for charitable contributions. CASE and other members of the Charitable Giving Coalition will encourage members of Congress to preserve and protect the charitable deduction Nov. 20 during the second annual Capitol Hill Advocacy Day.

Celebrate the 20th Anniversary of Higher Education Government Relations Conference

Registration is open for the Higher Education Government Relations conference, which takes place Dec. 11-13, 2013,in San Francisco, Calif.

CASE District News

District I

CASE District I is offering scholarships for new and experienced members to attend the 2014 CASE District I conference Jan. 29-31 at Westin Copley Place in Boston. Learn more and submit an application today. Also, the CASE District I Breakfast Series features an event focused on planned giving in Providence, R.I.


District II

Nancy Zimpher, chancellor of the State University of New York, will be the keynote speaker at the CASE District II 2014 conference, which takes place Feb. 9, 2014.

Zimpher is the 12th chancellor of the State University of New York. She began her work at SUNY with a statewide tour of SUNY's 64 campuses, which became the first phase of a system-wide strategic planning process. This plan, called The Power of SUNY, was launched in April 2010 with the central goal of harnessing SUNY's potential to drive economic revitalization and create a better future for every community across New York.

As The Power of SUNY is put into action, Zimpher is leading a diverse set of new initiatives at SUNY in several key areas, including research and innovation, energy, health care, global affairs, and the education pipeline. She has also been a vocal advocate for groundbreaking legislative reforms that ensure SUNY can continue to provide broad access to higher education in an environment of declining state support, while maximizing its impact as an engine of economic development.


District III

Registration is live for the Make Waves conference Feb. 16-19, 2014, in Orlando, Fla. Register now and take advantage of the early-bird discounts. Enter the awards competition and apply for CASE scholarships. Award and scholarship entries are due Nov. 15.

Don't miss your chance to register for the one-day workshop, How Alumni and Development Professionals Can Maximize Fundraising Efforts, sponsored by Emory University. The event will be held from 8:30 a.m. to 4 p.m. on Oct. 28 at the Emory University Alumni Association's Miller-Ward Alumni House in Atlanta, Ga.


District IV

CASE District IV announces scholarship information and awards competition details.

District IV provides scholarships for professionals new to the advancement field to attend the annual conference. The scholarship covers the conference registration fee and $500 toward travel expenses. The deadline to apply for one of the scholarships is Dec. 6. Access the scholarship requirements and application.

It's time to start preparing your outstanding work for entry into the CASE District IV Accolades Program. View the official competition rules and entry criteria for each category. The entry fee is $25 for each entry, and the competition opens Nov. 1. Winners will be announced this spring at the annual conference in Houston.

Stay connected with updates about our 2014 conference by following the district on Facebook and Twitter. One follower will receive free registration to the district conference April 13-15 in Houston, Texas.


District VI

Check out the new CASE District VI conference website to see how you can "Power Up" in Kansas City Jan. 12-14, 2014, at the Westin Crown Center.

Registration information is now available.Keynote speakers will include Michael Uslan, executive producer of the modern Batman movies, and Dayton Moore, general manager of the Kansas City Royals. Keep checking the website for program information as it becomes available.


District VII

Share your successes in the 2014 District VII Awards of Excellence and receive the recognition you deserve. Entries will be accepted now through Dec. 2. Review the categories and see who won last year.


District VIII

The District VIII 2014 Communications Awards deadline is Nov. 8—don't miss out on this opportunity to earn recognition for outstanding work. Check out the updated categories and entry details and submit entries online at the District VIII awards website. Please share with your advancement colleagues to ensure your institution is well represented.

Comments and Questions


Murray Lindo

Murray Lindo is foundation director at the Tonbridge School in Kent, England.

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