Publications & Products
October 2014
Volume 12 Issue 10

Research and News of Note
Learn to Fully Engage Retired Faculty and Staff

Advancement practitioners should value retired faculty and staff members for their intellect, institutional memory and the many contributions they have made to the institution during their careers, says a CASE faculty member.

Young Donors Optimistic about Future Giving

Donors younger than 35 plan to give more this year than last, compared with middle-age donors and those older than 64, according to a new survey.

Campus Presidents Put the "Social" in Social Media

Campus presidents who write their own Tweets and other social media messages encourage a more authentic connection with students, faculty and the campus community. That’s according to a number of participants in the recent CASE Twitter chat.

Australian Institution Completes One-Day Fundraising Blitz

Last month, the University of Sydney raised nearly $933,000 from more than 1,050 donors in a 24-hour fundraising campaign to benefit student scholarships and medical research.

Fundraisers Share Advice on Dealing with Boards, Legislators and Presidents

Educational fundraising experts share advice on involving presidents in fundraising and other evolving issues in three video segments produced at last month’s Conference for Community College Advancement.

International Perspective Helps Advancement Leaders

Some advancement techniques common to North American institutions—such as class and annual giving campaigns—are gaining acceptance at European institutions, say the leaders of an upcoming transatlantic CASE study tour.

Inside CASE
Ross-CASE Survey Open through 17 November

Higher education institutions in the UK are encouraged to participate in the Ross-CASE survey. The deadline for responses is 17 November.

CASE Asia-Pacific Offers Incentive in Exchange for Samples

In the spirit of peer-to-peer exchange, CASE members are encouraged to access and contribute to the assortment of online samples of publications and other materials on the CASE website. Those who send a sample have a chance to win a complimentary registration to a CASE Asia-Pacific masterclass.

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. 14.

Participate in UK Schools Fundraising Survey

The CASE Survey of Philanthropic Giving in UK Schools is now open to participants. The survey closes 12 December.

CASE Asia-Pacific Launches Institute for Advancement Services

CASE Asia-Pacific is launching an inaugural Institute for Advancement Services Professionals in Brisbane, Australia, 27-28 November.

Call for Session Proposals: 2015 IRF Conference

CASE invites advancement practitioners to submit a session proposal for the 23rd Annual Conference for Institutionally Related Foundations, which takes place April 22-24, 2015, in New Orleans. Proposals are due by Nov. 21, 2014.

CASE Announces Virginia Carter Smith Scholarship Winners

CASE has named five individuals as the 2014-2015 Virginia Carter Smith Scholarship winners.

CASE Asia-Pacific Alumni Relations Benchmarking Survey Open

CASE Asia-Pacific has launched a new volunteer-led survey for alumni relations professionals to benchmark the performance of their operations internally and against fellow institutions of higher education. Deadline to participate in the survey is 7 November 2014.

Register for the 2014 Higher Education Government Relations Conference

"Stewardship of the Public Trust" is the theme of the 21st Annual Higher Education Government Relations Conference, which takes place Dec. 3-5 in New Orleans.

Host Institutions Needed for Graduate Trainee Scheme

CASE Europe is looking for universities in the UK to serve as host institutions as part of its Educational Fundraising Graduate Trainee Scheme.

Giving Tuesday an Opportunity for UK Institutions

Hoping to build on the United State’s successful Giving Tuesday, the Charities Aid Foundation has organized a Giving Tuesday for the UK on 2 December.

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
IRA Charitable Rollover Extension Timeline Remains Uncertain

With Congress in recess until after the November elections, lawmakers will not consider an extension of the IRA charitable rollover until December at the earliest.

CASE District News

District I
  • Registration is open for the 2015 CASE District I annual conference in Boston (pre-conference: Jan. 28; full conference: Jan. 29 and 30). With more sessions than ever before and a host of new speakers, the conference is on track to sell out for a fourth straight year. Early-bird pricing is coming to an end soon; register now to guarantee a spot and save as much as $105 off the full conference price. (Conference scholarships are available, too.)
  • A panel of presenters will bring fresh perspectives and new ideas to "The DNA of a Major Gift," a breakfast session on Friday, Nov. 14, at Boston College Law School. Register quickly before the session sells out and get ideas you can implement right now—from colleagues at professional schools, independent schools and community colleges.
  • Connecticut colleagues: Come build your local network and get advice on social media strategies and metrics from experts in both the communications and fundraising spaces. Register now for "Enhancing, Measuring, and Leveraging Engagement through Social Media," a breakfast session on Thursday, Nov. 13, at the University of Hartford, and take home tactics you can put to work now—offered by colleagues at shops of all sizes.

District II
  • The CASE District II annual conference is being held in Washington, D.C., on Feb. 1-3, 2015, at the Omni Shoreham Hotel. Registration for the conference will go live on Oct. 24.
  • Sponsorship and marketing opportunities are available for corporations and businesses that wish to develop or enhance their relationships with the varied staffs from CASE District II member institutions, not only at the conference, but year round. Those interested in a sponsorship opportunity should visit the district website or contact Linda Durant at or Michael Shippam at
  • The Engaging Young Alumni conference will be held on Nov. 18 and 19 and is designed for those working with recent graduates in both alumni relations and development. The focus of this conference will be creating a range of opportunities—both in person and online—for colleagues to exchange ideas, discuss, reflect on and make plans for how their institution connects with young alumni. The keynote speaker will be Andy Shaindlin with Carnegie Mellon University whose website Alumni Futures was the first blog devoted to the profession of alumni relations.
  • Come learn, refresh and network at a one-day workshop for independent school advancement professionals. The CASE District II Independent Schools One-Day Advancement Workshop will take place on Oct. 30 at The George School (Newtown, Pennsylvania) from 9 a.m. to 3 p.m. Join us for roundtable discussions, focused sessions and a keynote address on the future of independent school advancement by Jay Goulart, co-founder and chief data artist at NewSci, LLC. The registration fee is $25 for CASE members and $40 for non-CASE members.
  • Please apply for a CASE DII Venture Capital Fund award by Nov. 5. This funding is available for collaborative professional development programs for advancement colleagues and their institutions.

District III
  • Strengthen your solicitation skills, strategize your career path or explore cultural diversity by adding preconference workshops to your MAGIC conference registration.
  • Nov. 17 is the deadline to enter the awards competition, apply for a scholarship and register for the MAGIC annual conference at the early-bird rate of $359 per person.
  • Share the MAGIC: donate an auction item today. The auction is a great place to showcase items, adventures and venues from your area and institution. Proceeds from the auction benefit the district scholarship program.

District IV
  • As fall gets under way, it's time to begin preparing your entries for the 2015 CASE District IV Accolades. The competition officially opens Nov. 1. New this year, CASE District IV will participate in the CASE Platinum categories. With these seven categories, participants will enter at the district level and up to two winners will advance to compete against winners from the other CASE districts.
  • CASE District IV again is providing scholarships for new advancement professionals to attend the district conference and the New Professionals in Advancement Workshop, April 12-14, 2015. The district is requesting the help of veteran CASE members in identifying new professionals at their institution. Nomination packages must be postmarked or emailed no later than Dec. 5, 2014.

District V
  • The early-bird registration deadline for the 40th annual CASE V conference is Oct. 30. The CASE District V conference is one of the largest CASE conferences and offers great value, more than 80 sessions, abundant networking opportunities and more.

District VI

Board Nominations: It is time to nominate members to the CASE District VI Board of Directors for service beginning July 2015. Send nominations and letters of endorsements to CASE VI District past chair Sheri Irwin-Gish at by Nov. 3. The following positions will be presented for election by electronic ballot prior to the annual January meeting:

  • Secretary—two-year term (take minutes at all CASE board meetings)
  • At-Large Directors—two-year term (two positions on district board)
  • Alumni Relations Commission (CASE National Volunteer Position) - three-year term
  • Communications and Marketing Commission (CASE National Volunteer Position)—three-year term

Conference Registration is Open. The Denver Sheraton Denver Downtown will be the host site for the district conference, which takes place Jan. 11-13, 2015. Registration is now open. Check your mail in the coming months for information about the exciting line-up of sessions and speakers.

Best Wishes: The CASE VI Board of Directors would like to wish Kevin Thompson, former district chair and long-time CASE volunteer, well in his retirement from Dickinson State University Foundation.

District VII
Comments and Questions

MemProfileHeather Watson

Heather Watson

Heather Watson is executive director, community relations of Brisbane Grammar School.

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CASE Reporting Standards and Management Guidelines, 4th Edition, and the CASE Campaign Report 2013

CASE Reporting Standards and Management Guidelines, 4th Edition, and the CASE Campaign Report 2013

As the rush of end-of-the-year gift solicitations and gift processing begins, why not take care of two needs in one simple package?

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