Publications & Products
September 2011
Volume 9 Issue 9

Research and News of Note
Expert Offers Tips on Removing Barriers to Advancement Work

Many advancement professionals know what they need to do to make their institutions more successful at alumni relations, communications, fundraising and marketing. But outdated IT systems, a heavy workload, bureaucracy and other obstacles often stand in their way. Tricia King of Birkbeck, University of London, offered tips on how to negotiate through these and other challenges during a workshop at the recent CASE Europe Annual Conference in Manchester, England.

Teaching Students How to Give

Some institutions believe their alumni will be more likely to give back if they are taught the ins and outs of philanthropy as students. A recent initiative by 14 colleges and universities may be proving them right.

K-12 Parents Prefer Email, Website Communication to Social Networks

Parents of elementary- and secondary-school-age children prefer to be contacted by schools via email—but they give low priority to social media, according to a new survey.

Study: Mobile Social Networking, Tumblr on the Rise in 2011

Do you use your phone to get your Facebook fix? If so, you’re part of a growing number of social networkers, according to a new global study on the social media landscape.

QR Code: Pros and Cons

Does your institution use quick response or QR codes in its communications? If not, should it consider doing so? According to one communications expert, QR codes “bring print and web together” and should be used in everything from offers of admission to the alumni magazine.

Inside CASE
Helping Academic and Advancement Leaders See Eye to Eye

Sometimes chief academic leaders and advancement officers need a dose of myth busting about the other’s role at an institution to learn how to work together. The Council of Independent Colleges, in cooperation with CASE, hopes to help dispel the misconceptions these leaders may have about academic affairs and the fundraising process during an upcoming conference.

New CASE Campaign Report Reveals Impact of Recession on Giving, Other Stats

CASE has released its CASE Campaign Report 2010 featuring analysis of data from its annual survey of educational fundraising campaigns.

VSE Survey Seeks Submissions for Fiscal Year 2011 Survey

The deadline to complete the Voluntary Support of Education survey for fiscal year 2011 is Oct. 3.

CASE Conference to Highlight Best Practices in Asia-Pacific Region

Learn the nuances of fundraising in the Asia-Pacific region and much more by attending next month’s CASE Asia-Pacific Institute in Educational Fundraising.

CASE Seeks Advancement Job Descriptions

CASE is updating its collection of job descriptions for all disciplines—advancement services, alumni relations, communications, fundraising and marketing. Members are encouraged to share their job descriptions by emailing them to

Spotlighting Advancement's Data Crunchers

Donors are increasingly expecting frontline fundraisers to talk with them in a personal, well-informed manner. Two upcoming CASE workshops will show how behind-the-scenes professionals in gift processing and alumni and donors records help gather intelligence to steward these donors.

CASE Announces New Affinity Partnership with Hospitality Group

CASE has a new affinity partnership with Frasers Hospitality, a worldwide corporate housing and serviced residences provider.

CASE Accepting Nominations for SimpsonScarborough Scholarships

Communications and marketing practitioners who are new to educational advancement are invited to apply for a SimpsonScarborough scholarship. The deadline for nominations is Nov. 18.

Alumni Relations Professionals Share Social Media Tips

Alumni relations professionals who integrate social media into their activities can greatly improve their ability to stay in touch with students, alumni donors and friends. That’s according to three presenters of a Sept. 29 CASE Online Speakers Series.

Check out CASE Career Central

CASE Europe members interested in posting a job to the new CASE Career Central will receive a 25 percent discount if they post before Oct. 1.

Two Volunteers Receive Awards for Excellence in Teaching

CASE Europe recently recognized two members for excellence in teaching.

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
President's Jobs Bill Includes Charitable Deduction Cap

The proposed American Jobs Act will be funded by reducing the value of itemized deductions, including the charitable deduction, for high-income taxpayers, according to the Obama Administration.

U.K. Matched Funding Scheme News
New Graduates Begin Matched Funding Scheme Training Programme

CASE Europe recently selected seven recipients to participate in its graduate training programme aimed at increasing the number of fundraisers in higher education. The interns will train at eight host institutions.

CASE District News
Districts I and II

Early-bird registration for the 2012 CASE DI/II conference opens in October.

Join colleagues from CASE District I and District II Sunday, Jan. 22, to Tuesday, Jan. 24, 2012, for a conference five years in the making: "The Conference." Register online after Oct. 3 for the lowest conference price! Visit the conference website for more details.

District IV

Save the date for regional workshops, submit entries for the 2012 District IV Accolades Competition and congratulate the District IV Virginia Carter Smith Award winners.

CASE District IV will hold the first in a series of regional workshops on Tuesday, Nov. 15, at the University of Central Arkansas. The program will focus on social media and its varied uses throughout the field of advancement. Additional details regarding the regional workshop will be announced soon so be sure to check the CASE District IV website for updates.

In other news:

  • CASE District IV is making it easier than ever for members to enter the 2012 District IV Accolades Competition. During the summer, DIV upgraded its entry system to enable participants to submit their entry form and payment online in a few quick clicks. The competition opens Nov. 1 and the categories already are online, so DIV members are invited to start thinking about entering their best work.
  • CASE District IV will now pay the entry fee for three winning entries to compete in the CASE Circle of Excellence Awards.
  • Volunteers needed: District IV also needs judges for its Accolades Competition. Judging will take place in early February and volunteers outside of District IV are always welcome. Anyone interested in serving should email Carrie Phillips.
  • Virginia Carter Smith Scholarship Winners: Rylee Ketcher and Lealon Taylor recently received CASE scholarships through the Virginia Carter Smith Scholarship, a program designed for CASE members who have three or fewer years of advancement experience. Ketcher is the coordinator of athletic development at Northeastern State University. Taylor is the new executive director of institutional advancement at Oklahoma City Community College.

District V

Information and funding for the District V conference in Chicago is now available, as well as details on a mini-conference on social media.

Complete details for the 37th Annual CASE V Conference in Chicago, to be held Dec. 11-13, 2011, are now online. Fellowships and scholarships are also now available for the conference. If you're eligible for either the Scholarship to Advance Diversity, the Fellowship for Newcomers or the Scholarship for Students, apply by Oct. 15.

Are you looking for ideas on using social media in institutional advancement? Then look to CASE District V's upcoming mini-conference, "Mini CASE-Wisconsin: Social Media and Institutional Advancement." The session runs from 9 a.m. to 2 p.m. on Wednesday, Oct. 5, at the University of Wisconsin-Milwaukee. Registration is only $50. Find more details on the District V website.

District VI

Oct. 3 is deadline day for several district opportunities. Don't miss the opportunities to be recognized for your work, nominate someone for a board position or individual award or apply for a conference scholarship. Please remind your colleagues of these opportunities.

The district is accepting submissions for the CASE VI 2012 Institutional Awards. Here's a chance to show off your best work in alumni, special events, communications or fundraising from the last year.

In other news:

Nominate a colleague for the CASE District VI Board of Directors. Directors to be elected include:

  • Treasurer-Two-year term from 2012-2014
  • One Director-One-year term from 2012-2013
  • Two Directors-Two-year term from 2012-2014
  • Three Directors-Three-year term from 2012-2015

Nominate a deserving staff member, CEO or volunteer for an individual service award. Categories include:

  • Rising Star Award (NEW this year)
  • Distinguished Service Award
  • Virginia Carter Smith Recognition Award
  • Volunteer of the Year Award
  • Chief Executive Leader Award

Apply for a conference scholarship. Scholarships are given to:

  • Diverse advancement professionals
  • New professionals
  • Emerging students

And finally, have you registered for the 2012 conference? Join us and expand your horizons at the 2012 CASE District VI conference in mile-high Denver, Colo., Jan. 8-10, 2012! Registration is available online!

The four primary tracks for the conference are alumni relations, communications, development/fundraising and career/professional development. A broad range of topics will offer something for everyone.

District VII

Just getting started in your advancement career? Get a crash course in best practices for all areas of advancement at the New Advancement Professionals Workshop, Oct. 7, at the University of San Diego.

Comments and Questions


Tres Mullis

Tres Mullis is executive director of university development for Washington and Lee University in Lexington, Va.

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