Publications & Products
September 2014
Volume 12 Issue 9

Research and News of Note
Social Media Use Becoming Mainstream in Advancement

Social media use is becoming increasingly engrained in the work of alumni relations, communications, fundraising and marketing professionals at educational institutions, according to results cited in a new white paper.

Fundraising Must Be Strategic to Succeed

To achieve sustained fundraising success, leaders of UK universities must strategically align philanthropy with their institution’s strategic plan, according to a new report.

White Paper Highlights Communications Practices for Student Retention

New research indicates that educational institutions can reduce student anxiety and bolster retention rates with a communication strategy aimed at current students.

Dynamic Phonathons Still Have Value

Even with the rise of online giving, a phonathon is still a vital part of any successful annual fund, says one practitioner.

CASE President Talks Future of Advancement

Educational institutions can learn a lot about customer service for the business world, says CASE President John Lippincott.

Social Media Key in Crisis Communications

What is the role of social media in a campus emergency? Education communicators recently shared their insights in a CASE Twitter chat.

Inside CASE
Update on CASE Presidential Search

The nine-member presidential search committee has completed its first series of candidate interviews for the position of CASE president.

Celebrating Two Decades of Advancement Service in Europe

CASE Europe recently celebrated 20 years of providing resources, products and services to practitioners who advance their institutions through their work in alumni relations, communications, fundraising, marketing and other advancement areas.

CASE Europe Takes Ice Bucket Challenge

CASE Europe trustees and staff participated in an ice bucket challenge to raise funds in support of the Euan MacDonald Centre, an ALS research centre within the University of Edinburgh, during last month’s CASE Europe Annual Conference.

SimpsonScarborough Accepting Applications for Scholars Program

CASE is now accepting applications for the 2015 SimpsonScarborough scholars program, which now offers twice the number of available positions than in previous years. The deadline for nominations is Friday, Nov. 14.

Graduate Trainee Program Helps Advancement Recruiting

CASE Europe’s graduate trainee programme is an “excellent way” to recruit talent to educational fundraising, says one advancement supervisor whose UK institution is hosting a trainee of the 2014-2015 class.

Nominate a Foundation Leader for the 2015 CASE Commonfund IRF Awards

Recognize the leadership of institutionally related foundation colleagues by nominating them for the 2015 CASE Commonfund Institutionally Related Foundation Awards.

ICARS Reports on Factors that Contribute to Successful Alumni Relations Programmes

An analysis of data from the latest international CASE survey on alumni relations programmes is now available.

CASE Europe Recognizes Award Winners

CASE Europe announced the recipients of several prestigious awards at its annual conference last month.

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.

CASE District News

District I
  • The CASE District I Excellence Awards are accepting submissions until Sept. 30. Share your best work with peers and win recognition for your team and institution.
  • Registration is now open for the 2015 CASE District I annual conference in Boston, Massachusetts. The conference has sold out three years in a row, so reserve your space today. Early-bird pricing is in effect from now until Nov. 7; not only will you guarantee your attendance, you can save as much as $105 off the full conference price.

District II
  • The Engaging Young Alumni conference will be held Nov. 18-19 in Hamilton, Ontario, 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, associate vice president of alumni relations and annual giving at Carnegie Mellon University.
  • The CASE District II annual conference is being held in Washington, D.C., Feb. 1-3, 2015, at the Omni Shoreham Hotel. 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. Contact Linda Durant at or 610-499-4123 or Michael Shippam at or 585-276-6434 with questions re sponsorship opportunities.
  • Come learn, refresh and network at a short, sweet one-day workshop designed especially for independent school advancement professionals. The CASE District II Independent Schools One-Day Advancement Workshop will take place from 9 a.m. to 3 p.m., on Oct. 30 at The George School in Newtown, Pennsylvania. Join us for roundtable discussions, focused sessions and a keynote address on the future of independent school advancement by Jay Goulart, the co-founder and chief data artist at NewSci, LLC. The registration fee is $25 for CASE members and $40 for non-CASE members.
  • On Oct. 8, the University of Scranton and Kings College are hosting a one-day seminar on "Securing the Visit and Making the Ask" at the University of Scranton. Sue Kubik, principal of eAdvancement, will facilitate an interactive day of discussion and role-play for advancement staff. Register now. For more information, contact Ashley Alt at

District III
  • Sign up for a one-day workshop in Atlanta, Georgia, on Oct. 20, ("Cultivating a Culture of Philanthropy") and in Nashville, Tennessee on Nov. 17 ("Believe It Or Not, We Actually Have Rules to Follow: IRS and CASE Guidelines...and a Few Other Interesting Tidbits"). There is limited space available.
  • 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 and 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
  • CASE District V offers three scholarship programs to assist CASE members attend the 40th annual conference. They are the Advancing Diversity Program, the Student Scholarship Program and the Newcomer's Fellowship Award. Read more at the District V website.

District VI
  • Nominations for institutional awards due Sept. 30. Submit your alumni relations, fundraising, public/government relations, advancement services, special events and outstanding communications. The categories and process is simpler than previous years, so there's no excuse not to submit your work.
  • CASE District VI conference registration is open. The Sheraton Denver Downtown will be the host site for the district conference that takes plan Jan. 11-13, 2015. Check your mail in the coming months for information about the line-up of sessions and speakers.
  • Scholarships available. Financial assistance is available to help up to 12 people attend the CASE District VI conference. Three awards are available: New Professionals, Emerging Student and Diversity. The application deadline is Sept. 29.
  • Judges needed for institutional awards. Serving as a CASE judge offers one of the best opportunities to see first-hand what peers and aspirant institutions are doing as they strive to be the best in class. If you would be interested in serving as a judge for CASE institutional awards, contact Traci McBee at no later than Oct. 1.

District VII
  • Awards are coming! Enter your work in the District VII Awards of Excellence starting Oct. 6. Judges will select winners that represent the best our profession has to offer. Don't delay your chance to be a part of it-entries must be received by Nov. 3. We also seek nominations for the CEO, Tribute and Rising Star Awards.
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Françoise Aylmer

Françoise Aylmer is president and chief executive officer of the Portland State University Foundation.

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