Publications & Products
Advancement Services

CASE White Papers

Increasing Diversity in University Advancement: Lessons from Leading Development Programs

This whitepaper examines the current state of diversity among development staff at colleges and universities. In 2015, CASE surveyed chief advancement officers of 35 of the largest development programs in the U.S. about efforts to achieve greater diversity among their staffs. In 2016, CASE conducted follow-up interviews with 35 staff leaders of eight institutions identified in the survey as having valuable perspectives on increasing staff diversity. Interviewees included senior leaders, staff with tactical responsibility in hiring and retention, and staff from diverse backgrounds within the fundraising divisions at these eight universities.

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Benchmarking Investments in Advancement: Results of the Inaugural CASE Advancement Investment Metrics Study (AIMS)

The inaugural Advancement Investment Metrics Study, or AIMS, benchmarked investments and staffing in each of the advancement disciplines (advancement services, alumni relations, communications and marketing, fundraising and advancement management) as well as the return on the investment in fundraising specifically. This white paper reports on the study’s results by institution type, campaign status and other factors. The formulas and definitions used in the study are also included.

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Champions. Friends. Acquaintances. Donor Motivation Defined: A lifestyle segmentation study focused on the attitudes, motivations, and giving behaviors of alumni

Which alumni are most likely to become donors? This white paper, the first in a series of three produced by Converge Consulting in alliance with CASE, explores the results of a study on the relation of alumni attitudes to the motivation to give.

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CASE Reports

Use of Technology for Development and Alumni/Constituent Relations among CASE Members, 2012

This research explores the role of "advancement-enabling" technology in helping institutions meet their development and alumni relations goals. The report also looks at trends since the first study was conducted in 2010 and offers advice for dealing with technology-related advancement challenges. Isurus Market Research and Consulting analyzed the data for CASE and Ellucian, which fielded the survey.

Download Use of Technology for Development and Alumni/Constituent Relations

Data Mining and Predictive Modeling in Institutional Advancement

This technical report, produced in partnership by CASE and SPSS Inc., explores the promise of data mining alumni records at educational institutions.

Download Data Mining and Predictive Modeling in Institutional Advancement: How Ten Schools Found Success, 2008

2004 Soft Credit Survey Analysis

The soft credit survey looks at donor recognition and soft crediting practices.

Download the 2004 Soft Credit Survey Analysis

Download the 2004 Soft Credit Survey Results



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