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Principles of Practice

What CASE Stands For
  • Principles of Practice
  • Zero Tolerance Pledge
  • Confidential Reporting of Violations
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The CASE Principles of Practice provide global guidelines for professionals working in the advancement disciplines: advancement services, alumni relations, development, and marketing and communications. Based in the CASE Statement of Ethics, the Principles of Practice have been developed by the appropriate CASE Commission and submitted to the CASE Board of Trustees for endorsement and inclusion.

CASE Statement of Ethics

The CASE Board of Trustees adopted this Statement of Ethics to guide and reinforce our professional conduct in all areas of institutional advancement. 

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Principles of Practice

Principles of Practice for Alumni Relations Professionals at Educational Institutions

The principles below are intended to assist alumni relations professionals in fulfilling their role in a manner that will benefit their institution, its alumni and the profession of alumni relations.

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Principles of Practice

Principles of Practice for Communications and Marketing Professionals at Educational Institutions

The principles are intended to assist them in fulfilling communication and marketing roles in a manner that will benefit their institutions, their profession, and the academic community as a whole.

  • Communications & Marketing
  • Ethics
Principles of Practice

Principles of Practice for Fundraising Professionals at Educational Institutions

These ethical principles go hand-in-hand with the expectation that educational fundraising professionals are expected to comply with the letter and the spirit of all laws relevant to charitable giving.

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  • Data Mining
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Principles of Practice

Ethics Resources

CASE encourages members to share ethical principles with all staff members and volunteers who are engaged in any aspect of advancement on behalf of their institutions. CASE also encourages members to engage volunteers and staff members in conversation about what it means to be ethical and how to put ethical principles into practice.

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Principles of Practice

CASE Statement on the Management of Conflicts of Interest

Real or apparent conflicts of interest, if not managed properly, can seriously undermine that trust.

  • Management
Principles of Practice

CASE Statements on Compensation for Fundraising Performance

CASE provides guidance on compensation for fundraising performance, external and third party compensation, and supplemental compensation. 

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  • Ethics
  • Human Resources
Principles of Practice

Ethical Principles Behind the Acceptance of Gifts in Europe

A set of core principles were identified by CASE Europe, the Ross Group and the 1994 Group of Development Directors to provide guidance for European institutions regarding the acceptance of gifts.

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Principles of Practice

Donor Bill of Rights

The Donor Bill of Rights outlines the rights of donors in the work of philanthropy.

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Principles of Practice

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