SERIES: Sample Collections
The CASE Library assembles a wide assortment of sample collections. All members can access these collections by logging in. We welcome all contributions.
These documents are generously contributed by advancement professionals around the world in the spirit of peer-to-peer exchange. Others are publicly available on institutional websites.
Diversity in the Profession
The CASE Library maintains this collection of online samples for all CASE members. It includes examples of diversity and inclusion plans, mission statements, and DEI priorities and initiatives within advancement divisions.
The CASE Library provides this sample collection of materials from lost alumni campaigns and initiatives.
Prospect Research Policies & Report Templates
The CASE Library maintains this collection of online samples for all CASE members. It includes examples of prospect research policies, templates, and sample reports.
The CASE Library developed this collection to support members with small advancement teams. See examples of how educational institutions are raising money and engaging constituents in spite of limited staff and resources.
Advancement services programs at educational institutions address the operational aspects of advancement such as computer systems, gift regulations and compliance, maintaining policies and procedures and reporting and data integrity.
Gift Fee Policies & Disclosure Statements
Giving Reports & Donor Honor Rolls
Alumni relations programs at educational institutions build and strengthen relations with students, former students, faculty, friends and others.
Alumni Student Mentoring Programs
Community College Alumni Relations
Communications & Marketing
Communications and marketing programs at educational institutions engage constituents in two-way conversation and promote the institution using a variety of strategies and tools.
Fundraising programs at educational institutions secure private support in the form of annual gifts, major gifts, planned gifts and corporate and foundation gifts, often through strategically developed fundraising campaigns.
Corporate & Foundation Relations
Emergency Aid Fund Policies and Program FAQs
Faculty & Staff Giving Campaigns
Faculty & Staff Role in Fundraising
Gift Officer Metrics & Reporting
Higher Education Emergency Relief Fund (HEERF) Reports and FAQs
LGBT Development & Alumni Relations
Organization & Management
Organization and management at educational institutions requires resources that cover issues faced by advancement professionals and institutional leaders, such as working with boards, leadership transitions, strategic planning, and talent management.
Alumni Association Board Documents
College and University Foundation Board Documents
Data Protection Impact Assessments
Diversity, Equity, & Inclusion Surveys
Ethics & Conflict of Interest Policies
Special events can include annual events, one-time events, or events planned specifically for a certain audience. With proper research, planning, communications and implementation, they can be some of the most effective components of a comprehensive institutional advancement plan.