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.
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.
Alumni relations programs at educational institutions build and strengthen relations with students, former students, faculty, friends and others.
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.
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.
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.