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    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.

     

    New Collections:

    Alumni Awards
    The CASE Library maintains this collection of online alumni award program samples for all CASE members. Material from the CASE Circle of Excellence awards program is included as available.

    CARES Act Reports and FAQs
    The CASE Library created this collection to provide resources for institutions receiving funding through the CARES Act. Included are examples of reports, applications, and FAQ pages.

    Emergency Aid Fund Policies & Program FAQs
    The CASE Library provides this sample collection of emergency aid fund policies from institutions around the world. 

    Pledges
    The CASE Library created this collection of sample policies and procedures, pledge forms, and pledge reminders.

    Renaming Policies & Procedures
    The CASE Library provides this sample collection of renaming policies. 

    Year-End Fundraising
    The CASE Library provides this collection of year-end fundraising appeals and web pages.

    Contribute to the sample collections
    Learn More

    Advancement Services

    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.

    Donor Surveys

    Endowment Reports

    Gift Acceptance Policies

    Gift Agreements

    Gift Fee Policies & Disclosure Statements

    Giving Reports & Donor Honor Rolls

    Naming Policies & Opportunities

    Pledges

    Prospect Management Policies

    Renaming Policies & Procedures

    Scholarships

    Stewardship Videos

    Alumni Relations

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

    Alumni Awards

    Alumni Dues

    Alumni Engagement Metrics

    Alumni Student Mentoring Programs

    Alumni Surveys

    Alumni Volunteers

    Community College Alumni Relations

    Graduate School Alumni Relations

    Homecomings & Reunions

    International Alumni Relations Programs

    LGBT Development & Alumni Relations

    Parent Engagement

    Student Advancement Programs

    Young Alumni Engagement

    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.

    Alumni Magazines

    Annual Reports

    Branding

    Commencement & Social Media

    Crisis Communications

    Economic and Community Impact Reports

    Presidential Transitions

    Research Publications

    Social Media Policies

    Student Recruitment

    Fundraising

    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.

    Annual Giving

    Athletics Fundraising

    Campaign Case Statements

    Campaign Guidelines

    CARES Act Reports and FAQs

    Community College Grants

    Corporate & Foundation Relations

    Crowdfunding Campaigns

    Emergency Aid Fund Policies and Program FAQs

    Endowment Management

    Faculty & Staff Giving Campaigns

    Faculty & Staff Role in Fundraising

    Gift Officer Metrics & Reporting

    International Fundraising

    LGBT Development & Alumni Relations

    Online Giving Days

    Planned Giving

    Pledges

    Student Philanthropy

    Year-End Fundraising

    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

    Ethics & Conflict of Interest Policies

    GDPR Initiatives & Policies

    Integrated Advancement

    Memoranda of Understanding

    Organizational Charts

    Political Activity Policies

    Records Retention Policies

    Sexual Harassment Policies

    Strategic Plans

    Succession Planning Guides

    Talent Management Programs

    Whistleblower Policies

    Special Events

    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.

    Alumni Awards

    Anniversary Celebrations

    Commencement & Social Media

    Homecomings & Reunions

    Special Event Planning

    See more Library resources

    Subject Guides
    CASE Files
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    Need help finding resources?
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