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:
CARES Act Fund Reports
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.
Crowdfunding
The CASE Library maintains this collection of online samples for all CASE members. In addition to crowdfunding campaigns, this collection now also features examples of crowdfunding policies.
Emergency Aid Fund Policies & Program FAQs
The CASE Library provides this sample collection of emergency aid fund policies from institutions around the world.
International Fundraising
The CASE Library maintains this collection of online samples for all CASE members. The collection represents institutions seeking to raise funds from alumni and donors outside of the home country. It includes examples of institution web pages for international giving, web pages of global advancement offices and foundations, global fundraising events, policies and procedures, and job descriptions.
Prospect Management Policies
The CASE Library has compiled this sample collection of prospect management policies. Prospect management policies outline procedures on prospect assignments and the movement of prospects through the stages of the development cycle.
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.
Alumni Relations
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
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
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.