Leading advancement teams today, amid change and hefty expectations, is like “constantly being in quicksand,” says Jhumar Johnson. That’s why cultivating resilience is crucial. Here, Johnson—who spent 11 years at the U.K.’s Open University—shares how resilience is built on consistency and trust, but also failure and joy.

Higher education’s top leadership role has evolved and expanded—and today’s advancement leaders are finding partners in their presidents, chancellors, vice-chancellors, and rectors. Here, five pairs of leaders share how they work together with mutual trust and shared commitment to their institutions.

Leaders of higher education institutions and independent K-12 schools have seen their fundraising responsibilities grow over time. To help members meet these challenges, the CASE Library has created this resource collection on how presidents and heads of school can develop their fundraising skills and collaborate with advancement staff. 

The average tenure for an advancement professional today is just five years. To keep staff on board, our workplaces need to be flexible, empathetic, inclusive, and transparent. Here, two researchers share what they’ve discovered about human-centered talent management and the key steps to retain staff: align talent to mission and values; engage the whole person; and recognize colleagues’ impact.  

Following the U.S. elections in November 2024, the CASE Library has curated this selection of CASE content, news coverage, and commentary on how the incoming Trump Administration and new Congress are affecting the K-12, higher education, and nonprofit sectors.

The CASE Library has compiled this sample collection of prospect management policies and procedures. Prospect management policies outline procedures on prospect assignments and the movement of prospects through the stages of the development cycle.

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 has compiled this sample collection of talent management programs from CASE Circle of Excellence entries and Currents articles. The collection first lists award-winning programs and then additional programs and initiatives.

The CASE Library maintains this collection of online samples for all CASE members. It includes materials from lost alumni campaigns that have won CASE Circle of Excellence Awards.

Scholars of philanthropy predict that in the coming decades, trillions of dollars of wealth will pass from older to younger generations. Although projections vary, a significant portion of this Great Wealth Transfer is expected to go to nonprofit organizations. This resource collection shares articles and reports on wealth transfer estimates and advice for fundraisers.