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Sample Collection: Endowment Management

The CASE Library maintains this online collection of endowment policies and communications samples.

  • Financial Management
  • Endowment management
Samples

Sample Collection: Endowment Reports

The CASE Library maintains this online sample collection of endowment reports for all CASE members.

  • Advancement Services
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Samples

Sample Collection: Alumni Dues

The CASE Library maintains this online alumni dues sample collection for all CASE members.

  • Alumni Relations
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Samples

Advancement Resource Catalog

The Advancement Resource Catalog is the Library's database of 15,000+ item records (including articles, books, and white papers) available online 24 hours a day, seven days a week. 

  • Advancement Services
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  • Wealth Screening

Subject Guide: Gift Fees

The CASE Library has compiled this collection of resources to assist members who are implementing gift fees.

  • Advancement Services
  • Development Communications
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Subject Guide
Our Educational Partners offer a range of additional resources and services
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Standards Digital Edition

CASE Global Reporting Standards Digital Subscription

Digital subscriptions to the CASE Global Reporting Standards are now available.

  • Advancement Services
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Digital Publication

Subject Guide: Endowment Management

The CASE Library has developed this resource collection in response to questions on aspects of endowment management. It features articles and other resources on managing and communicating about endowments, as well as reports and white papers on endowments trends and data.

  • Financial Management
  • Endowment management
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Subject Guide
The Golden Triangle of School Revenue Management
January 1, 2022

The Golden Triangle of School Revenue Management

Why, and how, the advancement team, business office, and enrollment team should form a strong partnership

A strong relationship between school revenue leaders—directors of advancement, enrollment, and finance—is essential for a school’s financial health. Termed “The Golden Triangle,” these three offices need to have meaningful and long-term conversations about budgets and revenues.  

  • Financial Management
  • Organization & Management
  • Leadership
Feature

Subject Guide: Alumni Dues

The CASE Library often receives questions regarding trends in dues-paying versus non-dues paying alumni association funding models. This collection was developed to bring together resources on this topic.

  • Alumni Relations
  • Financial Management
Subject Guide
April 1, 2016

Parental Pride

How one independent school created a philanthropy program for new parents—with impressive results

In October 2014, Carol B. walked her Lovett School kindergartener to his classroom and then delivered a $2,500 check to the advancement office for True Blue, the school's annual fund. The following spring she made a sizable endowment contribution.

  • Parent engagement
  • Endowment management
  • Communications & Marketing
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