So, welcome to CASE's NYU membership webinar. We are thrilled to have you with us this afternoon as we dive into all the ways CASE can support you in achieving your professional goals. My name is Candace Fitzsimmons, and I serve as the Manager of Membership Engagement here at CASE. Over the past almost two years, I've had the privilege of connecting with many of our members and seeing firsthand the impact of our resources and community. Joining me today is Trumpet Bass, CASE's Senior Director of Membership. Trumpet will be keeping an eye in the chat today, so feel free to drop your questions and comments there. After my presentation, where I'll be highlighting some of CASE's most popular membership benefits and resources, we'll dive into a Q&A session to address any questions you have that weren't addressed yet in the webinar or answered in the chat. A quick introduction to CASE. We are a global nonprofit membership association dedicated to advancing education and transforming lives in society. The only organization of its kind, CASE brings advancement practitioners together across the globe with members and volunteers at the heart of our organization. For the past 50 years, since our founding in 1974, we have been the professional home for advancement professionals, inspiring, challenging, and equipping them to act effectively and with integrity to champion the success of their institutions. Through our CASE global reporting standards, CASE defines the competencies and standards for the profession of advancement, leading and championing their dissemination and application. CASE is headquartered in Washington, D.C., just a stone's throw from the White House, with offices in London, Mexico City, and Singapore. In the U.S. and Canada, we have eight districts, each with its own regional council and district cabinet, providing invaluable local insights and leadership. The districts hold at least one in-person meeting annually to foster community and collaboration, and NYU is in District 2. Our organization is led by President and CEO Sue Cunningham, who has been at the helm since 2015, alongside a 23-member Board of Trustees that guides our mission and strategic direction. And here's a little snapshot of our wonderful relationship with NYU. President Emeritus Andrew Hamilton is a current member of the CASE Board of Trustees. As I mentioned, NYU is in CASE District 2, and two of your NYU colleagues serve in the CASE District 2 cabinet. They are Ellen Callahan and Pedro Guavantes. In addition, Hope O'Reilly serves on the CASE 50 committee, and the CASE 50 is a group of the highest fundraising institutions. Also, Jeremy Kim serves as your CASE primary membership coordinator. So Jeremy manages NYU's CASE membership account. He is also the person to contact if you are interested in receiving a print subscription to our membership magazine, Currents. And everyone who is a member of CASE receives a digital subscription, but we also offer a number of print subscriptions. So please contact Jeremy if you are interested in having one. CASE has nearly 3,000 member institutions around the globe, and more than 100,000 individual members from 82 countries. Our members work across alumni relations, communications, development, marketing, and advancement services, representing a wide array of institutions, including two- and four-year colleges, universities, K-12 schools, nonprofit organizations, and school system offices. And I will mention that as of now, there are almost 500 individuals at NYU who are members of CASE. And NYU can add an unlimited number of NYU staff to their CASE membership roster. So if you have colleagues who would like to be members of CASE, please tell them to contact Jeremy, who could add them to NYU's CASE membership roster. CASE offers an extensive array of benefits and resources, many that are exclusive to CASE members. I will soon be discussing several of them. Our website, case.org, in addition to our newsletters, membership magazine, Currents, and social media sites, such as LinkedIn and YouTube, provide up-to-date information on our latest offerings. We also send emails to members on events and resources of specific interest to them. Now, before we jump into the member benefits, I'm excited to tell you about our membership webinar contest. Since you all work in education, you must get excited over the idea of pop quizzes, right? Well, I am going to be chatting about several different CASE benefits today. After speaking about some of the benefits, I am then going to have a pop quiz. The first person to answer the question correctly by putting the answer in the chat will receive a $10 Starbucks gift card. There will be a total of five pop-up quizzes, so you will have several chances to win. And for all our A-plus students out there, there is a limit to one prize per person. However, you are welcome to post your correct answers every time, even if you're already a winner. So pay close attention so you can be one of our winners today. All right, let's get started. We are now going to dive into some of CASE's most popular benefits and resources. One of the standout benefits that our members absolutely love is the CASE library. This members-only online resource is a treasure trove of knowledge, featuring thousands of item records and resources. Whether you're looking for fresh ideas, answers to your questions, or samples to guide your own projects, the CASE library has you covered. Let me walk you through some of the invaluable resources that you'll find in the CASE library. First, there is the Advancement Resource Catalog. This is an extensive online database with over 15,000 item records, all specifically focused on advancement in education. It's a go-to resource for in-depth research and inspiration. Next, there are the CASE Subject Guides. These are curated collections that address common advancement questions, linking you to CASE publications, survey results, books, and more. Each guide provides a comprehensive reading list on the topic, making it easier to deepen your expertise. The guides cover a wide range of topics, including offering insight into areas such as athletics fundraising, online giving dates, fundraising during economic downturns, and even managing controversial gifts. The newest subject guide is on the new U.S. Congress and Presidential Administration and includes links to CASE content, news coverage, and commentary on how the Trump administration and new Congress are affecting the higher education and nonprofit sectors. Then we have the CASE files. These files track critical topics in advancement, such as the largest gifts to education. And finally, there are the CASE samples. The library has a large collection of samples that is obtained over the years. Our members find them extremely helpful in getting ideas for their projects. These samples include alumni surveys, gift agreements, gift officer metrics, social media policies, strategic plans, stewardship, videos, alumni magazines, annual reports, branding materials, and much more. Okay, now it's time for our first pop-up quiz. The question is, name two types of resources that you can find in the CASE online library. And the first person to post the correct answer in the chat wins. And I'm going to, since I can't hear today, I'm going to ask Trumpette to give me the thumbs up when she's announced the winner and I can move on. And hopefully we have a winner soon. All right, we already have our winner. We do. Well, that's great. Congratulations to our winner. But to everyone else, I can hear, I see Trumpette talking. Sorry, Candice, is it pronounced Priya who's our winner? She or he listed alumni surveys, social media policies, and that is correct. Oh yeah, it's Priya. Thank you. Priya. Sorry about that. That's okay. Okay. And congrats. I'm watching. Okay. So congratulations. Possibly that was Priya, I think. So I will be in touch with you soon with your Starbucks gift card. But to everyone else, there are four more pop-up contests. So please pay close attention. Now let's talk about CASE events, which are often the first point of connection for our new members. CASE hosts a wide array of educational in-person meetings and events that address the key areas and challenges our members face, whether in advancement, alumni relations, marketing and communications, or fundraising. We also tailor our events to meet the needs of various types of institutions, including four-year educational institutions. CASE organizes over 50 meetings annually across the US and Canada, along with numerous international events. These gatherings attract thousands of professionals and offer great opportunities for learning and networking. We also collaborate with other organizations, such as our annual joint conference with the National Association of Independent Schools. Additionally, our districts, especially District 2, host numerous events each year, from annual district meetings to informal drive-ins and online gatherings. CASE members also always receive 40% off the registration fees for CASE conferences. In addition to in-person meetings, we also host numerous webinars and online events and gatherings each year. Many of these webinars and online events are offered free to our members. We're constantly adding new webinars, so I encourage you to check our website regularly to see our latest offerings. An especially timely one coming up is our second Washington Update webinar, which will share the latest updates on executive orders, tax reforms, the freeze on government grants, and other issues affecting schools, colleges, and universities. It will be held on April 18th from 1 o'clock p.m. to 2 o'clock p.m., and it's free to our members, so I highly encourage if you can go to attend. It will be led by Brian Flahaven, who is our VP for Strategic Partnerships and is in charge of our advocacy efforts. Our districts also host online events and gatherings, so there really are so many opportunities to learn, engage, and network through CASE. And what's nice is these opportunities exist at a national, international, and local level. As you can see in this slide, our webinar topics are incredibly diverse, ranging from hot topics in gift processing to modes of alumni engagement. CASE members receive 40% off all CASE webinars, and as you can see, many of these webinars are free for our members. As a volunteer-driven organization, CASE relies on the contributions of its members to make these events a success. We encourage you to volunteer for meeting committees, or even serve as a speaker at our events. If you're interested in volunteering, you can sign up through our website at case.org slash volunteer, and a full listing of events can be found at case.org slash events. Now I'm going to discuss the CASE awards and scholarship programs. Our members have done amazing work in advancement, and CASE is honored to recognize them through our CASE Annual Awards Program. Our Circle of Excellence Awards spotlight creative and inspiring projects that make a significant impact on institutions in their communities. In fiscal year 24, CASE received over 4,000 entries and awarded Circle of Excellence Awards to 522 institutions, and it's an institution-based award. CASE also recognizes individual achievements through our CASE Leadership Award and CASE Distinguished Service Awards. In addition, the eight CASE districts in the U.S.-Canada region offer their own awards program, and if you apply for a CASE award, you are automatically considered for a district award too. And I should mention that the awards program is only for CASE members. You can find out more about our awards program and check out past winners by going to case.org slash awards, so it's a great opportunity to get deserved recognition both for your institution and for yourself. And NYU has won 15 CASE awards in the past five years, which is quite impressive. If you want to check out all of NYU's award-winning submissions, you can go to the URL shown in this slide, or you can also go to the CASE website and type in New York University in the search bar, and the very first result you will get will be for the NYU awards page. So, I definitely encourage you all to go check it out. In addition to our awards, CASE also offers an annual scholarship program to help members attend CASE meetings. Scholarship recipients can attend one CASE conference at no cost, covering the meeting registration fee. Travel-related expenses are not included. Last year, in honor of our 50th anniversary, we awarded 50 scholarships out of 77 applications, doubling the usual number of recipients. Many scholarship recipients are early in their advancement careers, making this opportunity an invaluable chance for learning and networking that they might not otherwise have. The scholarship application process opens up in January and closes in February, and the winners are announced in April, so they will be announced very soon for this year. Winners have one year to use their scholarship. You can go on our website to find out more and to see a list of past winners. Okay, now it's time for our second pop-up quiz. Name two topics that case conferences focus on. But once again, the first person to post the correct answer in the chat wins a $10 Starbucks gift card. And I'll be watching trumpet to see when we have a winner. No winner yet. No entries yet, still waiting. Do we have a winner? Not yet. Oh, we do. We have a winner. Two topics that case conferences. Okay, that's good. I was getting nervous, that's good. Congrats to Nelson. I'll talk to this. Well, congratulations to our winner. And I will be in touch with you soon with your Starbucks gift card. But to everyone else, please remember, there are three more opportunities to win a Starbucks gift card, so please pay close attention. Now we are going to talk about CASE Global Reporting Standards. All professions have standards and advancement is no different. CASE is proud to be the leader for advancement standards, focusing on fundraising, alumni relations, and marketing and communications. We first published our reporting standards in 1982. And in 2021, we published our first CASE Global Reporting Standards, which expanded our standards to organizations around the world. This past July, we updated our standards with guidance on new funds committed and campaign counting. The CASE Global Reporting Standards provide guidelines and definitions for reporting the results of educational philanthropy at schools, colleges, and universities around the world. The standards are intended to help educational leaders understand and mitigate risk and enable effective leadership in the area of philanthropic support. They provide worldwide standards for institutional fundraising with definitions for educational philanthropy and important guidance around gift counting, funds received, new funds committed, and donor control and influence. There is both an electronic and print version of the standards. And I have been told that numerous NYU staff have copies of the print version of the CASE standards. So that's wonderful. CASE is the global leader in empowering advancement professionals at colleges, universities, and schools to make data-informed decisions. Institutions of all sizes, types, and locations around the world find that CASE Insights, our comprehensive suite of data, standards, and research is an invaluable tool for driving success. Our members leverage strategic benchmarking reports, data access toolkits, specialized trainings, and more to adopt a data-informed strategy that enhances their work. There are additional fee-based services offered through CASE Insights that are only available for members. Members can also participate in CASE Insights surveys online. In doing so, your school gains easy access to personalized summary benchmarking reports, including peer comparisons, detailed data, and other valuable insights. CASE Insights provides specialized data, standards, and research that enable advancement professionals to make informed decisions, demonstrate strategic impact, highlight success stories, and define ethical practices at their institutions. As the world leader in helping institutions achieve their goals, CASE offers many of these resources as part of your membership benefits. Further, participants in our surveys receive access to detailed survey results and a customized benchmarking report specific to their institutions. And one of the open surveys right now is on campaigns, so it would be a great one to participate in. All right, now it's time for our third pop-up quiz. Name two ways you can use CASE Global Standards. And once again, the first person to post the correct answer in the chat wins a $10 Starbucks gift card. And let's see how long it takes. The two ways you can use CASE Global Standards. And I'm watching trumpet to see if we have a winner. Yes, we're still waiting for our winner. Yeah, all right. Yeah, the winner here. To help mitigate risk and enable effective leadership globally. Yes, that's a great way to use it. Congratulations. Congratulations, Joanna. Congratulations to our winner. I will be in touch soon with your Starbucks gift card, but to everyone else, we do have two more pop-up quizzes, so please pay close attention. Now we're gonna talk about volunteering for CASE. The volunteers are at the core of everything CASE does. One of our guiding principles is that CASE runs on volunteer power. Volunteering is a great way for you to become more engaged with the CASE community and make an invaluable contribution to the field of advancement. And we offer a wide range of opportunities for those who are interested. Each year, more than 350 volunteer leaders serve on CASE boards and advisory groups, while another 3,200 advancement professionals volunteer their time as speakers, authors, conference planners, judges for our awards program, and more. CASE volunteers are at all stages of their advancement careers, from newcomers to senior-level practitioners, and work across all advancement disciplines, such as alumni relations, communications, development, and marketing. Volunteers can serve on a short-term basis, such as by contributing to a conference, or more long-term by serving a multi-year term on the CASE board of trustees. And we are thrilled to have many NYU members serve in prominent volunteer positions. So I really hope that some of you out there who aren't volunteering yet will consider doing so. There are many different volunteer opportunities at CASE. These include serving as an awards judge, writing a piece for Currents, our membership magazine, or volunteering to be on a conference committee, which is the most common way that our members get involved with and volunteer for CASE. Our conferences offer many volunteer opportunities, including serving as a speaker, leading a round table discussion, serving on a panel, working the welcome desk, seeking sponsorships, or working on an online program. There are also opportunities to volunteer at the district level. For example, I have the privilege of working with an incredible group of volunteers who focus on member outreach at the district level. If you're interested in volunteering, I encourage you to go to case.org slash volunteer and fill out the online form to get started. I'm now going to highlight one more membership benefit, and that is CASE communities. One of the best ways to connect with your peers and expand your professional network is through our CASE communities. The communities are vibrant, secure, members-only online spaces, where our members come together to exchange questions, stories, insights, and resources. CASE communities is a great platform for seeking and sharing advice, ideas, and support. And while many of our members first experience a meetings-related CASE community, there are many more communities to experience. Within CASE communities, you can engage with colleagues on a wide range of topics, including advancement services, alumni relations, communications, marketing, fundraising, and much more. And here's a screenshot of the CASE community page that lists the communities by topic. And as you can see, as of now, there are 11 different communities here, and we are always open to adding new communities. So if you have a great idea for one, please let us know. So you can explore all the possibilities and start connecting today by visiting case.org slash connect. All right, now it's time for our fourth pop-up quiz. The question is, name two topics that have CASE communities. Once again, the first person to post a correct answer in the chat will be the recipient of a $10 Starbucks gift card. And definitely enough time to get one of those spring drinks they come out with, with really pretty colors. We have a winner. All right, that one was fast. That's great, wonderful. Congrats to Timothy Lopez. Thank you. Advancement services and community college grants. Absolutely right. Okay, well, congratulations to our winner. But to everyone else, we do have one more pop-up quiz. So please pay close attention. Well, now that I'm done discussing some of CASE's most popular benefits, we are soon going to move into our Q&A session. However, before we do that, I am very happy to say that Erin Callahan has so kindly offered to talk about her CASE experience, including serving as a volunteer for CASE. And as I mentioned, Erin is currently serving as a member of the CASE District 2 Cabinet. So Erin, thank you so much. And I'm now handing over the virtual microphone to you. And I'm going to watch Trumpet, who can give me the thumbs up when you're done speaking. So thank you so much. Awesome. Hi, everyone. I am a little under the weather, so I apologize for the voice. Hopefully you can hear me. For those of you who I have not yet met, I'm Erin Callahan. I'm the Assistant Vice President for Strategic Marketing and Campaign Communications. And I've been involved with CASE for more than 15 years. I actually was in admissions work for a while and started to get my kind of feet wet there. And it really became a community for me to kind of meet people on the marketing and communication side, also on the admission side. When I came over to UDAR two and a half years ago, after a long time in student affairs, it really became an opportunity for me to reconnect with folks and to also meet people who are doing the same kind of work at different institutions. And that has been invaluable. So Pedro and I both sit on the district two cabinet. We help to organize some of the events and to offer support for the different things that Candace spoke about today. But if any of you have questions, I'm happy to talk more to you. Come find me. I will say that the communities are something that are definitely worth checking out and signing up for so that you get a weekly or a daily digest on the things that are relevant to you. I've met a lot of people through those. The volunteering, there are ways to do a very quick stint. If you're really wanting to meet people, the district conferences that are offered each year, next year will be in Boston. Being on that district conference, really it becomes a close knit group of about 20 to 30 people from all over sort of the mid Atlantic area and really just solid stellar people from around advancement. So definitely encourage folks to do that. The other thing I would encourage you to do is just with your teams to just page through the website. There's a lot there. The libraries are something that I think are very underutilized, but there are a lot of things there for benchmarking rather than recreating the wheel. There is stuff that's handy. Those librarians are also available every day of the week or at least weekdays. They actually get back to you on the weekends as well, but we actually have librarians down at Case who are very, very knowledgeable and good. So if you're looking for something in particular, they can pull it out for you. So I will leave it there. Again, get involved if you have the chance, but at least take advantage of these resources because I think university is supporting us in having this membership with Case. We all have access to these things and I think it's going to help us as we continue to grow and head into campaign. Thanks, Erin. Candice, back to you. Thank you so much, Erin. I'm sure you said many amazing things that I can't wait to hear on the recording of this, which I'm gonna watch right after this is done. And if there are any questions for Erin, please post them in the chat. And now, and Trumpet can read them off along with all the other questions because now it's time for our Q&A session. So if anyone has any questions, please post them in the chat. And now is the time we can also answer any questions that were posted earlier in the webinar. So Trumpet, are there any questions? None. All right, well, that's okay. If you think of any later on, you know how to reach us. And I will be sharing our contact information later in this presentation. And now we are on to our final pop-up quiz. And hopefully this is a easy one for everyone. So name two things you've learned in today's webinar. Wow, that was fast. I didn't even get to finish talking. Okay, well, that's wonderful. Congratulations. I will be in touch with you and all the other winners. So congratulations to all our pop-up contest winners. But I think that everyone here should feel like a winner today because you are learning about how to take advantage of your case membership and how to use it to be more successful in your position in your career. So really, congratulations to everyone. So as we wrap today's session, I'm going to quickly review what we've covered. We explored some of the most popular benefits and resources available to you as a case member, including the case library, our extensive offering of in-person and online events, our rewards and scholarship programs, the case global reporting standards, case insights, volunteer opportunities, and case communities. For more information on any of these topics, I encourage you to visit our website at case.org. There you'll find detailed resources and ways to connect with our team if you have additional questions. I am also listing here the web addresses for the resources I discussed today. As I've mentioned, the slide deck for today's webinar is available to download. Also available to download on the meeting website is a detailed list of all cases' benefits and resources, including some that, due to time restrictions, I wasn't able to cover in today's webinar. At this time, we would greatly appreciate it if you could post in the chat any feedback you have regarding the case benefits and resources I discussed today, and if you have any recommendations on how we can better assist you in achieving your goals. And of course, you're welcome to send me an email with this information too, or to Trumpet. So once again, a big thank you for joining us today for our special NYU case membership webinar. I hope you found it helpful and that you learned new ways to make the most of your case membership. And thank you so much to Jeremy for helping me plan and put on this webinar. And thank you to Erin for sharing her case experience with everyone. And thank you, Trumpet, for all your help too. So thanks again, everyone, and have a wonderful afternoon. Bye. Thank you.

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