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Foundations of Advancement Operations
About the Course
Designed for professionals new to Advancement Operations (also known as Advancement Services and Development Services), this course provides a practical introduction to the essential data management practices that drive successful advancement. Participants will learn the fundamentals of organizing, analyzing, and leveraging donor information to support fundraising goals. Equip yourself with the knowledge to enhance your institution's mission and grow your own skills and career.

Modules include:
  • Introduction
  • Information Management, Data, and your Database
  • Insight and Analytics
  • Reporting and KPIs
  • Prospect Research and Pipeline Management
  • Gift Processing and Management

Each module is estimated to take between 30-45 minutes to complete.
Pricing
If you are unsure if your institution is a member or you'd like to become one, visit the CASE Membership page or email membership@case.org for assistance. 

 

Pre-Launch Pricing Ends June 30, 2025 Pricing Begins July 1, 2025

Member

  • 195 USD
  • 305 AUD
  • 270 CAD
  • 185 EUR
  • 160 GBP
  • 3,410 MXN
  • 270 SGD
  • 295 USD
  • 450 AUD
  • 400 CAD
  • 270 EUR
  • 235 GBP
  • 5,030 MXN
  • 395 SGD

Non-Member

  • 280 USD
  • 425 AUD
  • 380 CAD
  • 260 EUR
  • 220 GBP
  • 4,775 MXN
  • 375 SGD
  • 415 USD
  • 630 AUD
  • 560 CAD
  • 380 EUR
  • 330 GBP
  • 7,080 MXN
  • 560 SGD
About the Modules
Introduction

Get to know the who, what, why and how of advancement operations in educational institutions. 

Information Management, Data, and Your Database

Explore effective strategies and best practices for data collection, storage, and security. Equip yourself with the knowledge to optimize their institution's data management processes, enhancing operational efficiency and decision-making.

Insights and Analytics

Explore how to collect, analyze, and interpret data to gain actionable insights into donor behavior, fundraising performance, and engagement metrics. Learn about the essential tools and techniques for data analysis, and how to leverage analytics for strategic decision-making.  

Reporting and KPIs

Explore the critical aspects of generating and utilizing reports and key performance indicators (KPIs) within an advancement office. Learn how to create comprehensive reports that provide valuable insights into fundraising activities, donor engagement, and overall advancement performance, and get equipped to enhance the effectiveness of your advancement office. 

Prospect Research and Pipeline Management

Learn best practices to identify and evaluate potential donors, leveraging various research techniques and tools., and explore strategies for effectively managing the donor pipeline, ensuring a steady flow of prospects through cultivation, solicitation, and stewardship stages. 

Gift Processing and Management
Learn how to accurately record, acknowledge, and report gifts, ensuring compliance with legal, ethical, and institutional requirements. Equip yourself with the skills to streamline gift processing and enhance donor relations through effective management practices.
CASE Career Level

Level 1 - Early Career (acquire knowledge about the common core of the advancement function for new professionals and mid-career professionals transitioning into advancement)

Level 2 - Emerging Early Career (develop technical, explicit knowledge in a chosen specialty and grow skills in the advancement competencies)

 

Level 3 - Practicing/maturing Mid-Career (work on achieving fluency in all aspects of advancement and grow leadership skills and gain a deeper understanding of ethics)

 

Level 4 - Senior/experienced Mid-Career (develop deep expertise in your discipline and your understanding of other disciplines)

 

Level 5 - Expert Seasoned Professional (develop an understanding of the role advancement plays in executing higher-level institutional strategy)

 

Level 6 - Leadership/Transforming Seasoned Professional (contribute with work that is more strategic than managerial and maintain a multidisciplinary understanding and portfolio)

CASE Competencies

 

Global and Cultural Competence
Working effectively with and for people from different geographies and cultural perspectives (Cultural intelligence, understanding bias, creating a safe work environment for all)

Integrity and Professionalism
Excellence in conduct representing oneself and one’s institution and the profession (Builds and maintains trust, ethical conduct, personal accountability, storytelling, effective communicator, presenter and facilitator)

Business and Financial Acumen
Understands the business situation and financial factors and takes responsibility for the best course of action (Data based decision making, financial fluency, institutional business knowledge, industry business knowledge)

Industry/Sector Expertise
Focused upon knowledge and skills requisite to specific domains of practice within the profession (Fundraising, Constituent and Alumni Relations, Marketing and Communications, Public Affairs and Government Relations, Management, Advancement Services)

Relationship Building
Effectively utilizing interpersonal skills to build and maintain strong professional relationships between the organization and internal and external stakeholders (Effectively engage volunteers and stakeholders, consensus building, collaboration and teamwork, stewardship, negotiation, conflict resolution, proactive relationship development)

 

Emotional Intelligence
Recognizing emotions and understanding how they impact you and others to guide thinking and behavior (Active listening, self-awareness, empathy, social awareness, social skill)

 

Strategic Thinking
Employs methods and processes to view a situation, assess factors, and create effective implementation plans with measurable results (Align strategy with action, critical thinking, innovative problem solving, change management, adaptability to complexity, strategic planning, understanding data and context, strategic stakeholder engagement)

 

Leadership
Leading with vision and credibility, to effectively manage self, others and resources to achieve organizational impact.  The ability to define what the future should look like, align people with that vision, and influence others through authenticity and inspiration to make the vision happen despite obstacles. (Entrepreneurial, models’ engagement in advancement, manages ambiguity, future focused, executive presence, perseverance, courageous communicator, continuous learning)
Summary
Availability: On-Demand
Credit Offered:
No Credit Offered
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