Case V Newcomers Pre-Conference Session
Thank you for attending the CASE V Newcomers Pre-Conference Session. Even though we had an all afternoon session, it's impossible to cover all the information you need to know. This site contains some training materials that you might find helpful — particularly those in development. Illinois State University's division of Institutional Advancement's Employee Manual is also attached.
The CASE International Website is also a great place to look for resources. As a CASE member, you can search for past articles from Currents Magazine and other CASE publications. Bookmark www.case.org.
All best to you and welcome to the field of Institutional Advancement.
Materials
- CASE V NewComers List - (.xlsx) Excel Document
- Seven Steps to a Major Gift
- Capital Campaign Planning List
- Fridat Report Template - (.docx) Word Document
- Three Surefire Steps to Minimize Gossip at the Office
- Major Gift Officer Core Functions
- Moves Management in the Raiser's Edge
- Phone Log Template - (.xls) Excel Document
- Major Gift Officer Training
- Sample Plan
- Six things you can do in today's economy
- Time Allocation and Priorities
- Major Gift Officer Travel Tips
- Employee Manual
- What Is A Contact?
- Why Do Major Donors Give - (.pptx) PowerPoint Document
