Approved by the CASE Board of Trustees in November 2005
Philanthropy is a voluntary exchange in which the values and aspirations of donors are matched with the values and aspirations of those they benefit.
Educational fundraising professionals work on behalf of those served by their institutions during this exchange of values and represent their universities, colleges and schools to donors, volunteers, and the larger public. In doing so, they also represent the integrity of the institution and of the fundraising profession. They must, in discharging responsibilities, observe and promote the highest standards of personal and professional conduct and continually strive to increase their knowledge of the profession.
The following principles are consistent with CASE's position on commission-based compensation developed by the Commission on Educational Fundraising (now the Commission on Philanthropy) in 1991 and reaffirmed in 2005, and the Donor Bill of Rights. They are intended to provide guidance and direction to educational fundraisers and volunteers as they make ethical choices during the philanthropic exchange of values. The principles are not, and cannot be, an exhaustive list of rules to be applied to every decision in which ethical principles may be involved.
These ethical principles go hand-in-hand with the expectation that educational fundraising professionals are expected to comply with the letter and the spirit of all laws relevant to charitable giving.
Individuals will:
Individuals will:
Individuals will:
Individuals will:
Individuals will:
Adopted by the CASE Board of Trustees in March 2005
Education at all levels has never been more essential to the well-being of the global community. Yet, educational institutions face an increasingly challenging environment in which to attract students, faculty and benefactors, as well as to earn alumni allegiance, government support and public respect. As a result, alumni relations professionals perform increasingly strategic and complex roles serving their institutions and alumni including: championing the institution's mission, encouraging and fostering alumni involvement with their institutions, building long-term relationships with alumni and other constituencies and collaborating with the advancement team to maximize efforts on behalf of the institution and its alumni. The principles below are intended to assist alumni relations professionals in fulfilling their role in a manner that will benefit their institution, its alumni, their profession and the academic community.
Alumni relations professionals have a fundamental obligation to:
Alumni relations professionals are most successful at advancing their institutions and serving alumni when:
Alumni relations professionals best serve the needs and interests of the alumni and ensure the involvement of alumni with the institution when they:
Adopted by the CASE Board of Trustees in July 2004
Education at all levels has never been more essential to the well-being of the global community. Yet educational institutions face an increasingly challenging environment in which to attract students, faculty and benefactors, as well as to earn alumni allegiance, government support and public respect. As a result, communications and marketing professionals perform strategic and complex roles as champions of the institution's mission, stewards of its reputation, monitors of its competitive environment and liaisons to its many constituencies. The principles below are intended to assist them in fulfilling those roles in a manner that will benefit their institutions, their profession and the academic community as a whole.
Communications and marketing professionals have a fundamental obligation to:
Communications and marketing professionals are most successful at advancing their institutions when:
Approved by the CASE Board of Trustees in November 2005
The university or college periodical publication, most often a magazine, is vital to the prosperity of its institution. By documenting the institution's vigorous culture on campus and off, the periodical engages its readers — alumni, parents, members of the local community, faculty, and staff — both intellectually and emotionally, nurturing a relationship that leads to participation in the life of the institution and continued financial support.
The periodical fulfills its mission best by exemplifying the values of its institution. It earns the trust of its sophisticated, well-educated audience through respect for truth, fairness, free inquiry and the presentation of competing ideas.
The following principles are intended to assist university and college periodicals editors to fulfill their roles in a manner that will benefit their institutions, their profession and the academic community as a whole.
College and university periodicals editors have a fundamental obligation to:
College and university periodicals editors are most successful at advancing their institutions when they: