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Paula O'Neill
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CASE Europe
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Pam Russell
Senior Director of Communications
CASE
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May 3, 2017

Donations to UK Universities Surpass £1BN Milestone

LONDON — UK universities' philanthropic giving has reached record levels, surpassing the £1 billion-a-year milestone for the first time.

The latest annual Ross-CASE Survey of Charitable Giving to Universities has reported a record-breaking increase in philanthropic income of 23 percent across the 110 participating universities.

The funds raised were instrumental in the development and recent rollout of a genetic test to improve childhood cancer treatment at The Institute of Cancer Research, supporting dementia research at the University of Edinburgh and restoring the iconic McEwan Hall in Edinburgh. Other projects include funding new scholarships to enable Londoners from disadvantaged backgrounds to study at the University of London and supporting talented students from Rwanda, Tanzania and Uganda to study for a master's degree at the University of Manchester in subjects that aren't available in their home county.

The report was compiled by the Council for Advancement and Support of Education. Tricia King, vice president, global engagement at CASE, said: "Philanthropic giving is now at the heart of UK university culture. It provides vital funds to enable the nation's universities to invest in new ground-breaking research that pushes back the boundaries of knowledge, improves social mobility by widening access to degree study and builds world-class facilities.

"University fundraising is dependent upon building long-term relationships with donors, and their investment over time demonstrates a powerful belief in the capacity of universities to tackle world problems," King said. "It's particularly pleasing to see that our alumni make such a major contribution. It's clear that they, more than anyone, have experienced the benefits of university study and it's gratifying that they want to give back."

The increase in funds secured comes despite a decrease (0.5 percent) in the overall number of donors year on year, with a significant proportion of the new funds secured from large gifts and pledges. As in previous years of the 15-year research project, new funds secured from alumni (£322m) account for significantly more than non-alumni individuals (£149m) while new funds secured from trusts and foundations (£442m) far outweighs companies (£82m).

Comparing the survey data for 2015-16 to the previous year, findings show that investment in fundraising and alumni relations reported an increase of 16 percent and 10 percent, respectively. The report also shows a 27 percent increase in the number of donors pledging gifts worth £500,000 or more up from 189 to 240.

One of the founding members of the survey, TJ Rawlinson, member of the Ross-CASE Editorial Board and director of development and alumni relations at Cardiff University, commented on the origins of the survey: "In the early 2000s, a group of development directors met at the Ross Priory in Scotland to share experiences and analysis. Their work in collecting data and benchmarking UK fundraising in higher education has grown substantially, and after years of partnering with CASE, the survey is now managed by CASE. The survey has become instrumental in helping the sector to identify good practice in securing philanthropic support and to grow this important income stream for universities." 

CASE President and CEO Sue Cunningham said the survey findings represent a watershed moment. "Surpassing 1 billion pounds is a testament to the hard work of more than 2,100 fundraising and alumni relations professionals, the academic institutions they support and the philanthropic donors who believe in investing in the important work of universities. These dedicated professionals are advancing education in profound ways and transforming lives and society in the process," said Cunningham.

Other results from the 2015-16 academic year include:

  • Total amount gifted from legacies was £104.7 million from 1,179 legacy donors.
  • Alumni donors (177,798) consisted of 80 percent of individual donors (223,256).
  • Universities from the "Established" grouping accounted 32 percent of new funds secured while those considered to be "Elite" accounted for 46 percent of new funds secured.
  • Such was the improved investment in some of the "Emerging" universities in fundraising that they have been formed into a new classification, "Developing."

For more information, contact Shelley Doyle or Simon Francis of Campaign Collective at 020 3239 7259.

Notes to Editors

Definitions

  • New funds secured in a year are new gifts and confirmed pledges from donors received during the year. They include both new single cash gifts, and the full value (up to five years) of new confirmed pledges. New funds secured are new, so they do not include cash payments made against gift pledges secured in previous years. This figure reflects the success of current fundraising activity.
  • Cash income received in a year includes all cash which arrives during the year-whether from new single cash gifts or from cash payments received against pledges secured in this or previous years. Cash income reflects the success of both current and recent past years' fundraising activity.
  • Latent class analysis is a statistical approach used to group individuals or, in this case, universities, into different clusters (or "communities") according to how they answer a series of questions in the survey. Each cluster brings together universities with the most similar answers to the selected questions.
  • Clusters-since 2013 the Latent Class Analysis methodology has consistently found five clusters of reporting institutions with distinct patterns and similar characteristics: Fragile; Emerging; Moderate; Established; and Elite. This year, additional analysis on the ‘Emerging' cluster data reveals how the institutions within this cluster have evolved and shown a marked difference—from those that are still truly emerging and may feel the impact of fluctuations from institutional support, priorities and staff to those that are "developing" from this emerging state and demonstrate more consistency of spend, staffing and institutional support over time. Hence, we have a new cluster, the "Developing" cluster, and have divided into six clusters: Fragile; Emerging; Developing; Moderate; Established; and Elite.
  • The figures in this release and attached infographic represent findings from both total survey participants, and where referenced as comparable or trend data, for those institutions that have taken part in the survey since 2013.

Giving to Excellence: Generating Philanthropic Support for UK Higher Education

The Ross-CASE Survey of Charitable Giving to Universities is annually commissioned by the Council for Advancement and Support of Education in Europe.

110 higher education institutions in England, Wales, Scotland and Northern Ireland participated in the 2015-16 survey.

The report provides an estimate of the overall impact of philanthropy on the higher education sector and is the only source of information on this subject in the UK. The survey was carried out by CASE Europe and allows participating institutions to benchmark their performance against their peers. The first survey was carried out in 2002 and has been repeated annually since then.

About CASE

CASE believes in advancing education to transform lives and society. As a global nonprofit membership association of educational institutions, CASE helps develop the communities of professional practice that build institutional resilience and success in challenging times. The communities include staff engaged in alumni relations, fundraising, marketing, student recruitment, stakeholder engagement, crisis communications and government relations. CASE is volunteer-led and uses the intellectual capital of senior practitioners to build capacity and capability across the world.

CASE has offices in Washington, D.C., London, Singapore and Mexico City. Member institutions include more than 3,700 colleges and universities, primary and secondary independent and international schools, and nonprofit organizations in 82 countries. CASE serves nearly 88,000 practitioners. For more information about CASE, please visit www.case.org.

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