About CASE

Pam Russell
Director of Communications


For Immediate Release
July 16, 2013

Survey Reveals State of Institutionally Related Foundations’ Fundraising Campaigns, Endowments

WASHINGTON, D.C.—A new survey of foundations affiliated with colleges and universities reveals that nearly one-half of them are currently in the midst of a fundraising campaign and more than one-quarter are in the planning stages of one.

The Council for Advancement and Support of Education recently conducted a survey of institutionally related foundations in the United States representing a range of institution types—from research universities to community colleges. Survey respondents answered questions on how their foundations are funded, staffed and structured as well as specific details about how they manage their fundraising campaigns and endowments.

A CASE white paper analyzing the 88 foundations that responded to the survey contains several key findings, including:

  • More than half of foundations report that they have completed at least two comprehensive fundraising campaigns in the last 20 years. Two campaigns was the most prevalent response.
  • The median campaign goal by foundations was significantly higher in fiscal year 2012 than in fiscal year 2011. The median goal reported in 2012 was $250 million. The median goal reported in the 2011 institutionally related foundation survey was $150 million.
  • About two-thirds of foundations reported that their endowments decreased in value, based on investment performance, in fiscal year 2012. The median decrease in value was 1.6 percent. About one-third of foundations reported an increase or stagnation in endowment value. The median increase in value, among those that showed an increase, was 1.2 percent.
  • The median effective spending rate—the portion of an endowment made available for spending on campus operations—was 4 percent in fiscal year 2012. Three-quarters of responding foundations reported that they planned to maintain that spending rate in fiscal year 2013.

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.