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Fundraising

CASE White Papers

Charitable Giving to Universities in Australia and New Zealand Survey
Published October 2016
This report highlights trends in philanthropic giving within the sector, based on analysis done on data collected from 23 institutions in Australia and 1 institution in New Zealand, provided for 2013, 2014 and 2015. institutions in these countries saw strong growth in giving in 2015 with surveyed institutions recording an exponential increase of 26 percent in new funds secured (AUD538.19 million) as well as an increase of 24 percent in cash income received (AUD392.83 million) compared to 2014.

Download Charitable Giving to Universities in Australia and New Zealand Survey

Giving to Excellence: Generating Philanthropic Support for UK Higher Education
Published April 2016
The Ross-CASE Survey of Charitable Giving to Universities collects detailed information about fundraising and donors to measure the philanthropic performance of higher education institutions. It also provides an estimate of the overall impact of philanthropy on the higher education sector in the United Kingdom.

Download Giving to Excellence: Generating Philanthropic Support for UK Higher Education

A Brief Introduction to the Science of Fundraising
Published May 2016
How can the science of philanthropy inform day-to-day fundraising? This brief report explores the usefulness of looking to social science research to enhance fundraising strategies. Drawing on empirical studies it discusses several potential points of intersection between fundraising and research. Specifically, this paper proposes a “DIME” model to highlight three considerations when crafting fundraising campaigns: Donation Impact, Motivation and Effort.

Download A Brief Introduction to the Science of Fundraising

Student Philanthropy: The Foundation for Engagement as Lifelong Donors
Published January 2015
This groundbreaking research provides baseline data and analysis on student philanthropy programs in higher education around the world. Best practices as well as staffing and budgeting trends in student philanthropy are highlighted. A key finding from the survey of 211 institutions: patience and organizational commitment to engage students as donors through a variety of practices can establish a foundation for better fundraising outcomes over time.

Download Student Philanthropy: The Foundation for Engagement as Lifelong Donors

Enhancing Fundraising Practices of the University of California, California State University, and California Private Universities
Published February 2014
This white paper investigates differences in California higher education fundraising practices across the UC and CSU systems, as well as private institutions. Twelve major fundraising practices are assessed via survey research, and a significant relationship is found between development officer qualifications and donation revenue.

Download Fundraising Practices of the University of California, California State University, and California Private Universities

Examining Assumptions About Fundraising Portfolios: Insights from Sales Force Management
Published January 2013
This white paper looks at sales force management techniques as a way to help development offices assign major donors to development officers in order to minimize costs and maximize revenue. The paper considers four common fundraising models-constituency based, geographic, capacity based and the Mayo Clinic model—in relation to criteria used in sales-force strategies: product knowledge, customer knowledge, available time/travel and internal incentives.

Download Examining Assumptions About Fundraising Portfolios

Benchmarking Investments in Advancement: Results of the Inaugural CASE Advancement Investment Metrics Study (AIMS)
Published March 2012
The inaugural Advancement Investment Metrics Study, or AIMS, benchmarked investments and staffing in each of the advancement disciplines (advancement services, alumni relations, communications and marketing, fundraising and advancement management) as well as the return on the investment in fundraising specifically. This white paper reports on the study’s results by institution type, campaign status and other factors. The formulas and definitions used in the study are also included.

Download Benchmarking Investments in Advancement

Findings from the Field: The Donor Motivation Study in Practice, an inside look at the attitudes and preferences of more than 50,000 champions, friends and acquaintances
Published 2012
This white paper, the second in a three-part series produced by Converge Consulting in alliance with CASE, explores the results of a study of how alumni attitudes relate to the motivation to give. The paper looks at preferred communications channels and philanthropic causes of alumni by segment, applies the study’s findings to three specific institutions and includes recommendations based on lessons learned.

Download Findings from the Field

A Snapshot of "Unraveling the Myths of Chinese American Giving: Exploring Donor Motivations and Effective Fundraising Strategies for U.S. Higher Education"
Published January 2012
This white paper, a snapshot of the author’s dissertation research, explores donor motivations among Chinese Americans and looks at fundraising strategies that higher education institutions might use to exploit those motivations. This paper will be useful for fundraising professionals who wish to develop culturally sensitive fundraising strategies.

Download A Snapshot of "Unraveling the Myths of Chinese American Giving"

Application of Charitable Solicitation Registration Statutes to Tax-Exempt Educational Institutions and Related Organizations
Published October 2011
To help members navigate the complex landscape of state charitable solicitation laws, CASE commissioned law firm Webster, Chamberlain and Bean to prepare a document outlining the application of these statutes to educational institutions and their institutionally related organizations.

This document will be updated periodically to reflect changes in state charitable solicitation laws. The most recent update was in October 2011. Questions should be directed to Brian Flahaven, CASE's director of legislative, foundation and recognition program, at flahaven@case.org or +1-202-478-5617.

Download Application of Charitable Solicitation Registration Statutes to Tax-Exempt Educational Institutions and Related Organizations

Champions. Friends. Acquaintances. Donor Motivation Defined: A lifestyle segmentation study focused on the attitudes, motivations and giving behaviors of alumni
Published in 2011
Which alumni are most likely to become donors? This white paper, the first in a series of three produced by Converge Consulting in alliance with CASE, explores the results of a study on the relation of alumni attitudes to the motivation to give.

Download Champions. Friends. Acquaintances

At the Fundraising Core: Strategic Public Relations in Fundraising Practice
Published in November 2010
This white paper reports on a study exploring the views of chief fundraising executives about the relationship between public relations and fundraising. The research focused on how chief fundraisers define public relations; how they use public relations tactics and strategies in fundraising; and what they identify as the essential skills, training or academic degrees a fundraiser needs to be successful.

Download At the Fundraising Core

Use of Technology for Development and Alumni Relations among CASE Members
Published in July 2010
This research explores the role of "advancement-enabling" technology in helping institutions meet their development and alumni relations goals. It includes data on how technology is being used, the barriers to effective use of technology, and strategies for effective deployment of technology. The report is based on data provided by 357 advancement staff in higher education institutions and independent schools. A total of 268 people from higher education institutions participated, as did 89 people from independent schools (private K-12 institutions). Isurus Market Research and Consulting analyzed the data for CASE and SunGard Higher Education, which fielded the survey. Accessible to both professional and general members.

Download the executive summary

Download the full report

Performance Management Maturity Model: Raising the Bar of Fundraising Performance
Published in June 2010
Higher education development professionals face increasing demand for greater levels of success. Finding a solution to increasing output and improving performance in an environment filled with short-term presidents, persistent turnover, greater competition and higher board expectations is foremost in development leaders' minds. The Performance Management Maturity Model provides a prescriptive solution to raising the bar of performance. This internally focused methodology can set you on a path to new levels of organizational output and improved staff productivity and morale.

Download Performance Management Maturity Model

Click Here to Donate: Results of the CASE Survey of Online Fundraising, 2009
Published in July 2009
What tools are most effective in raising funds online, and how do they compare with other fundraising approaches? Who donates online, and how much are institutions raising through online fundraising initiatives? How do fundraisers describe the advantages and disadvantages raising private support electronically? This CASE White Paper looks at the results of a 2009 survey of online fundraising trends conducted by CASE and Robert L. Weiner Consulting.

Download Click Here to Donate: Results of the CASE Survey


CASE Reports

Community College CEO/Chief Development Officer Survey Report

Do community college presidents believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their CEOs understand their roles in fundraising success?

In summer 2012, CASE conducted parallel surveys of community college CEOs and chief development officers to gather their perspectives on their roles and relationship. Findings were presented at the inaugural 2012 CASE Conference for Community College Advancement and are reflected in the presentation below. The surveys can still be used by CEOs and chief development officers as a basis for conversation about ways they can work together most effectively to raise private support for their institution. For example, the president and chief development officer might each download and take the appropriate survey below, compare their results to the broader findings, identify areas of mutual agreement, explore opportunities for improvement and grow understanding of each other’s role.

Download Mind the Gap: Perspectives on the Partnership of the Community College CEO and Chief Development Officer (presentation)

Download Survey for Community College Presidents/CEOs

Download Survey for Community College Chief Fundraisers

 

Use of Technology for Development and Alumni/Constituent Relations among CASE Members, 2012

This research explores the role of "advancement-enabling" technology in helping institutions meet their development and alumni relations goals. The report also looks at trends since the first study was conducted in 2010 and offers advice for dealing with technology-related advancement challenges. Isurus Market Research and Consulting analyzed the data for CASE and Ellucian, which fielded the survey.

Download Use of Technology for Development and Alumni/Constituent Relations

 

Independent School Head/Chief Development Officer Survey Report

Do school heads believe they're getting adequate support from chief fundraisers? Do fundraisers believe that their school heads understand their roles in fundraising success?

In fall 2011, CASE conducted parallel surveys of independent school heads and chief development officers to gather their perspectives on their roles and relationship. Findings were presented at the 2012 CASE-NAIS Independent Schools Conference and are reflected in the presentation below.

The surveys can be used by heads and chief development officers as a basis for conversation about ways they can work together most effectively to raise private support for their school. For example, the head and chief development officer might each download and take the appropriate survey below, compare their results to the broader findings, identify areas of mutual agreement, explore opportunities for improvement and grow understanding of each other’s role.

Download School Heads and Chief Development Officers: Perspectives On the Partnership (presentation)

Download Survey for Independent School Heads

Download Survey for Independent School Chief Development Officers

 

2005 E-mail Solicitation Survey

This survey, the third of its kind, looks at e-mail solicitation trends. It evolved into the 2009 CASE Survey of Online Fundraising. Results from 2009 were published in the white paper Click Here to Donate.

Download the 2005 E-mail Solicitation Survey Results

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