Samples, Research & Tools
Benchmarking Resources

CASE conducts research on the advancement profession to provide members with reliable data and information for decision-making. We provide benchmarking resources for advancement professionals to measure programs, staffing, budget and activity as well as investment outcomes.

The CASE Benchmarking Toolkit is a state-of-the-art survey tool that helps advancement professionals benchmark activities, staffing, budgets and other aspects of their programs with peer institutions. The toolkit allows peer communities of practice to design and conduct their own surveys, review results and instantly download charts directly into reports. CASE Research uses the toolkit to conduct several of its annual surveys.

The Alumni Relations Benchmarking Template was originally developed by the Association of Private College and University Alumni Directors (PCUAD). In April 2009 the template was adapted and formally adopted by  the CASE Commission on Alumni Relations to provide alumni relations practitioners at all types of institutions with examples of questions they might use to benchmark their programs with those of peer organizations.

Written primarily for community-based organizations, this workbook-style primer has much to offer a development, communications and marketing or alumni office (particularly at smaller institutions) that does not yet have a benchmarking program in place.

This companion to Advancing Small Colleges: Strategies for Success examines trends in small and mid-sized college and university advancement based on the most recent CASE/CIC survey of 274 institutions covering their fundraising, marketing and communications, alumni relations and admissions activity.

Launched in 2004, Open Standards Benchmarking is powered by a database underwritten by organizations that support the creation of common, open frameworks to measure processes. Based on APQC's widely adopted Process Classification Framework, the database contains more than 1,200 standardized measures spanning people, process and technology.

Since 1957, CAE has conducted an annual survey of colleges and universities. The purpose of the survey is to collect data on fundraising at the nation's higher education institutions, and more recently at a small number of private precollege institutions.