Colleges, universities, and independent schools that  have completed a comprehensive campaign in the last five years can participate in this survey.

Comprehensive campaigns (or “capital campaigns”) extend over multiple years and raise funds for a variety of purposes that may include unrestricted operating support, scholarships, faculty support, academic programs, building construction or renovation, endowment, or other strategic priorities of the institution. The survey is not intended for special purpose campaigns (e.g., initiatives to raise funds for an individual building or a specific program).

Participation in the CASE Insights on Campaigns surveys enable institutions to compare campaign goals, participation, and outcomes with peer institutions from around the world. Since the surveys differentiate between campaign funds that are counted in keeping with the CASE Global Reporting Standards and other funds that some institutions may include in published goals and outcomes, this survey allows for apples-to-apples comparisons between campaign outcomes while providing transparency regarding campaign goals and outcomes as published in institutional reports, websites, and other media.  

Participation also allows institutions to examine data on campaign outcomes in relation to annual fundraising outcomes and alumni engagement collected in CASE’s regional fundraising surveys and CASE Insights on Alumni Engagement. While transparent, comparable data is critical in benchmarking campaign outcomes and planning future campaigns, it also helps advancement leaders understand and explain differences among campaigns with similar goals but different policies or counting practices.  

CASE Insights on Philanthropy surveys for higher education (Australia/New Zealand, Canada, Latin America, United Kingdom/Ireland, and United States) and CASE Insights on Philanthropy surveys for international and independent schools (global) collect data for a single reporting year, counting only Funds Received and New Funds Committed as defined in the CASE Global Reporting Standards.

The CASE Insights on Campaigns survey in partnership with Marts&Lundy collects data on funds raised throughout the duration of completed campaigns. It also collects data on donor populations and participation based on soft or recognition credit while CASE’s annual fundraising surveys generally only capture data on donor populations based on hard or legal credit. This survey also capture information on campaign policies and practices and non-financial campaign objectives.

The CASE Global Reporting Standards exclude certain funds from counting in annual fundraising reports because they are not in keeping with the Standard’s definition of educational philanthropy or because the value of the gift is too uncertain.

“New Funds Committed,” as defined in the CASE Standards, exclude government funds, certain research funds, bequest/legacy commitments from donors under 65 years of age, and gifts of intellectual property, among types of funds. Counting campaign giving in accordance with the Standards’ definition of New Funds Committed enables reliable apples-to-apples comparisons between institutions and aligns with the industry-standard counting practice .

CASE recognizes that campaigns’ counting policies may predate the publication of the CASE Global Reporting Standards in March 2021 and that some institutions’ campaign goals may include securing funds that are excluded from counting by the CASE Standards but are, nonetheless, of critical importance to the institution. To accommodate this reality, this survey permits institutions to report, separately from New Funds Committed, any Other Campaign Funds that they include in their published goals and reports but that are excluded from counting as New Funds Committed. 

CASE Insights on Campaigns  findings will be shared in annual reports and other CASE publications.  As we grow the amount of institutions submitting data to the survey, participants will be able to access aggregate de-identified data through CASE Insights data portal. 

Specifics on data sharing can be found in the Survey Documentation. 

At the present time the surveys and guidance documents are only available in English, but we are working towards translating and programing more CASE Insights surveys in Spanish. 

CASE Insights on Campaigns survey in partnership with Marts&Lundy must be completed and submitted via the CASE Insights survey website. A survey account, which is separate from a CASE member account, is required. Email the CASE Insights team to request a survey account or to change an existing survey contact. Include your institution’s name, city, and state, and your name, email address, and phone number. If you already have an account but have forgotten your password, there is a password reset link on the CASE Insights Surveys login page. Once you receive your login, you can begin the survey. The guidance document provides an overview of the survey as well as helpful definitions and instructions on how to complete the survey. Participation in the survey is free. 

Before submitting responses, we ask that each participant sign the Data Use Agreement (DUA). Signing the DUA means that an institution agrees to share their data with other CASE member institutions. The DUA is in place to ensure that others do not share any other institution’s data with third parties or in the public domain.