When the survey is open for data collection, the first step in the process is completing the Survey Contact Form (currently closed). We will use this information to provide you access to the survey. Your information will be stored on our database and you may get other information from CASE from time to time as well. Once the contact form is completed, a member of the CASE research team will reach out to with the survey link and instructions for completing the survey. Please contact [email protected] if you have any issues.

Once you have received the Survey Link and documents you can begin filling in the survey; the documents for 2021-2022 are now available. It is possible to start the survey, save responses and resume the survey later but be sure to use the same survey link on the same computer and browser.

We have created two documents to assist with survey completion:

The first is a Supporting Document that contains definitions, counting standards, examples and question-by-question guidance. Please review this document carefully before you gather your data and complete the survey.

The second document is a Survey Validation Worksheet in Excel for use in assembling and checking the data prior to entering it on the online survey platform. The Excel sheet performs some automatic quality checks on your data. For example, it checks that ‘contactable alumni’ is less than ‘total alumni’. It is highly recommended that you complete the Survey Validation Worksheet offline before entering any data on the online survey platform to minimise the risk of errors and to support data validation. Saving data in the excel validation form also provides a backup should you have issues saving data or have a connectivity issue.

Before the completed survey is submitted, we require that the senior most Advancement Professional/Director of Development reviews and signs off the reported data. You are also required to sign the Data Sharing Agreement (DSA) – this has been embedded within the survey itself. There is no hard copy required to be signed. The DSA is in place to ensure participating institutions do not share results outside of their institution and guarantees that results are only used for benchmarking purposes.

CASE conducts additional validation and may follow up about any perceived discrepancies. The data is run through rigorous checks to ensure that the data submitted is free from errors and as robust as possible. Once the data is validated, CASE will open up access to benchmarking capabilities. In addition, CASE will conduct data analysis and write a report on the findings; this will be distributed to participants and posted on the CASE-Ross webpage.

Once the submitted data is validated, CASE will open up access to benchmarking; more details about this will be shared at a later date.

Previous year’s data (from 2014-15 till 2018-19) will continue to be available on the CASE Benchmarking Toolkit. The Benchmarking Toolkit How-To-Guide provides a click-by-click guide to help you navigate the toolkit while benchmarking. Please use either the Firefox or Internet Explorer browsers to access the CASE Benchmarking Toolkit as some features of the toolkit are not compatible with the Google Chrome and Microsoft Edge browsers.

Please note that access to the CASE Benchmarking Toolkit requires a CASE account. If you have previously logged into case.org, please use the same email and password to access the CASE Benchmarking Toolkit. If you don't have an account you will have to create a new account. If you're not sure if you have an account you can look up your account here.

If you’d like to update your institution’s data for 2017-18 or 2018-19, please email [email protected] or [email protected].

This is a well-illustrated interactive report that will highlight your institution’s fundraising success stories, engage a wide cross-section of internal and external stakeholders with its content and help support your strategic plans. You can benchmark your institution's performance against selected comparator institutions and get an infographic report that is ready to share online in presentations, reports and on social media posts.

Ordering a bespoke infographic allows you to:

• Customise your 6-page long infographic report with your chosen colour scheme (which could be as per your institution’s brand guidelines) and institution logo.
• Get a 1-page sector executive summary.
• Choose your benchmarking comparator institutions: these are amongst other participating institutions for the current year and could be either individual institutions you choose, or a group of institutions (such as the Russell Group, or an entire cluster from the CASE-Ross report for the year e.g. Established cluster, or a specific group of institutions you would like to benchmark against).
• Choose your report template: Template 1 if you choose up to 4 comparators and Template 2 if you choose between 5 to 9 comparators.
• Choose your report layout for each of the 4 pages of charts: Template 1 allows you to choose between basic charts only or a combination of basic and bubble charts for each page (i.e. between 3 to 6 charts per layout), while Template 2 allows you to choose between more advanced charts or a combination of more advanced and bubble charts for each page (i.e. between 2 to 3 charts per layout).

What you get is a final print-friendly file (in pdf format) and an online link to the interactive report which allows for easy download of:

• all the charts (in .jpg/ .jpeg/ .png formats) included in the report,
• the data tables (in Excel format) associated with each chart.

You can see a sample output in the Sample Infographic report.

The CASE-Ross Bespoke Infographic for 2022 costs £650 + VAT per report.

To order a bespoke infographic, please complete our Order Form and send to Divya Krishnaswamy at [email protected].

Need help uncovering underlying trends from the CASE-Ross data? Want to make important strategic decisions grounded in robust research data? Wondering what your own cluster analysis might look like? Do you require facts to support your case for investment?

Save hours of your precious time by ordering a bespoke dataset containing a functional version of the endless rows and columns contained in the full data download of the CASE-Ross Survey, custom-built to your requirements.

Pricing is based on the size and scale of your request starting from £100 + VAT.

Contact Divya Krishnaswamy at [email protected] for enquiries and bookings.

An effective training programme curated specially for your institution where we will bring together the best-in-class fundraising experts and thought-leaders at a conference to train, develop and inspire your staff to work on the next award-winning fundraising campaign. Regular giving? Major gifts? Legacies? Capital campaigns? We've got it all covered!

CASE on Campus is our signature bespoke training programme for educational advancement teams. We've used this model to develop our new CASE-Ross on Campus programme, which is a CASE on Campus within the context and setting of your institution's fundraising performance.

Taking on board your challenges and goals, we will develop a programme that directly addresses the specific needs of your institution and individuals working in fundraising and development. An experienced higher education professional will devise and deliver a structured programme to help form a unified strategy for solving your specific problems, review your fundraising performance using data from the CASE-Ross Survey and lay out a fundraising roadmap for the future.

The well-established CASE on Campus training technique with a CASE-Ross angle will help educate and engage colleagues across the institution. The idea is to develop a team of professionals equipped to produce a comprehensive and cohesive approach to building a culture of philanthropy, launching fundraising campaigns and cultivating donor relationships.

You can invite a small group of key decision makers or all your colleagues from across the institution, there is no limit on the number of attendees. The program will be delivered at your institution's campus. You can also organise a CASE-Ross on Campus in partnership with other peer-institutions to facilitate exchange of best practice and collective benchmarking.

Half-day programs start from £3,000 + VAT per institution and full-day programs from £6,000 + VAT per institution. Further costs will apply for expenses and additional facilitators.

Why not reach out to colleagues at peer institutions and receive a 15% discount (i.e. £2,550 + VAT for a half-day program and £5,100 + VAT for a full-day program) by registering for a CASE-Ross on Campus in partnership with other peer institutions.

Contact Divya Krishnaswamy at [email protected] for enquiries and bookings.