Documentation and Support
With the 2023–2024 DASL data entry period opening June 14, 2023, CASE and the National Association of Independent Schools (NAIS) are helping you prepare to use, understand, and enter your school’s advancement data.
CASE Senior Director of Research Deborah Trumble and NAIS Director of Data Strategy and Operations Joy Bodycomb drill down into the advancement category during a three-part webinar series.
- Overview of Advancement Data: Get to know key terminology and definitions based on the CASE Global Reporting Standards. Review new core questions about new funds committed, which measure the impact of fundraising efforts.
- Constituent Giving—Hard and Soft Credits: Get answers to your frequently asked questions during this session. Review constituent giving questions in the DASL Advancement category. See specific examples and learn how to use both hard and soft credit recognition to capture the full picture of constituent giving.
- Measuring Impact of Fundraising Efforts: Explore the new Advancement Activity subcategory. Learn how to measure the impact of fundraising efforts and activity for the year. Review the types of gifts and pledges that are included in new funds committed, how to identify those gifts in your system, and how it is different from counting funds received.
How to Access Data
School advancement professionals now have access to consistent, comprehensive, and standardized data in the Data and Analysis for School Leadership, the National Association of Independent Schools’ online data collection tool, which adheres to the CASE Global Reporting Standards.