CASE Insights Survey

Documentation and Support

VSE Survey Changes in 2022

The 2022 VSE survey has been redesigned to incorporate the CASE Global Reporting Standards. 

The higher education VSE survey will continue to be conducted on the CASE Insights surveys website.

The independent schools VSE survey data collection is moving to the National Association of Independent Schools' Data and Analysis for School Leadership survey tool. Learn more about how CASE and NAIS are partnering to enhance data collection and analysis for independent schools and the CASE Insights on Philanthropy in Independent Schools.

VSE Survey Documentation & Aids

Survey Guidance

The guidance document offers detailed instructions on completing all required and optional sections of the full/partial or minimal version of the survey, including section 2b, Advancement Investment. The overview document is a section-by-section review of changes to the full/partial and minimal versions of the survey in 2022. The requirements document briefly outlines the data a participant must have to complete the higher education survey, plus it notes what additional data participants can opt to provide.

Survey PDFs & Data Collection Grids

Here you can download PDFs of the survey versions. For those that wish to gather their data before completing the survey online, we are offering Excel data collection grids. You must enter your data and submit the survey online. See survey access and participation details below.

 

 

Deferred Gift Tax Deduction Calculator

If you do not have the IRS tax deduction amount for an irrevocable deferred gift, you may enter gift and beneficiary details here to calculate it.

Deferred Gift Tax Deduction Calculator

 

Survey Access & Schedule

A VSE survey account on the CASE Insights Surveys website, which is separate from a CASE member account, is required to access the VSE survey. To request a VSE account or to change an existing survey contact, email the CASE Insights team. Include your institution 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 survey login page. 

During an active VSE survey cycle, follow the steps below to check into the survey and indicate whether your institution intends to participate. You can do so before you are ready to enter data into the survey.

  • Go to the CASE Insights Surveys website.
  • Enter your VSE account user name and password. 
  • Go to the Surveys tab. Click "GO" beside the active survey.
  • In the blue Survey Status area, check "We will (or will not) complete the survey this year." Indicating that you will participate activates the survey for data entry.
  • Click "OK" to confirm that you want to change the survey status.
  • If your participation status should change, you can remove the check from your previous selection and make another selection.
  • Be sure the survey status box "We will complete the survey this year" is checked. You cannot enter data if the box is not checked.
  • Open each section to enter data. You do not have to complete the survey or a section entirely at one time. There are buttons to save your progress at the bottom of each section.
  • When your survey is complete, go to the blue Survey Status area on the survey menu, and check "We are DONE with the survey." If your survey has no errors, your survey will be marked done and officially submitted.
  • You will be notified if you have errors on your survey. Errors must be resolved before the survey can be marked done. Email the CASE Insights team if you need help with survey errors.

Mark the survey done by October 1. To request a deadline extension, email the CASE Insights team. Include your institution name, city, and state, and the new deadline you are requesting. 

Late June: The VSE Survey opens for data input. Participants may also request to complete prior-year surveys in which they did not participate.

October 1: Survey deadline for higher education institutions.

To request a deadline extension, email the CASE Insights team. Include the institution's name, city, and state, your name and contact information, and the requested deadline extension date.

February: Official release of the survey results. 

CASE publishes VSE Survey research findings throughout the year. Individual-institution data are available exclusively in CASE Insights data portal, CASE’s longitudinal and comparative metrics online reporting solution. Access to the data portal is a CASE member benefit. For-profit corporations can subscribe for a fee. Email the CASE Insights team to request a data portal user account or for a corporate subscription quote.