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    CASE Benchmarking Toolkit

    Access the CASE Benchmarking Toolkit  Benchmarking FAQ CASE Benchmarking Toolkit How to Guide Member Support Center
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    The CASE Benchmarking Toolkit is a 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 for several of its annual surveys.

    Please note that access to the toolkit is available only to individuals who are participating in an active toolkit survey.

     

    CASE Benchmarking Toolkit Guides

    The FAQ page answers questions on benchmarking, communities of practice, analyzing surveys and troubleshooting.

    You can also use the step-by-step guide to using the toolkit.

    Surveys That Use the Benchmarking Toolkit
    • CASE-CCAE Survey of Charitable Giving to Canadian Higher Education
    • International CASE Alumni Relations Survey
    • International Schools Survey
    • IRF Data Book

     

    Visit the member support center for more information.

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    Resource Series: CASE Insights

    Other resources in Resource Series: CASE Insights

    Cover for the CASE Alumni Engagement Key Metrics, 2021

    CASE Alumni Engagement Metrics Key Findings, 2021

    In 2021, 365 institutions from 19 countries, grouped into five regions, participated in the CASE Global Alumni Engagement Metrics (AEM) survey. Respondents submitted data for their most recently completed fiscal year. This report presents findings by region, type of institution, and whether the institution is public or private.

    • Research and Data
    • Engagement
    Digital Publication
    CASE Study of Principal Gifts Cover

    CASE Study of Principal Gifts to U.S. Colleges & Universities

    This study identifies 70 principal gifts to colleges and universities in recent years and examines the gift sources, uses, and purposes, plus anticipated impacts, considerations extended to donors, donor characteristics, and the cultivation and stewardship that led to the gifts.

    • Principal gifts
    Research Study
    VSE Findings cover image

    VSE Summary Findings 2021

    Since 1957, the Voluntary Support of Education (VSE) report has been the comprehensive and definitive source of data on fundraising outcomes in higher education and a sample of precollege institutions in the United States.

    • Fundraising
    CASE Insights Survey

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