The first step in the process is completing the survey contact form. We will use this information to provide you access to the survey. Once the contact form is completed, a member of the CASE research team will reach out to you to verify that you have been granted access. Please contact Mr Hem Kumar at hkumar@case.org if you have any issues.  

The survey is hosted on CASE's Benchmarking Toolkit, and requires a CASE account for access. If you have previously logged into case.org please use the same email and password. 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. 

Once you have a CASE account and you have received confirmation from the research team, please navigate to the CASE Benchmarking Toolkit. After you login, the survey should be visible in your "Active Surveys". If you do not see the survey, please contact Mr Hem Kumar at hkumar@case.org. 

We have created three documents to assist you with survey completion. The first is a Guidance Document that contains definitions, counting standards, examples, and question-by-question guidance. The second document is the Reporting Rules for Advancement. Please review these documents carefully before you assemble data and complete the survey.  Questions regarding counting standards and definitions should be addressed to Mr Hem Kumar at hkumar@case.org. The third document is a Survey Data Collection Form (Validation Worksheet) used for assembling and checking data prior to entering it in the online survey. It is highly recommended that you fill up this excel worksheet before updating any figures or information on the toolkit to minimise errors and support data checking.

It is possible to start the survey, save responses, and resume the survey later but be sure to click the "Save Responses" at the bottom of each survey section before closing out. 

A Benchmarking Toolkit How-To Guide is also available to help you navigate the toolkit while survey filling and benchmarking.

A known issue is that the toolkit does not work very well with the Chrome browser, however, if you use the Firefox or Internet Explorer browsers, you should not have any problems. In case you continue to face any issue or need to verify your responses, please contact Mr Hem Kumar at hkumar@case.org. 

Your institution's chief advancement officer or senior most advancement professional should review all reported data before the final completed survey is submitted. 

Participants are also asked to sign a Data Sharing Agreement (DSA). The DSA is in place to ensure others do not share results outside of their institution and guarantees that results are only used for benchmarking purposes. Access to benchmarking capabilities will be restricted unless the DSA is completed.

Once the DSA is signed and sign off is provided, you will be free to submit your data. CASE conducts additional validation and may follow up about any perceived discrepancies. Once the data is validated, CASE will perform data analysis and write a report on the findings. The report will be distributed to participants and posted on  the CASE website. 

Once CASE has reviewed data, all survey participants who signed the data sharing agreement will be granted access to the Benchmarking Toolkit enabling them to benchmark fundraising data and other information year-over-year and against anonymised peer groups.