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    Fundraising and Endowment Resilience
    Brought to you by Strategic Investment Group
    This sponsor has either financially supported the creation of this resource or has directly created and shared it with CASE Members.

    Fundraising and Endowment Resilience: Lessons for Leaders

    Published Date: June 22, 2021
    Factors Impacting Post-2008 Financial Crisis Resilience Advancement Investment and Fundraising Results: A Nine-Year Study of 30 Higher Education Institutions in the United States Endowment and Major Gift Stewardship and Strategies Webinar Endowment and Major Gift Stewardship and Strategies Slides Fundraising and Endowment Resilience Webinar
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    Fundraising and Endowment Resilience: Lessons for Leaders

    “Impacts of the 2008 Financial Crisis on Fundraising and Endowments: Ten-Year Trend Data on Sources of Support to U.S. Colleges and Universities”

     

    With generous support from 

    There are hopeful signs that the U.S. may be emerging from the worst of the Covid-19 pandemic. While commencement exercises for the class of 2021 look far from normal, widespread access to the vaccine for individuals 16 and over likely means that classes will be returning to classrooms and students will be returning to campuses in the fall. The degree to which the past year’s forced transition to online learning will inform instructional practice going forward remains unclear. That the pandemic will create lingering financial challenges for colleges and universities is more probable. Declines in domestic and international enrollment, new costs, and increased student need created serious financial challenges for many institutions. Fortunately, institutions were not forced to radically curtail endowment spending at the same time. After precipitous declines in the first quarter of 2020, investment markets quickly rebounded and continued to grow, enabling sustained endowment spending. The market rebound also contributed to sustained philanthropic support which correlates closely to market performance.  

    These factors make it an ideal time for boards and administrations to pause and assess endowment spending policies which may have been neglected through a long period of sustained growth and focus on building endowment value though new gift flows. 

    Over the past year CASE has conducted research about ways institution leaders and boards were responding to the challenges posed by the pandemic and examining patterns of resilience during the current crisis, as well as in the wake of the global financial crisis of 2008.  

    “Fundraising and Endowment Resilience: Lessons for Leaders” provides an overview of findings from surveys of college and university board members and chief advancement officers, analyses of Voluntary Support of Education data examining fundraising resilience and recovery patterns in the wake of the 2008 financial crisis, as well as questions boards and advancement leaders should be asking about endowment stewardship policies and practices and recommendations to sustain fundraising and endowment growth in the years ahead. 

    Much of the work presented here was generously supported by Strategic Investment Group. Case appreciates their support and their collaboration as a thought partner. Thanks to The Association of Governing Boards of Universities and Colleges which collaborated with CASE and SIG on surveys of board members and chief advancement officers.

    Fundraising and Endowment Resilience: Lessons for Leaders

    About the sponsor

    Strategic Investment Group

    Strategic Investment Group

    https://www.strategicgroup.com

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    Research Study US/Canada Higher Education College and University Foundations K-12 Other Non Profit COVID-19 Research and Data Financial Management Fundraising Organization & Management Resource Series: AMAtlas

    Other resources in Resource Series: AMAtlas

    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.

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    AMAtlas Survey
    VSE 2021 Cover

    Voluntary Support of Education, 2021

    Summary findings from the 2020-2021 Voluntary Support of Education (VSE) survey are now available. Buy your copy, today.

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    Survey Result
    Data and Analysis for School Leadership

    DASL – Data and Analysis for School Leadership

    Data and Analysis for School Leadership is an online tool from CASE and the National Association of Independent Schools. It’s a powerful, one-stop shop for U.S. independent school data collection. In it, school leaders can find actionable data on all aspects of their school operations, including admission, enrollment, salaries, and more. 

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