About This Report

This AMAtlas Graphical Program Summary (GPS) prepared for Sample Institution. The data was compiled from the CASE Voluntary Support of Education (VSE) Survey 2019 data, and also used longitudinal data from 2010-2019.

About The Voluntary Support of Education (VSE) Survey

The CASE Voluntary Support of Education (VSE) survey is the authoritative source of data on giving to higher education institutions in the US with 62 years of rigorous survey data. Nearly 1,000 institutions respond each year.

The 2018 survey collected data for the fiscal year beginning July 1, 2018, and ending June 30, 2019 (with a few institutions reporting on different fiscal calendars). Data shown are cash received, not pledges or commitments.

This presentation outlines your institution’s data alongside aggregate data from the overall survey population and your AMAtlas Peers. (See the following slide for more information.)

Key findings from the VSE survey are from US and Canadian institutions. Data are presented in a standardized format, with minimal analysis. Further analysis can be provided by CASE’s AMAtlas team using facilitated cohort groups and including an individualized call with your institution.

Higher education and AMAtlas peer results are presented as median figures in this presentation.

AMAtlas Peers

Peer Description

AMAtlas peer groups are based on a combination of core data points from the Voluntary Support of Education Survey and additional appended variables . An algorithm is used to select the twenty institutions most similar to yours based on data for fiscal year 2019. The following charts show trends in your institution and institutions similar to yours based purely on the selected data points. Your peer group is not necessarily an academic or aspirational peer group.

Peer Weights

AMAtlas Selected Peers

Peers Years Participated (out of 10)
Peer A 10
Peer C 10
Peer D 10
Peer E 10
Peer F 10
Peer G 10
Peer H 10
Peer I 10
Peer K 10
Peer L 10
Peer M 10
Peer N 10
Peer O 10
Peer P 10
Peer Q 10
Peer R 10
Peer S 9
Peer T 7

Sample Institution Selected Peers

Peers Years Participated (out of 10)
Peer B 10
Peer J 10

Cumulative Annual Growth

Cumulative annual growth for your institution was calculated by setting the first year of VSE participation since 2010 as the baseline. If your institution first submitted data in any year after 2010, that will be the base year. Percent change was calculated relative to the first year baseline. For AMAtlas peers and All Higher Ed, the first year baseline is always 2010.

Cumulative Annual Growth measures changes in Total Support over time. Total Support includes:

  • Gifts and grants to your institution, both for current operations and for capital purposes, regardless of form (cash, products, property, securities, etc.);
  • Gifts and grants to affiliated foundations and organizations created to raise funds for the institution;
  • Securities, real estate, equipment, property, or other noncash gifts, to be evaluated at the fair market value placed on them by an independent appraiser, not the cash income therefrom;
  • Deferred gifts (but not pledges or bequest intentions);
  • Cash surrender value of life insurance contracts;
  • Insurance premiums paid by donors;
  • Cash payments returned as contributions from salaried staff.

Hover over graph to see details.

In FY2019, Sample Institution decreased gift income by -12.6722711533271 percent over the previous year. 40 percent of institutions within your AMAtlas peers and 52.5 percent of all Higher Education Institutions had positive change from the previous year.

Philanthropic Support by Source

Hover over the sources in the list below in order to see the definition of each souce.

Hover over graph to see details.

Your Inst. 2019 $ Your Inst. 1 yr % change AMAtlas Peers 1 year % change All Higher Ed 1 year % change
Alumni $54.5M -12.1% -10.9% 5.6%
Corps $33.0M -1.0% 9.2% 6.7%
Foundations $30.2M 22.0% 4.1% -1.6%
Other Individuals $25.2M -37.1% 0.1% 7.3%
Other Orgs $6.9M 7.3% 26.7% -3.7%
Parents $3.6M 2.8% 2.2% -2.0%
Total $153.3M -9.9% -2.4% -5.0%

Alumni Donors

Hover over the list below in order to see the definition of each term.

Hover over graph to see details.

One Year Percentage Change in Donor Counts

Your Institution AMAtlas Peers All Higher Ed
% change in Alumni Donors from Last Year 4% 1% -3%

In 2019, your institution had 28,298 Alumni Donors. Your AMAtlas peers had a median of 21,643 Alumni Donors, and all Higher Education institutions had a median of 2,291.

Philanthropic Support by Purpose

Hover over the list below in order to see the definition of each term.

Hover over graph to see details.

Your Inst. 2019 $ Your Inst. 1 yr % change AMAtlas Peers 1 year % change All Higher Ed 1 year % change
Build/Equip/Prop $15.2M -57.2% 2.9% -8.3%
Current Ops (R) $92.3M 6.2% -0.6% 1.5%
Current Ops (U) $684K -59.4% 4.4% -5.9%
Deferred Gifts $870K -35.2% 73.1% n/a
Endowment (R) $36.4M -18.6% -20.2% 9.4%
Endowment (U) $7.9M 18,511.9% 54.6% n/a%
Loan Funds $0K n/a n/a n/a
Total $153.3M -9.9% -2.4% -5.0%

Largest Gifts as % of Total Support

Hover over graph to see details.

In 2019, 25.3 percent of funds received came from the three largest gifts from each source: bequests, corporations, foundations, and individuals. Over time, major gifts have become a larger portion of funds raised. Pay careful attention to giving bands to ensure enough donors are continuing to upgrade into mid and major giving levels.

Outstanding Pledges 2010-2019

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Outstanding Pledges 2019

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Cumulative Annual Growth Minus 3 Largest Gifts

This graph shows trends excluding the three largest gifts from any source. This view is simply to examine trends excluding the outliers.

Hover over graph to see details.

In FY2019, Sample Institution decreased gift income by -12.6722711533271 percent over the previous year. 100 percent of institutions within your AMAtlas peers and 52.5 percent of all Higher Education Institutions had positive change from the previous year. Cumulative annual growth for your institution was calculated by setting the first year of VSE participation since 2010 as the baseline. If your institution first submitted data in any year after 2010, that will be the base year. Percent change was calculated relative to the first year baseline. For AMAtlas peers and All Higher Ed, the first year baseline is always 2010.

One Year % Change in Total Support Minus 3 Largest Gifts

Hover over graph to see details.

Donor Advised Funds Snapshot 2019

Family Foundation Giving 2010-2019

Family Foundation Snapshot 2019

Cumulative Annual Growth Data

Philanthropic Support by Source Data

Alumni Donors Data

Philanthropic Support by Purpose Data

Largest Gifts as % of Total Support Data

Outstanding Pledges 2010-2019 Data

Outstanding Pledges 2019 Data

Cumulative Annual Growth Minus 3 Largest Gifts Data

One Year % Change in Total Support Minus 3 Largest Gifts Data

Donor Advised Funds Snapshot 2019 Data

Family Foundation Giving 2010-2019 Data

Family Foundation Snapshot 2019 Data