Summary Benchmarking Report from CASE Insights on Philanthropy (Canada) in partnership with CCAE logo, 2022

Prepared for Sample Institution

February 2023

Summary Benchmarking Report

THIS SAMPLE REPORT USES FAKE DATA FOR DEMONSTRATION PURPOSES

About this Report

If you would like to update your institution’s data for 2022 or any previous survey year in order to see trends, please contact CASE Insights.

About the Survey

The CASE Insights on Philanthropy (Canada) (formerly the CASE-CCAE Support of Education Survey, Canada) is conducted in partnership with CCAE (The Canadian Council for the Advancement of Education) and is the authoritative source of data on giving to Canadian colleges, institutes, and universities. The survey collects data on funds received and committed, donor populations and gift bands, charitable purposes, and staffing. The survey:

  • Provides an industry standard model for measuring and reporting fundraising outcomes.
  • Provides participants with standardized data to benchmark year-over-year fundraising progress, make reliable apples-to-apples comparisons with peer institutions, and inform fundraising strategy.
  • Helps institutional leaders set goals, assess performance, build capacity, and make informed, strategic decisions regarding investments in advancement.
  • Raises the profile of higher education advancement in Canada and increase public understanding of the role of philanthropy in supporting Canadian students and institutions.
  • Provides data to help measure the impact of public policy and inform advocacy initiatives supporting educational advancement in Canada and globally.

In its fifth year, the 2022 survey collected data from 50 Canadian colleges, institutes, and universities. A full report of survey findings will be available in the first quarter of 2023 on the survey webpage.

Report Navigation

If you wish to print this report, please note you may need to adjust your printer settings to achieve the desired layout of the printed document.

The charts in this report are interactive, allowing you to:

  • Zoom in icon Zoom In
  • Zoom out icon Zoom Out
  • Reset icon Reset the axes after zooming in or out
  • Pan icon Pan and move within the chart
  • Download icon Download the chart as a .png file
  • Double click on a legend item to isolate that item. Double click again to show all items
  • Single click on a legend item to hide that item. Single click again to unhide the item
  • Toggle between displaying Peers Selected CASE Peers and Philanthropy (Canada) Selection Philanthropy (Canada) charts

Some tables in this report are also interactive, allowing you to:

  • Copy button Copy the table to your clipboard
  • Download the table as a CSV button CSV, Excel button Excel, or PDF button PDF file
  • Print button Print the table. This will open the data in a new tab within your browser
  • Search within the table
  • Sort the table columns ascending or descending by clicking on the column header
  • Show next pages of data for tables with more rows than displayed

Data Sharing Agreement

The data in this report is provided to Sample Institution for internal benchmarking and to inform strategic decision making. Data from charts and downloadable source data should not be published or disclosed to individuals or organizations outside of Sample Institution. Data included here should be handled in compliance with the CASE Insights on Philanthropy (Canada) Data Sharing Agreement signed as part of the survey process.

Data Sharing Agreement

Background The Canadian Council for the Advancement of Education (CCAE) has partnered with CASE on the CASE-CCAE Survey and agrees to the terms of use of the CASE database as described below. Agreement between the Council for Advancement and Support of Education (“CASE”) and the Institution indicated below (the “Institution”) individually a Party and together the Parties. The Parties hereby agree in consideration for the rights granted by CASE to the Institution and the rights granted by the Institution to CASE:

1. Definitions
The following definitions apply in this agreement: Data means the data comprising the questionnaire responses provided by the Institution to CASE in respect of the 2022 CASE-CCAE Survey of Charitable Giving to Higher Education in Canada;

Database means that database of data comprising disaggregated questionnaire responses and information provided by Sharing Institutions and the data and information contained therein;

Survey means the CASE-CCAE of Charitable Giving to Higher Education in Canada conducted by CASE in partnership with CCAE (“Canadian Council for Advancement of Education”);

Survey Collaborators means CASE, CCAE, and such other organizations as is approved by CASE subject always to the confidentiality provisions set out in clause 3;

Tool means the online reporting tool accessible at the website address notified by CASE to the Institution providing access to the Database;

Sharing Institution means an institution that has agreed to the terms contained in this Agreement.

2. Rights
2.1 CASE hereby grants the Institution a right to access the Tool and use the information contained in the Database solely for the Institution’s internal benchmarking or performance for the term of this Agreement, subject always to Clause 3.

2.2 The Institution hereby grants CASE and CCAE: 2.2.1 a non-exclusive, perpetual, royalty free, worldwide license to use the Data for the purposes of the Survey subject to the terms of this Agreement; and 2.2.2 a non-exclusive, perpetual, royalty free, worldwide license to sub-licensee the Data to the Survey Collaborators for the purposes of the Survey; and 2.2.3 a non-exclusive, perpetual, royalty free, worldwide license to sub-licensee the Data to other Sharing Institutions for the purposes of internal benchmarking of performance.

3. Confidentiality
3.1 The Institution shall: (a) keep confidential the Database and/or information obtained from the Tool; (b) not disclose to third parties, without the express prior written consent of CASE, the Database and/or information obtained from the Tool; (c) ensure that no publication of Database and/or information obtained from the Tool occurs without the prior express written consent of CASE; and (d) disclose the Database and/or information obtained from the Tool which is provided by CASE to the Institution for internal benchmarking or performance, only to those persons necessary for the purposes of such internal benchmarking and only to the extent necessary for the proper performance of their duties.

3.2 The Institution shall ensure that the obligations in clause 3.1 are observed by its employees, students, officers and agents and by any other party retained by the Institution and any other party who engages in the internal benchmarking or performance at the instigation of the Institution.

3.3 The Institution shall notify CASE immediately if it becomes aware of any disclosure in breach of the obligations in this clause 3. At the request of CASE, the Institution will take all such steps as are necessary to prevent further disclosure.

3.4 The provisions of this clause 3 shall not apply to: (a) any information which is in the public domain at the date of this agreement or which subsequently comes into the public domain other than by breach of this agreement or any other confidentiality agreement; or (b) any information already in the possession of the Institution at the date of this agreement, other than under an obligation of confidentiality; or (c) any information obtained without any obligation of confidence from a third party that is not in breach of a confidentiality agreement with the Company concerning the information obtained; (d) the extent information is required to be disclosed by law, by any governmental or other regulatory authority or by a court or other authority of competent jurisdiction provided that, to the extent it is legally permitted to do so, it gives the other party as much notice of such disclosure as possible and, where notice of disclosure is not prohibited, it takes into account the reasonable requests of the other party in relation to the content of such disclosure.

3.5 On termination of this Agreement, the Institution shall erase all Database and/or information obtained from the Tool from computer and communications systems and devices used by it, including such systems and data storage services provided by third parties (to the extent technically practicable).

3.6 CASE gives no warranty of any kind in respect of the Tool or the Database and all statutory and implied warranties, terms and conditions are excluded to the full extent allowed by law.

3.7 The provisions of this clause 3 shall be deemed effective from the time of signing of this agreement and shall remain in full force and effect thereafter.

4. Duration and Termination
4.1 This Agreement shall come into force on the date of signature below and shall remain in force until the earlier of: (a) three months after CASE has served a notice to the Institution; or (b) the date of any breach by the Institution of the terms of this Agreement; or (c) 14 days after the date of any notice of breach of this Agreement by CASE as notified by the Institution.

CASE Peers

This complimentary Summary Benchmarking Report presents data on five key variables for Sample Institution along with aggregated data for other institutions in the same self-identified reporting group and aggregated data for all survey participants. Reporting groups largely correspond to the categories used in Maclean’s magazine’s university rankings: Primarily Undergraduate, Comprehensive, Medical/Doctoral, College/Institutes.

CASE Peers data used in this report refers to institutions who also self-identified as part of the Primarily Undergraduate reporting group in 2022.
Philanthropy (Canada) data used in this report refers to institutions who completed the survey in a given year.

CASE Peers and Philanthropy (Canada) data in this report are shown as median group values.

Institution
Institution 1
Institution 10
Institution 2
Institution 3
Institution 4
Institution 5
Institution 6
Institution 7
Institution 8
Institution 9
Institutional Characteristics To access this analysis, order a customized Strategic Benchmarking Report.

New Funds Committed

New Funds Committed (NFC) (formerly “New Funds Secured”) are new monies and property committed in the reporting year from any individual or qualified organization. This includes new outright gifts, new documented pledges for up to 5 years, new irrevocable planned gifts received or committed, and new qualified and documented bequests / legacy intentions if the donor is age 65 or older (CASE Global Reporting Standards 4.1).

Change in New Funds Committed, 2021-2022 To access this analysis, order a customized Strategic Benchmarking Report.
Change by Gift Band To access this analysis, order a customized Strategic Benchmarking Report.

Cumulative Percentage Change in New Funds Committed

Chart

Cumulative Percentage Change in New Funds Committed is calculated as each year’s change from 2020.

Data

New Funds Committed per Student FTE To access this analysis, order a customized Strategic Benchmarking Report.

Sources of New Funds Committed

Charts

Data

Definitions

  • Alumni- Former students—full-or part-time, undergraduate, or graduate—who have earned some credit toward one of the degrees, certificates, or diplomas offered by the reporting institution.
  • Other Individuals- This category includes current students, parents, governing board members, faculty, staff, and any other individual who would not classifiable as “Alumni” by the above definition. Donors that fall into both Alumni and Other Individual should be classified as Alumni.
  • Corporation- Corporations, businesses, partnerships, and cooperatives organized for profit-making purposes, including corporations owned by individuals and families and other closely held companies. This category includes company-sponsored foundations—that is, those created by business corporations and funded exclusively by their companies—as well as industry trade associations.
  • Trusts and Foundations- Corporations, businesses, partnerships, and cooperatives organized for profit-making purposes, including corporations owned by individuals and families and other closely held companies. This category includes company-sponsored foundations—that is, those created by business corporations and funded exclusively by their companies—as well as industry trade associations.
  • Other Organizations- All organizations not defined herein as foundations or corporations. This includes Donor Advised Funds, which are an entity that is not a community foundation. Donor Advised Funds are included as Other Organizations because not all institutions were able to break out Donor Advised Fund giving from other organizations in 2022. For years prior to 2022, Donor Advised Funds were included in “Other Organizations”.

Change in New Funds Committed by Source, 2021-2022

This table shows the percentage change in Alumni Donors between 2021 and 2022. These numbers may differ from the percentages displayed in the charts above. For example, CASE Peers and Philanthropy (Canada) change over time is tabulated for only those institutions which participated in both 2021 and 2022.

Your Institution Change, 2021-2022 (%) CASE Peers Change, 2021-2022 (%) Philanthropy (Canada) Change, 2021-2022 (%)
Alumni -27.0% n/a n/a
Corporations -75.8% n/a n/a
Other Individual 133.3% n/a n/a
Other Organizations 0.6% n/a n/a
Trusts and Foundations -28.6% n/a n/a
Total NFC -23.3% n/a n/a

Purposes of New Funds Committed

Charts

Data

Change in New Funds Committed by Purpose, 2021-2022

This table shows the percentage change in Alumni Donors between 2021 and 2022. These numbers may differ from the percentages displayed in the charts above. For example, CASE Peers and Philanthropy (Canada) change over time is tabulated for only those institutions which participated in both 2021 and 2022.

Your Institution Change, 2021-2022 (%) CASE Peers Change, 2021-2022 (%) Philanthropy (Canada) Change, 2021-2022 (%)
Restricted for capital projects and infrastructure 57.3% 254.2% -76.9%
Restricted for faculty/staff support and experience -50.4% 93.6% 8.9%
Restricted for other purposes 0.5% 38.9% 218.8%
Restricted for research programs and partnerships -57.5% -67.3% -7.4%
Restricted for student financial aid and experience -18.2% 15.4% -13.1%
Unrestricted -84.8% -19.3% -27.1%
Total NFC -23.3% 25.2% -9.3%

Funds Received

Funds Received (FR) (formerly “Cash Income”) are monies and property received within the reporting year from any individual or qualified organization. This includes outright gifts, payments received to fulfill pledges made in the current or previous years, irrevocable planned gifts at face value, and realized bequests/legacy intentions (CASE Global Reporting Standards 4.1).

Change in Funds Received, 2021-2022 To access this analysis, order a customized Strategic Benchmarking Report.

Cumulative Percentage Change in Funds Received

Chart

Cumulative Percentage Change in New Funds Committed is calculated as each year’s change from 2020.

Data

Percentage of Funds Received by Gift Band To access this analysis, order a customized Strategic Benchmarking Report.
Percentage of Funds Received Donors by Gift Band To access this analysis, order a customized Strategic Benchmarking Report.
Funds Received Donors by Type and Gift Band To access this analysis, order a customized Strategic Benchmarking Report.

Alumni Donors

In 2022, your institution had 946 Alumni Donors. Your CASE peers had a median of 535 Alumni Donors, and Philanthropy (Canada) institutions had a median of 857 Alumni Donors.

Charts

Data

Definitions

  • Legally Contactable Alumni (not solicited): living alumni, for whom you have a means of contact (phone, postal address, or email address), and who does not have a total “no contact” status (for any purpose or by any means) and are not part of Alumni Solicited or Alumni Donors.
  • Alumni Solicited (not donors): Number of alumni who were contacted in some formal manner (mail, phone call, visit, etc.) during the reporting year but did not make a contribution during the reporting year
  • Alumni Donors: Number of alumni who made one or more contributions during the reporting year. This includes both hard and soft credit counts.

Change in Alumni Donors, 2021-2022

This table shows the percentage change in Alumni Donors between 2021 and 2022. These numbers may differ from the percentages displayed in the charts above. For example, CASE Peers and Philanthropy (Canada) change over time is tabulated for only those institutions which participated in both 2021 and 2022.

Your Institution Change, 2021-2022 (%) CASE Peers Change, 2021-2022 (%) Philanthropy (Canada) Change, 2021-2022 (%)
Alumni Donors 13.5% -9.6% 6.8%


Million Dollar Donors (Funds Received) To access this analysis, order a customized Strategic Benchmarking Report.
Largest, Non-bequest Gift To access this analysis, order a customized Strategic Benchmarking Report.
Donor Populations To access this analysis, order a customized Strategic Benchmarking Report.
Donor Populations by Grad Cohort To access this analysis, order a customized Strategic Benchmarking Report.

Bequests

Bequests Intentions To access this analysis, order a customized Strategic Benchmarking Report.
Bequests Received as a Percentage of Funds Received To access this analysis, order a customized Strategic Benchmarking Report.

Staffing

Fundraising and Alumni Staff To access this analysis, order a customized Strategic Benchmarking Report.
New Funds Committed per Fundraising Staff FTE To access this analysis, order a customized Strategic Benchmarking Report.
Contactable Alumni per Alumni Relations Staff FTE To access this analysis, order a customized Strategic Benchmarking Report.

Next Steps

Click on each box to learn more