CASE Insights Strategic Benchmarking Report on
Philanthropy (ANZ),
2022

Prepared for Sample Institution

October 2023

Strategic Benchmarking Report

THIS SAMPLE REPORT USES SIMULATED DATA FOR DEMONSTRATION PURPOSES

About this Report

Self-Selected Peers

ANZ Peers
Sample ANZ Peer 1
Sample ANZ Peer 2
Sample ANZ Peer 3
Sample ANZ Peer 4
Sample ANZ Peer 5
Sample ANZ Peer 6
Sample ANZ Peer 7
Sample ANZ Peer 8
Sample ANZ Peer 9
Sample ANZ Peer 10

Report Navigation

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About CASE Insights on Philanthropy (Australia, New Zealand)

The CASE Support of Education Survey, Australia and New Zealand collects detailed information about fundraising and donors to measure the philanthropic performance of higher education institutions. It also provides an estimate of the overall impact of philanthropy on the higher education sector. In the current year, 2022 , the survey collected data from 30 colleges, institutes, and universities.

This survey of philanthropic giving uses the methodology used by the CASE-Ross Group Support of Education Survey, UK and Ireland adopted by UK universities. It is an important tool for institutional leaders, development and alumni staff who work at education institutions as it allows them to be more rigorous in benchmarking, more confident in accountability and more persuasive in relationships with alumni and other donors. This survey is a key source of information on this subject, enabling institutions to compare themselves with similar universities.

A full report of survey findings is available on the survey webpage. On behalf of the whole CASE Insights team, thank you for your participation!

ANZ Data Sharing Agreement

Between Council for Advancement and Support of Education - Asia Pacific (“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 CASE Support of Education Survey, Australia and New Zealand (previously called Charitable Giving to Universities in Australia and New Zealand Survey).

Database means that database comprising disaggregated questionnaire responses and information provided by Sharing Institutions and the data and information contained therein since 2006.

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

Survey means CASE Support of Education Survey, Australia and New Zealand 2023 (previously called Charitable Giving to Universities in Australia and New Zealand Survey) conducted by CASE.

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

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:
2.2.1 a non-exclusive, perpetual, royalty free, worldwide licence to use the Data for the purposes of the Survey subject to the terms of this Agreement;

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 procure that the obligations in clause 3.1 are observed by its employees.

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 signing date in the calendar year of signature shall remain in full force and effect thereafter.

4 DURATION AND TERMINATION
Once signed, 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.

5 Contracts (Rights of Third Parties) Act 1999
The Parties agree that any Sharing Institution has the right to enforce the terms of this letter against the Parties should they disclose the Database in breach of the terms of this letter.

6 Governing Law
We agree that the terms of the letter will be governed by Australian law.

Institutional Characteristics

Philanthropy (Australia, New Zealand)

Executive Overview

An executive overview will be written by the CASE Insights team with the purchase of presentation calls. If your purchase includes calls, this section will be populated after your preview call with the CASE Insights team.

Philanthropy Overview

New Funds Committed

Change in New Funds Committed

This chart examines Cumulative Percentage Change in New Funds Committed (NFC), which was calculated by setting setting 2020 as the baseline for your institution and your self-selected peers. This chart is useful to examine your rate of growth in New Funds Committed during the period. Hover over each line to see further information on the New Funds Committed for each year. Please also see the Ranking tab to see how your institution ranked against peers in terms of New Funds Committed each year.

Ranking

Hover over each line to find more information on the amount of New Funds Committed that institution raised during the given year.

Data

Funds Received

Change in Funds Received

This chart examines Cumulative Percentage Change in Funds Received (FR), which was calculated by setting setting 2020 as the baseline for your institution and your self-selected peers. This chart is useful to examine your rate of growth in Funds Received during the period. Hover over each line to see further information on the Funds Received for each year. Please also see the Ranking tab to see how your institution ranked against peers in terms of Funds Received each year.

Ranking

Hover over each line to find more information on the amount of Funds Received that institution received during the given year.

Data

Total Donors

Change in Total Donors

This chart examines Cumulative Percentage Change in Total Donors, which was calculated by setting setting 2020 as the baseline for your institution and your self-selected peers. This chart is useful to examine your rate of growth in donors during the period. Hover over each line to see further information on the Total Donors for each year.

Data

Philanthropy Findings

New Funds Committed

New Funds Committed, 2021-22

Sample Institution reported $14,515,983 New Funds Committed in 2022. This was more than the median of your self-selected peers ($7.2M) and more than the median of your reporting group ($13.7M).

Sample Institution had 246% change in New Funds Committed between 2021 and 2022. For comparison, your self-selected peers had a median change of 5% and your reporting group had a median change of 29%. Change in New Funds Committed from 2021 to 2022 was calculated as the difference in 2022 NFC and 2021 NFC, divided by 2021 NFC. A positive number indicates that New Funds Committed increased during the period while a negative number indicates that New Funds Committed decreased.

Charts

Data

Sources of New Funds Committed

NOTE: Totals for Sources of New Funds Committed may not match Total New Funds Committed if breakouts were not sufficiently provided.

Summary

These charts show Sample Institution’s change in Sources of New Funds Committed over time as well as the median trends for your self-selected peers, survey reporting group, and all respondents. Select the Details tab to observe the breakouts for each of your self-selected peers in 2022.

Details

Data

Click to Expand Data: Summary
Click to Expand Data: Details

Definitions

  • Alumni - Former students of the institution who received an award (e.g. degrees, certificates, diplomas); who ever studied at the institution, however briefly; honorary graduates. This also includes current students who have already received one degree from the institution and are now returning to take a further degree.
  • Other Individuals - Non-alumni individuals, including current and former staff.
  • Trusts and Foundations - Foundations and trusts that are private tax-exempt entities operated exclusively for charitable purposes.
  • Corporates - Companies and businesses.
  • Other Organisations - Organisations that are not categorised as trusts, foundations, or corporates.

Funds Received

Funds Received, 2021-22

Sample Institution reported $4,424,090 Funds Received in 2022. This was less than the median of your self-selected peers ($4.9M) and less than the median of your reporting group ($10.8M).

Sample Institution had 72% change in Funds Received between 2021 and 2022. For comparison, your self-selected peers had a median change of 9% and your reporting group had a median change of -4%. Change in Funds Received from 2021 to 2022 was calculated as the difference in 2022 FR and 2021 FR, divided by 2021 FR A positive number indicates that Funds Received increased during the period while a negative number indicates that Funds Received decreased.

Charts

Data

Sources of Funds Received

Summary

These charts show Sample Institution’s change in Sources of Funds Received over time as well as the median trends for your self-selected peers, survey reporting group, and all respondents. Select the Details tab to observe the breakouts for each of your self-selected peers in 2022.

Details

Data

Click to Expand Data: Summary
Click to Expand Data: Details

Definitions

  • Alumni - Former students of the institution who received an award (e.g. degrees, certificates, diplomas); who ever studied at the institution, however briefly; honorary graduates. This also includes current students who have already received one degree from the institution and are now returning to take a further degree.
  • Other Individuals - Non-alumni individuals, including current and former staff.
  • Trusts and Foundations - Foundations and trusts that are private tax-exempt entities operated exclusively for charitable purposes.
  • Corporates - Companies and businesses.
  • Other Organisations - Organisations that are not categorised as trusts, foundations, or corporates.

Alumni and Donors

Contactable Alumni and Alumni Donors

In 2022, Sample Institution had 404 Alumni Donors. Your Self-Selected Peers had a median of 264 Alumni Donors, and All Respondents had a median of 450 Alumni Donors.

Summary

These charts show Sample Institution’s change in Alumni Donors over time as well as the median trends for your self-selected peers, survey reporting group, and all respondents. Select the Details tab to observe the breakouts for each of your self-selected peers in 2022.

Details

Data

Click to Expand Data: Summary
Click to Expand Data: Details

Costs

Fundraising and Alumni Relations Expenditures

Summary

These charts show Sample Institution’s change in expenditures over time as well as the median trends for your self-selected peers, survey reporting group, and all respondents. Select the Details tab to observe the breakouts for each of your self-selected peers in 2022.

Details

Data

Click to Expand Data: Summary
Click to Expand Data: Details

Definitions

  • Fundraising (Staff) - The direct costs associated with philanthropic support for the institutions, excluding indirect costs (e.g. the time of any academic staff and administrative staff not identified in Report Rules Appendix E and the costs associated with the recruitment of students or the promotion of the research activities of your institution). For staff with a joint focus on fundraising and alumni relations, an appropriate proportion of the costs should be attributed to fundraising expenditure. Some universities employ students to make fundraising calls at certain times of year on a temporary employment basis. These costs should be attributed to salary where possible but can be included in non-salary costs according to institutions’ preference and ease of calculation.
  • Fundraising (Non-Staff) - The costs not related to the direct costs of staffing, including 50 per cent of the operational costs relating to the database (licensing, etc.).
  • Alumni Relations (Staff) - Alumni relations costs which could be said to constitute the institution’s alumni relations function, excluding indirect costs (e.g. any academic staff and administrative staff not identified in Report Rules Appendix E and the costs associated with the recruitment of students or the promotion of the research activities of your institution). For staff with a joint focus on fundraising and alumni relations, an appropriate proportion of the costs should be attributed to alumni relations expenditure.
  • Alumni Relations (Non-Staff) - The costs not related to the direct costs of staffing, including 50 per cent of the operational costs relating to the database (licensing, etc.).
  • Alumni Magazine - The costs related to production and distribution of the alumni magazine (any regularly printed magazine that is sent to the majority of your alumni). This does not include donor newsletters, e-newsletters and departmental newsletters.

Total Costs per 1,000 Contactable Alumni

Your Total Costs per 1,000 Contactable Alumni grew by 24.6% ($3,701) between 2021 and 2022. This change was greater than your self-selected peer’s median change during the same period of 3.7%.

Chart

Data

Staffing

Fundraising and Alumni Relations Staff Full Time Equivalent (FTE)

Charts

Data

Definitions

Staff should be allocated to either fundraising or alumni relations depending on which area comprises the majority of their role. Those with equally split roles should be attributed 50:50 between the two categories.

  • Alumni Relations Staff - The subset of staff who worked mainly on alumni relations at your institution and were directly involved in working with alumni to engage them through participation in alumni programmes and/or volunteering their time to the institution.
  • Fundraising Staff - The subset of staff who worked mainly on fundraising at your institution and were directly involved in working with alumni, corporates, friends of the institution and others to raise funds.

New Funds Committed per Fundraising Staff FTE

Your New Funds Committed per Fundraising Staff FTE grew by 206.0% ($723,960) between 2021 and 2022. This change was greater than your self-selected peer’s median change during the same period of -1.4%.

Charts

Data