Summary Benchmarking Report from CASE Insights on Voluntary Support of Education, 2022

Prepared for Sample Institution

February 2023

Summary Benchmarking Report

THIS SAMPLE REPORT USES FAKE DATA FOR DEMONSTRATION PURPOSES

About This Report

This presentation outlines your institution’s data alongside aggregate data from the overall survey population and your CASE Peers.

Once you have reviewed results, please see the Next Steps section for suggestions about how to get the most out of these results, including purchasing a customized version of this analysis, which includes up to 20 selected peers, interactive graphs on the full range of variables over a ten-year period, and two review sessions with CASE Insights staff.

On behalf of the whole CASE Insights team, thank you for your participation!

What is a Summary Benchmarking Report?
The Summary Benchmarking Reports (formerly the GPS Reports) are new reports from CASE Insights which provide a complimentary overview of your institution’s responses to the survey, responses from other institutions similar to you, and responses from all survey respondents. These reports are a great launching point for using comparison benchmarks. Please explore our new customized Strategic Benchmarking Report to unlock more in-depth analysis for your institution and up to 20 self-selected peers, including a review call with CASE Insights! If you are ready to order to strategic benchmarking report, please complete this form.

What is CASE Insights?
A new name for AMAtlas and a new way to access the free data, standards, and research benefits available to you as a CASE member. This new name reflects the deeper understanding — the insights — that CASE knows you need to do your best work in advancement. Wherever you are in your career or whatever your professional focus area, the wide range of data, standards, and research from CASE Insights will help you discover the many ways to can contribute to your institution’s success through deeper understanding of your advancement operation, data-informed decisions, and more strategic impact to your goals.

About the Survey

As a part of CASE Insights, the Voluntary Support of Education Survey is now called CASE Insights on Voluntary Support of Education. The CASE Voluntary Support of Education (VSE) survey is the authoritative source of data on giving to higher education institutions in the US with over 65 years of rigorous survey data from over 1,000 institutions.

The 2022 survey collected data for the fiscal year beginning July 1, 2021, and ending June 30, 2022 (with a few institutions reporting on different fiscal calendars). Data shown in this report are Funds Received, not pledges or commitments.

Data are presented in a standardized format with minimal analysis. Further analysis can be provided by the CASE Insights team using facilitated cohort groups and including an individualized call with your institution. Contact the CASE Insights Team for more information.

Report Navigation

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

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

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CASE Peers

The visualizations in this report show trends in your institution and institutions similar to yours (CASE Peers). CASE Peers and All Respondents results are presented as median figures in this presentation. Select the Peer Algorithm tab to learn more about how your institution’s CASE Peers were selected.

CASE Peers

Peers
Peer1
Peer10
Peer2
Peer3
Peer4
Peer5
Peer6
Peer7
Peer8
Peer9

Peer Algorithm

CASE peer groups are based on a combination of core data points from the VSE Survey and additional appended variables.1
An algorithm is used to select the ten institutions most similar to yours based on data for fiscal year 2022. Data used to select the ten institutions most similar to yours are shown on the left by size of weighting in the algorithm and include:

  • Carnegie Classification1
  • Public or Private classification on institution1
  • Presence of a hospital at institution1
  • Support (in dollars) from each Source
  • Percent change in Funds Received (in dollars) from 2021
  • Size of Endowment (in dollars)
  • Number of alumni of record
  • Support (in dollars) to each Purpose
  • Funds Received (in dollars) as a three year average between 2020 and 2022

The visualizations in this report 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.2

1 Appended variables come from Integrated Postsecondary Education Data System (IPEDS) and the Carnegie Classification of Institutions of Higher Education by Indiana University Center for Postsecondary Research.

2 Scroll down to the Next Steps section for information about selecting your own peer institutions for comparison as well as suggestions about how to implement data-driven strategies using these results.

Institutional Characteristics To access this analysis, order a customized Strategic Benchmarking Report.

Funds Received

Change in Funds Receieved To access this analysis, order a customized Strategic Benchmarking Report.

Cumulative Growth in Funds Received

The 2022 survey has been redesigned to incorporate CASE Global Reporting Standards. In this analysis, the term Total Support has been replaced with Funds Received. Funds Received includes: payments on pledges or recurring gifts, realized bequests that were previously documented, newly established irrevocable deferred gifts (CGA’s, CRTs, Pooled Income Funds, Remainder Interest in Property (Face Value)), new gifts from living individuals that were not previously pledged, and new gifts from realized bequests that were not previously documented.

In Fiscal Year (FY) 2022, Sample Institution increased Funds Received by 14% compared to the previous year. For comparison, 90% of institutions within your CASE Peers and 64% of All Respondents institutions had positive change from the previous year.

This graph examines cumulative percentage change in Funds Received, which was calculated by setting 2018 as the baseline. 2018 is also used as the baseline for CASE Peers and All Respondents.

Chart

Cumulative Growth Minus 3 Largest Gifts

To access this analysis, order a customized Strategic Benchmarking Report.

Data

12 Large Gifts as a Percentage of Funds Received

In 2022, 35.5 percent of Funds Received came from the three largest gifts from each source: bequests, corporations, foundations, and individuals. Please note, Donor Advised Funds are not included because not all institutions could break these out in 2022.

Over time, major gifts have become a larger portion of your institution’s funds raised. Pay careful attention to giving bands to ensure enough donors are continuing to upgrade into mid and major giving levels.

Charts

Data

New Pledges To access this analysis, order a customized Strategic Benchmarking Report.

Philanthropic Support by Source

Charts

Please note that Other Organizations includes Donor Advised Funds (DAFs) starting in 2022. Previously to 2022, Other Organizations did not include DAFs.

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.
  • Non-Alumni Individuals: Hard-credit gifts from persons who are not classifiable as “Alumni.”
  • Foundations: personal and family foundations and other foundations and trusts, including community foundations (but not DAFs) that are private tax-exempt entities operated exclusively for charitable purposes. It does not include company-sponsored foundations, which fall under the category “Corporations.”
  • Corporations: Includes corporations, partnerships, and cooperatives that have been organized for profit-making purposes, including corporations owned by individuals and families and other closely held companies. This category also includes gifts from company-sponsored foundations, gifts from industry trade associations, and the corporate component of matching gifts.
  • Other Orgs/DAFs: Gifts from all other organizations not defined as “Foundations” or “Corporations”. These would include entities previously coded as religious organizations or fundraising consortia as well as civic organizations, or other charities or universities. This includes gifts hard-credited to Donor-Advised Funds (DAFs). Do not credit the individual for such gifts, and do not include them in foundations or companies, regardless of where the assets are managed. DAFs managed by the institution also fall in this category. Only report as gift income payments made by university-sponsored DAFs, not the funds used to establish them.

One Year Percentage Change in Philanthropic Support by Source

Your Institution Change, 2021-2022 (%) CASE Peers Change, 2021-2022 (%) All Respondents Change, 2021-2022 (%)
Alumni -58.6% 40.8% 17.7%
Corporations -0.5% 40.4% 34.0%
Foundations 59.0% 9.0% 12.6%
Non-Alumni 51.7% 34.4% 21.1%
Other Organizations 113.6% 42.8% 45.6%

Alumni Donors

In 2022, your institution had 7,413 Alumni Donors. Your CASE Peers had a median of 13,496 Alumni Donors, and All Respondents institutions had a median of 1,924 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, email, 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 only hard credit counts.

One Year Percentage Change in Alumni Donor Counts

Your Institution Change, 2021-2022 (%) CASE Peers Change, 2021-2022 (%) All Respondents Change, 2021-2022 (%)
Alumni Donors -66.4% -3.0% 3.1%
Revenue per Alumni Donor To access this analysis, order a customized Strategic Benchmarking Report.
Family Foundation Giving To access this analysis, order a customized Strategic Benchmarking Report.

Philanthropic Support by Purpose

Charts

Data

Definitions

  • Build/Equip/Prop (Buildings, Equipment, Property) - Outright gifts of either real or personal property for the use of the institution; gifts made of or for buildings, other facilities, equipment, and land for use by the institution. Cash designated to procure this type of property.
  • Current Ops (R) - Funds that the donor restricts for use in a particular department or a specific use.
  • Current Ops (U) - Funds received without any restriction placed on their use by the donor(s). Unrestricted funds here apply to all funds for which the donor has not designated a specific unit/recipient area and that the institution or foundation can spend for purposes of its choosing.
  • (Newly Established) Deferred Gifts - Irrevocable Charitable Remainder Trusts (CRTs), Charitable Gift Annuities (CGAs), Pooled-Income Funds, and Remainder Interest in Property.
  • Endowment (R) - Funds that the donor uses to establish or add to an endowment restricted to a specific use, such as to endow a scholarship or faculty chair.
  • Endowment (U) - Funds that the donor restricts to endowment with no restrictions on use of income.
  • Loan Funds - Funds used to loan money to students or staff.

One Year Percentage Change in Philanthropic Support by Purpose

Your Institution Change, 2021-2022 (%) CASE Peers Change, 2021-2022 (%) All Respondents Change, 2021-2022 (%)
Build/Equip/Prop -32.1% -1.3% -10.2%
Current Ops (R) 38.7% 57.5% 32.5%
Current Ops (U) -16.2% 66.7% -24.9%
Deferred Gifts -100.0% 10.8% 0.0%
Endowment (R) 156.8% 18.3% 38.7%
Endowment (U) -69.3% -31.0% -100.0%
Loan Funds 0.0% 0.0% 0.0%
Restricted Gifts for Current Operations To access this analysis, order a customized Strategic Benchmarking Report.
Restricted Gifts for Endowment To access this analysis, order a customized Strategic Benchmarking Report.

Next Steps

Once you have reviewed this complimentary report, these suggested next steps can help you meet your goals. Click on each box to learn more.