Summary Benchmarking Report from CASE Insights on Philanthropy (Canada) in partnership with CCAE, 2024
Prepared for Your Institution
February 2025
THIS SAMPLE REPORT USES SIMULATED DATA FOR DEMONSTRATION PURPOSES
The Summary Benchmarking Reports are institutional benchmarking reports from CASE Insights which provide a complimentary overview of your institution’s responses to the surveyand key comparison groups. These reports are a great launching point for using comparison benchmarks and can provide direction for further strategy or analysis.
CASE Insights’ Strategic Benchmarking Reports dive deeper into each institutions’ data by comparing your institution to 10 peers of your choosing on over 25 calculated metrics. Please contact CASE Insights Solutions for more information.
On behalf of the whole CASE Insights team, thank you for your survey participation!
Key Performance Indicators
Commitments and Revenue
Fiscal year 2024 was a healthy year for Your Institution. Explore the
sections below to understand how you can translate pipeline successes
into further increase. Consider partnering with CASE Insights Solutions
for an in-depth walk through of your results, to learn how CASE data can
fit your needs, and identify strategic opportunities.
Sources of Support
Non-Alumni were your lowest source of support in 2024. Hover over the
chart to explore revenue by source for Your Institution, your CASE
peers, and all survey respondents. Use the buttons below to change the
display of information from dollars to percentage of total Funds
Received.
Alumni Participation
Alumni are a key constituency group. The charts below will help you
benchmark alumni donors at your institution to understand what
percentage of your contactable and solicited alumni are engaging with
Your Institution as donors. To identify how many alumni were solicited
for your benchmarking groups, please see the Data tab at the
top of this report. The CASE Insights on Alumni Engagement survey can help
you further understand alumni behavior for your institution and how
non-philanthropically engaged alumni can improve your alumni giving
pipeline.
CASE Peers
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CASE Peers and All Respondents results are presented as median figures in this presentation. Read below to learn more about how your CASE Peers were selected.
About CASE Peers
This complimentary Summary Benchmarking Report presents data on five
key variables for Your 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
Comprehensive reporting group in 2024 .
All
Respondents data used in this report refers to
institutions who completed the survey in 2024 .
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 7th year, the 2024 survey collected data from 42 Canadian colleges, institutes, and universities. A full report of survey findings will be available in the first quarter of 2025 on the survey webpage.
Data
Definitions
Commitments and Revenue
- Funds Received: 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 received at face value, and realized bequests/legacies.
- New Funds Committed: New monies and property committed in the reporting year from any individual or qualified organization. This includes new outright gifts, new documented pledges, new irrevocable planned gifts received or committed, and new qualified and documented bequests/legacy intentions. New Funds Committed corresponds closely to New Funds Secured as historically reported for the CASE Insights on Philanthropy (United Kingdom and Ireland), CASE Insights on Philanthropy (Canada) in partnership with CCAE, and CASE Insights on Philanthropy (Australia & New Zealand) surveys. New Funds Committed reflects the impact of fundraising activity in the current year, capturing the value of new cash gifts, gifts of securities, gifts of real property, gifts-in- kind, the value of new gift commitments and pledges, new recurring gifts/direct debt orders at their duration, and new irrevocable planned gifts. The measure excludes some philanthropic income received in the reporting year, notably payments on pledges and gifts secured and reported in prior years. Prior to FY24, pledges were limited to 5 years. The CASE Global Reporting Standards were revised in 2024 to now include the entire pledge.
Sources of Support
- 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: 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 Organizations: 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.
Report Tips
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