Summary Benchmarking Report from CASE Insights on Philanthropy (United Kingdom, Ireland), 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
Your institution was classified as a part of the cluster group using Latent Class Analysis.
Latent Class Analysis (LCA) was first conducted in 2013 on data from the CASE-Ross surveys in 2011–12 to explore the possibility of uncovering groups of institutions that had similar fundraising profiles and has been repeated every year. LCA was used to group institutions into different clusters based on certain defining variables that provided the most information about key characteristics of fundraising activities and for which there was sufficient variation between institutions to offer distinct patterns and differentiating factors. These variables are:
- Average cash income received over three years
- Average largest cash gift received over three years
- Average number of donors over three years
- Average proportion of contactable alumni making a gift over three years
- Average fundraising costs per pound received over three years
- Average number of fundraising staff (full-time equivalent) over three years
Average figures for these variables across a three-year period were used to ensure that comparisons were based on performance over time rather than any single year. In earlier years, a five-cluster solution offered a good statistical fit for the data and made substantive sense. However, since 2015–16, additional analysis on the Emerging cluster was conducted. It was found that the institutions in this cluster could be further divided into two sub-clusters producing a total of six clusters (Elite, Established, Moderate, Developing, Emerging, and Fragile) in recent years.
The above process was first applied to the dataset using Latent GOLD® v6.0 software. However, this did not yield clear clusters. Further analysis showed that the best fit was a five-cluster solution in which the largest cluster was then divided into two clusters to yield the Developing and another larger cluster which then divided naturally into a group of 19 Emerging, and 11 Fragile institutions.
About the Survey
The first CASE-Ross Group Support of Education Survey was carried out in 2002 (for 2001-02 data) and built on previous surveys undertaken within the Ross Group; the survey has been repeated annually since then. Participation is open to all higher education institutions in United Kingdom and Ireland.
The survey collects detailed information about gift revenue, fundraising costs, and donors to measure the philanthropic performance of higher education institutions in the United Kingdom and Ireland. It provides an estimate of the overall impact of philanthropy on the higher education sector, is the only source of information on this subject in the United Kingdom and enables institutions to compare themselves with similar/peer institutions.
The survey asks for data on specific fundraising variables: fundraising and alumni relations programme (fundraising and alumni relations – staff, expenditure), funds received (total, by source, by contribution level, from legacies, largest cash gifts, from various triggers), donors (donor intentions, potential donors – total, individual, organisation, donor numbers – total, individual, organisations), institutional campaigns, and new funds committed (total, by source, by contribution level, largest confirmed new pledge or gift).
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.
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