Summary Benchmarking Report from CASE Insights on Voluntary Support of Education, 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
| CASE Peers |
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| Peer 1 |
| Peer 2 |
| Peer 3 |
| Peer 4 |
| Peer 5 |
| Peer 6 |
| Peer 7 |
| Peer 8 |
| Peer 9 |
| Peer 10 |
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
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 2024 . 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 2023
- 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 2022 and 2024
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 Consider ordering a strategic benchmarking report, which allows you to select your own peer institutions for comparison.
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 2024 survey collected data for the fiscal year beginning July 1, 2023 , and ending June 30, 2024 (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.
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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