CASE and Marts & Lundy to Create CampaignSource
The Council for Advancement Support of Education, a global provider of research, best practices, and professional development for the allied fields within educational advancement, and Marts & Lundy, a global philanthropy consulting firm, are joining forces to provide education institutions broader and deeper insight about their fundraising campaigns.
The CASE–Marts & Lundy Global CampaignSource will transform CASE’s long-running Survey of U.S. Educational Fundraising Campaigns into a global, online benchmarking tool.
Last conducted in 2015, the survey has historically gone to colleges, universities, and schools in North America who report data on institutional demographics, campaign goals and duration, fund uses and donor profiles, among other variables.
Following a series of focus group meetings with key stakeholders around the world over the next year, CASE and Marts & Lundy research staff will revamp the existing survey to:
- Adapt the survey to address CASE’s global membership
- Enable annual data collection rather than a biennial snapshot
- Align the campaign survey with data from other CASE surveys including the Voluntary Support of Education, Ross-CASE Survey of Charitable Giving to Universities, and CASE-CCAE surveys, as well as CASE’s new Alumni Engagement Metrics
- Provide members access to campaign data via CASE reporting tools enabling year-over-year benchmarking as well as comparisons with selected peer groups
“CASE is a trusted partner; and with global membership across all levels of educational institutions, CASE reflects the clients Marts & Lundy serves. Entering this partnership with CASE is a natural next step in Marts & Lundy’s commitment to invest in knowledge for the greater good,” said Phil Hills, president & CEO of Marts & Lundy.
CASE President and CEO Sue Cunningham is very supportive of this new initiative in partnership with longterm CASE Educational Partner, Marts & Lundy.
“CampaignSource will provide an important resource to advancement professionals and educational leaders worldwide. Educational partners are a vital and much valued community for CASE in support of our members. CASE and Marts & Lundy share a dedication to supporting the expansion of knowledge and reach of the advancement professions,” Cunningham said. “CampaignSource promises to be another game-changer within educational philanthropy, combining the power of global perspective with the rigor of high-quality research and data.”
Indeed, CASE has invested heavily in its research capabilities, launching AMAtlas—a global resource for advancement metrics, research, and analytics—last year. CASE released its first-ever global snapshot of post-secondary giving trends last week.
“Philanthropy has no boundaries, and the pace and magnitude of fundraising is growing on a global stage. Consistent, reliable data about how campaigns are run, and their levels of success are critical for future planning. With a clear understanding of what factors lead to successful outcomes, institutions can achieve the greatest possible impact,” Hills said.
CASE believes in advancing education to transform lives and society. As a global nonprofit membership association of educational institutions, CASE helps develop the communities of professional practice that build institutional resilience and success in challenging times. The communities include staff engaged in alumni relations, fundraising, marketing, student recruitment, stakeholder engagement, crisis communications and government relations. CASE is volunteer-led and uses the intellectual capital of senior practitioners to build capacity and capability across the world.
CASE has offices in Washington, D.C., London, Singapore and Mexico City. Member institutions include more than 3,600 colleges and universities, primary and secondary independent and international schools, and nonprofit organizations in 81 countries. CASE serves nearly 91,000 practitioners. For more information about CASE, please visit www.case.org.
About Marts & Lundy
Marts & Lundy serves mission-driven organizations across the globe with comprehensive strategic consulting services including campaign planning and counsel, communications, analytics and talent development. Since 1926 the firm has served thousands of clients, whose annual giving programs range from hundreds of thousands to millions of dollars and whose campaigns range from a few million to several billion. Founded in the belief that philanthropy has the power to transform not only institutions but, more importantly, the world in which we live, Marts & Lundy remains steadfastly committed to contributing innovative thinking and thought leadership to the greater nonprofit community and to the profession of fundraising in general.