CASE All Districts Online 2023-Using Metrics to Drive Your Engagement and Fundraising Strategy

Using Metrics to Drive Your Engagement and Fundraising Strategy

Video Transcription

Video Summary

The video is a presentation about using metrics to drive engagement and fundraising strategies. The speaker, Cara, is the Vice President of Data Research and Technology at CASE. She discusses the importance of data and how it can be used to make engagement and fundraising efforts more successful. Cara highlights the various data sources and surveys conducted by CASE, such as the voluntary support of education in the United States, philanthropy in independent schools, and philanthropy in Canada, among others. She presents key findings from these surveys, including trends in giving from different sources, the impact of large gifts, and the engagement levels of alumni. Cara emphasizes the need to set goals, measure progress, and use data to inform strategies and decision-making. She also discusses available resources from CASE, such as the CASE Insights data portal and benchmarking reports. The video ends with a framework for integrating data into daily practice and using it to track progress towards specific goals.

Asset Caption

CASE Career Level: 1-6
CASE Competencies: Strategic Thinking, Business and Financial Acumen

Keywords

metrics

engagement

fundraising

data

survey

voluntary support of education

philanthropy

CASE Insights