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CASE Insights: Exploring K-12 and Higher Ed Data T ...
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Good afternoon, everybody, thank you all for joining us. We're really excited today to have Jenny. She's the Senior Director of Case Insights Solutions. We asked her to come speak today to talk a little bit about Case Insights data on District 3 in particular, so a little bit of a deep dive. I know she's going to talk a little bit more about the webinar tomorrow and mention that, where you can see at a high level overall data, but wanted her to give us a sneak peek of that data a little bit about what it looks like from our district, and really just excited to have her kind of talk and break down that data. This webinar will be recorded and available in the LMS, and so you can always go back and watch it and look at it. If you will, throw in the chat what institution you're from just so we can get a good indication of where people are calling in from or watching in from today. And thank you, Jenny, for being here, and I'll turn it over to you. Great, thanks so much, Adam, and I am very excited to be here as well, and enjoy starting to seeing folks' names come in the chat. In terms of our session today, I will just start sharing my screen in just a moment, but the plan is that, one, I love interactivity between yourselves, so as I'm talking about trends, please feel free to jump in and say, oh, no, we are not seeing that, or yep, this rings very true. Also, please know that I am very happy to hear questions, so again, I think the best option would be if you have a question that feels really critical and you're understanding what I'm saying, throw it in the chat, and Adam will interrupt and make sure we get that out there, and then all of their questions will save some time to make sure that we have a chance to answer those, and then we will come back at the end with just a little bit around case resources. So with that, hopefully that sounds like a good plan for our time together. I am going to share my screen, and let's get started. So I thought I would just tell you a tiny bit about myself before we jump into the session today. I have been at CASE since 2019, and I will tell you that it was very much a reaction of being at the CASE Summit in 2018 when I was there as an educational partner representing Blackbaud, and Sue Cunningham, our president and CEO, came on stage and said, data and analytics is critical to CASE, and we're forming a new division that will think about how we collect and present on metrics worldwide. And frankly, I remember thinking to myself, well, I guess I should go work for CASE, and here we are six years later. I think in terms of our conversation today, I think of my role at CASE is helping you find value and the data that your institution and the CASE member institutions spend a lot of time providing to us. And so that's really what the meat of our conversation will be. I have spent, it's funny how we find ourselves falling into our careers. I have spent over 20 years doing analysis on fundraising, on direct marketing, on alumni engagement, and again, really thinking about this lens of what it is that mean to you. So that's my goal today. And I'm particularly excited to be here at D3 as I graduated from University of South Carolina and actually had a chance to see the women play last week. So again, happy to be here with you all. So I think I did a quick rundown of the overall framework, but the way I thought we'd spend our time together is I do want to do a little bit of level setting on some terminology in terms of CASE Insights and CASE Standards. So again, you know what you get as members. We'll then talk big, what we're actually gonna do is a little back and forth. So some big picture on what we're seeing in higher ed and independent schools in terms of philanthropy, and then digging into those D3 results, and then big picture what we're seeing in engagement, and again, digging into those results. We'll stop, do Q and A, and then come back and talk about resources. So I mentioned, and Adam mentioned that I am part of a group we call CASE Insights. And the way that we think about this work is providing to you data standards and research. And so we'll talk about standards in a moment, but when we think about that data aspect, what we're really referring to is the annual benchmarks that CASE performs. And you can see, we now do those in a number of regions across the globe with our newest two regions pilot that we're doing in Latin America, analyzing Mexico and Colombian institutions, as well as a global schools survey. We currently collect data from US schools, which we'll look at. And then we're now starting a survey to look at that data for schools outside of the US for that richer comparison. In addition to collecting philanthropy data, as you can see represented by those other two spheres, we also collect results on alumni engagement, which we'll be talking about today, and then brand new survey on campaigns. That survey is actually currently open, and it is actually available for an institution that has closed a campaign. And to get things started, what we're really looking at is you've closed a campaign in the last five years, and the questions are really specific to the campaign, aiming at transparency and accountability in campaign counting. Rounding out this conversation around the data aspect, we have created a framework for brand and reputation with an aim to provide you those metrics in terms of the key marketing and communication metrics. And so not yet survey ready, but excited that that's sort of that next stage and thinking about the metrics that really tell the story when we think of the work that's happening with an advancement. Finally, we are really focused on the operational aspects of advancement, and that comes in a couple of ways. One, we've really been trying to think across surveys of asking some key questions around staffing and expenditures in a way that we can start to understand some of those what does it take measures, as well as we've just announced the formation of a new case commission, which is a volunteer leadership group that is looking, that is called our Commission on Advancement Operations and Strategic Insights. So rounding out what we've always had with philanthropy, alumni relations and marketing and communication with what we believe is critically important to being able to do the work. And my guess is you're here today, so hopefully you also are on that page. So lots of great things happening, all really revolving around that global yellow sunshine of standards. And standards is really what allows us to count data in the same way, to provide principles of practice, and really some guidelines around your work as an advancement professional. We often talk about that CASE is a thought leader, but what I'd like for you to really think is that membership with CASE gives you access to all this thought, great thought leadership. Again, some of what we'll be spending time in today. I also think this really includes some great data that we have in currents and stories around using data. And you are critical to this component around sharing what you're doing, sharing your challenges, sharing your successes. And again, hope that you'll be able to do some of that today whether it's in our quick conversation or throughout the conversation on the chat itself. So at the end of the day, when we say CASE Insights, again, we're thinking about how are we taking that data and putting it into practice. And I'll leave you with just a couple of additional thoughts before we jump into the key measures today. I've talked about a couple of these components. What I wanted to spend a moment on is this last bullet. When we think about data, and I told you, I think of my role as helping you find value through data as a CASE member. One of the things that's become increasingly important is making sure that we're aiming, arming you with data that's helpful, not just within advancement, but for your campus partners, for a greater community, and also increasingly the media. And so when we're looking at the findings, particularly that you're going to see coming out in this cycle, you will see there are a lot of talking points and elements that we put in place to help you explain the importance of advancement. When we think about standards, it's really making sure that people know, yes, we have an absolute way that we count and don't count things. So again, putting that profession front and center. I wanted to just note that as a CASE member, every institution does have access to one digital copy of standards. And one of the things that we've been excited about, and is really part of our own strategic intent, is thinking about how we build this adoption of standards globally. And a fun new opportunity that we have to do that is what we call our CASE Standards Badges. I have enjoyed seeing some of you post these on LinkedIn. I wanted you to know that if you are here today and you are representing an institution that is submitting data to CASE surveys, you are in fact a standards contributor, and therefore eligible for a badge. We have sent those badges specifically to people that have done the surveys, but this is actually something that is available to you as an institution. And I will share this with our follow-up, but essentially, if you want a badge, if you want to really splash out that you are a standards contributor, then you actually can just send an email to standards at case.org. They can make sure that your institution is in fact one and get that badge your way. Standard steward just means that you have purchased the standards. So again, really building that out into the ether. Our scholars are our standards, those that are taking the course, and then our champions are our partners among our vendors and our educational partners. So that's really a great, hopefully, foundation and some nice level setting. What I'm going to do is switch gears and start looking at the results itself. And you are actually in a really great moment in time because you are in fact just a few days after releasing this year's essentially brief of the key headlines of the FY24 findings. And in fact, you are one day away from the webinar where we'll be really spending some time talking about what we saw in the year, as Adam mentioned. And I think Jacob will actually put a link to that webinar in the chat. So if you're curious about, you want more and you want to hear a little bit more about what we saw, we hope you'll join us tomorrow. Even if you can't make it, if you register, you'll get that access to the recording and all the good stuff. So for the case insights on voluntary supportive education, or you may hear us just say the VSE. This is a report that has been in existence since 1957, which means that it really is the authoritative source on higher education giving in this country. The participants that submit data raise about 80% of all funds for higher education. And so we actually use that as an estimate that goes into other surveys like GivingUSA to understand the context of higher education giving across the scope of giving in this country. And so again, we're going to look primarily at the institutions that took part for District 3. I will share with you in a moment a couple of the key headlines, but I thought before we did so, it would probably be helpful to share a couple of definitions, because these are terms you're going to continue seeing from CASE. And these are actually definitions that are used in both the VSE, as well as the data from independent schools. And so when we say funds received, in old VSE language, that would just be total giving. But in your terms, I think funds received is probably a lot more accurate around the work you're doing because if you look at this definition, as you can see, we think of this as money in the bank. And so basically, this is going to be your outright gifts and any newly established or replicable plan gifts, any bequests that are realized that you're receiving, and then pledge payments. We are contrast, so that again, is probably very similar to what you've been looking at if you're looking at more of a cash perspective. We contrast this with the second definition, which is probably not really new to you in terms of thinking about the way that you're probably sharing data around your own productivity, but it is a new measure for the VSE. And in fact, the FY24 results were the first year that it was required. And so because of that, this is a measure I think you're going to continue to see more and more of over time. I've pulled some D3 data specific for you. You're not necessarily going to see that in that key findings because again, it's relatively new information, but know that this is about that overall activity. My little cheat sheet in my brain is new gifts plus new commitments equals new funds committed. We have color coded this very specifically to tell you that the colors that are different, the light blue and the dark blue are different. So in one category, you're counting pledges, and the other category, you are not counting pledges, you are counting payments. The orangish tangerine shades are meant to show you the things that are the same. And so the goal with these numbers are you never add one and two to get three. You're just looking at this as two lenses, cash in the bank, and then that overall activity, both having very important purposes. So hopefully that helps. And as we then take these definitions and translate them to what we saw, some key takeaways. So one, I am in that spirit of arming you with the information to show how critically important your work and the advancement work is in our institutions. One of the things we did in our key findings is really put out some key quotes that celebrated that. And so I thought I would share a district three quote that was part of the newest findings, again, talking about the importance of giving specifically for Florida Southwestern for the nursing program. So when we looked at the key takeaways for the year, what we saw is that essentially, even when adjusting for inflation, we were up about 3% over the previous year. This is important because it was, we look at professional institutions, community colleges, four-year colleges, comprehensive institutions with hospitals, et cetera. What we basically saw is that giving increased in all of those institution types. Alumni giving was up by 7.5%. And we'll look at those numbers momentarily for D3. One measure that I think is really important is that we've actually looked over the last decade at the percentage of expenditures that essentially philanthropy represents. And that has stayed very consistent for the last decade, right around 10 to 10.5%. You can see in 2024, we're right at 10.2%. We've found this is a really helpful and effective measure. It's showing that philanthropy while critical to our missions cannot close a gap when we think about needs of the institutions overall. When we think about those needs, we've also tracked the importance of endowment and specifically how endowment gifts are restricted. And so you basically nearly have really targeted exactly to student financial aid. When we add in some of the other areas that gifts are targeted, that again goes specifically to education in terms of supporting our academic faculty and staff and research, we basically end up at 87%. So the vast majority of endowments really going directly to the mission of the institution. In terms of research, that's been a really key talking point when we've looked at our measures for FY24. And so we continue to see that not endowment now, but when you look at the operational giving, 43% directed towards that specific operation. So what I say to you is think about your own numbers so that you can understand, are we below or are we above and what were the strategies that we had in place that might impact our own numbers as you're thinking about that within the landscape. So again, if this piqued your interest and you wanna hear a lot more than those couple of tidbits that I shared, we hope you'll join us tomorrow. What I'm going to do now though, as it pertains to the VSC is switch gears and talk a little bit about district three in particular. And so I've listed the number of institutions that took part, and specifically for, as you, for both years, because we're going to look at a consistent cohort here. When we looked at the institutions that took part in both years, what we saw is that 61% of you increased in 24 over 23, and that was actually the same percentage that increased whether it looked at everyone, public institutions or private institutions. We just showed that institutions were up 3%. In fact, you were right in line. So your real increase was 6% as a district. But again, if we adjust for inflation, we're seeing that 3% increase. But I wanted to note that private institutions bucking this trend. So for the private institutions in D3, you actually had a 10% increase. And I think that's important because having looked at this data for a long time, usually anything where we see a double digit increase is pretty atypical. And I always like to use that as a chance to say, might be some good scene setting, because we don't necessarily tend to see that year after year. In fact, when we often see a double digit increase, it's not surprising to see a slight decrease in that following year. So I shared with you new funds committed as a term that we're measuring. And so these are actually some numbers that I thought might be helpful for you. I am sharing the median. And this first bullet point is looking at all the SE participants. And so you can see that when we incorporated pledges and request intentions, that we were about 2 million higher at the median than that pure cash number of the 13 million. We're going to look at the district in a moment because it's actually pretty vast distribution when we examine that new funds committed across all of you. And I think a helpful measure can be looking at the new funds committed per your donor count. And in fact, I'm going to share with you our summary benchmarking reports. That's a report you will get simply for being a case member and submitting data. So you get more than just a badge. But in that report, that's actually a number we put front and center at the top. And so I think this can be really important because one of the things we know is that the higher amounts donors are giving, the higher the retention rate. So being able to see that in your own numbers can be really helpful. So let's look at the D3 figures. And I thought because we're looking at a district and not necessarily the whole country, this felt like a space that it would be helpful to just look at some data as a line for each institution. So there's a lot going on here, but hopefully this is as interesting to you as it was to me. So I am showing you every institution that submitted. There is a row or a line here for new funds committed. We're looking at just public institutions. And the median you can see right here at 23.2 million for public institutions, new funds committed in the district. So that's actually higher than that median we saw when we looked at the whole country. The median donor count is noted here at 6,296. So what that means is that notice you have some institutions that are hitting their new funds committed at much higher donor accounts than others. So you just sort of see some of that mix of how institutions got to those big numbers. So that's our public institutions. I should also add, new funds committed was actually slightly lower. So even though we saw this higher median, your new funds committed was around 3,692. So that tells me if we make a vast generalization that you're probably a number of you focusing on some of those broad based lots of donors coming in. So there might be some good pipeline opportunities there as you're thinking about what does that number mean compared to the others. And again, definitely suggest looking at your own measure too. And here we can see our private institutions. So same chart. Now just looking at privates, median slightly less, but sort of right in that same zone. And you can see donor counts right at our 3,780. Our private institutions had a slightly higher new funds committed per donor at 5,374. But again, you can see some of those wild swings. I am just going to pause real quick because I feel like I went through, I've gone through a lot of information. Just want to make sure there's no questions coming on the chat. I've been watching and haven't seen anything come through yet, but. Okay, great. Thanks, Adam. All right. Well, keeping us continuing, you can see the, when we looked at alumni, so we talked about that alumni were up overall. What we saw is that also up when we looked at the D3 trends, again, this was a place where we saw private institutions slightly outperformed. So we saw slightly outperforming public institutions when we look at that increase over the previous year. And what I'm visualizing for you is simply the percentage of funds received that came from alumni. And this will be hard credit giving. We know that there are certainly alumni that are giving through family and foundations and donor advised funds that fit in those other categories. But when we look at the revenue coming hard credit alumni, that's that population. And here you can see the funds by purpose. So where is the money going to? And again, we're looking at this for public institutions in D3 versus private. And what I thought was interesting about this is that private institutions are still getting a little bit bigger slice on this donut for operations and restricted than public. No surprise there. But I would also say we've certainly seen this slice go down a little bit for both groups over time, as I think, you know, people are having higher expectations of being able to designate where those funds are going to. So quick run through of what we saw for the VSC. I'm going to switch gears and examine the trends for our independent schools. I mentioned to you that you're here for a very good time for VSC. For our independent schools, this is really a preview. And in fact, we did a lot of mad scrambling to make sure we had data for you for today. So you were the first people seeing some of these FY 24 results. And so just a couple of tidbits about what you're seeing, because we work with the National Association of Independent Schools, we actually get some advancement data from about 1500 independent schools that take that survey, because we're pulling the data from the advancement portion. What I'm going to deep dive for you with today, though, are the 500 case member institutions that fill out the advancement survey, because that's the group that we tend to have a bit cleaner data for. And I think those are folks that are going to feel more similar in terms of peers. One difference for this survey that I think is important is that we ask for some counts of donors and revenue without hierarchy, meaning that we ask for some overall counts of, you know, how much are parents giving, how much are alumni giving, so that if you counted them and added them together, it would double count. But if you're wanting to get some of those pure data points, and so I'll examine a trend on that today. And we also do a breakout of boarding versus day where we certainly see some differences. So in this data, you'll see some highlights throughout that it's quite preliminary, but based on the overall case member schools that we have, we actually saw a 66% increase when we added up everything from 23 and took that same group that took part in both years and added up everything in 24. So that's an enormous increase from our schools. We do tend to see some bigger swings with schools, you know, very much often campaign related, where there was a really big total one year and then a much smaller the next year. But even in the median, we saw that increase by 14%. So really a banner year when we think of school fundraising. So here's what we saw for district three. If we look at the three year trends, what I'd say at the end of the day is this is actually much more modest growth. We're kind of at 1%. So if we count for inflation, I'm thinking of this as really flat to down slightly. So obviously, we know that there's some real differences between boarding and day. And in fact, this is a place where we saw the trends were a little different. Notice that we're much flatter. When we look at our day schools, we actually had a 27% increase at the median for boarding schools. So when we think about the population, this is a place where the larger concentration of day schools are driving that median overall. And why I think it can be really important to segment out some of those trends. Similarly, we have looked at this by funds received. Also in that by parent giving and alumni giving by that same split. And so when you look at those three year trends, one, it is really obvious that flip flop between parents and alumni when we look at at our boarding and day schools. And two, notice that we do actually see that stronger increase in our day schools from parents. It's actually the alumni that we're pulling some of those median funds down overall. As we look at the alumni giving for our boarding schools, flip flop, you actually see those trends going up. So the final area that I wanted to walk you through, and then again, we'll have some conversation question, and we'll come back and finish with some resources is our case insights on alumni engagement. A little bit different because that is a global survey that is both schools and higher ed. It's relatively nascent data. We really are in year six with five years of unchanged data. And as you can see, we have 46 district three institutions that took part. Because only three are schools, I'm really going to focus on that private public breakout. But there are a couple places where I'll highlight some of the top performers, and we will see some schools pop in there. In terms of just to walk through the preliminary data, because again, these results will be coming out in a couple of months. We did include a new question this year that looked at staffing specific to those institutions that had a chief alumni officer. And I note that because with engagement, of course, we're looking at engagement across the institution. So we've historically looked at anybody that has engagement as part of their role. We still ask that question. But to help with a little bit more apples to apples comparison, we've zeroed in on those that are not just that role, or those that report up to that chief alumni officer so that you can do a little bit better understanding from school to school. I don't have that data yet, but wanted you to be prepared as you're thinking about your own results. We're going to look at trends in a couple of populations, but I will say at 18.5% engagement, that puts D3 just slightly above the global and the US trends. Interestingly enough, you all are sort of ahead in philanthropy, experiential, and volunteerism, and lag behind a little bit in communication. So it's those other three metrics that are really pulling you ahead. And we'll look at those numbers in just a moment. First, I thought it might just be helpful to very quickly explain what we're talking about when we discuss engagement. Everything's going to be based on CASE's framework for measuring engagement, which really is a simple binary yes, no question of did the person engage in at least one of the four modes that you see here at least one time during the fiscal year. We have a lot of data that gets, or a lot of documentation that walks through exactly how to use this. So good information coming if you'd like to learn more about what's included or not included in each of those modes. As we go through that framework, then the very top level of that question is really pulling in that engagement rate. So again, the District 3 engagement rate at 18.5%, we'd examine the number of alumni that participated in at least one of those four activities, divided by your count of contactable alumni overall, those that you have a good mailing, phone, email address for, and that they're still alive, and there's nothing on your file saying you're not allowed to contact them. So as we put that together, here you can see the 18.5% that I referenced for the D3 data, that navy color is going to represent D3 overall. And here's where you can see, again, slightly above the U.S. and the global trends. This is all preliminary. Again, we're still sort of finalizing some of those, and I even heard there were a couple surveys that came in during the night. So expect this to shift slightly, but hopefully this will be a good median measure as you think of your own comparisons. If we examine those four modes in a little bit more detail, again, you can see a line representing each institution that took part from public and private, the orange bar representing the median, and this is another place that's pretty widely dispersed. I'll just note that if you're looking at the top, our top couple of private institutions are actually Episcopal High School and Davidson University. If we're looking at our top public institutions, we've got Virginia Tech followed by UVA. As we go through the other modes, notice that our volunteers are actually much less distributed, especially with our public institutions. So the highest we see at 2 percent, and that's actually represented by Florida, UVA, again, number two when we look at volunteerism, but that median is still just under 1 percent. Our private institutions, all the way up to 17 percent, are Friends at Davidson and also Duke, and we do often see that reunion can have a strong impact on those higher volunteer numbers with private institutions. For experiential, even more distribution across the board, with a median at 4 percent, but our highest at 28 with publics, and you can see 8 and 30 with privates, respectively. On the public side, UVA and UT Knoxville, they're at the very top when we look at our private institutions, Washington and Lee and Davidson. And rounding it out, note that we have less bars here. Communication is optional. We have a short version of the survey, so if you don't collect it, that's okay. We know that's something that institutions are looking or working towards, and so we can see the median for publics is actually right in between those two at 7.8 percent, and we've got UCF and the Citadel right at the top on the private institutions, Davidson, and actually a two-way tie for Emory and Maryville. They're at the spots 13 and 14. So, fast and furious run-through of some trends. I am going to stop sharing my screen for a moment and would love to see what questions or just comments you have for one another. I can always get us started with a question. What do you think was the most surprising when you were looking through the D3 data for you as you were thinking about some of this stuff? You know, I'm always interested in places where you see a trend that's different. So, I do think that private institutions seeing such an increase in 2014 when we were looking at the VSE data jumped out to me. I think that's a place sort of seeing what some of those trends were and understanding where that happened at your own institution. And then I would say, I don't know if I was necessarily surprised as I think about institutions, but I think it jumped out to me that 18.5% engagement. So, thinking about despite the fact there's probably some work to do in collecting communication that when we look at those other three modes, we're actually seeing higher rates at the D3 institutions. And I don't know if there's thoughts about that, but those were sort of my two pieces. Others have questions, feel free to come off mute or throw them in the chat. All right, well, I'm going to do this then I'm going to pop back into my presentation. I wanted to talk a little bit about what could happen if you wanted to dig deeper into this data. So, as a case member, you have access to what we call our data portal. I was talking with Adam at the beginning of the conversation today that we've been doing our own system upgrades and so the way that that looks will be a little different than the way you would have access the data in the past. The way you sort of walk through that portal. So we actually have some great instructional videos coming and know that our team is really happy to walk you through and make sure you get your data that you need. But again, if you're a case member, you get access to that portal. And what that means as you can see all of that great data for VSE and for the alumni engagement metrics. We don't yet have the case NIS data ported into that portal, we will be doing that. But again, you'll be able to access that data on DASL provided by the National Association of Independent Schools. I often joke that you get the good news is you get all the data. The bad news is you get all the data. And sometimes it can just be challenging knowing where to start. And that's where that second circle comes in. So as a case member, you get access to what we call our summary benchmarking reports. We have built those, we are in the process of getting those live to you. I'll show you a sneak peek in a moment. But the idea of these reports are top metrics visually seeing how you compare to a group of peers that the data says you look most like. It's meant to quickly share with your leaders, with your volunteer leaders and see what jumps out so you can go do some more digging. That more digging could be on your own in the data portal and or through purchasing one of our strategic benchmarking reports. And that's something that I'm happy to talk to you more about if you're interested. But the idea is picking your own peers, having a wider base and getting a little bit more in depth into those data points. We do offer in that topic of alumni engagement, we're also building cohorts and have a few seats left for our cohort in June. If you have interest in meeting about that data and talking with your peers and that as well as a fee. And what I wanted to share with you is a little sneak peek on that summary benchmarking report. So this is that data point I mentioned earlier that we are putting front and center. That idea of your revenue per donor, how you rank among peers and understanding what percentage of your data is coming from largest gifts. And as you're using this report. You will start to see some of the key measures that we mentioned earlier. So notice you can hover to see your own trends compared to the median of peers. Right now we're looking at data from the source data. You can look at this in dollars or understand it in terms of percentages. And then the other nice thing about this is because it's interactive. You can download it as an image and we're just showing you how you would do so there as well as You can you can download a number of graphs. So any of the data points that build this you can put this right in Excel. And just for a quick little handy cheat sheet again summary report. That's something you get as a case member. And then if you're interested in Helping have case help partner with you to get a little bit more out of some of those pieces. We've got some additional options there and we've something I'm happy to talk to you about or we've got An email address and in terms of all the things I just put in one quick place where you can go. If you have questions about taking part in a survey. If you want to be able to get that badge or you have standards questions or if you're interested in working with Our team that's focusing more on partnering with you to use some of that data. So that's, that's what I have for all of you today. I know this was sort of a fast run through of a number of things. But again, really happy to answer any questions that you might have. Thank you so much. We really appreciate it. And thanks everybody for your time and Excited about tomorrow as we dive even deeper on some of this data and take a look at it and excited to go back into the LMS and rewatch some of this and compare some of these things. So thank you for joining us today and giving us some information on case insights in District three. Thank you so much for the opportunity, Adam and everybody. Have a good rest of your day. You too. Bye.
Video Summary
Jenny, the Senior Director of Case Insights Solutions, presented a deep dive into District 3's Case Insights data during the session. She highlighted the significance of understanding trends in higher education and independent school philanthropy, alumni engagement, and the critical role of standards and data metrics. Jenny shared insights into the CASE's data collection across regions, their methodology for measuring funds, and how these metrics offer value to institutions and the broader community.<br /><br />Key points included the notable increase in private institution fundraising in District 3, alongside significant alumni engagement improvements. She emphasized the consistent contribution of philanthropy to institutions' budgets and the strategic importance of endowment allocations, especially in financial aid, academics, and research. The presentation also touched on preliminary 2024 findings showing substantial growth in independent school funds received, particularly among boarding schools. Jenny concluded by encouraging institutions to make use of CASE's data resources, including their online portal, benchmarking reports, and webinars, to leverage these insights further. Participants were invited to register for further details in upcoming webinars and access various resources for in-depth understanding and application of data insights within their institutions.
Keywords
Case Insights Solutions
higher education trends
philanthropy
alumni engagement
data metrics
fundraising
endowment allocations
CASE resources
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