Okay, I think we will get started, we're just after two o'clock here in London. So, good afternoon everyone. My name is Pamela Agar, I'm one of the co-executive directors of the CASE team in Europe. And I'm so pleased that we've got so many of you here today to hear a little bit more about CASE Insights on online engagement. I'm particularly pleased you've had such a good take up this webinar. This survey is relatively new for CASE still, and we're really keen to grow participation and ensure our data is as valuable as possible for our members. We'll be hearing a lot more about it from my colleagues, but the survey was launched back in 2019 to really try and create a more sophisticated way of measuring alumni engagement than just considering giving. And you'll see today that we measure a range of modes of engagement, from volunteering to events to communications. It's a pretty challenging thing to do, and we know some of that's quite hard to measure, but we hope the findings are giving a really good indication of engagement so far, and we know over time confidence will grow. It's great that in the last four years, just last year's survey, we reached 350 institutions from 17 countries, including 44 from Europe. So it is a truly global survey open to all of our members around the world. I'm so pleased that we're joined today by Anne Kaplan, who's one of our senior directors in the Global CASE Insights team, based in our Washington DC office, who leads the work of the survey. And she'll be talking us through the approach that we take, exploring some of the findings, and taking us through a demo of this year's survey, which is now open. I'm also thrilled that we're joined by two CASE members who took part last year, who'll tell us a bit more about why they contribute their data and how they're using the findings. So thanks so much to Coraline from Central European University and Gabriele from Bocconi in Italy. And also joining us is Divya Krishnaswamy, who is the CASE Insights member in the Europe office, and she'll be talking a bit more about the CASE Insights team and some of the other data and insights that we gather and share across our member institutions. But I'll let everyone else introduce themselves so you can hear a bit more about who's on the call. So I'm delighted to hand over to Anne to get us started with that. Thank you. Okay, I'm going to share my screen. Sorry, I'm trying to advance and it's not behaving. There we go. That's all about me. I'm the Senior Director of the U.S. Fundraising Survey called the Voluntary Supportive Education Survey. That's been around since 1957. So now it has a really large pool of respondents. Also, there's a lot of institutions in the U.S. But I have the publications of this survey going back to its inception, and there were only a handful when it started. So these things take time to grow, and I know that because I've been doing this for 23 years. I was in charge of the survey even before it moved to CASE, and I've done a lot of work on the benchmarking data portal. And I used to write and research GivingUSA, which is the annual report on charitable giving writ large in the U.S. So not just education, but all the other sectors. Divya? Thank you very much. And hi, everyone. I'm Divya Krishnaswamy. I'm the Senior Research Analyst at CASE, and I'm based out of the London office. My role primarily, well, I do research in this region, but largely I manage. So that means everything for the CASE Insights and Philanthropy for UK and Ireland, which was formerly known as the CASE Ross Survey. I also analyze the data for the Philanthropy Survey for Australia and New Zealand, and also other research projects as they come up within CASE. I've been in research for over 10 years and worked across various sectors, and I have worked, you know, on policy analysis, looking at government budgets in the past as well. So thank you and welcome, everyone. I'll hand it over to Gabriele now. Hello, everyone. I'm a Senior Development Manager at Bocconi University. So since 2017, I've been also the Head of Individual Giving, and I'm basically dealing with the Bocconi University Major Donor Individual Giving. Before that, I worked for many years for an international NGO in Africa and Latin America, both as a project manager and as a fundraiser. And previously, I worked for eight years in investment banking in London, which is quite strange. In fact, I hold a degree in finance here in Bocconi, but then when I left the investment banking world, I did a master in fundraising and international cooperation. Thank you, Gabriele. Over to you, Corlan. Hi, my name is Corlan Smogulova. I represent Central European University. I've always worked in higher education on the donor side and also obviously in the advancement area. I worked with a university in Kazakhstan, which is my home country, and also in Budapest, Hungary. Currently, I'm an Alumni Data Coordinator, basically responsible for everything related to alumni data at CEU. CEU is a university which was founded in Central Europe, moved to Budapest back in the 90s. We are a private university, which was ousted from Hungary and moved three years ago to Vienna, Austria. Currently, we have both US accreditation and Austrian accreditation. We're teaching in Austria, but we still have a presence in Budapest in terms of research activities and library archives. It's the mission-driven private university dedicated and committed to open society values. We were mostly offering graduate programs, but with the move to Vienna, we are now offering also a bachelor's university. It's a quite small university, but we've been part of CASE since the establishment of the advancement team at CEU back in 2016-17. We've been participating in the service since its beginning, so for four years straight. That's why we're here. Okay, so I'm going to show you a little bit of data, just a little, because this really isn't a findings webinar. This is about orienting you to versions of the survey and encouraging participation. But then I will go into the survey instrument itself and just give you, I'm hoping not a tedious, but a brief snapshot of what it would take if you're not already doing it to join in. And then we'll offer some other insights and next steps. So the recent data come from this survey, which is global. It's in its fourth year. It's open now. And my colleague, Kim, who is here in New York with me, we can help you along the way with any issue that you have. I'm very proud of our response time with people. We will get back to you quickly if you need something. So I hope that will encourage you. And when I look at the word global, there is a lot of diversity within the respondents. So there may be parts of the population that are better or more, actually have more legal permission to capture certain activities than others. That's okay. We don't want to homogenize everybody so we're all the same. On the other hand, some of these metrics are broad enough where you're not, don't forget, you're not just capturing your own outcomes and then comparing yourself to others. You want to see your own progress over time. So you can see we invested this. What was the outcome? So think of it also that way. If you come into the survey and you haven't been there yet, in five years, you'll be able to see where you made progress, not just in outcomes, but in capturing data. So bear that in mind. The collection is open now. You can scan that QR code. You can go to the place on the case website. You can e-mail us. All roads will lead to the team that works on this. I don't know how many institutions have been historically collecting data on what we call alumni participation, which is the number of alumni who make gifts as a percentage of the number of alumni we have contact information for. Obvious flaw, it only measures philanthropic engagement. And it's not just that other types of engagement lead to philanthropy, but that we value other kinds of engagement in themselves. Right? So if someone is speaking highly of your institution and they're engaged in that way, in that communications way, they can lift your boat without giving you money. But also, we do know that engagement does more often, if someone's engaged in another way, when they are able, they will give. And we know that, you know, alumni participation used to be quite a robust measure of alumni affiliation with alma mater, but it isn't anymore. The world has changed. Students switch colleges. That increases the number of alumni record globally. But it doesn't increase the capacity to give. It's still the same person. Right? And there are increasing numbers of organizations that alumni give through. So they don't get credit for those on our surveys because we are measuring what we call hard credit. So if I give through my private company, I don't get the credit. It's not an alumni gift. It's a corporate gift. And there are people without the means to give who still count and are still valued. And then the survey also revealed that alumni who have more than one degree from the same institution are more likely to be engaged than those that only have one. And there was a time where we had a hierarchy. And so if you had an undergraduate degree and a graduate degree, you were considered undergraduate degreed, not multiple degreed. And so we're getting into more of the nuances now. And we're counting four modes of engagement. Volunteering, communications, experiences, and philanthropy. Philanthropy being, you know, it's not a perfect measure, but it's something we're used to measuring, and it's measured in ‑‑ I'm just looking at this. We're looking at also volunteering, experiences, like attending events and that kind of thing, and communications, which is the hardest thing to measure. Both because it's ‑‑ think about how many communications you get every day. There are so many. There is a short version of the survey. And if you can't capture this activity, you can take the shorter version and leave it blank. So don't let that stop you from joining us. We also ask you about how confident are you in the data you've provided. So if you're not confident in the data you've provided, how confident are you in the data you've provided? And if you're not confident in the data you've provided, how confident are you in the data you've provided? So if you're not very confident, don't let that stop you. You will get to indicate that. We want your best effort to capture something. You can see that in communications. Not confident is a pretty big slice there. That's the light blue at the top. And areas where people are very confident. Being very confident is far less frequent than being somewhat confident. So confidence levels allow you to indicate, this is kind of what we think, but we're not 100% sure. And then when you're using the data, you can say, well, I only want people who were somewhat or completely confident. So this is the percentage of people who engaged in other types of who were engaged in other ways, but also philanthropically. So these are people who were engaged in other ways, but also philanthropically. So these are broad. I don't even like putting different regions together because the cultures are so different. But you can look within your own region or your own peer group and see, well, people who engage in X also give. In the United States, there is a longer history of philanthropy. In the United States, there is a longer history of philanthropy and also much more of a need because of the lack of government funding of this function. So we've been relying on philanthropy quite some time. Here's something. This is just sort of a takeaway that I really like about this survey, which is we asked for the number of FTEs you have in advancement. You're not required, by the way, to provide that. It's an optional question. But among those institutions in Europe that provided that last cycle, you can see that there is a correlation between staffing levels and engagement. But there's a much higher correlation between financial investment. And to me, that means not just it does mean giving staff enough resources to actually do their jobs, but it also means retaining people. Because even if you have six FTEs and three of them leave and you get three more, you still got six, but you're probably paying them less. They're less experienced. Over time, you can really make the case that you need financial investment. Can I just add on here? But it also kind of talks about the fact that if your people have those relationships with your alumni, then you lose the relationships that those three people who are leaving have created. And you have to regenerate those relationships with the three new staff that you've engaged. Yeah, so that's the reason this is a very powerful chart that we have here. Thanks. Once you participate in the survey, you have access to certain things. I'm going to show you one of them, which is a summary benchmarking report. That's that middle blue circle. But even if you don't participate, you can download the findings. You can go into the data portal. And if you don't have an account there, contact me or even contact AEM, and we will set you up so you can look at other people's data without providing. I would encourage you to put your own data in. It's much more useful that way. And you'll get the summary benchmarking report, which I'm going to show you. And then for additional fees, you can get a made to order report. That's a little more detailed, a little more specific. Okay, so I'm going to show you first, actually, it says alumni engagement, the survey, but I want to show you this benchmarking report. I'm not going to go into any detail with it. And then we'll get into that. So let me switch windows. Just to add on, and you might have seen that there's a question in the chat about whether somebody should only complete the long version or the short version and not a mixture of both. I'll let you answer that, not right now, but whenever you want to get to it. Yeah. Well, okay, we'll look at both. I'm going to show you both side by side, but you can only complete one version or the other. So when you log in, I'm seeing all the versions on my screen. You'll only see the one that was assigned to you. By default, if you've never done it before, we give you the full one. You can just email us and go, no. And then we'll give you the shorter version. Once you do it, you will find in your, this is the data portal here. I'm going to log in as myself. And you'll see these downloadable reports. I'm seeing everyone's, but you'll see yours. And yours will look like this. It gives you peers that we choose using an algorithm. So if you're being told, you know, compare yourself to X, Y, or Z institution, you're like, well, they're, you know, they're not really like us. They're just the usual suspects. And you can make the case. The case actually has, we have an algorithm and we think these are your peers. And then you can download data. so how many contactable alumni, I'm not gonna go through the whole report, it would take me all day, but you can look at it as an Excel spreadsheet, as a PDF, you can print it, and you can see data for all of your peers. And then we have an overview, how many alumni did you have engaged? So this sample institution had 10% of its alumni engaged, its self-selected peers had 13, the region showed 18, and so on. And again, if you wanna look at the raw data, data right there, the relationship between giving and engagement, there are lots of views of that. So imagine trying to create this report on your own, this would be quite time consuming, it's just sitting there in your account, and you can share it with leadership, you can use it to guide your own decisions. It's a very, I don't create this report so I can be a spokesperson without being self-aggrandizing, I think this is an astonishing piece of work, and it's worth doing the survey just to get this. So let's go look at the survey. On this screen, I'm gonna look at the full version, and then we'll look at the shorter version here, right? So in both versions, we need a little bit of information that sort of characterizes your institution. One is how many students were enrolled, head counts, FTEs would be accounting for part-time or more than full-time students, we just wanna know how many bodies, how many students there were at the beginning of the academic year that we're studying. We asked for the same piece of data in our US fundraising survey, so we show it in a window to that group, but if you're not in the US, you'll see nothing there, right? And then what type of institution are you? And you pick from these five choices, right? And then are you public or private? So then we have like sort of a very high level idea about what type of institution you are. This is the full version, it's no different on the short version, has the same questions. Then, and it'll tell you if something's required, right? In the grid, and if you wanna look at the instructions, you just click there, it'll take you to a place on the case website that has the full document with all the definitions. And on the full version, we're asking you to divide your alumni into these very fine categories, but on the shorter version, all we wanna know is, did they have a degree of any kind, or were they non-degree? They take a course, or were they there for a semester, but they didn't receive a degree? It's the same questions though. How many living alumni do you think you have? How many opted out of communication altogether, right? So it's not just opted out of fundraising, or opted, said, do not contact me for any reason by any means. And then how many are legally contactable? And what legally contactable means differs by region. There are some places where you have to opt in. In the US, you can contact anybody unless they opted out. So whatever that means in your region. And again, if you were doing the full version, there's just a lot of different, we have this grayed out field here, total degree to diploma holding, maps to this row, this first row here. So you can do it either way. You don't have to put in these inputs. This is available in both versions. This is what those two graphs were made out of. So how many alumni relations staff FTEs do you have? What were they paid in salaries? Were there any benefits? And if so, what were those worth? Their technology costs. If you have a magazine, its cost. And the non-technology costs. You can put data in just one of these cells and walk away, but you're not gonna get as full a picture. But let's say you're not comfortable, or you don't have access to this financial information. You can still put in the FTEs. So we get a little more data, or you can leave all of it blank and just leave it alone. And this is the only other thing that's required in this first section. No matter which version you do, do you have a dues-paying alumni association? And if you do, you check this box. If you don't, you don't check it. And how many alumni pay dues to that association? You put zero if you didn't check the box. Otherwise, you either report or estimate something here. I'm gonna get to you, Divya, in a minute. Sounds like you wanna say something. And then we just wanna know what month your fiscal year ends, right? Because that varies across the globe. In fact, even within the US, it varies. And then what currency are you reporting in? So there are some analyses that I've done where I'm converting everything to the same currency, but I need to know what currency I'm converting. Divya, did you wanna add something? No, but I don't know if you've noticed, but there are a couple of questions, and I thought you were the best person. Why don't we take them? Why don't we take them now? Perfect, so I have the first one here, that if we find it difficult to answer a question, is it okay to leave it out? And the questions that this person's thinking about is how many people clicked on links or engaged with social media? Because these are things that they don't currently record in their database and find it difficult to count. Okay, so that's actually in the next section, but let's go there, and then we'll talk about that. Is there something else we should get to? Yes, so David's asked here, some constituents opt out of certain comms, but not always all comms. So they say, don't email me, but email me, or email me except for events. So then how do we define opt out? And I think we have a clear definition here. Opt out is total opt out. Don't contact me by any means about anything. And you could, I mean, this is rare, but you can opt somebody out too. I don't know why you would, but I'm sure there are circumstances. Perfect. Is there another one up there? I just saw one. Hillary has a question about, does the survey keep saving as you type in, or do you have to complete it all in one go, or you can do bits of sections, or say one question in a section and then get out of it? You can type one figure and then go to the bottom, and these are all optional, so don't panic, and just do save and return to the section or save. So it won't save, but you can click save after you've typed one figure and walk away and come back. You can do that. And if later, and this is happening now, I have people who are in there doing the survey, and you can see all your back surveys on our platform. So you can go and look at what you reported. Let me, when I'm doing that here, that's right, you'll see this, but I can go and look at any of the surveys that I did. So if you go back and you go, oh, that wasn't right, let us know, we'll change it. If nothing is written in stone in here, because I'd rather have accurate data than consistent data if we have to make that choice, which we do sometimes, right? Thanks, Anne. I think there's a couple of more stuff about the comms. Okay. So I'd like to reach them. Let me answer that first one. First of all, if you're doing the short version of the survey, you can just leave this whole column D blank, but it's true, if you cannot capture certain things, either legally or because of technological limitations or whatever, then when you go down to, you can either leave it blank, communications tends to be an area where people don't have robust data. We're going to ask you how confident you are. And you can, first of all, if you leave it blank, you're gonna say not very confident, but you could say kind of confident, like we're not capturing X, Y, and Z. And I would also like you to tell me, so email AEM at case.org, or in some way, find me, if there are things in the guidance document that you're capturing that we don't even mention, right? Because this is, not only are you new to the metric, but we're, if not brand new, relatively new, and we need to know what we're leaving out. The survey will get better and better just as your data collection will get better and better. What else do you see, something else there, Divya? Well, there's another one about communications engagement, about how common it is for institutions to count clicks through on an email part of this figure, and that the institutions found that including or excluding the information makes a huge difference to their figures, but it's a very tricky statistic. And there, this person, Wallace, is interested to know who does or doesn't record it. And I think that's a valid point. It is, well, there are places where you're not permitted to track that, right? So in any place like that, it's not gonna be tracked. And then there are institutions, we don't know who's included what, like that's, we don't ask you, what did you include, what did you exclude? But I've seen in some institutions in the US where they, some institutions cannot collect this. They just don't, they don't have the technology, even if they have the permission. And then there are institutions that have very sophisticated software platforms that capture it without anyone at the institution having to do anything, right? So it can run the gamut from, we aren't even allowed to track this to, not only can we track this, but we're paying for the software platform that every time there's a click through, it records it and puts it in our CRM. And not everybody has access to that, either for financial or logistical reasons. You can't capture everything all the time. And so I say, you have to look at those communications area as the least developed and the most difficult to capture. And I don't know how many institutions are capturing that, but when we looked at that slide earlier on, you could see that communications is the area where people are least confident. And that's, I don't know that that's gonna change anytime soon because I don't know how many communications you get per day, but I get probably a thousand percent more than I used to get even five years ago, just flooding, right? If someone's on social media and they say something negative about you, that counts as communication. Are you gonna track all of that? You know, and it doesn't benefit you in another way. In other words, it's not just to do this survey. If you don't have another benefit from knowing it, then I would argue this is not your priority. So let's go and look at what's required here. In the short version of the survey, you can do the, we're dividing the alumni the same way. That's kind of the difference between the long and the short in this first question. How many alumni with degrees and how many who didn't get a degree gave money? Usually people are pretty confident in that. How many volunteered? And there's a list of things that counts as volunteering. How many engaged experientially? They attended events, for example. Communications in the short version, you can leave it blank or you can fill it in. And I'll go over those last two columns in a sec. The difference is just in the long version, we wanna know the same questions, but not just these gray cells, also a division of types of alumni. And of course, if you're a secondary school, you're not gonna have associate degree. You're gonna have to put zeros for a lot of these, but that's okay. You just put zeros. If you don't offer graduate degrees, postgraduate degrees, you'll just put zero in that row. It's fine to do the long version, even if you don't have all this type of layering or you can just do the short version. And we have a short version of our fundraising survey too. Harvard University does our minimal version. Short version doesn't mean inferior. It just means shorter. Go ahead, Divya. Also Cambridge here in the UK does the short version. So it doesn't matter how big or small an institution you are. If the short version is what you'd like to do, that's fine. Yeah, and sometimes it's the most appropriate and it's also, you have staffing resources. You can't just do all of everything. And also if you're decentralized, I think that's an issue for Harvard, I know here. It's hard to collect this very fine data. Okay, and then in this column, we're asking for how many people are checked off in all of the cells you checked. So this is gonna be the smallest number, right? It says, and which sounds bigger, but what we're saying is the intersection. They have to have done all of the things. And that not everybody who gives also volunteers, also comes to reunions and also posts about you on social media. That's gonna be a small segment. And then how many are in any of these? So that'll be quite a large number, but it can't be larger than your largest number here. And there are error checks for this, by the way, when you sign off on your survey, or even before you sign off, you can run them and see this number is too large, this number is too small. And if it doesn't make sense, email us, we'll explain it. Don't waste your time going, I don't get it, because we do this all day, every day. You do this once a year for, I hope not too long. Okay, so those are the two ways you would see that first question. This is optional. Nobody has to do it, regardless of which version of the survey you have. If you can, you will tell us how many donors are engaged by giving, but they don't engage in any other way. And how many are not giving, but they're engaged in some other way? The same question here, whoops, is very complicated. But again, you can skip it. It says, how many are engaged in philanthropy and volunteering, philanthropy and experience? It's complicated. We do have institutions that respond to this, and I don't wanna show it to you, but there's actually an even more complicated grid that I was like, we're never showing this to anyone, which has even more fine gradations. I don't know how useful that would even be. All right, so you could skip it on either version. This is required on both versions. We need to know how confident were you in the data. We assume that philanthropic data, you're pretty confident. We just wanna know the rest. And then you can comment on it. This is why we put that because people, this is really a judgment call. And so if you wanna tell us something about it, please do. And we read every comment on every survey where there's a comment box. So everyone wants your feedback, even if it's just a sentence, I'd love to know it. That's how surveys get better. So the answer to the question about, even if you've missed a few questions, you can still indicate the confidence level. And the answer for that is yes, you can, right? Even if you've not provided a particular detail. The confidence level is for this question only. Got it. Thanks, Anne. And this is about events. This is on both, yes, it's on both versions of the survey, 100% optional. You can ignore it, pretend it's not there. So, but if you want to answer it, how many virtual events did you offer? How many in-person events did you offer? And how many events had both components? You can leave it blank. Don't put zero to indicate not answering, just leave it blank. And then we're looking at, let's say I'm an alum, how many, I can only be in one of these boxes. I can only be a person who only attended virtually, only attended in person or did both. So each of your alumni who engage in events only falls into one of these buckets. Again, totally optional, don't have to report it. This originally came out of COVID because when this survey started, we were heading into it. And we want to see the transition, but also did that period influence the future? Are we doing more hybrid events? Are we doing more virtual events than we did before? And is that going to change over time? But you can, anything that says optional, you can just pretend it's not on the screen. This is offered on both versions. You can, again, ignore it. So in a sense, once you've put this in and done this grid, those two things, you're done. You don't have to do anything else. So the survey can be really short. It could be that grid. You can leave this out and you could scroll all the way down here and pick and choose. Is there a question there, Divya, that you think we should answer now? Oh, yes. When does the survey need to be completed by? And I know we have different deadlines for different regions. So I'll let you go. In Europe, the deadline is December 4th, but you can ask us for more time. This survey platform is very flexible on that. So here at the top, it says December 4th, but as the administrator, I can move this date. So just email us if you go, not December 4th, but we could do it mid-January. As in February, that's over. I see another question. And are we including UK in Europe? Yes. Even though, yes, UK, I'm sorry. I'm not used to it. I'm not used to it. My whole life, UK and Europe were a thing. So yes, it includes every, every region can ask for more time. Okay, good. We, we have another question. Okay. No, that's it. All right. So this is by graduation cohort. It's optional. You don't have to do it. But we would like to know something about this because 1 of the things we were able to show. Just using the number of institutions that gave us these data is that, and this is probably going to come as no surprise. Younger alumni or more recent graduates tend to be more heavily engaged in experiences and volunteerism than philanthropy. But then when we get to 41 to 50 years out and 51, plus, we see a lot more philanthropic activity, and the, the participation rate for philanthropy gets quite high compared to its earlier years. I think this demonstrates that you want to start engaging people in whatever way they can be engaged. Because if you don't engage with somebody in the first five years. It's going to be pretty hard to engage them afterwards and so you can't just engage philanthropically because they may not have the means to give there, we used to have something that we call the prime giving age range and that's that. I don't know if it still is considered this but it was 39, 40, sorry 49 to 65. Right, so this is when you've taken care of yourself you've taken care of your family, and you now may have some disposable income. You feel safe with the things you must be using your money for. And now you can be a philanthropic. So, let's wait. Let's let people reach that age, but let's keep them engaged along the way. Again, optional, don't have to answer it. And we tell you where to look like, like this cell has to equal this other cell, because we're repeating a question here, right. So, just a quick anecdote about that particular question that a version of that slightly simpler with only two columns has been introduced in the UK philanthropy previously known as a case run survey in the current year. So, for those who do both surveys, that's what you will see there as well. Right. And so you would already have legally contactable and number engaged in philanthropy. We have that on the US fundraising survey too and that just started last year. I think it's a great grid to fill out but I understand people's time is limited so I'm not going to be bossy about it. This is also optional. You can just pretend it doesn't exist. You just leave it alone. But we want to know if your institution has a dedicated data manager or team. Yes or no. And then which of these software platforms do you use? You just check it off. And they got on here because we had a write in section the first year. Anything that was written in five or more times got into this and you can also write something in. And then when you go into the benchmarking site, you can actually see which institutions use which software. And so if you have a question about the software thinking of switching to Zenzibar, you can contact somebody at the institution that's using it or we use Vera Cross and we don't understand how to do this. So it's kind of useful and even if you don't fill it out, you can see what other people do. So let me go back. And then wait, let me do one last thing. When you're done, you're going to click we are done and it will run all of these error checks. But you can run them manually along the way. If I run it now, there's going to be a billion because there's nothing in here and that's wrong. And you can also print a PDF anytime, a blank one or one with all your data in it. So let's go back to here. Go back to here and we have to go back to where we were. Sorry for scrolling. That's all right. I think that brings us to the end of your section and and that is great. I would draw at this point I would like to call upon Gabrielle and Coraline to kind of who like everybody else who's attending this webinar are from our member institutions, and they do the survey. At their institution there, you know, the institution participates in the survey, and maybe you can kind of tell everyone about your experience of it while you do it, how you find it useful. Yeah. So, yeah, we did it. Actually, we, we are a big, big fan of case that we've been members of case for, for many years, so we use the resources of case both the courses that the We are very in love with this organization. So we are part of a few Italian institutions that are actually members of case. So we use case a lot for badge parity. So this is very useful, even if, obviously, Italy is is very far away from the Anglo-Saxon world in terms of philanthropy to the higher education, but Bocconi is the best university in Italy and one of the best universities in Europe. So, the first Italian university to launch a campaign, a factual campaign. And so we, we enthusiastically participated to this, to this, to this survey. First of all, as I said, for legislative reasons, to have access to all the data from other universities. Secondly, because it was useful to us to see how, what are the metrics to value engagement, because, for example, we were quite in line with you, with your metrics. So what is the standard for the market? But, for example, for communication, we, we didn't, we didn't actually measure the, the engagement through the communication. So that was very useful for us because we started to do that after participating to the survey. And then let's say that, you know, as everyone working in this sector, we were very busy, always busy because we are understaffed like many of other institutions. So it was a good occasion to stop and see, see the data, see at what points we are. After the survey, we created a dashboard that every, every month is updated of these metrics. So it was very useful to really look at our job, stop and look at our job, more mathematically, or analyze our data and see where we get proof of where we're doing well. That's, that's basically the three main reasons for, for us to participate. And it was very useful for us, definitely. Thank you very much, Gabriele. That's very, very good to know. Over to you, Caroline. So, CU, we also have been participating from the outset, and our previous team, actually, they've been in the working group to develop the metrics. So, Caroline, who now works with Herty, she was on the working group. And so, we do submit the survey, but we submit the manual version every year for now. And there are two benefits of doing it. One, it always, for making a case within the institution, why we need to invest in the alumni relations, for instance, Anne mentioned the insight, if you do not engage alumni within the first year of graduation, then it will be really hard to catch their attention later on. And so for us, primarily, first, it's to make the case, to showing the data. It's also making the case how important it is to collect data. CU, as I can imagine, other universities, quite decentralized. You know, we have different departments, they're doing different stuff with their alumni, and also we have a dedicated alumni team. We also engage our alumni. And so when we started to submit the survey, we realized, okay, there may be data that we're not completely capturing, because this is not done through our team, it's done through departments directly. And so it makes us think more of different possibilities, how to capture more data, or whether we actually need to capture, and the same insight on communication. I work with data. So for me, specifically, it's very useful survey, because it gives me every year an iteration, and like, where I take the moment and evaluate every year where we stand with the data health, for instance. And then another thing is, it gives me a framework, because we are into more, we exist for 30 years, and the industry is relatively young, if you look at it. So initially, in the early years, we're saying, okay, how do we count alumni? Who are alumni? Are there only degree, the alumni who has a degree from us? Or is it who are multiple alumni? Because when there is a framework, and you know, other universities are also using it, it gives you kind of weight. Okay, let's count alumni this way. So the industry is using as associate degree, degree, non-degree, and gives a very good way for us to also collect data in that way. It gives us insight. One of the things, for instance, which is a very useful insight, we're seeing the trends for the past four years, that for instance, alumni who are engaged in volunteer modes and in experiential modes are not necessarily the ones who donate. We have quite a few alumni who donate, but they don't engage in any other way. And when we look at the insight of young alumni, usually don't have capacity to give, it explains it because we don't have alumni who are older than 55, only a few. Our alumni, the oldest alumni we have are still approaching 50s. So they're still busy with their life, career, and it kind of like without the survey, we wouldn't even like, it's an insight that's hard to get without the survey. If you know with other universities, this is what's happening. It's good, like it helps us a lot to explain the trends. What we really hope and what we look forward to, because we are located in Europe, we're quite unique in terms of we're a US university, private in Europe, and also operating in two cities. We really look forward to having more European universities participating, for instance, Bocconi is quite huge. We cannot compare ourselves to Bocconi University, we're quite small. And we're hoping that in the future, there will be more comparable universities that we can look to. At the moment, we're mostly not doing it for benchmarking to other universities, because it's quite hard for us, but we are doing it to see the trends throughout the years. And depending how the team changes or investment we make in the alumni relation, we want to see the trends, how it's reflected on our engagement. And that's basically twofold, to make the case and also to have this yearly audit on our data. Thank you very much, Caroline, that's really useful. And, you know, I'd like to also at this point bring in a point that was made by Ruari McEvoy, who is from EMBL, who had said to, you know, to me on an email exchange that from the submission that they'd made earlier this year, the most benefit it had for them was to report to colleagues and other stakeholders about their work. And it also helped them focus their mind about better data collection throughout the year, just like Caroline also just mentioned, and to make their survey completion more straightforward. So don't do it only as an end exercise, but make it more ongoing in the work. So this is, I think this kind of really talks to what we have been trying to, which Anne mentioned at the beginning as well. But it doesn't matter also what size of institution or what level you're at in your journey in advancement, but the fact that you really actually start collecting this and reporting it is great because that shared information is what helps make everyone, you know, plan better, to strategize better and so on. I think that's really great. Thank you very much, Gabrielle and Caroline for joining us today for this. Before we sign off, I had a quick couple of pieces of information about our other surveys. So just reminding everybody about the fact that all of our case insights work is underpinned by the case global reporting standards, which provide the common foundation, provide the definitions, they guide our ethical decisions about advancement. And that's what, those are the definitions which help us ensure that we are comparing apples to apples rather than apples to, well, gorillas as someone likes to commonly say on one of my committees. So moving on, talking about the UKI philanthropy survey, which, oh, sorry, there's also a global standards course, an online course. So if you'd like to read more about it, learn more about the course and become a standards expert, do sign up. It's, you get access for six months, and you can basically learn at your own pace within those six months. So it's an amazing thing. And it helps you learn more, do a little bit of tests and so on to make sure you are a standards expert. Now moving on to the UKI philanthropy survey, formerly known as the Case Roth. So the survey is actually opened on the 15th of September. In order to sign up to the survey, if you just go to the survey webpage on the case website, you will be able to just click on the sign up for the survey button, basically fill in your information, after which I basically reach out to you and send you your survey link because we use a slightly different platform as compared to the VSC, which Anne just showed for the alumni engaged to the VSC survey and for the alumni engagement survey. Moving ahead, we also have our case insights on campaigns, which, you know, we're doing in partnership with March and Lundy, which is also a global survey. I recall Gabriella mentioning something about a campaign. So this survey was particularly looks at completed campaigns. And if you have a recently completed campaign, or in fact, as somebody recently asked a question if they have a two phase campaign and one. Well, a campaign which is in two parts not phases my apologies parts, and even if one part is completed, you can actually report that campaign here. And if you want more information you can email insights at case.org to find out more and to sign up for the survey. That's pretty much it from us today from Anne and me. I've put in our email addresses and contact information for the alumni engagement as mentioned a couple of times as well. The email address to email at is am at case.org for the philanthropy for UK and Ireland, you can reach out to me. That's my email address on there, which is d Krishna Swami at case.org And the general case insights email address. If you don't know where to go. Just email insights at case.org and we are happy to receive any general comments here. My colleague Christina powers, I should not forget her. She's also on this call as one of the speakers and Christina is our head of membership. In the case, London office that's Christina giving a little wave. So if you have any questions about your membership, especially, you know, membership in this region, do reach out to Christina, she regularly holds Online sessions, should I call them for people who want to learn more about their membership and what all it entails. And of course, as she's mentioned earlier, she's always available to provide more one to one support for the alumni engagement. And if you have all these email addresses. If you send an email to any of those and it's not the right place. If you will forward it to me. I'll forward it to her. All roads lead to about three people. So, yes, absolutely. So yes, I don't know if anybody has any final questions. We have just about reached our time. But it looks like otherwise we have addressed all the question. It's been a great, great audience for interactive and thanks again very much to Carlin and Gabrielle and and of course. So thanks everyone. Have a good day. Thank you. Bye.

CASE Insights

online engagement

survey

alumni engagement

benchmarking reports

data collection

Bocconi University

Central European University

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