Hello, everybody. I'm just waiting for everyone to join me during the webinar and then we'll get started. I'm just going to ask Debra a technical question here just as we're going. I'm noticing that everybody who is attending has a button that says allow to talk next to them. Do you know if there's a way of enabling everybody to talk or do I have to do that on an individual? That is a good question. I don't know. We can't see them either. No, I did ask for this to be set up at the meeting. I'm sorry. I think you can see us. We can't see you. I do when I open up my participant window, I can see attendees versus panelists up at the top. When I open up that window, I can see people's names and I can click a button that says I can chat. I think because the session's recorded, we want to have some extra protections in case people don't want to chat on the recording. Maybe that's why it's set up that way, Fiona. I was starting just a moment, but if anybody does wish to speak, then please do drop something in the chat or the Q&A so that I can click on to allow you to talk. Okay. All right. Well, we'll get going. Hello and welcome to our session on the philanthropy survey for Australia and New Zealand. Some of you will have been in contact with me a bit over the past couple of years, but for those of you who don't know me, my name's Fiona South and I manage the survey in this region. I'm presenting today from Sydney and more specifically from the land of the Wollongong people of the Euro nation. I would like to acknowledge the traditional custodians of this land and pay my respect to their elders past, present, and emerging. I would also like to acknowledge the First Nations peoples from the lands wherever you are today in Australia, New Zealand, and beyond. As you may have noticed, we are recording today's session and all those people who have registered will be able to view this recording after the webinar and we will also have available copies of the slides. Okay. So today's agenda, we'll start with some introductions and then Deborah will take on and talk a little bit about case insights, followed by Steph picking up on the background to the survey and history and Steph has been involved for many years and we'll then move on to look at the five key takeaways we'd like you to take from the ANZ survey this year before turning on to how do you actually act upon this data? What do you do with it once we've collected it? And that will be divided between some time looking at it from the practitioner point of view and also Nick here from case insights will pick up and talk a little bit about what's possible from case insights and the strategic reporting and we'll have some time for questions but if you have any questions along the way we have a Q&A feature and you should be able to jot questions in there and we'll try and monitor that as we go along. And just also to say we may have a couple of polls for you to answer today so it'd be really great if you were prepared to interact and let us know how things are going for you this year. Okay so from case I'm going to ask Neelanjana just to briefly introduce herself, she's our new executive director and also as mentioned we have Deborah Trumbull and Nick Campisi and over to you Neelanjana. Thank you Fi, good morning everyone and you know thank you to all of you who have dialed in to participate in this webinar. We're very excited to share the results of the philanthropy survey and I wanted to offer a special note of gratitude to our editorial committee who have really helped us shape the final report. I'm looking forward to meeting all of you and I'm three months enrolled and based out of our Singapore office but I hope I'll have a chance to meet members in Australasia shortly. Thank you Fi, over to you. Thank you very much and I'd also just take a moment to acknowledge that Divya and there are some other people from the Case Insights team who are not with us today but they do work very hard getting the survey up and running, undertaking data cleaning and analysis and producing the benchmarking toolkit and individual reports so thank you. And our editorial group, I couldn't do this without them, they help so much and particularly answering any questions that you have when you're completing the survey and so a couple of them will be speaking today. Unfortunately Rachel was unable to join us so I'll be picking up some of her slides. And as we go along we did just think it might be nice to know who is joining us and so could you drop into the chat the institution or the organisation you work for and add to that the area of advancement you work in or your role if you're not working directly in advancement so perhaps just jot down alumni relations or major gifts, marketing and so forth. And while you're doing that I will pass over to Debra so that she can talk a little bit about Case Insights. All right, hi everyone. My name is Debra Trumbull. I'm the Senior Director of Research here at CASE. I just want to give a quick little intro about Case Insights and the work that we do. So Case Insights is our division within CASE that provides you with the data standards and research that you need as part of an integrated advancement program. We provide key benchmarks in a number of areas that you can see illustrated on this slide. So obviously today we're talking about philanthropy findings but we also conduct surveys and do research around alumni engagement, around campaign performance. We work with our Opportunity and Inclusion Center on surveys related to diversity, equity, inclusion and belonging. And what we hope will be coming soon, we actually published a paper this past, oh I don't know, in the last few months with some recommendations for data that we can collect around marketing and communications and advancement. We had a wonderful task force of volunteers from all around CASE's regions and they provided us with some recommendations of a framework for how we can begin to think about measuring marketing and communications so that we can provide you benchmarking in that area as well. And of course all this work is governed by the CASE Global Reporting Standards. So Fiona if you want to just go to the next slide. You know the CASE standards really provide a foundation for not just counting, obviously coming from the research side that's the area that I interact with the standards the most. It gives us some common definitions so that we have that transparency and consistency in data collection and benchmarking. But the standards also provide a wonderful foundation around principles of practice, ethical considerations, guidance on campaign counting and donor control. So the standards are really a wonderful resource for all of you. Members do receive one digital subscription to the standards but of course you know it's available for you to purchase if you need more access digitally. And of course we have a wonderful course on the standards as well that's linked here on the slide. But yeah that's pretty much my introduction there on CASE Insights. So glad to have you all here today. Great thank you so much Deborah. And I'm now going to hand over to Steph who's been involved in the survey for a very long time to take us through and give us a bit of the background and history to the survey and the purpose of it. Thanks Fiona. So as Phi mentioned I've been involved with the survey for quite some time. Not the first year that it was introduced within Australia. I was busy having a baby at the time. But since then I have been in the thick of the survey to do with the coordination and involvement with it prior to it transitioning over to CASE. And then I've been on the editorial committee since the survey moved over to CASE. So it is dear and near to my heart. I think I've lost track of how many times I've done this component of a presentation so I can almost do it in my sleep. So here we go. As you can see on the slide the survey commenced in 2013 and that was the first time it was established within Australia. It leveraged the UK Ross CASE survey that was around at the time and now also under the CASE umbrella. We had seven of the eight GO8s complete the survey in the first year. That was also a bit of a sore spot for me having previously worked at Monash because Monash was the one area that didn't participate in that first year. Then in 2015 CASE Asia Pacific took over the management of the survey and in that year we had 19 participants. So we started to see quite a bit of growth with the non-GO8s and I won't go through every year but you can see that over the years the survey has increased in the number of participants. We've also seen expansion into New Zealand as well with more of the New Zealand participants involved and a lot of that is with thanks to John's hard work in the area and getting more of his colleagues on board so that he's got some friends to benchmark with. Over the years we've also added some additional questions based on feedback from other participants and as we wanted to delve into some of the details a little bit more. Then in 2024 we didn't make any changes but we did also have the largest number of participants with 35 institutions involved in the survey. Thank you. So I won't read through this because it's quite a lot of detail but this just gives you an idea of the distribution of the participants. So that's across the the GO8s and then within the non-GO8s it gets broken down into those from Australia and those within New Zealand. So some really good sets of institutions involved there. Next slide thanks. So the survey is made up of several core areas that we can then delve into with different questions. So we look at new funds committed so that's looking at the income that has been secured over the year that factors in pledges, cash gifts and realised bequests and that's a figure that allows you to see the the impact of your philanthropic programs given that we we know sometimes the bigger gifts are via pledges. Funds received is what allows us to measure the the revenue that has actually been received by the university so that includes pledge payments, cash gifts and the realised bequests as well. We then have a couple of figures on or questions on the largest gifts so that's looking at the value of the largest gift, the source of the largest gifts and also some figures around the number of of principal gifts so gifts of a million dollars or more. There's a series of questions around the annual fund and whether the institution is in campaign. Annual fund is one of those ones where there's there they can be different definitions across different institutions and it's a topic that often comes up as to what actually sits within that annual fund and our recommendation has always been that the main thing is being consistent with what you submit year on year so that your figures are comparable and then it's a case of understanding your peer institutions and what they may or may not be counting in their annual funds so that if you do want to benchmark in that area you know you know whether it's comparable or not. There's also several questions around participation that's looking at number of alumni, it's looking at number of donors, both alumni donors and non-alumni donors and also some questions around bequest participation so looking at the number of bequests confirmed and and how many bequests make up the the various new funds committed and funds received questions and then there's the there's some questions around costs and staff investment so that's split out across both alumni and fundraising. And from those sections it then allows you to to do all sorts of different slicing and dicing and and comparisons in terms of percentages of alumni who donate, the return on investment and funds per donor, per fund, per FTE etc. So now we're going to move into some of the key findings. So the, sorry back one, one of those. As most of you will be aware the report has been released, it went out at the end of August which seems so long ago. I had to think about that for a second. So that was that was based on the data collected over 2022 to 2023, no 2021 to 2023, so three three years of trends and the if you haven't had a look at it the full report is available on online if you need a little bit of additional reading but it does also include it's quite good in that at the beginning there is there's a summary of the key findings if you just want some of those those top level results or you can delve into more of the detail within the report. The a new addition while we didn't add any new questions for for the report this year we did add some new graphs within within the report. So in the past all of the the trends and comparisons have been based on the the three year comparison and so those are still in there and they they look at the consistent 29 institutions who completed data for all three three years. So sometimes when we have a new participant new institution joining they they're not able to do all three years of data so that's why you see those differences in the number involved in the trend versus the the total participants but we then also added in some five-year trends and that was looking again across the the consistent cohort across those five years. So we had 23 participants who have provided up to five years of or at least five years of data and we were able to do those five-year trends which I think has been really helpful in in being able to see I think particularly with with COVID that was a little bit of an outlier. The five-year trends allow us to see a bit of activity pre-COVID, through COVID and and as we're coming out so if you haven't had a look at those they're definitely some really good insights in that. Next slide thanks Finn. Oops um oh well racing head there we go. So what the what we wanted to look at was five key key takeaways today and I'll just read through them quickly and then various between John and I will will go through them each in a little bit more detail. So we had in in 2023 more than 915 million raised in new funds committed with the increase in in the median compared to 2022. The donor numbers continue to fall in 2023 that's a trend we're seeing year on year with a significant share of giving coming from a small percentage of our donors. Funds secured from the annual fund appeals has decreased over the the last three years as well so potentially a bit of a correlation between that and what's happening with the donor numbers. Total bequest income has fallen over the past three years but the number of bequests and the number of bequest intentions has risen so maybe that's because everyone's living a bit longer these days. The staff numbers have also continued to rise in both fundraising and alumni relations along with the overall investment and that's really encouraging to see because we know a lot of institutions um were hit pretty hardly um following following COVID so it's it's nice to see that that encouragement that increase there. Next slide thanks. Would you like me to go back to the previous one there, Steph, or? I think her screen has frozen. Ah, OK. Not to worry. I'll just pick up and start going here. I've got my slides. It's a short three-year period, but over an extended period. OK, Steph, we lost you there for a moment. Sorry, can you hear me now? Yes, we can. Would you like me to go back to the start now? No, no, no. It's OK. I'll just keep moving. Just go to the next slide. Oh, sorry. Are you OK? Yes, we're good to go. So what you can see here, this is one of the five-year periods that we're in. So this is one of the five-year trends that we were able to pull, looking at new funds committed over the last five years. And then that's been split out between the GO8s and the non-GO8s. So as we can see, 2022 is a little bit of an outlier year. I think most people are familiar with the incredible gift that Uni of Melbourne got, and that really pushed that figure up. So if we isolate that, it's really encouraging to see that 2023 is quite a jump on what we were seeing 2019 through to 2021. And that's both across the non-GO8s and the GO8s. So really good growth in both of those areas. The other thing that's encouraging when we look at this growth, and obviously we can see the impact of big outlier gifts in what's happened with 2022, the increase in 2023 compared to previous years was really evidence of growth, a general strength and uplift. So it wasn't as a result of an outlier gift, and we can see that in the fact that the largest number of gifts secured in 2023 was 30 million. So what we really saw was an increase in the average size of gifts, and also there was quite a significant increase in the number of million plus gifts as well. So it's really encouraging to see that strength and growth. Also just looking at the 30 institutions that responded in both 2022 and 2023, 18 of those institutions had an increase in new funds committed between 2022 and 2023, and nine of those, so half of them, had an increase of 50% or more. So some really, really good growth in the area. Can we go to the next slide, please? And then this next slide, again, with being able to benefit from the five-year trends allows us to see the median new funds committed from 2019 through to 2023, and looking at both the combined medians, the GO8 medians and the non-GO8 medians, because we know there is still a bit of a difference in those areas. And so again, we're seeing some really good movement in the median as well, and that growth. So that's a demonstration of the sector as a whole growing, obviously, within the GO8s, there's a little bit more fluctuation, and that's sometimes due to the outlier gifts, but generally some strength. And I guess there's still a lot of questions out there in terms of what's leading to the growth that we're seeing, particularly the growth in the major gift and principal gift space. So whether that is a result of there's more philanthropy at that level in the market now, whether it's because more institutions are having an increased focus in that major and principal gift space, or it could be a combination of both. And if it is more to do with a shift in priority, which is some of the sentiment that we're hearing across the sector, it'll be interesting to see what that has in terms of the long-term impact on our results. But on that note, I am going to hand over to John. Thank you very much. Thank you. And onwards. And I'll say, do please ask any questions in the chat, not in the chat, using the Q&A if they come up as we go along. Thank you. Thank you. Thanks, Steph. Kia ora koutou. Good afternoon, everyone. So I'm going to talk you through the next few of the key findings from the report. Donor numbers continue to fall with a significant share coming from a small percentage of donors. Well, I guess most of us are operating in the major gift space. So that last part, the significant share from a smaller number of donors isn't news. But donor numbers continuing to fall is perhaps worth unpacking a little bit. Again, next slide. So obviously, donor numbers are largely driven by annual giving, which is where the volume comes from. So of the people that took part in the survey over the last three years, the total donor numbers have dropped by almost 18 percent in the last three years. The fall is biggest, is most pronounced in the group of eight. But you can see it's in steady decline, whichever way you look at it. We can only speculate what the reasons are. There's several reasons. It could be reasonably innocuous. It could be the campaign stage universities are at. Less of us are in campaign, so less of us are perhaps asking as many people. Perhaps we're all working much smarter. Maybe we've decided to stop chasing the small gifts and we're really shifting the emphasis on to raising more from less people and less interactions. It could be budgetary constraints. People are spending less on annual appeals, less on post to follow up the post email combination. Or if you go next slide. It could just be totally out of our hands. I've I've overlaid the the interest rate from the Bank of Australia, the Reserve Bank of Australia here, which I'm kind of using as a proxy for the cost of living. And as we all know, as the interest rates go up, the disposable income goes down. And one of the first areas to suffer is going to be charitable giving. We've certainly seen that here in Auckland. And so it could be nothing to do with our behaviours. It could just be a societal thing. So as things start to calm down, it would be interesting to see if that turns that starts to turn around. But we're still talking about a small number of people here. Between us, we have eight million alumni across the 35 institutions that took part. Of all of our donors, alumni make up about 45 percent. So that's about 48000 people, which is just over 0.2 percent of our alumni. So if we're in a commercial world, we say there's a lot of the market out there that we could still go for. Next, please. John, are we going to run the poll here to see? Oh, why not? What could possibly go wrong? Let's see. So I am launching on your screen a poll to ask if you've calculated this information, whether you think your donor numbers have increased, stayed about the same or decreased or just not really sure. So I'll just give that a moment to run. I haven't done this before, so I'm curious to see how this works out. Yeah. So as hosts and panellists can't vote, I can't give you my opinion. Yeah, that's a frustration. Yeah, we've got four institutions we could be adding. OK, I think that's that's settled. John, can you? Shall I end? I will end the poll now. Yeah, well, I'm sorry. It's still going. I'll give it another moment at my end. But we can start to see, I think, what what's what's going on here. I can't see the results, so. Can you? Sometimes there's a button that will let you share. Yeah, I'm just looking, it only says end the poll or get a QR code, and I can still see numbers are going up on the voting. And at the moment, John, just to say that we're seeing the majority on the decrease or unsure, not not so many people indicating an increase in numbers. OK, I'm sorry if you haven't had a chance to vote yet, but I am going to just end the poll now. And share the results. There we go. Can you see that now? Yeah, yeah, I can. It's not all bad, there's the top two are positive. It's not where my answer would have sat, unfortunately. OK, OK, fine. And that's. Thank you, everyone. OK, so the next finding following on from declining donor numbers and surprisingly, annual funding comes, as I said, and Steph mentioned earlier, there's strong correlation because this is the annual fund and you're giving where a lot of the donors come from. But that income has also dropped. To give it some context, annual fund income totals 15.7 million out of these total funds raised. So across all institutions, it's only one point six percent of new funds committed. But it's still I think we all know it's still an important part of developing a major gift pipeline, positive alumni engagement and just a way to help let people know the kind of some of the cool stuff that's happening at universities and what we need to do. So it going down may be a bigger concern from an engagement point of view and a pipeline as much as the actual dollar values. So if you go to the next slide. Quite how big is it? So again, if we just look at those institutions that we've got data for across the three years and I'm always most interested in the blue line on this one, because that shows the trend over the longest period of time, it irons out the lumpiness. And however you try and look at it, it's down in every category. If it's it was around 18 or 19 million dollars pre-COVID. It actually spiked. It went up to 31 million, so almost doubled during COVID when lots of institutions were either launching appeals to do COVID research or student hardship. That's a bit of an anomaly and that's not shown in these figures. But as I say, we're down at 15.7 versus 18 and 19, three or four years ago. Next slide. So to bequest income has fallen, I get it in all the bad news here. So Steph gets a slide which says the things looking up and now I've got all the all the negative stuff. Bequests financially, bequests are significantly more important than the annual funds. Seventy nine million dollars. That's just under nine percent of all funds secured came from bequests and across all of the institutions taking part, that's 426 bequest contentions that were recorded. To be gone to the next slide again, please. So, again, I'm most interested in the blue bars here. There was a standout bequest received two years ago in 2022, which makes the chart look quite dramatic. But the overall trend, if you're looking at those blue bars, is an overall decline across all the participants. But actually for the non-participants, it's been a decline of about but actually for the non-group of eight, it's upward. So perhaps the commentary you could apply there. We know the values of bequests are incredibly variable and slightly out of our hands as fundraisers. The group of eight would traditionally have been getting more of the large bequests. And so an increase for the non-group of eight and the overall value does suggest that that is a greater volume and a greater number of bequests that they're receiving. Next slide. I've made the mistake of having printed notes and looking at two screens at once. It looks like I'm looking in lots of directions, that's why. If you take a step back from the actual dollar value and look at the actual number of bequests, which is perhaps a better reflection of the activity, the engagement with people and their willingness to leave a bequest, this is definitely a positive message. So the number of bequests which are contributing to new funds is up in every category. Again, looking at those blue lines. And then the chart on the right, which is counting the number of bequest intentions. So that's a look to the future. That's future income waiting to come in. Reasonably flat for the group of eight, I mean, that's a trivial change. And again, strong growth for the non-group of eight institutions. Next slide. There's not another poll yet, is there? He says nervously. No, one more. I'm bracing myself for that. So staff numbers have continued to rise. So overall, if you add up all of the answers from all of the respondents, $124 million has been invested in fundraising activities. And just under half of that amount, $59 million in alumni relations. So it's what we all know. There's less investment in alumni relations. And explore kind of how that looks on the next slide. The growth similarly is 11% up in fundraising, but only 6% up in alumni relations since last year. These graphs tell the story quite simply. I just look at the on the left, we've got fundraising. On the right, we've got alumni relations. And in each of those on the left, you've got 2019. So pre-COVID, pre the cuts a lot of us experienced a couple of years ago. And then on the right is the most recent data. And we can see that fundraising is now in a stronger position than it was back in 2019. There are more FDEs working in that area. But alumni relations, although there is some growth and it's starting to recover, it's still not actually back in that position that it was in 2019. And perhaps that is a nod to how difficult it is to demonstrate ROI in alumni relations activities and how that's a slower burn than the traditional cost to raise a dollar, which is what many of us we use when we're talking about justifying more investment in fundraising. I think that's it, unless you want me to lead us through another poll. Oh, you could kick this off while I launch it, if you like. Here we go. I'm just going to go back and this is two questions. Two questions for the price of one, there we go. So thinking about your FDEs during the year so far, give us an indication of if these trends are continuing, our fundraising FDEs going up, down, and alumni relations FDEs going up or down. You can't see what's going on, we're still getting in on that. Thank you. Give it another moment. Okay, all right. Okay, I think 25 people, 24, 25 people. Okay, again, I say I'm sorry if you didn't get a chance, but I will now put this in and Jonathan, or do you want me to pick up, John, on the results from this? All right, it depends if there's anything interesting to say on the results. I'll happily talk about it. Oh, there we go, there we go. Oh, I was trying to put it up. Little or no change is the winner in both caps. I guess it's interesting as well that the decrease in fundraising FDEs. I probably wasn't expecting to see that, given that there had been a general upward increase, unless it's eight people from one institution and they've all voted the same way there. No, I just said. Okay, well, thank you. You've got 600 people so you can draw your own conclusions from those and I'll hand back to you. Yeah, well let's see when we get to the survey next year. I do hope you'll all be able to participate again and we'll actually have the data to report on around August next year. So it's really great to do the survey and it's great to see our full findings report, put that all together and get a picture of what's going on in our region and we also do a few comparisons and have a look at how that's comparing globally. But on an individual institutional level we want to think about what do we do with the data once you've collected it. Now Rachel Dawson from the University of Melbourne was going to lead this section so I probably won't do it the justice she would have done but I would do my best. So what can be done? First of all we have our benchmarking toolkit from CASE. Now I'm just going to do a little admin comment here. If anyone doesn't have access to the benchmarking toolkit and would like access to the benchmarking toolkit please do drop me a message after the webinar or drop it down in the in the chat and if anyone has access to it but isn't really quite sure how to use it I'd be really happy to have a conversation with you just to guide you through how this works. So you log in using your CASE credentials onto that website that you can see displayed on the bottom and there is a little guidance document up on our web page telling you a bit more about how to use it and what you're able to do on the toolkit is you can do multiple institution reports. Now our survey is anonymous and you are required to pick I think at least five different institutions to benchmark against and their findings will come up but without their names at the top but you can see how you've compared to them. Alternatively you can do year-on-year comparisons with yourself so on that benchmarking toolkit I think there's the data for every survey that you've completed so you could you could check how you're doing on the fundraising survey for the last several years which I think is is quite useful. We don't have lots of time so I won't start demoing it now but I say please please do come to me if you'd like me to guide you through that tool. I'm going to move on now to say once you've done your benchmarking okay so what what is that actually used for? Now I understand from Rachel and the committee that this can be done to do some gap analysis when you're preparing to go into campaign or senior leadership sometimes like to see the rankings how are we doing compared to other institutions and understanding correlations which helps with our key performance indicators. There's always the bottom line return on investments compared to fund full-time equivalent comparisons which help with budgeting growth plans and so forth and I understand that some institutions have even used this to support minimizing the reduction of full-time equivalents in their divisions because they've been shown to already have a pretty lean advancement function. So the way you personally use the data is likely to depend on the stage that your institution or division is in and and generally just might look to check trends theories which can factor into your planning and goal setting for the year ahead and I also know some institutions University of Melbourne being one does produce some nice graphs of their own using the data and Rachel's been kind enough to share these graphs with us. They are a little small but I hopefully you can get the idea and you can see that she has used the data at the University of Melbourne to see how they've performed year on year against other institutions on a range of measures such as the total new funds committed, the number of one million dollar plus gifts and they can also do some follow-up calculations and look for example at the percentage of donors who give and there are many possible charts that could be produced a way in which the data can be used. Nick Campisi from the case insights team will shortly talk a little bit about what more CASE can do to support you but I would just and I hope the editorial group don't mind me putting them slightly on the spot and and asking them if they personally have anything that they particularly find valuable when they go in to do the benchmarking that we haven't mentioned or or just extend on on my comments here and and also perhaps you would also like to drop into the chat if you're doing anything interesting with the data yourselves so we can see see what might be possible. That's okay thank you. Well I guess I can offer something so in addition to the just directly looking at the metrics that are captured from the survey as I think most of these examples from Rachel are it's often helpful to start to slice them up per alumnus or in some sense like that so for example if you're looking at alumni relations investment looking at that per alumnus is a better way or performance of annual giving again per alumnus because that's your the opportunity you have and I do find if you if you start to look at things that way you can tend to find a way of presenting the data which is favourable often this we use this in two ways one is internally to to just understand how we're doing how we're doing against our peers and how we're doing against previous years but then the other one is is more externally outside of our department within university we're trying to demonstrate as we all probably do when we try and get more investment that we're operating efficiently and in a lean way. Okay thank you John any other pickups anyone wants to share insights? Thanks Steph. Yeah so I'm fortunate enough or unfortunate sometimes to have a VP who loves data so we spend quite a bit of time with with the benchmarking data and insights the particular focus at the moment I think especially given the budget constraints that a lot of the higher ed sector is facing we're spending a lot of time looking at the the cost per dollar raised both for fundraising but also for advancement given that that we know even that a lot those alumni programs feed into our our dollar figures so I've been doing a bit in terms of looking at trends for for Griffith's cost per dollar raised but also then looking at some comparisons and and trends across other institutions both GO8 and non-GO8 because for Griffith in particular we're kind of in that in that spot where we're not quite the size of a GO8 but probably one of the the bigger non-GO8s from a advancement maturity perspective so so yeah that's that's what we've been looking at lately and then the other one is again while we're we're in this budget constrained environment but still trying to look at a bit of a growth plan and growth strategy is looking at where Griffith ranks compared to other institutions for some of those key key figures so new funds committed and funds received the number of principal gifts but also the the size of our advancement department in terms of FTE compared to compared to other institutes. Okay thank you okay and any other comments before I move on? Okay thank you very much. Nick is going to pick up and talk a little bit more about the benchmarking reports we produce. I'm just going to for a moment thank all those who've been in touch with me where you haven't actually been able to access your report fully. I am working very hard to try and resolve these issues and will continue to do so but I do hope that for the rest of you you have been able to look at your individual benchmarking report and see all the charts. If you haven't please do reach out and we will work out what's going on because it seems to be possibly an individual institutional situation and not a one-size-fits-all solution to resolving this. Okay oh it should be there we are Nick. Absolutely thank you Fiona. My name is Nick Campisi. Benchmarking reports are my purview today and my purview pretty much every day. As Fiona mentioned I know that these can often face firewall issues university to university so I'm also going to put my direct line in the chats if you have any issues please please do reach out to Fiona or myself or the combination and we will obviously get you sorted. What you can see here though on the left are what we call our summary benchmarking reports and all of the wonderful benchmarking metrics that were shown previously and that can come from our benchmarking toolkit we understand that you've already invested a heavy amount of time in participating in the survey first of all in order to get us to this point to be able to have a findings webinar and we are greatly appreciative of that and while you contribute to the greater good of the industry and the greater good of helping your helping your colleagues benchmark with you we feel that you should also not be limited in getting something out of it for yourself and so with our summary benchmarking reports this is our way of saying thank you for your participation. Here is a quick summary to get you started with benchmarking and get you pointed in the right direction where we go through some of the metrics that were mentioned for the survey but then also mentioned from the committee just now on how they use the data for making making advocation at their institutions. The summary benchmarking reports I think is bear saying is as that initial foray to kind of get you started we recommend some peers but we realize that not all institutions fit everybody based on our recommendations and so on the right hand side we also like to offer our strategic benchmarking reports and this really provides you the opportunity to dig a little bit deeper and get a little bit more benefit out of the benchmarking than just the summary benchmarking reports. So as you can see on the left hand side we kind of roll up some of these comparators much like you would see in the findings report and then our webinar here today but then on the right we really keeping that anonymity go and let you see those kind of rankings for your metrics against peers that we let you work that we work with you to pick for yourself and really in this the goal of the strategic benchmarking report is to hand over as much of that data that which you submitted throughout the survey as possible so we go from the five metrics that we include in the summary benchmarking report to 25 metrics more than 25 metrics in the strategic benchmarking report so really chock full of data but next slide please Fiona but rather than just kind of throw more data at you and say good luck we really want to serve here at CASE as your home base as that resource and we are there for you throughout the year this is not something that we think of once a year and it's not something that we know you think of once a year either and so with that strategic benchmarking report it really kind of becomes a journey through the benchmarking process in which we have multiple conversations with institutions learning what are your concerns what are the problems that you're facing or the needs that you need to fulfill with data and here on the screen I've just thrown a couple that tend to be the themes that come up for a lot of institutions as we discuss and navigate through the strategic benchmarking report but I'm sure as everybody's watched the webinar tonight you've had that self-reflection about what you're seeing at your institution and what those needs you may get out of the survey data are and so I please implore you to reach out to me reach out to us here at CASE and don't be afraid to ask for our resources and our help to get the most out of your survey participation similarly on that point next slide please Fiona we have the alumni engagement so on the last slide you saw one of the key themes that pops up in I think is present present now more than ever is this idea of pipelining having a healthy pipeline and really setting ourselves up for the future and to me and for not one size fit all but alumni engagement and really starting kind of at the onus of what how alumni are engaging with our institutions non-philanthropically as one lens of that pipeline case if you haven't heard of already or you're not participating in we run our alumni engagement survey which is currently open so please navigate to our website the link will be available in the slide deck afterward and in the recording for you to sign up and participate this really kind of serves as almost a combination with the philanthropy data to really understand the full picture of development at our institutions and allows us here at CASE to walk through with you much more in depth about kind of that whole journey of an alumnus into a donor and that's all thank you thank you very much Nick Deborah I'm squeezing your your couple of end up rapidly but before I hand over to Deborah who'll just briefly touch on what next with the survey I did just want to check in with you all if you had any questions I'm not seeing anything in the Q&A that has come up um oh something in chat here no oh that's sorry that's just that's okay Steph thank you yes it would be really good if we could see some some extra participation in the in the AAM as well as our philanthropy survey and I throw in one more thing about the alumni engagement I should have mentioned it's also it's a global survey so benchmarking is also is not limited just to the region if you're interested in what universities around the world are doing so it's very valuable in that sense as well okay and I say the meeting has been set up slightly differently from usual and so I can't see if anyone is raising a a hand but if you did have something and I'm not picking up on it as I say do just drop something either in the Q&A or on the chat and we'll we'll pick up on that at the end okay there's nothing more for now then I'll just let Deborah take a moment to talk about what next and next year which we're all very excited about we are all very excited um so I think you know the big exciting news coming for next year's survey is that we will be opening the survey on a new survey platform we are really excited about this new platform it's going to be much more user-friendly it's going to have built-in validations within the system so that as you're entering the data you we have much more robust validations it will alert you to any potential errors in the data so that um you know we're not having to kind of track you down afterwards with multiple emails trying to ensure that the data is accurate I know that that can sometimes be a little bit cumbersome um and I think it's also going to make processes a lot more efficient for us as well so we're really excited about this um the survey does open on its normal timeline in February of 2025 um we you will be getting a lot more information on the new system um in the coming months but we did just want to give you a heads up to be on the lookout for that um so uh keep your eyes keep your eyes peeled it's going to be really great right thank you so much Deborah um we I say we're not showcasing the the new platform quite yet we're still putting some touches on that um but as usual we will have a survey Q&A session once the survey opens next year and my intention is that we will run this a little bit earlier in the survey completion process to how we've run it in previous years so that if there are any teething problems troubleshooting can be done at an early stage and I am going to be here working with Deborah on on the platform between now and February so do reach out to me at any point and I know one of you two of you have come to me with questions about recording your data for next year and if I haven't come back to you yet I will come back to you all individually on that so yes I keep keep keep the questions coming um and and we'll get through them I love I love questions I love new questions in particular ones we haven't had before um to challenge me and often refer some of those to the committee as well so I'm sure they're excited to have some new questions coming up and I'll just I'll add real quick about the system if any of you are taking the alumni engagement survey you have already seen the new system um we have already had a number of surveys launch on the system the alumni engagement survey is one of them um so anyway you'll get you'll get a sneak peek of what's coming excellent thank you Deborah and I am a call out for me again I was so excited to get 35 institutions responding this year and our largest number please please keep keep responding if you're finding the tech difficult let us know so we can make sure that's not a barrier that's not stopping you um responding just lovely to to have such a good group both for your own benchmarking purposes and for building the global data sets that we're getting together

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