CASE Insights on Philanthropy Australia and New Zealand - Survey Completion Q&A (2026)-Presentation

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The CASE Insights on Philanthropy report for Australia and New Zealand (March 2026) presents an overview and guide to the CASE Insights philanthropy survey, designed to benchmark philanthropic fundraising efforts at educational institutions across the region. The Council for Advancement and Support of Education (CASE) leads this initiative with key contributors from universities including the University of Auckland, The University of Melbourne, Griffith University, and The Australian National University.<br /><br />The survey collects data on philanthropic giving, defined according to CASE Global Reporting Standards as voluntary private financial support benefiting educational institutions' missions without expectation of return beyond recognition. It measures both funds received (actual money or property received during the year) and new funds committed (pledges, new gifts, realized bequests). The survey has evolved since its 2013 inception, increasing participation and incorporating new questions like total student headcount and recent campaign history.<br /><br />Benefits of participating in the survey include the ability to benchmark results year-on-year and against peer institutions, set objectives, assess fundraising performance, inform investment decisions, and support sector lobbying efforts. The survey covers multiple areas: philanthropic income by purpose (unrestricted, scholarships, capital, research, other), income by source (alumni, individuals, trusts/foundations, corporates), contribution levels, constituent numbers, capital campaign details, and investment and staffing data related to fundraising and alumni relations.<br /><br />Data submission is conducted through the CASE Insights Survey Platform, which supports multiple users, robust validation, reminders, and data saving. Participants must agree to a data sharing agreement before completing the survey, ensuring transparency. The 2026 survey offers improved features such as displaying institution names alongside data when shared with CASE members.<br /><br />The survey deadline is 20 March 2026. Post-submission, outputs will be available, and insights shared at the CASE conference in Brisbane in May 2026. For assistance, participants can contact insights@case.org. This initiative aims to raise the profile of philanthropy in education and provide reliable data to drive sector development and advocacy.

Keywords

CASE Insights

Philanthropy Survey

Australia and New Zealand

Educational Institutions

Fundraising Benchmark

Philanthropic Giving

CASE Global Reporting Standards

Capital Campaign

Data Submission Platform

Philanthropy in Education