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

Video Transcription

Video Summary

The session introduced the CASE Insights Philanthropy Survey for Australia and New Zealand, designed to measure fundraising and donor performance at higher education institutions. Fiona South from CASE Insights, joined by Sarah Beresford and an editorial committee, outlined the survey’s purpose, key definitions, and changes for 2024. The survey, now in its 14th year, aligns with CASE global reporting standards to ensure transparency and benchmarking consistency, focusing mainly on new funds committed and funds received. Recent updates include showing institution names alongside data in the members’ portal and new questions about student headcounts and recent campaigns. Benefits highlighted by committee members include benchmarking for setting KPIs, proving the team’s value amid budget pressures, and providing stable year-on-year data. Fiona demonstrated the online survey platform, explaining navigation, validations, and data entry tips, encouraging institutions to participate even if incomplete data is available. The deadline for submissions is March 20, with support offered for difficulties. After data cleaning, findings and benchmarking reports will be accessible to participants. The session concluded with promotion of the upcoming Asia Pacific Advancement Conference in Brisbane from May 5-8, featuring leadership workshops and industry sessions. Participants were encouraged to ask questions and contact CASE for assistance with survey access or completion.

Keywords

CASE Insights Philanthropy Survey

Australia and New Zealand

higher education fundraising

donor performance

2024 survey updates

benchmarking and KPIs

online survey platform

Asia Pacific Advancement Conference