CASE Insights on Philanthropy Australia and New Zealand

Video Transcription

Video Summary

In a session on the CASE Insights on Philanthropy Survey for Australia and New Zealand, Fiona South and Deborah Trumbull discussed the survey's management and integration within a new platform. Fiona, managing from Sydney, acknowledged the traditional custodians of the land and participants across regions. Deborah, based in Washington, DC, explained the survey's alignment with CASE Global Reporting Standards, covering philanthropy, alumni engagement, campaigns, and more. The new platform, designed to be user-friendly, implements robust error-check features streamlining data collection and ensuring accuracy in reporting.<br /><br />The survey, in its 13th year for Australia and New Zealand, includes slight changes such as relocated questions for better flow, new filtering questions, and revised pledge counting standards. The digital platform aims to centralize data, allowing institutions to benchmark against others, with the potential for historical data integration for comprehensive analysis. Participants expressed concerns over recurring gift counting changes, which were clarified during the session.<br /><br />Fiona and Deborah emphasized the importance of utilizing platform tools like error checks and PDFs of completed surveys for institutional records. The deadline for survey submission is May 9th, 2023. They concluded by promoting the upcoming Asia-Pacific Annual Advancement Conference and inviting further questions or assistance through provided contact details.

Keywords

CASE Insights

Philanthropy Survey

Australia

New Zealand

platform

data accuracy

alumni engagement

benchmarking

Asia-Pacific Conference