CASE Insights on Philanthropy (Canada) in Partnership with CCAE Survey Q&A 2026-Presentation

Presentation

Pdf Summary

The document is a presentation about the 2026 CASE Insights on Philanthropy (Canada) survey, offered in partnership with CCAE. It explains why participating matters, emphasizing benchmarking, goal setting, informed decision-making, and continuous improvement for fundraising and advancement teams at Canadian colleges, institutes, and universities.<br /><br />The survey is open from June 24 to September 30, with extensions available. Institutions log in at insightsdata.case.org and must indicate that they will take the survey to receive reminders. The survey includes sections on institution information, new funds committed, funds received, constituents and donors, campaigns, and investment/staffing. It collects data on gift purposes, sources, gift bands, and advancement FTEs and expenditures.<br /><br />The presentation highlights validation features in the survey system, including fatal errors, serious errors, and warnings, plus a final review and PDF export before submission. A key update for 2026 is enhanced benchmarking through data sharing: participating institutions’ names will now be displayed alongside their data in the portal, whereas previously data were de-identified. Participants can use comparison groups, slide shows, a sorted list tool, and a Data Explorer to build custom reports and share them internally.<br /><br />The deck also describes how institutions use the data for benchmarking, strategic planning, leadership reporting, and improving data infrastructure. CASE members additionally have access to U.S. philanthropy and alumni engagement data. The presentation ends with next steps and contact information for support.

Keywords

CASE Insights on Philanthropy

Canada survey

CCAE partnership

fundraising benchmarking

advancement teams

institutional data

gift purposes

donor sources

data validation

strategic planning