CASE Insights on Philanthropy (Canada) in partnership with CCAE Survey Q&A-Recording

Video Transcription

Video Summary

The webinar focused on the CASE Insights on Philanthropy Survey for Canada, a collaborative effort between CASE and CCAE, now in its eighth year. Speakers emphasized the importance of data sharing among Canadian advancement professionals to support sector-wide advocacy, operational improvements, and strategic planning. Sarah Clark from Carleton University highlighted the survey’s value in benchmarking, aligning with CASE global standards, refining internal data processes, and guiding fundraising strategies, particularly around alumni giving and donor priorities.<br /><br />The survey collects comprehensive data on funds received, new funds committed, donors, gift sources, expenditures, and staffing. It runs annually from mid-June to the end of September. A new centralized online platform, InsightsDataAtCase.org, offers users a user-friendly interface with built-in data validation, real-time error notifications, and multiple collaborator access to ease data entry. Participants can also download summary benchmarking reports and detailed datasets to inform decisions and advocacy.<br /><br />Challenges primarily revolve around time constraints and resource limitations; however, the speakers reassured participants about available support, deadline extensions, and flexibility on data inputs. Casey encourages ongoing participation, offers guidance materials, and strives to make the process smoother each year, underscoring the mutual benefit of contributing to a robust, sector-wide picture of philanthropy in Canadian higher education.

Keywords

CASE Insights on Philanthropy Survey

Canada philanthropy

data sharing

advancement professionals

benchmarking

fundraising strategies

InsightsDataAtCase.org

philanthropy data collection

higher education fundraising