Okay I think people are still trickling in but we've got a decent number in the in the room now so I will I will get us started. I hope everyone can hear me. My name is Pamela Agar and I am one of the co-executive directors of CASE in Europe and I'm really pleased that so many of you have been able to join us this afternoon to discuss this year's CASE Insights on Philanthropy UK and Ireland survey. I'm really pleased we've got Deborah Trumbull with us who's CASE's Senior Director for Research who will be leading our webinar this afternoon. She's leading our work on the survey this year and I'm sure many of you have already heard directly from her as we've been working to launch the survey. But before I hand over to Deborah I just wanted to say a huge thank you to our fabulous editorial committee and most of whom are here on the call with me today. So huge thank you to TJ Rawlinson from Cardiff University who I think might be marking her 20th year in the planning in the committee for the survey. I'm not 100% sure but Fran Shepard from the University of Glasgow who can't be with us today but Tom Smith from Loughborough University, Holly Solvena from Strathclyde and Fiona Newell from Birmingham all of whom are here ready to answer your questions as we go through this afternoon session. The committee's support in improving the survey considering its findings so carefully is invaluable and I'm so grateful to all of them. It's been a really big year for the Case Insights team. Earlier this year we updated the case global reporting standards and we'll be hearing a little bit more about that later and alongside the survey updates that were required as a result of that we've also been migrating all of our surveys to a new single survey platform which Deborah has been very much embroiled in for the last well more than a year I believe. You can imagine the scale of that migration as we've been running surveys in multiple systems for some time but the benchmarking potential that's unleashed by consolidating those platforms is hugely exciting and I'm thrilled that this year we've managed to move the UK and Ireland Blantype survey onto the new tool. But we're so grateful to everyone's patience because it obviously took us a little bit longer than normal to get the survey live as a result of that change but I hope you'll agree when you get in there that the experience of participating is more user-friendly, more streamlined and intuitive this year. If you've not had a chance to look yet Deborah will give us a bit of a preview shortly but yes we'd love your feedback and thoughts as that goes on this year. So please use this session this afternoon as a chance to ask any questions that you have about the platform or the survey. You'll see as usual in Zoom there's a chat feature at the bottom so do drop any questions in there throughout the session and we'll make sure we get to them. And I think those are most of the points I had to make. I'll just close by thanking everyone who's here on the call for your commitment to and participation in the survey and benchmarking is so important and it really does build better insights for all of us. So I'm really grateful for your support in helping the sector globally with your input. So without further ado I shall hand over the microphone to Deborah from the Case Insights team to get us started. Over to you Deborah. Great thank you Pamela and yes I do just want to reiterate just a tremendous amount of thanks to all of you for your patience. As Pamela mentioned we're moving 14 surveys from multiple platforms onto one platform and it has been quite an undertaking. So let's dive in. We're going to talk about the survey. We're going to talk about the system. Obviously this is me. Here's a little bit about me. I've been at Case for about two and a half years. Prior to that I was an analytics consultant at Blackbaud and I also worked in advancement at the Smithsonian Institution. So I was on the development services side of things and worked with our systems and made sure things operated properly. I of course as yeah go ahead. You're not showing your slides yet. I wanted to make sure. Oh no. So sorry. Thank you. Geez. And we practiced all this too. We were ready. All right let's try this again. Let's try this again. Here we go. There we go. That's me and my background and as Pamela mentioned we're joined today by our committee. I do have their information here and of course one other person's name who's not who's not on this list or not on these slides is Divya Krishnaswamy who many of you have worked with over the last few years on the survey. She is currently out on maternity leave and anyway I will be your primary point person until she returns. So let's see what are we going to cover today. I'm just going to do a quick overview of Case Insights and what we have going on in research at CASE. We'll talk about the updates to the survey itself. What changed? What definitions changed? What's different? And then we'll talk a little bit about the survey website the new platform that we're using and I'll give you all open it up and show you a few things about how it works and then we'll end with some resources that are available to you from CASE as part of your participation in this survey and we'll have some time at the end for Q&A. So I'm going to just dive right in. So I think you know many of you have worked with us for a while and you're familiar with Case Insights. You know the work that we do supports data across integrated advancement programs whether you're you know all falling under one umbrella of an advancement office or not or if you're spread out across your institutions. We conduct a number of we conduct research in a number of areas which you can see represented here. Obviously today we are talking about philanthropy metrics. We do have philanthropy surveys in a number of regions around the world. We collect data on alumni engagement on campaigns. I'll talk a little more about that because there's a campaign survey coming soon. We do work with our Opportunity and Inclusion Center around diversity equity inclusion and belonging and in the realm of marketing and communications we have a new framework for brand and reputation metrics for in education and this is a new area that we are trying to move into. We found collecting data in marketing communications is a bit challenging because the data is collected in multiple systems and it's spread out across institutions and people are counting all different things. So we had a wonderful volunteer task force that met and discussed this new framework which has six large categories of measurements that we will be working towards building a survey around so that we can have data collection in that area as well. So really looking at specific aspects of marketing and communications performance. So that's kind of a very high level view of what we do in Case Insights and of course all the work we do is centered around the case global reporting standards. I want to just highlight here for a minute some of the surveys that we conduct in a little bit more detail. You can see right now in terms of philanthropy surveys we have surveys in a number of different regions of course in the United Kingdom and Ireland but in Canada in Australia and New Zealand and in the U.S. We are going to be expanding our independent school surveys to have a survey that goes out to other regions as well not just in the U.S. So we have a lot of data and as you can imagine when we talk about this new system that we have there's a lot that we're moving on to this new system and really I'll just say we've been on two really big journeys in Case Insights one of which is rolling out the global standards. So we came out with our first global standards in March of 2021 and we've basically been working since then to bring all of these regional surveys into alignment with the standards. So that's been one really big journey we've been taking. That's sort of our first step at really being able to provide global benchmarks and then of course the second big step is getting all of that data into one system. So you can see for some of these surveys we have many years of history that we are having to load into this new system and get everything set up and ready for you. So this is just where we've kind of made another big step in that journey of getting all of these things into one place so that we can bring you those global benchmarks. And then of course here we are here's your survey. This survey has been conducted since 2001-2002 year. Last year we had 92 participating institutions that was up. We had seen a little bit of dip after the pandemic in participants. I know that many of you have had staffing turnover and it was a little it was definitely a little tricky in those years to provide your data but we really really do appreciate your continued participation and it's really helpful to us to have consistent participation over time because that's how we're building a lot of the trend views that we build when we do the analysis around this data. So having consistent year after year participation helps us help you. It helps us have a lot more robust data to be able to give you some really important findings. I'm including a link here to access the key findings. This presentation is uploaded into the learning into our learning management system so you'll be able to download that and access that link. And I do want to confirm because I know some of you had reached out to us this fall. Right now all of the past data is available on the benchmarking toolkit. The 2022-23 data is there. It has been loaded there. We had some delays getting it up. I know a lot of you reached out to me. It is there now if you need to access it. I'll talk a little bit more about our plans for benchmarking data a little bit later in the presentation but for now as you're preparing your data for this year's data collection know that you can find that past data on the benchmarking toolkit where it has lived in the past. All right so let's jump in and talk about survey updates. So just some high-level information about the survey. We did open the survey on November 8th. We are keeping it open until December 13th. I know that sometimes folks need a little bit of extra time. We are able to grant some extensions but I really want to encourage you to do the best you can at getting data in by the end of December. You know before the breaks before everyone's you know out on on holiday because we will have a lot of work to do in January and February when we come back from our breaks to get the data prepared and ready for reporting. We have had changes to some of the underlying definitions in the survey. I will talk about those and those are related to updates that we made to the case global reporting standards in March-April of this year. And then there are also some minor changes to the survey itself mainly driven by the fact that we have the questions in a new survey platform. So I'll go into a little bit of detail there. The questions really didn't change. Some got moved around. We consolidated a few things but there shouldn't be any big surprises in terms of the questions that are in there. And then I just wanted to highlight that the survey guidance and the Excel data collection workbook are located on the survey website. I have heard from some of you about some discrepancies in the guidance. There's a couple of places where I need to make some edits as well as in the Excel data collection workbook. I just got an email today letting me know about an edit that needs to be made there. I will get those edits done today. I am in the U.S. so I still have quite a few hours left in my day and we'll get those updated and uploaded right away. As you can imagine, this was such an overhaul trying to get all of this into the new system. So I appreciate you letting me know and catching my errors or some things that we missed as we were preparing all the documentation. I really do appreciate it. All right. Let's just talk about the standards real quickly. I think obviously for Case Insights and for purposes of surveys, we really appreciate having the standards because it helps us ensure transparency and consistency in the data that is being provided so that you all feel comfortable and we feel comfortable benchmarking that data and providing analysis based on that data. So obviously the standards are very important from that perspective. But the standards also provide principles of practice including ethical considerations around donations, guidance on campaign counting. So I do highly recommend if you're not using or accessing your digital copy of the standards that you get as part of your membership, please do. There's some really great information in those standards. And looking at the updates that were made in 2024 to the standards, so just I'll talk a little bit of history here. So the standards, case standards were first published in 1982. So we've had standards for a very long time. But the very first global edition was published in 2021. We made a conscious decision to produce the standards in a digital format so that we could be more responsive to changes or be able to respond to emerging needs and advancement. So we expected that every few years, every three or four years, that we will be reviewing feedback and looking to see if changes need to be made. So that's what happened this past spring. We were receiving feedback from members from all of our regions about some of the challenges they had setting up the new standards and making sure they were pulling data properly. We did pull together a volunteer committee with representation from all of our global regions to review potential updates. And of course, lots of member questions came in through our standards at case.org inbox. So we pulled all that information together. And I will say, most of the updates to the standards this year were to provide clarification. It was clear to us that when we rolled out those standards and people, we pushed it out into the surveys and people had to start pulling their data, that there were areas we could provide more clarity. So a lot of the changes were around that just to give a little extra instruction and examples around different types of gifts and how they should be counted. But some of the other questions were around some of the core definitions like new funds committed or what used to be new funds secured for you all. So I'm going to start by just talking about this new funds committed change. This is probably the biggest change to the standards that we made in the spring. And the current language, or the, I mean, this says current, this is actually the past language, this is now the new language, is that the real key change here is that we were including new documented pledges and counting five years value of those pledges. And, you know, obviously we want to encourage and continue to encourage to have, you know, not incredibly long payment schedules, right? We don't want to accept donations that have 10, 15, 20 year payment schedules, right? The chances of that money coming in starts to, it starts to be a lot harder to enforce those commitments. So the five years I think is still a really important number as you're planning and you're fundraising. However, the challenge that we had is that some of our regions as part of their their culture of giving, in order for them to get some of those large complex donations, they did have to go out a little beyond five years. So I know my colleagues in Australia and New Zealand, they, it's not super common, but for the really complicated commitments, they are taking pledges that are six years out or seven years out. And they were finding it, you know, hard to keep track of, how do I count five years? And then in year six, I have to count year six and seven. And our committee decided that we would remove the five years of value criteria as part of new funds committed to help, you know, to give folks the opportunity to include those, those commitments. So you can now count the entire commitment. Again, I do just want to be really clear. I don't think this means you should suddenly go out and start collecting pledges that come in over very long periods of time. That's not the intention of this change, it was really to just open up the possibility of those rare circumstances where the pledges are longer, that you can now count the entire amount of the pledge in the year that it was committed and, you know, representing the work that you did in this year to secure that pledge. So that's really one of the biggest changes here. Okay. All right. So that's new funds committed. The next change as part of reviewing new funds committed was looking at different types of pledges and how those pledges should be counted. Oh, and I'm looking in the chat now and I can see some questions around some of these things. So perfect. Okay. So someone's asking about open ended direct debit credits. That's exactly what we're going to talk about now. So as part of making that change in the five-year counting of pledges, we realized that recurring, sustaining regular direct debit, those types of transactions, they weren't really addressed in the standards. Now they may have been addressed in different surveys in different regions, but there wasn't a lot of language in the standards about how to handle those types of transactions. And after the committee met, and I have to tell you these, it's very hard, right? We bring in volunteers from all over. We have volunteers from Australia. We have volunteers from the UK. We have volunteers from Canada and the US, and we're all trying to come to some agreement on how to handle these things. So just know that this committee worked very hard to come up with these recommendations and we're putting them in place to represent the best possible way of counting that we can for a very diverse group of institutions and regions. So where we landed in terms of those recurring direct debit types of transactions is to not really count them as pledges at all anymore. To really just treat them as cash that's coming in, as the payments are coming in, just like you would in funds received. I think the idea was that this mechanism of using direct debit or using a standing order is a mechanism for donors to make outright gifts. It's just, it helps to facilitate them making their donations every year. And it's less of a pledge in the sense of I'm going to get this very large commitment for a major gift that has a multi-year payout schedule. So we wanted to just make it really clear this is a different type of pledge with a small P, maybe, and not a capital P. So that's the other big change this year is for those recurring donations, if there is no end date on those, they're just set up to run indefinitely until the donor cancels it. Those are just to be treated as payments received. And then I think everything else should be pretty straightforward and clear and consistent with how it's been managed in the past, with the exception of the five years value that is now, that you're now allowed to count the entire value of the commitment. Okay. All right. And I can see TJ's adding some wonderful context and additional information into the chat. So definitely keep an eye on the chat here. Okay. So that is pledges. All right. So those are really the two big changes that came out of the standards updates that affect surveys. There were some other changes made as well, some things related to donor control and donor influence. There's some updated language. And you can find all of that on the case standards website. It's not so much that it impacts the surveys, but definitely some good information there. There is an updated frequently asked questions on that website. So you can get some additional information on some other, you know, some other areas of clarification that we made. And then of course there was a webinar back in April that walked through all of these changes. So if you really want to get a little bit more information there, you can access that. All right. Okay. Yes. Okay. And I can see lots of things coming in in the chat. I am just going to add one quick comment, which is someone asked me to please update an example in the appendix. Absolutely. Someone has already pointed out that some of those examples in the appendix still have the five-year counting comment in them and also don't have the extra clarification around the recurring donations. So that is on my list of updates to be made. Okay. All right. So those are definitions updates. And obviously those definitions then apply to all the questions in the survey that use those definitions. In terms of the survey itself, the number of questions, the sections, we did delete some questions. They were mostly things like requesting your contact information or your institution name. All of that information now lives in the survey system. So we don't need to collect it separately within the survey. So some questions were deleted, not any large important questions, just some administrative questions. We've improved the auto-calculation. And on some of the really big grids, we've been able to improve the experience so that you can fill out the entire grid, you can complete the full grid, or you can just complete the totals. And I'm going to show you an example of that when I go into the system. So there's some improved functionality there, I think, that will make it easier for you to choose how much or how little you're going to enter into different questions. We did reorder some questions within sections just to make the flow a little smoother. And we also moved some questions into other sections. So what we found is when we looked at last year's survey, and we did delete some sections last year, we consolidated all the sections and we realized there were some sections left over that had two questions in them. And it just made sense to consolidate them into other comparable sections. So whereas the survey used to go from sections A through V, it now goes from A through N. And I think we've grouped the questions in a way that's logical so that you're not feeling like you have to hop around a lot to find things that kind of belong together. Here's just a quick snapshot of the sections as they exist now. So the flow is generally the same. You know, we start with institution details, alumni details, staffing and expenditures, and then all the funds received questions are grouped together in sections, and then all the new funds committed questions are grouped together. We'll look at this inside the survey system as well. But for the most part, you can see we're still hitting all of the main areas. It's just grouped together a little bit better. All right, so let's talk about the new site. I'm going to go through a couple of slides first, just as a preview, and then I'll go into the demo and show it to you. If you do not, well, I guess there's a couple of things to say here. One, hopefully you are on this call means you have heard about the site, you have a login, you've been sent information to tell you how to log in. If you have not, please reach out to insights at case.org. That is our inbox. We'll make sure to get you set up. I know we have been hearing from some people about making sure they have access, so please let us know. This is the web address for the survey. So unlike Qualtrics, where we had to send out a specific link for you every year, it was a different link, and it had to be a link specific to your institution, everything just lives on this site now. All of you access go to the same place to log in, and it's insightsdata.case.org. So I'm going to run through a couple of highlights here, and then I'll demonstrate this in the system itself. So a couple of things to know. The first is that this system will allow us to have multiple survey takers, and when we collected primary contacts and second contacts in our signup form, we made it clear that both of those people will now have access to take the survey. Obviously, you'll have to coordinate internally who is ultimately responsible, because when it comes down to actually submitting the survey, it's a good idea that one of your contacts is leading the process so that you don't inadvertently kind of step over each other trying to complete the survey. What's nice about having multiple survey takers on our side is that it means we have backups of who we can communicate with. All the communication is going to happen in the system now, so that we can reach out to anyone who might have access, so that if someone leaves the institution, we've got a backup there ready to go, and it just makes it a lot easier, and it might change the way you complete the survey. You know, maybe you will say to someone, I need you to complete this section, and I'll complete the other section, so it might change a little bit your processes, but I hope it makes it easier for everyone, and when you get started on the survey, you do have to log in and tell us that you will take the survey. You'll have to check a little box here. This survey status box, this will or will not, or my survey is complete and ready for review, all of that will drive how we message you and communicate with you. It lets us know where you are in status. If you tell us that you are unable to complete the survey, you won't get constant reminders about the survey, right, so we're using these check boxes to communicate with you, so if you haven't, even if you're not ready to enter any data, I highly recommend you go in and just click the box and let us know you will complete the survey, because that will change the nature of the questions or the messages that you get from us. Okay. And, you know, what's different from last year? So we are going to be sending messages through the system, so all of that's going to come from that system. You can save as you go, you can log in and log out, return whenever you want to complete the data entry up until the deadline. There's more robust validation and data verification within the system, so this will be a different experience for you as a user entering your data, whereas in the past, I think in Qualtrics, we had some data checks, you know, where we would say this total needs to equal this total, or, you know, we would put some notes letting you know totals needed to be equal. In this system, you will actually get a little error pop-up as you're entering the data telling you that things don't match or that a number is too big or too small, and I'm going to show you an example of that in the system, but I think what it will change in our process that I think will be really helpful to you all as well is that you'll have your data in really good shape at the point that you click that submit button. The validation will notify you in real time, and you'll be able to make edits and get it in the best possible shape before it comes to us, which means we won't be doing as much follow-up with you after the fact, and I know that sometimes that after-the-fact follow-up, it could come a month after you've submitted your data, and I'm sure you have to pull out all your spreadsheets again and try to remember why some number doesn't match another number, so I think it will help make for a better experience for you, and it will also help us tremendously because we may still have to follow up with you on some things. I'm not saying that won't happen at all, but it will really reduce the amount of back-and-forth emails that we'll have to do with you to double-check totals, and of course, because CASE is moving all of our surveys into this one system, other surveys that you complete are available in the same system. You may not have a role, an access role, to all of those surveys. If you think you should, let me know. I know sometimes the person who fills out the alumni engagement survey may not be the same person who fills out the philanthropy survey, so we have distinct access roles for those surveys, but you can have access to both or all of them if the nature of your position, you know, indicates that you should have access to both of them, so do know that we can set that up. We can set that up for you. All right, so here, this is the piece about the validation checks, so when you are in the system, so now you've gone in, you've told us you're going to participate, you start entering data. The error checks will run in each section when you click save at the bottom of each section. At the beginning, there will be a lot of pop-up. You'll see these validation messages, and you can just hide them in the corner while you're doing your data entry, but they're there, and as you get all the data in, they will just automatically go away, and then the only ones remaining will be ones where there are actually errors you need to correct. There are three types of errors. There are fatal errors, and they have a little skull image. There are serious errors that are a question that have like a little exclamation point, and then there are warnings, and the fatal errors are the ones that you really, they really are required, and you need to have that data in there in order to submit. Serious errors are ones where we, we really do want that data, but maybe there's something that, you know, for some reason, you're unable to provide it, or you're having a challenge with it. You can actually add a comment, and it will let you submit, and then the last one are warnings, and there, some of them are warnings like, please consider filling out the full version of this question, right, so some of them are, there's no specific action required from you, but it might be an indication that something could be wrong, or it might just be a reminder from us that we would love to have you answer that question if you're able. All right, and then once you have all the data in, you'll do one final check for your errors, and I'll, I'll show all of you this in the demo, but at the bottom of the survey page, you'll see there's a little button here you can click, and it will just do one last run to check for errors. You can also save a PDF of your survey that has all the data that you submitted. You could save a blank version or a version with the data, so you have a record for your, you know, for your own reference, and then at the very end, you have to mark the, my survey is complete and ready for review, and once we get that indication, then we can start actually looking through the data and look at your comments, look at any error messages you have, and just make sure that the data is in good shape, and then once we have reviewed it, and we feel like, yep, there are no errors, then we will mark it as having been reviewed and that the data is clean. So, that's sort of just a quick overview of the process. I do want to go into, let me see, yeah, let me, let me pause now, and I'm going to open up the system and show you how it works, and I'll just, I'll show you a couple of examples of some things that changed. I'm not going to go through the whole thing, obviously. We don't, that, that's, I don't think it's necessary. You'll, you'll find this to be very user-friendly. One note, I am logged in as an administrator of the system, so you'll see I have a lot of surveys listed in my upcoming surveys, because I see all the surveys in the system. I've got, you'll see when you log in on the left, you'll be able to see your name, your title, your contact information. You can edit that within the system. This is going to be so helpful for us, and I hope helpful for you as well. If you are, you know, if someone is leaving, if you've onboarded someone new at any time during the year, you can email us, and we can update this information. We can add them as a user, so that when the next year comes around, and it's time to submit data, we know we've got the most updated contacts. So that's really, really helpful to us. This whole, you know, users live in the system, and they will always live in the system and they will always live in the system now. So definitely keep us updated during the year if you have changes to your contacts, and we will actually update them right here in the system. You'll see any surveys that you've been assigned in this list, and like I said, if you should have access to alumni engagement and you don't, or you have alumni engagement but you don't have philanthropy, definitely let us know. That's a very easy fix. And then you simply just click right into the system, and here we go. I can make this a tiny bit bigger. There we go. The structure here, this is sort of the survey landing page. This is where you will put in whether you will complete the survey. And as you scroll down, these are the sections of the survey. So pretty straightforward. They're in the same, pretty much the same order they were in the last system. We did move the data sharing agreement up to the top, and we also put some links to survey resources like the guidance documents up here at the top. When you go in and start entering data, let's see, you know what, I'm going to look at, I'm going to go straight to section E because I've got some examples in here I want to show you. You'll see I already have a failed validation in this section. This is the little pop-up that says something's not, something's not right, so I'm just going to hide it for a minute. You'll see your organization name will appear at the top. Obviously it won't say test organization. And you'll see we've put in as much instruction as we can within the system. There are hover, there are places where you can hover and get additional definitions. The questions are marked as required, if they are required. And for some of the questions, we've been able to update the functionality to make it easier for you to get the right totals. So I'm going to use this one as an example. Well, now I made my screen so big, I think you might not be able to see it all. Okay. So the questions that we have around gift bands and sources, what we've done is we've designed a grid that allows you to either select full and enter in every cell. So if you can break out your alumni by gift band, if you can break out your trust and foundations by gift band, obviously we, that is preferred. We'd love to have that level of detail. It's useful in benchmarking. It's useful for our analysis, but we recognize that not everyone is able to provide that level of detail. So if you're not, you can select partial. Okay. And then when you start entering in your data, so I don't even know what I have here. What am I looking at? I have funds received. Okay. I put up at the top that total funds received was 7 million pounds. So let's just say now I'm going to just put in some data here. Let's see, where am I at? Five, six. Okay. There's 7 million. So even if I'm doing the partial version, you'll see, as I fill in those numbers, I get an auto calculation here, and then it calculates that, you know, row. I can do the same thing by gift band, right? I can enter in these numbers. If for some reason I, so the goal is that these all match. This 7 million, this 7 million matches the 7 million at the top. And if it does, you won't get any error messages. If I make a mistake, and I put in something else, and one of these no longer matches, when I click save, if I say save and stay here, it's going to, first it's going to take me to this little validation page, and it's going to tell you. One, it's going to say, please consider doing the full version. That's just our little pop-up asking you to consider providing more if you're able. The skull says we have, these have to equal. So please make sure that E2 has been filled out in its entirety. That's really the trigger. That's the fatal error. And then all you have to do is you can either click directly on the link, and it will take you back to that question. And watch what happens. This gets highlighted in yellow. These get highlighted in yellow. It's telling you there's some things missing here. And it's highlighting that this 12 million does not equal this 7 million. So look for those kind of cues as you're entering your data. So read the validation messages, the error messages. The reason this one is popping up, this other organizations, is because if you put data in other organizations, we want you to fill out this comment at the bottom, right? We want you to describe what types of organizations are included in that. And then when I hit save, if I make the corrections, say I go back to this, okay, and I click save, the only pop-up I'm going to get is, oh, please consider doing the full version. And then you can just return to the section, and there won't, that's it. The only pop-up you'll still see is this asking you to try to do the full, if you're able. Okay. So that's one quick example I wanted to give you, because I thought it highlights a little bit the functionality. It highlights the way the totaling is working. It highlights the way the validations are working, so that you can kind of understand how to navigate. One more section I want to show is, let me see, oh, I can't go back. I'm going to do it this way. One more section that I want to show is section J is where we're collecting new funds, the first part of new funds committed. And I want to talk specifically about bequest legacy intentions. I know that this question was confusing to folks last year. I think our guidance could have been more clear. I'm hoping that this new setup will make it a lot easier for you to know what we're asking for. We did add last year a question to ask you to provide the value of new legacy intentions that are separate from, you know, things you might have reported in the past in terms of legacies received. These would be intentions that meet the standards criteria of the donor being, you know, 65 years or older, that you have in writing, that you know the value of the legacy that's going to come in, you know, at when their estate is settled. When you have all that information and you can count those intentions, we are collecting those separately. And we're doing that in every region, not just in your region. But I just wanted to show you how this works. So the first is, there's a yes, no that asks, do you even accept legacy intentions? I think in the past you were able to put in an NA if you didn't accept them. And so this year we added in a yes, no, just to make it really clear. If you accept legacy intentions, then what you'll do is you'll provide total new funds committed excluding legacy intentions, but you'll get these boxes down here to add the intentions separately. So let's say I have a million pound intention, or yeah, a legacy that I'm expecting that when it comes in, it will be valued at $1 million. This data check, it's going to auto calculate after you click save at the bottom. So when I click save, although look at it, it already said 11 million, maybe it's not. There we go. It does say 11 million. Okay. It will show you that value of what if we include legacy intentions, or if we don't, what does that total value calculate to? Okay. But all the other questions in the section that have a grand total, like this big grid with all the gift bands, it has to match the total at the top that does not include the legacy intentions. So the legacy intentions really are just a separate question. They're not tied to the answers of any of the other questions. Okay. So I just wanted to point that out. You'll notice if I say, if your institution does not accept legacy intentions, you'll notice those boxes disappear. You won't be able to enter data. Okay. And then of course, I'll have to refresh my screen to get that 10 million to go back to 10 million. Okay. I know that some of you may have heard from us last year about data related to legacy intentions. Just know that with DVIA's current leave, it's taking us a little bit of time to go through and work with each of you one-on-one to make sure that your data from last year is correct. So if you heard from us about intentions and just know that we are going to be reaching out to each of you to make sure that there aren't any errors in last year's data. When we looked at the data as a whole, we didn't see anything really alarming in terms of errors. So I feel like our medians and averages and overall data is correct, but I know there were a few of you that heard from us that there could be an issue with some of the numbers that you provided. And we will definitely be taking time over the next couple of months to iron all of that out so that as we, you know, as we move into building things in this system fully, we'll have everything correct. Okay. I have one couple more slides here I want to hop back to real quick, and then I do see there's some more questions. All right. Last little bit here. I'll go through these slides quickly, and then we can have a little bit of time for questions. All right. Back in presentation mode. I do just want to give you a little bit of some ideas about what is going to come next in this system implementation. There's still a lot that needs to be done. Getting the survey up and running is just one small part, and I don't honestly have a great timeline on this right now, but I did want to let you know what our goals are. So we're going to move to single sign-on to the system so that you don't have to have a separate login. That is on our agenda to work on this fiscal year, but for now, you've got your logins, and you'll be able to access the survey and the data, but the next big phase is implementing benchmarking within this new system. This new system does have benchmarking capabilities, and our intention is to move all the historical data into this system and have this system be the primary location for benchmarking. I don't know how quickly that's going to happen. We have, obviously, we're doing this for a lot of surveys. In my dream world, as you all finish the survey and the data is made live, we would have it all in there, but I don't think that's realistic. So just know that we'll be communicating with you through the system on any updates like this. So if the benchmarking is in the toolkit for another year, we will communicate with you through the system to let you know that that's the decision, and at the point that we do move it into the new system, we will communicate with you again through that system. So again, keep your usernames updated so that we can make sure you get the information as it's available. And then just a quick, I'm going to really quickly scroll through these. I think most of you know if you take and participate in the survey, you do receive a summary benchmarking report as part of your participation. We do have strategic benchmarking reports that go deeper and can include comparisons to more peers and can also include some additional conversation with the case team around comparisons. We've got, I'll just leave this little slide here. You can refer back to this. These are the different options that we have available. The summary benchmarking report is a member benefit as part of your participation. The strategic benchmarking report does, is, there's a fee involved in that, but it is available in case you are interested in diving deeper. And just a quick little plug for some other surveys that are either open or coming soon. The alumni engagement survey is open now. It does close in January, so please go to that website if you need some more information on that. And our case insights on campaigns survey is coming very soon, and this is for institutions that have completed a campaign in the last five years. We just really need your help building some benchmarks for folks. This is not an annual survey. You would only update it when you complete a campaign, but if you're interested, there is a signup form for that. And, oh my gosh, I've left us almost no time, but I can see that folks have been answering questions in the chat. How are we doing in the chat? Any questions? Or, TJ, I saw you had some good back and forths there with some folks. Is there anything you want to highlight for the group? I can stop sharing for a minute. Well, thanks, Debra. What a tremendous presentation. There was one very, how lovely to see that the survey is calling people out on a discrepancy about two regular donors. So somebody, and how lovely to see that the person who has that discrepancy knew right away why there was a discrepancy, and it's perfectly explicable. They had 372 donors. Sounds like two of them died in year. And I would have thought if they were alive for some of the year and therefore making a donation, you could count them as live for purposes of the survey, but I didn't want to answer because, Debra, I could be wrong. Yeah, that's really, you know, I would consider, I would do it that way myself. Yeah, I would still count them. If they were living at some point during the year, I would still count them. Yeah, that's a very good question. I love that you all asked such very detail. I love the attention that is paid here. Yeah, that's how I would do it as well, TJ. And I love that the survey picked it up. And just generally, I think it's very exciting what you've unpacked for us today. And I hope that people are enjoying the new platform. I've heard from my own team who are online right now, that they really like the pop-up advice that arrives next to the questions as they're going through. And the other observation that I've heard, not just from my own team, is that people are old school and really scared about entering anything onto the platform until they're 100% certain that it's right. Right. So any assurances that you can give about the platform's flexibility and ability to go back and amend might be helpful to some users. Yes, absolutely. And we really want to encourage you to do as much as possible in the system, because that's where all that really good validation lives. I know we used to have, our Excel data collection form used to have some validation in it. But what we can build in the system is so much more robust that you're actually going to get better quality if you do it in the system. And absolutely, you can delete and save and back out and log back in three days later and make your updates. Yeah, the system is very flexible. And even if you've submitted and you think there's a problem, or we think there's a problem, it's very easy for us to, you know, kind of unsubmit the survey, you can make corrections and resubmit it again. So it's really we have flexibility to open and close it to make updates as well. Yeah, that's great. Thank you. Sorry, Deborah, the one other piece just to save you reading. And Kit's been asking to unpack a little bit more about the new way of counting regular direct debitee type gifts. Yes. And I think all of us have acknowledged that there may be a small element of double counting, therefore, for a few years, while we go through the five years. So as you say, four years ago, and you reported new funds secured of multiple years going forward. And now we're inviting you to report it to report this year's payments as if they are new funds secured. And that's okay. We'll live with that small element of double counting. Yep. Yep, absolutely. I agree. Thank you, TJ. All right. Well, we are right at the top of the hour. So I want to thank you all for joining us. If for some reason we missed a question, please reach out to insights at case.org. I am there I am answering emails. I've already probably communicated with some of you. I think there's some emails there right now that need answering. Also, I will be making some updates to the guidance documentation and the Excel data collection form. Some folks have clued me into a couple places where we missed removing the five year counting or you know, there's a couple little edits that need to be made. So if you've seen those, I've got it, or maybe I don't just let me know either way, because I'll be working on those edits today. And we'll push them up to the website hopefully tomorrow. But for sure by early next week, you'll be able to see everything. Thank you all very much.

CASE Europe

Philanthropy survey

Deborah Trumbull

survey updates

global reporting standards

benchmarking

pledge counts

recurring donations

data validation

educational programs