CASE Insights on Philanthropy (United Kingdom & Ireland) 2023-2024 Survey Briefing-Recording

Video Transcription

Video Summary

Pamela Agar, co-executive director of CASE Europe, introduces a webinar on the CASE Insights on Philanthropy UK and Ireland survey. The session features insights from Deborah Trumbull, CASE's Senior Director for Research, who leads the survey and discusses updates. Gratitude is expressed to essential team members like TJ Rawlinson and others for their valuable contributions. The year has been significant for the CASE Insights team due to the updates to the global reporting standards and migration to a new survey platform, which aims to enhance user experience. Trumbull emphasizes the platform's benchmarking potential and notes the transition to 14 integrated systems. <br /><br />The presentation covers survey updates following global standards changes and improved experience features. Updates include the removal of a five-year limit on pledge counts, now allowing full commitment value counts. Recurring donations are also reclassified, now counted as payments rather than pledges, simplifying data collection without pledges.<br /><br />The platform facilitates multiple survey takers and incorporates validation checks, reducing post-data collection follow-ups. Errors prompt immediate on-screen notifications to ensure data accuracy. Participants are encouraged to utilize the new system for streamlined data entry and enjoy more robust validation.<br /><br />Participants receive a summary benchmarking report, with options for strategic reports. Future plans include integrating global benchmarking into the system, enhancing data accessibility. The session underscores the survey's importance in supporting data-driven advancements across educational programs.

Keywords

CASE Europe

Philanthropy survey

Deborah Trumbull

survey updates

global reporting standards

benchmarking

pledge counts

recurring donations

data validation

educational programs