CASE Insights on Philanthropy (United Kingdom & Ireland): 2024-25 Survey Launch-Recording

Video Transcription

Video Summary

The webinar on CASE Insights in Philanthropy for UK and Ireland, led by Pamela Agar and the CASE Insights team, provided an in-depth overview of the annual philanthropy survey and its importance. With 83 institutions participating in the 2024-25 survey—a slight decline from previous years—the session emphasized the value of benchmarking data to demonstrate performance, manage expectations, and identify opportunities for advancement programs. Experienced panelists from various universities shared practical benefits, such as building internal credibility, contextualizing institutional achievements, and spotting sector-wide trends.<br /><br />The session addressed common challenges in completing the extensive survey, acknowledging resource constraints and data accessibility issues. To aid participation, the survey opened early in August and remains open until mid-November, with options for deadline extensions and a possibility of a shortened survey version being explored. The new online survey platform allows multiple contacts per institution, data saving, and robust automated validation checks to ensure accuracy, with support available for resolving issues or overriding certain requirements.<br /><br />Participants learned how to access past survey data and benchmarking reports through the platform, although full integration of historical data is ongoing. The webinar also clarified changes in survey categories, such as alumni segmentation, driven by usability feedback. Overall, the session underscored CASE's commitment to supporting institutions through flexible survey processes, detailed guidance, and additional analytical products to maximize the utility of philanthropic data for strategic advancement. The recording and materials will be shared for further reference.

Keywords

CASE Insights

Philanthropy Survey

UK and Ireland

2024-25 Survey

Benchmarking Data

Advancement Programs

Survey Challenges

Online Survey Platform

Data Validation

Alumni Segmentation