Right, so we're a couple of minutes past two. Looks like a few people are still joining. So I'll just give it 30 more seconds and then we'll get started. Right, I think we'll kick off now. So yes, good afternoon, everybody. My name is Pamela Agar, and I'm one of the co-executive directors of CASE in Europe. And it's my great pleasure to welcome you all this afternoon to our key finding seminar, focused on the latest CASE insights on philanthropy UK and Ireland survey results. This has been a really important year for the survey. As you know, we made a number of key changes to align it more closely with our shared definitions and practices in the CASE global reporting standards. Which in turn makes it easier for us to benchmark across geographies and really maximize the potential of the CASE global network. And we've seen this come into fruition this year with the publication of our first CASE insights on global philanthropy report this year, drawing together findings from four different regional surveys, including UK and Ireland. I'm delighted that we've got three members of our CASE insights team here today to walk us through this year's findings. And we'll be introducing you to Deborah, Divya and Nick very soon. But before we jump into that, I want to take a moment to thank our fabulous editorial committee. This group of volunteers have given up so much time, expertise and energy to steer the survey process and help analyze the findings alongside the CASE team. So I'd like to say a huge public thank you to TJ Rawlinson from Cardiff, Fran Shepard from Glasgow, Tom Smith from Loughborough, Holly Salvona from Strathclyde and Fiona Newell from Birmingham. We're so grateful to all of you. And I'm really pleased that almost the full committee is available on the call as well to answer any questions that you might have. I'd also like to thank everyone on the call who played a part in making the return for their institutions. We know it's a lot of work, but we also know that your contributions really do help build better data for everyone. And indeed, I'm speaking to you all right now from Universities UK in London, where I'm about to go and meet a group of new vice chancellors to talk about the role of university leaders in fundraising and philanthropy. And we'll be sharing many of the results from this report with them this afternoon. So thank you all very much for adding to the rich sector insights that we have. So without further ado, I'm delighted to introduce Deborah Trumbull, who's our Senior Director of Research and Case Insights team, who'll get us started and introduce her co-speakers. Thank you. Hi, everyone. I'm Deborah Trumbull. And as Pamela mentioned, I'm the Senior Director of Research here at Case. I am joining you from the States. I have been at Case for a little over two years. And prior to Case, I worked at Blackbaud. So I was on the data side. And before that, I spent some time at the Smithsonian Institution working in advancement there. So I have been on your side of fundraising as well. And I'm happy to be here. Divya. Thank you, Deborah. Hi, everyone. I think I know quite a lot of you here and I'm sure it's the same vice versa. I'm Divya Krishnaswamy. I'm the Senior Data Strategist here at Case Insights. And I'm the person you interact with about the survey each year. So welcome to the findings webinar. And we look forward to taking you through the session today. Thanks. Over to you, Nick. And I'm Nick Campisi, Director of Data Science here at Case. I work primarily with the Insight Solutions team to help universities like yourselves. You get the most out of your survey participation and the data. So we'll go over this a little bit today, both for the philanthropy, for the UK and Ireland data, as well as the alumni engagement data where I spend a lot of my time. So being able to bridge and paint that entire picture of our philanthropy and development actions. All right. So let's talk about what we're going to cover today. So we're going to talk real briefly about Case Insights and the work that we do. We're going to spend a good part of the conversation looking at the key findings and some takeaways. We're going to talk about ways you can act on some of the insights that we're going to be sharing with you today. And we'll share some resources from Case to help you get started. I'm going to start by just talking a little bit about Case Insights. So Case Insights provides you the data, the standards, the research that you need as part of an integrated advancement program. And we provide key benchmarks in philanthropy, alumni engagement, campaigns. We also work very closely with our Opportunity and Inclusion Center to develop solutions around the research and development of case insights. And we also have convened a task force to provide us with a roadmap for benchmarks around marketing and communications. And I'm hoping that will be coming to us very soon, some recommendations on ways we can benchmark marketing and communications. That has been a tricky area for folks to collect data on, to collect it consistently in a way that they can report back to us. And of course, all the work we do is guided by the Case Global Reporting Standards. As a profession and certainly for purposes of these surveys, it's really critical that we have a common way of counting and measuring so that our benchmarking can be transparent and can be consistent. But the standards also provide a foundation for principles of practice, ethical considerations, guidance on donor control and undue influence. So there are some really great resources within the standards beyond just, here's how you count your giving. So I certainly recommend everyone take a look at those standards. All right, before we dive into data, we're gonna launch a poll. We just wanna get a sense of who's with us in the webinar today. So if you can look at the chat box, we'll get a sense of who's with us in the webinar today. So if you can let us know what your primary focus area is within advancement, and we'll just give it a minute here for everyone to answer into some of these big, broad categories of development, alumni relations, marketing communications, and so on. All right, we're tracking to see how responses are coming in. Once they slow down, we'll share the results of the poll. I see a note that the slides aren't showing up. Slides show like a thumbnail in the right corner. Give me a second, I'll just reshare my screen, yeah? Okay, yeah. And I know folks can, I think in the upper right corner of Zoom, there's a little button that says view with a little grid. You might be able to adjust your view there. You might need to update how it appears. I'm looking at it right now. As I know my view is coming through fine. There is a full screen button there that you can click on. Maybe folks need to do that. All right, so here we go. Is that better? Yeah, I think, yeah, I think, yeah, check and see if you can set your own view. That will probably help, because it looks like it's showing up fine for some folks. All right, so we have a lot of advancement services and operations folks on the call today, major in Planned Giving, alumni relations, and annual giving. All right, this is great, thank you. All right, excellent. We've got a nice wide variety of folks joining us today. All right, so let's talk about the key findings. So as many of you know, Case Insights on Philanthropy, UK and Ireland has been around for quite a long time. With Case, the survey has been conducted starting back in 2001, 2002 timeframe. Through the most recent year. And as you know, this is the authoritative source of data I'm giving to higher education institutions in the UK and Ireland. We had 92 institutions participate this year. That is an increase over last year. So we're really excited about that. I think there were, you know, folks had a lot of challenges during the pandemic and after the pandemic with staff, and it was a real challenge for some of you to be able to provide your data. So we're thrilled to see that that participation is coming back up again. And hopefully that's indicative of your programs having some stabilization there as well. A couple of things I wanna point out as we're looking at graphs and data throughout the webinar. There are views where we are looking at trends, where we have pulled together a couple of data sets where we are looking at trends, where we have pulled together a consistent cohort. And there are 75 institutions within that consistent cohort. So those institutions participated across the last four years. And the other thing you will see is some of the graphs show data based on clusters. And we do use latent cluster or latent class analysis to determine those clusters. And really what we're trying to do is find groups of institutions that have similar fundraising profiles. So if you see those breakouts and you have any questions about those, you can reach out to us and we can give you some more information. All right, so Divya, I don't know why we're on slide eight. If you could get us back to slide seven for the key takeaways. Sure. Yeah, okay, great. There we go, back on track. All right, so what we're gonna walk through today are five key takeaways and we're gonna give you a little bit of information on each of these. Here you can see some of the highlights. New funds committed has been essentially steady. Funds received reached an all-time high. We're gonna show you some data there where the primary sources of support are. We're gonna talk about the importance of investment and staffing. So that's just to give you a quick highlight on what's coming. And I will go ahead and get started with our first key finding. So we're gonna look at trends in new funds committed and let's go ahead and slip to the next slide because I've got more to say here. All right, so first off, the graph that we're looking at is looking at total new funds committed going back to 2004, 2005. And one thing I wanna point out is that this is not a consistent cohort. This is the total number of participants in each year. And you can see the N at the bottom of each data point will tell you how many institutions participated in that year. And you can see that participation had been going down. It did come back up again this year, as I mentioned. But I think overall, you can see that the general direction has been increases in new funds committed. And of course, you're going to see peaks and valleys as some institutions have very large commitments that might come in in a given year. So there are some fluctuations when you look long-term like this. But overall, I think new funds committed is looking, it's heading in the right direction. Now, if we look just at the consistent cohort, you will see that new funds committed declined 3.5% compared to the immediate prior year. That is consistent with what we're seeing in other regions where the data has come in and we've been able to report on it. We're seeing that in the US. We're seeing that in Canada. There was sort of this pattern of a decline during the pandemic, and then a big swing bounce back, and then a little bit of a softening in 22, 23. I think, at least in other regions that I work in, I think ongoing economic concerns, inflation, those things have definitely played a role in some of that softening. I do just want to reiterate the importance of participation here, having those strong, consistent participation from you all. And again, obviously we appreciate the data that you're providing to us, but very important for us to have that consistent data to be able to report on the sector. All right, this is just another view looking at the trends where you can just see back five years and back 10 years, and you can see that trajectory has been a steady increase. Also, just to point out that the number of institutions raising more than 20 million pounds each in new funds committed has remained the same as the 21, 22 reporting period. So, we still have an all-time high of 12 institutions giving or receiving donations at that level. So, we're still paying attention to donor pipelines, but you can see that having that steady increases is quite important for that. And then one more view, this is looking at the mean new funds committed. And in this view, we're looking at it broken down by those clusters that I mentioned. And of course, those institutions falling into the elite and established categories are making up a large proportion of those new funds committed. And you can see that same pattern, that same pattern of big dips during the pandemic, either in 2019, 20 or 2021, and then see that pattern of an increase coming out of the pandemic and then a little bit of a softening this past year. All right, so I'm going to hand over to Divya, who's going to cover some of the rest of the trends. Thank you very much, Deborah. So, I think one of the big things, this report was the fact that our funds received have reached an all-time high this year of 1.37 billion. Now, we all know that funds received are the cash received in the bank, and they basically are a reflection of the success of not just the year that we're talking about, which is 2022-23, but also the past year's fundraising activity. And moving on, we basically look at the funds received, and if you've noted, it kind of follows a similar pattern to that of new funds committed, and there's a generally positive trend as well. Now, as Deborah mentioned, we look at a, when we look at the trends, we look at a consistent cohort across four years, and for the funds received, the consistent cohort, which was 75 institutions this year, the funds received increased by 25.1% over the previous year's figures, which is great. I think that speaks to a lot of the kind of pipelines that institutions have been able to generate, as well as getting cash in the bank for the current year. Now, despite, again, this is just a different view, showing that if we look back either five years or 10 years, there is that consistent increase over time. And all of this obviously gets, you know, we can see a much more consistent trend when there is continuous participation by all of you. Now, despite there has been some dips over the last some years because of the pandemic, because of the general economic downturn and so on, things are now looking up again. And this is, again, what we see when we look at the funds received, sorry, from five years ago and from 10 years ago, so, which is great. Ellie, could we launch the poll, too? So this is just to kind of get an idea of where institutions are this year, where they feel they are this year. For the data that we're beginning, you know, we'll start collecting in September. And apologies that it says dollars and not pounds. The poll is listed increase in dollars and donors. Oh, the poll name, oh. Oh, okay, see, I changed that for the screen, but yes. Sorry about that. It does mean pounds anyway. So, oh, I didn't check the poll. Definitely something to catch on for next time. Great, we've got about, yeah, we've got about, you know, 50% people who've responded. That's right, TJ, we do raise dollars as well. And we have euros as well in the group. We can't forget those. All right, so we've got 43 individuals who've participated. Shall we end the poll now, Ellie? I think that's pretty good. That's pretty good a response. And then will you share the results? Thank you very much. Great, I will move ahead to our next big finding. And that is- Let me just pause for a minute and say, to have increases in both, increases in both pounds and donors, that 44%, nearly half of you, that's, I think that's really good news. I'm waiting to look at the results. Yeah. Let's look at next year's report and see how that is gonna be coming up. I really want to see that. Yeah, I hope that continues for all of you and we'll be able to report on that next year. That's wonderful. Especially the donors as well, I'm very happy. And honestly, even in dollars and flat in donors is good news for some institutions. That's true. That's wonderful. Great. Thanks Debra. I didn't mean to skip out on the poll results, but all right. Now looking at what our primary sources of support are. Now, both in new funds committed and in funds received, we can see that trusts and foundations are the biggest, you know, the biggest chunk that has been committed and that has been received are from trusts and foundations. I'll just move on to the next slide which shows funds received. But there's also a substantial amount. So organizations basically do provide a big chunk in general, trusts and foundations is the biggest within that. But also individuals are quite a substantial amount as well together. And I mean, both alumni and non-alumni. So obviously what you're doing is going well. Institutions obviously do need to keep maintaining those relationships with their alumni and other donors, both individuals and organizations to make sure that these relationships are nurtured and continue and that we can see those increase in pounds and all donors the next cycle as well. One of the overall things that we did notice that not just has there been an increase in organization donors, but there's been a slight decrease since the previous year on alumni donors. But it'll be good to see whether the poll, what it shows us about the increase in donors, whether that continues and even shows an increase in alumni donors, excuse me, hopefully it does. So yeah, so that's great. Now, this particular finding about the significant share of giving being from a small percentage of donors. Now, I think this is something we all kind of already knew, but this year, the way that we have collect, rather that we've changed the way that the data has been collected and the way that we've kind of, that has allowed us to put this analysis through is kind of showing that very, very clearly. So this is a new chart as well as the next one. So this one's for new funds committed. We're looking at number of donors on the left bar. And the total number of, the total amount of new funds committed in pounds on the right. So we can see that there's obviously less than two, there's only 1.9% donors who give more than 50,000 pounds. So between 50,000, well, and up basically. But that doesn't mean that we ignore the big chunk of, or big number of donors that we have, which give us between, that give us between one to 5,000 pounds as well. Now, the good thing about looking at these views, both for new funds committed and for funds received, which is here, where we can see that 4.5% donors are giving more than 10,000 pounds. And then about 90% donors are, you know, the ones who are giving less than 1,000 pounds. But this level of detail is basically, is one way of looking at it to kind of, and it will help us unlock various insights about how the sector moves and adapts as time goes along. So it's very good to have this view. As you can see from the sample figures, the end values at the base of each bar, it's not a very high number of institutions out of the total that have responded. So obviously as time continues and you can provide this level of detail, that'll obviously make this data more and more rich. Another new data point that we are collecting on, which I have not shared a slide off here, is about the purpose of funds donated, both for new funds committed and for funds received. Again, the more insight, you know, the more we can get from, you know, in terms of data from institutions, the better results you will have to present and you will have to kind of make your own asks within your institution for whatever changes you're looking at. So that's great. Moving on, importance of both investment and staffing. I think this is something we cannot ever not reiterate every single year. Now, keep in mind that what I'm gonna show you next needs to be taken with a pinch of salt because in 22-23, we introduced a new subcategory of within both costs or investments and within staffing. So we always had the fundraising in the alumni relations areas, but we also added development services. Now, I understand obviously that that means we couldn't give you the fundraising trends, we couldn't give you the alumni relation trends for both costs and stuff, but the data over the next couple of years is gonna be what's gonna tell us what the trends are really looking like. So right now, as you can, well, just looking at the mean fundraising investment, basically, this one shows us that a couple of the clusters, more importantly, the elite and the established, the more well-established programs have a bigger kind of change rather than the others. But if you look at this, now it shows us a very good picture of the sector, shows us a total investment increase by, well, almost 18%. Staff investment went up by 15%, non-staff went up by almost 28%. However, that's not, like I said, exactly probably right. It's been much harder for us to wrap our heads around as well because what we can't quite equate it to is whether it's release of either pandemic-related staffing freezes or whether it's because of under-reporting in the previous year or over-reporting in this year. But like I said, the more data we get over the next few years, this will help us clarify these trends much, much better. And similarly, in staffing. Remind me, so there could have been staff counted in, for example, fundraising that are now being counted in development services. So it could also just be the recap, where someone recategorized a staff person and they got moved into a different- Exactly. Previously, we used to kind of split staff and costs kind of half and half, like TJ has just mentioned, between fundraising and alumni relations. But this year, because of the development services, it's also possible we're kind of getting extra staff who probably weren't in the picture within this area at all initially for whatever reason. So, yeah. So ideally, we can't 100% comment whether this is really that the staffing has increased 10% almost. But as we go along, we will see whether these are established trends or not. But for now, that's where we're at. All right, we have a third poll here. Ellie, could you please run that for us? Thank you. So this is just to kind of understand what are the two big things that you all are considering really important. Well, at the moment, I'll tell you what keeps me up at night is the fact that there's lots happening in my personal life. I think that's keeping me up. So that's not really one of the options here. No, you can, I suppose, put it under other, but it'll be good to see what are the important things that you consider in terms of the sector we're in. Yeah, and while we're waiting for the polls, I was just gonna add that TJ's added some notes into the chat about the categories. And just to reiterate that the grand totals, I would say are more reliable than when we look at breakouts for just fundraising or just alumni relations, so. Yeah, which is why the report charts look different. Sorry, Nick, you had a point. I was just gonna suggest if you do have another point, other item keeping you up, please feel free to put it in the chat. We'd love to hear it. Mm-hmm, absolutely, yes. That's a good point. All right, it's still going up a little bit. I can see that talent retention is definitely up there, as is the campaign structure future. Oh, good point, Jack, about creating dashboards. I think hopefully when we get to the end of this presentation, one of the points that we're gonna be mentioning is about our new platform. Though we're not going into much detail yet, I'll be honest, that's coming up more later this year. But hopefully that would be the beginning of trying to solve some of the issues trying to solve some of those things for you. But yeah, but yes, it's still gonna be a starting step, not the end of it. All right, how are we looking on the poll? I think let's close that now, Ellie, thank you. Sorry about that, and if you could share the results. Yep, there we go. Oh, keeping up with the expectations of campus leadership. Yes, we do see that in other regions as well. Oh yeah, that was down there, I missed that. Absolutely, that's the highest, exactly. Perfect, all right. Now, obviously the way that all of you use data is very important, and I've got a couple of slides here on how some of our users do benchmarking at their institution, the ways that they do that. So I've got comments here from Dan Keyworth, who's the head of analytics and data at the University of Southampton. One of the things that Dan mentioned, and I know other people do here as well, is have a, sorry, excuse my voice, a longer term data set, which he maintains, which is great, and then use that to basically look at what changes to make. Another thing is that Southampton had recently made a successful case for investment, and managed to get university to fund that also by looking at staff data, and they managed to increase the resources in their team, which is a great use of one of the ways to utilize the data set. Also, Fiona Newell, who's on our committee and is at the University of Birmingham as the philanthropic finance manager, said that they use insights and evidence to evidence their fundraising achievements, and they use specific metrics to calibrate their own achievements and demonstrate that success within their institution to senior leaders. So, thank you, Fiona, and thank you, Dan. Also, Tom Smith from Loughborough, who's also on the call today and is on the UK editorial committee for the survey, he's a development operations manager at Loughborough, said that they use the data to look for opportunities for growth, and also look at other institutions who are having successes in those areas so that they can see what they're doing better to build other cases for investment and to provide context for internal reporting. I think those are all really good ways to be using that data that we have, and I think it's helpful to understand what people actually do with it, something I don't necessarily see at my end of it. Let's put it that way. So, that's coming up to my end. Over to you, Nick. Thank you. Absolutely. Thank you. Three great examples of how to use this data. All of our participants put in so much time, effort, and care into participating in the survey, and so I think it's only fair that each of you also get the opportunity to take that data away and use it for your own purposes, whether that is creating dashboards, combating financial investment, or creating that buy-in across institution. And so, the three things I kind of want to cover are essentially those services that are already available to you to do so. Using our benchmarking services, our benchmarking products, some of which you should have already received. We really try to take that pressure of analysis and data organization off of your hands and do a lot of that work for you so you can do your internal benchmarks like we saw with trends over time, seeing how your institution has trended over time compared to everybody else. It's similar on that point, the comparison, how are other institutions doing? With our benchmarking reports, you can see their trends as well as some individual institution-level data to really start to break down those strategies of what you're doing and how that's paying off in terms of the outcomes as well as what other institutions are doing. Next slide, please, Divya. Brilliant. We essentially kind of bucket this into two different approaches, both of which we call our benchmarking reports, both of which start with the letter S, a summary benchmarking report on the left and a strategic benchmarking report on the right. And despite the similar name, there are distinct differences. The summary benchmarking report that you see on the left is really kind of our introduction to show our appreciation for your participation and take that data and get you started on that benchmarking. Essentially, in this report, what you'll see are five key indicators comparing your institution against that, excuse me, that reference group used in the report, your cluster, and then also what everybody else in the UK and Ireland is doing in terms of philanthropy. It's also worth mentioning, these reports should already be in your hands. We emailed these out along with the embargoed copy of the report. So if you don't have this accessible to you right now, I'm going to go ahead and put our email in the chat, email Divya, email us directly. Please reach out. We want to make sure that you not only have these, but are using these. And these we create to our dashboard point earlier as really a dashboard field with the interaction, the hovers. We also provide you the data for the charts. For instance, the New Funds Committed chart here that you see. So you don't have to sort through our data online. You have it readily available. The next step of that is what we call our strategic benchmarking reports. And essentially what we do is we take those five key indicators and there's two other reference groups and we blow it up. We expand it. We go from five indicators to over 25. And then we show you, as you can see on the right here with the New Funds Committed view, we show you each individual institution's data. So we start to get a little bit more in the weeds here with these strategic benchmarking reports. Next slide, please. And I'll just show you here briefly kind of what that top line summary looks like. Of these three columns, you'll see the summary benchmark reports on the left. And then the other one, the strategic benchmarking reports kind of split into the two columns on the right. The primary difference between these, it comes into this call component. So because our strategic benchmarking reports are so long and can get into so much detail, we really like to have these calls available to you as well. So you can sit down with us, walk us through what your strategies have been. How does the data relate to what you are doing or where you wanna be next year, where your goals are in five years, 10 years? And how can you take this data, take these charts, take your results and communicate that with others, create that buy-in across the institution or across the organization. And in some certain cases, depending on your goals, how do you justify the work that you're doing in the face of financial pressures? So we really try and make these as customized for your needs as we can, but having that wide net of data available to you for your justification. So we really want you to take these reports and not just use them in our time together, but then take those and use them for the rest of the year as well, especially as we start thinking about planning for the next year. Next slide, please. And I briefly wanna go over kind of three general buckets of how I find those calls typically going. The first is obviously pipeline. This is a hot topic for everybody. It's something that's integrally important to the work that we do about the sustainability of our income. And so, as you can see here from this just sample version of the chart, we really start to break down what your pipeline is looking like. What are the strategies you're using to create a sustainable pipeline? And how does that look like at your institution compared to other institutions? In a similar vein, next slide, please, Divya. We also end up bringing in strategy a lot, right? So this is actually one of my favorite questions that comes from the survey, because this is the only survey which asks a solicitation question across all of our regional philanthropy surveys that case. But I think it gives invaluable information. I've had many conversations with UK institutions about opening call centers that were closed during COVID and now are reopened, and how this is playing into strategies, especially around increases and creating those sustainable, smaller gifts. So we really end up having a lot of conversation about, no worries. Sorry. Having a lot of conversation about, what are your strategies for solicitation? How do we move away from relying on major gifts and creating that more sustainable pipeline? You already had, next slide, please, Divya. You already had a sneak peek at our other metric where our conversations end up going, and this is obviously return on investment. And in part of the strategic benchmarking reports, we don't like to just kind of give you back the data and descriptive metrics like you just saw with the last two charts, but we also really try and provide you those calculated metrics as well. Those calculated metrics, we've realized, take a lot of time. They take a lot of deep understanding about the data and about the survey. And this isn't time that everybody has to commit to those. These aren't always resources that everybody has in their staff to create these kinds of dashboards and benchmarks for other members and stakeholders at the institution. So really try and take that pressure off of you and give you a digestible metric that you can then take and run with. And I just wanted to show this one here with this return on investment to say, obviously, when we start to look at investment, the cost, we see certain trends across the industry and across the sector in the UK and Ireland, but our conversations then turn into, well, what does this look like at your university? How does your institution, what's your ROI look like compared to other institutions who are investing the same amount? What is the strategic investment that can kind of get you to that next level in terms of ROI? And what are the nuances behind the data? Next slide, please. And then as I alluded to it during my introduction, I also wanted to just give a shout out to the Alumni Engagement Survey. CASE runs our Alumni Engagement Survey each autumn in which we focus on how are we engaging our alumni in four different modes. For those of you unfamiliar, we typically think of these as terms of communications, experiential events, volunteering opportunities, and then the tie into our philanthropy today, that philanthropic, those alumni donors. And it's less, my favorite part about the Alumni Engagement Survey and these benchmark reports is because we give you that opportunity, and I really enjoy it, to bridge that gap between how are we engaging alumni early on and how is that feeding into our pipeline for something more sustainable in the future? What are the connections we can make between philanthropy and alumni engagement, but also community engagement? So we also have those resources available for you if you've taken part in the survey as well. And if not, again, please reach out and we would love to talk with you about taking part in the survey in the autumn. All right, so now we're gonna bounce back to me. Hi, everyone. Okay, so just to wrap things up here, one, just obviously, just to reiterate, if you haven't seen our key findings report, you can access that on our website. This presentation will be made available in our learning management system, so at learn.case.org. So you'll be able to access the recording of the webinar if you'd like, and you'll be able to receive a copy of the presentation as well through that. There will be a webinar probably in September is what I'm guessing the timeframe will be. That'll be our next webinar for this survey. And that's going to happen before the next survey launches. We've got some exciting changes coming with our survey platform, as Divya mentioned earlier. I have to tell you, we are really thrilled to be migrating all of our surveys to this new platform. It is a huge undertaking. If any of you have been through database conversions, you know what I'm talking about. That's essentially what this is. All of our global surveys will be moving to this platform, and it's great. It's really user-friendly. It's all the definitions and instructions will be built into the survey. It's going to be a really great experience, I think, for those of you who do go into the system and actually enter in that data. So there will be more information coming on that very soon. We'll give you details on how to access it and how to ensure you have a login, all of that. The survey does open in September. So again, just be on the lookout. We'll be communicating with you about a webinar to walk you through that new platform and discuss any changes that we need to make to the survey. I'm not expecting any really huge changes this year. I think the only one I want to call out here is related to some changes in our case global reporting standards around the counting of pledges in new funds committed. If you all are on this webinar, you have probably seen that we did a webinar back in March, I think it was, March or April, to review those changes to the standards. I think for purposes of this survey, I don't think they're going to be huge changes for you. We're not planning on changing the structure of the survey in terms of what questions we're asking. So in terms of actual changes to the survey, I don't think it's going to be very big. It's just that change to how we're counting pledges. And I'll just highlight real quick, that will be instead of just counting five years value of the pledge, we'll be counting the full value of the pledge. And that's being implemented in all of our surveys and in all regions. So that is probably the biggest change that affects the survey. And I think that webinar recording is also available on the learning platform already. So if you haven't seen it, you can obviously access that. Yep, yep. So, and so that's at learn.case.org. You can review that webinar on standards updates. If you have a digital version of the standards, all of the changes are already in that digital version. In fact, you can go to the very last page of your digital version and it will highlight all the changes that have been made. Again, most of them don't affect our surveys, except for that, the one change on pledge counting. But yes, and I think that in terms of a print edition of the standards, I know that is in the works. So our print edition has not been updated yet. All right. So I- There's a question from Lisa, Debra, from the chat. Implication for open-ended pledges. Oh, we have very explicit guidance on open-ended pledges compared to pledges with fixed payment schedules. So you'll see, it's all summarized. There's a wonderful table that distinguishes the difference between those recurring monthly, those regular gifts that you're taking in compared to a pledge that is say, I'm going to pledge a million pounds over five years and how am I gonna count that? So we've really provided some clarification on questions that you all had as we rolled out those standards. Really, we took your feedback, challenges that some of you had, providing data in the way that we asked. So it's really, most of what's coming in that update is just clarification to give you some better examples of how to count certain things. So yes, it's great. All right. And I think that's all I have to say. I wanna say a big thank you to everyone. Obviously, thank you for participating, for providing your data. It is so important and so helpful for the sector, for you to learn more about your own trends and how you compare and how you can improve your programs to really meet your strategic goals. So just one final poll, if you need to have a follow-up conversation with us around the reporting that Nick talked about or the survey or standards changes, anything that's coming, just let us know and we will reach out to you. Thank you, everyone. Thank you for attending. And thank you very much to our committee members for taking the time to be present here. Yes, thank you so much, everyone. I know Ellie's run the last poll, so we're getting some nice data in. Do submit it before you log off, please, if you can. Thank you all. All right, as folks are logging out, I'm going to go ahead and close out. Thank you all. Thank you. Nice to see you. Yes. Thanks, everyone. I'll be in touch soon about our next steps for the committee. Bye, all. Bye. Thanks, Divya. Thanks, everyone. Well done. Very professional. Great work, everyone.

Pamela Agar

CASE in Europe

philanthropy insights

UK and Ireland survey results

global reporting standards

benchmarking

CASE global network

investment and staffing