We're going to give folks a minute or two to join, and then we will get started. we may end up with a small group which is totally fine. Lots of folks I know watch this in the recording. It works, whenever it makes sense, right? Yep, exactly. All right, well I'm going to go ahead and get started. I think we've got a a minute after the hour. Hopefully we'll have some other folks join us as we go. Hello and welcome. We are going to be talking to you today about a new survey that we've added to our portfolio of surveys. This is our survey on philanthropy in international and independent schools. I am Debra Trumbull. Hello. Let me, I'm going to go ahead and switch to the next screen. Just a quick notice, we are recording this session so I think when folks log in you do get that notification but I just wanted to remind you of that. My name is Debra Trumbull. I'm the Senior Director of Research at CASE and I am here joined today with Cricket Casper. Cricket, would you like to say a quick hello? Sure, it's great to see so many of you here. Lovely to be with you today and I'm extremely excited about this survey that we have. I know there are people on this call who have been helping this to come to life for many years. This has been a long time coming and we're excited that it's live this year with the pilot. Yes, absolutely. I also wanted to thank a couple other folks who helped support this project. As Cricket said, we've been working on this for I think over a year. We've been developing and building this survey but Ann Snyder, our Senior Director of Communities Engagement and I'd also like to thank Fiona South who represents our Insights team in the Asia-Pacific region who put a lot of work into helping us get this survey up and running. All right, so let's jump in. I'm going to just start by talking a little bit about kind of what our agenda is for the day, what I'm planning to cover in this webinar. Obviously, we'll talk just a little bit about CASE Insights and the work that we do. We'll talk about the survey itself, the definitions, the questions, the kinds of things we're asking, how we're expecting you to answer these different questions. Then we're going to move into talking about the CASE Insights website, the survey website. We'll talk a little bit about the functionality, how to log in, how to get started. We'll talk about some of the ways that we're checking the data as you're entering the data. A lot of logistics around how to get the survey kind of up and running and get your data into the system. Then we'll just talk about kind of what's coming next once you submit your data, what are the next things that are happening. If you have any questions, we'll cover those at the very end. All right, so I'm going to jump in. First, just a quick little blurb about CASE Insights. CASE Insights is the division within CASE that provides data, standards, and research to our members. You can see we provide research in a number of areas here in philanthropy, in data. We collect data on alumni engagement. We collect data on campaigns. We work with our Opportunity and Inclusion Center on surveys around inclusion and belonging. We're in the midst of the beginning stages of collecting data around marketing communications, specifically in support of advancement of institutions. This is a new concept. Marketing communications has not exactly been the easiest data to collect because it's often, especially at larger institutions, it is collected and managed across large campuses. Anyway, we put together a task committee, a task group that came up with some recommendations of a framework of measurements, a framework of metrics that folks that work in advancement marketing communications can begin to collect. That project's in the very early stages. As you can see, we've got all these different areas of research that we do. Really, what underlies all of this research are the CASE global reporting standards. The first global standards came out in March of 2021. They were updated actually last April of 2024. This is just to ensure, obviously, that we're counting things in like ways across all of our regions, all of our global regions, so that, at least from my perspective, I'm happy to have very clear, transparent data that we can easily benchmark. Also, the CASE standards provide a lot more in terms of best practices in the profession. When we look at some of the work that CASE Insights does, this slide is just representing all of our core surveys that we conduct that are annual. If you look closely, you'll notice there are three new surveys that we've launched this past year. There is a new survey, a pilot survey around philanthropy in Latin America. That's for higher education institutions. I've starred this survey, which is a new survey this year. It is also the pilot year, and I'll talk more about that in a few minutes. This survey is new this year and works kind of hand-in-hand with our U.S. survey on independent schools. Then we have a new survey this year on campaigns with Martz and Lundy. That is a global survey that schools can also take. Schools and higher education institutions can participate in that survey. You'll see these are all of our philanthropy surveys here at the top. I just want to pause for a minute and say that our team, our CASE Insights team, has been on two really big journeys the last few years. One has been aligning all of our surveys with the CASE Global Reporting Standards. That started a few years ago. We started just ensuring that every survey that existed out there was using all the same terminology and definitions and met the global standards. The other big journey that we've been on is moving all of our surveys onto one brand new survey platform. The International Independent School Survey is on that new platform, and I will show it during our session today. We are almost done moving 14 surveys to this new system, so it has been quite an undertaking. We have been very busy trying to get all those pieces put together, but I think if you participate in any of our other surveys, like our alumni engagement survey, you may have already seen the system. It is really wonderful and very user-friendly. I think you'll find it quite easy to use. Before we dive in and talk about the survey itself, I do want to thank some of our partners that helped us bring this survey to you all. Our founding partners here on GG&A, CCS Fundraising, and our supporting partner, MORE. All right, thank you for their support. All right, so let's dive in and talk a little bit about the survey itself. The survey did open on January 24th and will be open through March 28th. It is open to international schools and independent schools outside the U.S. I'm emphasizing the outside the U.S. only because we already have a survey in the U.S. that we do in partnership with the National Association of Independent Schools. We developed this survey to reach our members in all of our other global regions. It does mirror the same data we collect in the U.S., so the survey questions are nearly identical in this survey compared to the U.S. survey, and that's all part of this goal of having all of our surveys in one place, building all of our data in one place, so that you can have global benchmarks on this data. All right, and I just want to highlight that we're really thinking about this year as a pilot year, and part of this is to help acclimate you to the data collection process so that we can iron out any questions or things that are confusing or find out if there's data that you're struggling to provide us so that we can update the survey next year to, you know, to kind of meet your needs. We are also collecting feedback on the survey, so definitely I'll show you that there's a little section for feedback, so if you have, you know, any specific feedback for us, we want to make sure we take that into consideration so that we can, you know, we can push this out more broadly next year, increase participation, and make sure that all of our schools can provide this data. All right, and our goal this year, given this is the pilot year, that there will be a report at the end. It will likely be more of a key observations report based on how this project went, how the survey process went, you know, what people struggled with or didn't struggle with, and we'll probably show some, you know, high-level numbers that folks were able to report to us this year. It won't be a fully global benchmarking report quite yet, so this is, again, early stages, but we're getting there. All right, as we talk about the survey, there are some key definitions that I want to cover. Obviously, I've mentioned we built this survey around the case global reporting standards. The second global edition did come out in April of 2024, and again, it provides that common set of definitions for advancement professionals. Obviously, I love it because I know that I'm getting consistent, transparent data that's great for benchmarking, but again, the standards also provide information on, you know, ethical considerations, guidance on campaign counting, donor control, so a number of topics that are important to the profession. So, I highly recommend if you don't have your copy of the global standards, make sure you get a copy of the global standards. We do have a digital copy available. When we rolled out the standards, this global version in 2021, we built that digital version on purpose so that we could provide more frequent updates, not, you know, complete overhauls of definitions, because obviously we don't want to do that too frequently as it affects how we're collecting and reporting on our data, but to provide clarification and updated information and to be able to adjust to changes in the ways that donors are giving. Two key definitions that are used in this survey, we are primarily collecting data on philanthropic giving, and there are two different ways that we collect and count giving. These are both defined and come from the standards. You'll see one is looking at fundraising from the perspective of funds received, so money that is coming in within the reporting year, monies or property that's coming in within the reporting year. The second way is to look at new funds committed, and that is measuring the impact of your fundraising efforts, and this is where pledges start to come into play. So if you are accepting large multi-year pledges, you can count the full value of those pledges in this method of counting, which really helps to represent the work that you've done in the current year to secure those commitments that will flow in over time. The main thing I want to point out here, you can see down below there are these four little colored boxes that talk about the types of gifts that are included in each way of counting. There is some overlap here, so there are some donations that are counted in both ways of counting, and those are outright gifts, and when we talk about outright gifts, we're talking about, you know, money that is handed over or property that's handed over during the year, and there's no, you know, there's no pledges involved. It's just a straightforward outright donation, and that could be, you know, someone, you know, you sent out an appeal, and you got a response, and that's an outright gift. So those are counted in both categories. Newly established irrevocable planned gifts, there are quite a few of these in the U.S. and in some of our other global regions. These might be things like gift annuities, charitable remainder trusts. I know some of our Canadian folks will have some of these types of gifts. Where the counting methods differ is in those two blue sections. So when we're looking at funds received, we're looking at pledge payments that are coming in. So again, it's all about what was received within the reporting year, and we're looking at realized bequests or legacies. So if someone put you in their will, and that individual passed during the year, and you have, you know, the money has gone through all the proper channels, and it is now in your hands, you can include that in funds received. On the new funds committed side, instead of looking at payments as they come in, we're looking at those, that full value of the pledge. So you can count all of the years that you expect those payments to come in. So if someone said they're going to pledge, you know, a million dollars over five years, you would count the entire million dollars in this category. And then the last category are the bequest intentions. So we do, there are some really specific rules in the standards around when bequest or legacy intentions can be counted. It does, you do have to have an age, there's an age requirement to the counting that donors need to be age 65 or more in order to count intentions. All of the definitions are in the system, so definitely take a look at that as you're answering those questions, but I did just want to point out that those are considered part of new funds committed. And then in terms of what are you including, so within those two definitions, we really want you to include all philanthropic giving. And I've inserted a definition here that was really critical as we developed the global standards, and that is a definition of educational philanthropy. It was clear that as we expanded our standards to, you know, many different regions, we wanted to move away from looking at a country's tax law as how we define giving in this space. And this definition was really critical when we built those standards. We had this, you know, task force of, you know, volunteers from all over the world that provided their input. So if you're ever not sure about what to include or what not to include, this is a great definition to fall back on, right? So we want everything. We want event money, you know, fundraising events. We want, you know, money that's come in through the mail or through the phone or from a one-on-one contact with a member or for a donor. But the idea is it's a pretty broad, you know, a pretty broad range of giving that we're looking for here. Okay, these next handful of slides I'm going to walk through kind of quickly. We will be uploading this presentation so that you'll be able to download it later. But I do want to give you kind of a quick outline of the survey itself. So here you can see these are the sections of the survey. There's some information, some resources, there's a data use agreement that's really critical for everyone to review and sign. You can see, you know, here's where we start to collect information on your school. There's a few financial operations questions, we're collecting data on giving, staff and expenditures. And then I mentioned earlier, we have a section for feedback. That's really critical in this pilot year to make sure that you don't have any challenges, whether those are technology challenges or whether definitions aren't clear or you're struggling to pull data the way that we've asked you to. It's really helpful for us to hear that information. And then I'm just gonna, I'm not, again, I'm not gonna cover every single data point, but I just want to, within each section, just talk about some key things that are really important. So in terms of like general information, I do wanna just be really clear. You should provide data based on your most recently completed financial year. We recognize that if your financial year ended last June, this is going to feel like it was a long time ago, that is the data that we want from you. If that was your most recent financial year. For my Australia folks, they operate on a calendar year. So they're going to be providing data through December 2024. In the future, once we get through this pilot year, we will be staggering data collection so that you're providing data collection a little more closely to your financial year time period. So just kind of a heads up on that. We did choose to collect it all together this year, you know, as part of the pilot rollout. The survey does use conditional logic and there is a little bit of versioning in it. So we asked early on in the survey, if you are an international school or an independent school, there are a couple of questions that are specific to international schools. And if you are an independent school, you will see those questions, but you won't have the ability to enter any data there unless you check the box that you are an international school. So the little box either opens or closes and I'll demonstrate that before we wrap up the webinar. I also just want to talk about the global nature of this survey and of the questions in this survey. So obviously we're building a lot of our questions and definitions around case global reporting standards, which, you know, tries to use the broadest, most descriptive language for the kinds of data that we're collecting. I say that just to say that we're using terminology that may not be exactly the same terminology you use in your region. You'll see, we sometimes write bequests, we sometimes write legacies, you know, we're trying to give you as much guidance as possible without getting locked into a specific word. So, you know, please let us know if there's any confusion on any of the questions because we obviously want to make it as usable as possible in all of our global regions. All right, I do just want to emphasize that there is a data use agreement and you do have to agree to this within the survey. You have to provide first name, last name and title of your senior most official that is agreeing to this data use policy. Essentially, you'll see more details in the survey itself, but essentially the data that you provide is available to schools, to case members for benchmarking purposes. Any analysis that we do outside of the system is aggregated and de-identified so that your institution, your school name is not kind of out there in our big public reports, right? In addition, our partners that are working with us on this survey, they will have access to results, but they will be de-identified. So your school name will not be tied to those results. And it's really just to help us get any survey findings out into the world. So they will have some access as well. All right, we asked for questions on the type of school. Again, it's important that if you're an international school that you do select that. Currency is very important to let us know what currency you're using. One of the things that's so fantastic about this system is it allows us to collect data in a huge number of currencies. So, and by using, by providing that currency, there is a currency conversion feature so that when this does roll out to benchmarking, you would be able to look at comparison data in your currency. So very important to enter your currency. We do ask for the ages of the students that you serve at your school. We've, again, this is sort of a, you know, one of these global issues that different regions might handle, especially those middle-years students a little differently. So what we did was we provided ranges of ages of students and just pick the one that most closely describes the students that you, you know, that you serve at your school. And then we do collect some information on financials, just some very high level gross tuition, net tuition, operating expenses, you know, do you have an endowment, value of endowment, that sort of thing. All right, then we go into an area, a section that's called Advancement Details, and we're really just trying to understand a little bit more about the structure of your advancement program, how many years you've been fundraising, do you have a foundation in your host country or in other countries? We're collecting a little bit of information here on how many, you know, parents, alumni, grandparents are, you know, how many, you know, parents, alumni, grandparents are available in your constituent population to contact. Those are all based on our case standards definitions. And what else? Oh, we're asking whether you're in campaign during the year, so a few more things, just general advancement questions. All right, now we dive in to the next two big sections where we're actually looking at philanthropic giving through those two lenses of counting that I discussed earlier, both funds received and new funds committed. I just repeated the definition up at the top as a reminder, but we're collecting donor accounts and the value of the gifts that have come in and funds received, you know, some big grand totals. We're looking at the designated purpose of the donation and we also are counting donors and funds received by constituent type. So those could be individuals like alumni, parents and staff, or it could be corporations or foundations, so other types of organizations that you receive money from. I will show you this when we get into the survey system, but in the questions around constituent type, individual donors can be counted in more than one category. So there is no hierarchy here. If they are an alumnus and they are a current parent, you can count them in both of those categories. And you'll see there are no grand totals in that question as a result, because we recognize that if we start adding those up, we will end up double counting people that are in more than one category. We also provide the option of adding soft credit. So in our global standards terminology, the hard credit, the individual who receives the hard credit, think of that as the legal credit for the donation, but you might provide recognition credit or soft credit to another individual that was tied to that donation, whether it was a spouse of the person who made the donation, whether it's relatives that have a family foundation, there might, the foundation itself will get the hard credit, but you might want the family members to get the soft credit. We recognize that sometimes pulling soft credit data is tricky to pull from your systems. So we've made it optional this year. We will probably focus primarily on the hard credit giving, but it is a place that if you want to record that, a very large donation came in from a foundation, but there was an alumni tied to that, you could put that dollar amount in that, or that giving amount in that alumni category. And I'll show you what this looks like when we go into the survey itself. New funds committed is almost identical to the funds received section. We're asking for the same things. We're looking for grand totals. We're looking for giving by purpose. We're looking for giving by constituent type. So the same kind of three big categories. A couple of things I want to point out here. One is that bequest and legacy intentions, we do count separately here. And you'll see it kind of the way it's walked through in the survey will make sense, but we do hold them out to the side. We recognize there are a lot of regions that are not collecting intentions yet in an organized way. Maybe they don't collect age because that's not culturally appropriate in a particular region. So we're sort of counting them off to the side as a separate grand total. But again, here we have the same kind of caveats about counting, about donors being counted in more than one category as constituents. Soft credit is optional. One other piece that I forgot to point out on the last slide but I'll point out now. When we look at the purpose of the donation, we have some very broad categories for purpose. We're basically looking to see is this money available for current use? Is it restricted or unrestricted? So very broad categories. We're looking at is the money intended for the endowment or is the money designated for some other capital purpose like buildings or equipment? We do have a different version for Australia. I don't think I will have any Australia people on this particular webinar call but I do wanna point it out that we are collecting a little bit differently there because they have some very specific needs in their region to look at some kind of specific designations that are tax deductible for them. They've had to track them very closely because there've been some risk of losing some of that tax deductibility. So they have sort of a unique purpose question but all of the other global regions will have these like four big broad categories. So probably more important for you to know later when you get into benchmarking, just knowing that the Australian schools have a slightly different question. All right, and now I'm gonna talk about the advancement staff and expenditure section. So here we're looking at staff counts at the very highest level, just how many total full-time equivalent advancement staff do you have? And can you split that count into these five functional categories? Again, we recognize that some of our schools are small, there might be one or two employees, in which case know that you can use up to two decimal places to distribute the personnel. So if you have someone that is responsible for both communications and marketing and alumni relations, you could put a 0.5 into each of those categories so you can split it up across categories. But we really wanna get this kind of, at least this grand total of how many advancement staff you have. And again, all the definitions are in the system. We also are asking for total advancement expenditures. This is going to include things like salaries and wages, any benefits that staff receive, whether it's pension or insurance benefits or car or housing allowances. And then also just all other expenditures that you have as part of your advancement. So any costs that are specific to your advancement work, training for staff, travel, any alumni or fundraising events, the costs of those events or programs, any communications costs like mailings, printing, any IT costs that are specific to advancement. So like any systems that you pay for as part of your advancement program. Couple more slides here, and then I'm going to open up the survey system and give a little tour. So this is the location of our survey website. It's at insightsdata at case.org. If you have already signed up for the survey through our interest signup form, you will have received a login under your email address that you used to sign up. This website, couple things to know about it, it does allow for multiple users from each school. So now I say that, but I also say it's really important to have one person that's really the primary contact who will be responsible for all of this within your school. So if you have a larger team, definitely designate one person as the kind of having primary responsibility, but know that you could have multiple users. We actually like having at least two users just in case someone leaves the school or there's a staff change. We have some backup way of contacting someone from your school, but it doesn't mean they have to log in and enter data. That's up to you to decide whether one person enters all the data or multiple people enter the data. We will be sending reminder messages through the system. So again, it's important to keep your users up, any users that you have to access the survey, keep those emails up to date, keep those users up to date because a lot of our communication will come from the system now. You can save as you go and log in and log out and return to complete data whenever you have time to sit down and enter your data. There is really robust validation within the system where we can check to see if one number is way bigger than another number and it's not logical that it be bigger, it will check that. It will look to see if a number is too big or too small or doesn't match another question where we're asking for the same total. And you can access other case insight surveys in the system as well. So our campaign survey, which is available for schools and our alumni engagement survey, which is also available to schools globally. I'm gonna quick walk through this and then I'll show it to you real time. So when you're getting started, if you don't already have a login, now you can just reach out to us at insights at case.org and we'll get your access set up. But once you log in, you do have to indicate that you will complete the survey. You have to check a little box here that says I will take the survey. That is how we are using this little trigger, this will and will not to help us know who to email. So if you don't collect, check this box, we will keep emailing you and asking you to check the box. So definitely check the box. We need to know if you intend to take the survey. Here's a little bit of information on the validation and the data checking. So once you are logged in, you can start to go through all the sections of the survey and enter your data. You'll see, as you begin entering data, you'll start to see the error checks run. So anytime you click save at the bottom of the section, it runs error checks on that section. And there are three different types of errors. There are warnings and that's really just, you know, like, hey, you might want to double check this number or consider providing more detail on this. So those are not critical. Serious errors, you have to fix, or if it's really something you can't provide, or you're having trouble pulling the data, you can leave us a note that says, you know, I'm unable to provide this this year and here's why, and then you just, you know, you add a little comment, and then the error will disappear once you've added a comment. And then for the fatal errors, these are ones that you cannot submit your survey without clearing them. If you encounter any errors that you're not sure about, or you're having trouble with, email the Insights team at insights.case.org. You know, this is a new system. It could be, you know, there's an error in the validation on our side, or something that we need to correct to help push that through. So if you have any issues with the validations, please just let us know. And then once you're done entering in all the data, you can do run one final check for errors, and that's here. There's at the very bottom of the screen, there's a little button that you can check one last run through. You can save a PDF version of your survey that has all the data that you submitted, so you can have a record for your own copy. And that is almost it. At the very end, you just have to mark that your survey is complete and ready for review. So once you check this box, it'll let us know when you checked that box, and who on your staff submitted the survey, so that if we have questions for follow-up, we can reach out to that person. All right, so I'm going to stop with this for a moment, and I'm going to go to the Case Insights page. All righty, let's see. Hopefully, you all can see now that page. All right. Okay. Cricket, you can see my screen, right? The Case Insights page? Okay. It looks great. Okay, great. Thank you. I just, when I was moving my things around, I want to be sure it was there. All right, so I'm just going to walk you through what it looks like when you log in, and just quickly how to navigate the system. So when you first log in, now, obviously, I have a test account here, but it will say, hello, with your name. You can come in and edit your personal information. So if you want to add maybe we don't have your title for some reason, or we're missing something, or you changed your title recently, you can come in here and update your personal information. You will see any surveys that are active and open right now assigned to you in this list of upcoming active surveys. So I'm trying to think what else might be open now. Our campaign survey is open now, so if you are taking that survey as well, you'll see that survey here too. And then you just simply, oh, and of course, you'll see when the deadline is, so you'll have kind of a reminder there. When you click into the survey, you'll see I've got a test organization that I'm using here, but here it is. It's pretty straightforward. Here's where you check that you will complete the survey. So I'm going to go ahead and just check that box on this test account, and it's just going to ask you, you know, hey, don't forget, you're going to have to mark this complete at the end so that we know that you've completed the survey. And as you scroll down, you will see all of the survey sections, okay? These little counts to the side indicate the number of variables in each section. I want to be really clear, when you look at this, like 57 seems like a really huge number, but it's because we're just asking for breakouts of something. It looks more overwhelming than it is. It's not like 57 completely separate questions. It's, you know, we're asking for funds received or broken down by constituent type, which could be 10, you know, little tiny cells all by itself. So don't panic when you see these numbers. And then, of course, you can just click through each section. So, you know, there's some information just about the survey, what the intent, you know, who the intended audience is for this survey. Click to some survey resources. Here's this data use agreement. There are a couple of places here where you do have to check that, yes, you have read the agreement, and then provide the name of the individual who is affirming that you've read that agreement, okay? I'm just using my back button right now because I'm not actually saving any of these details, but I'll show you how to do a save here in a minute. All right. All right. If we come down, I want to point out in the school details section. I'll just do a little data entry here so you can see. We are asking you for the end date of your most recent reporting year. So this is how we're going to know if you're on a calendar year or if you're on a July to June or August to July sort of fiscal year. So you can, you know, you can just select if you are, you know, January 2024. You just start entering the data. We ask for currency. We put some of the more common regions where we know we have a lot of members. We put some of these up here at the top, but you can see we have a giant list of currencies here. So if you're not in one of those regions, you will probably find your currency there. This is the question about are you an independent or international school? I just want to show you how the functionality works here. If I select independent school and I come down to the bottom of this section, I just want you to notice there's a question at the bottom that is just for international schools. And when I select that I'm an independent school, you'll see I can't, I can't enter anything into these boxes. They're just closed to me. But if I go back up and I select that I'm an international school and I go back down, you will see that that's now available to me, right? So now I can click yes or no. And if I click yes here, I can add a number, okay? If I click no here, I can't add a number. So there's a lot of logic like that. So if you see something that you can't enter, just re-click carefully and make sure you've answered the question above it appropriately. Because we're not going to ask for additional information if you've said no, right? So that's one way that this works. Let's see. I'm going to save, I'm going to save and stay here and let's just see what kind of error messages we get. Okay, so every time you save at the bottom of the page, you will get notifications of any error messages. Now, okay, I left a lot of things blank, obviously. And a lot of these are critical questions. So see, they all got the little skull icon. It means we have to have this information in order to accept your survey. So you can see, you know, obviously we need the currency. We need to know some basic things about your program. But I just wanted to demonstrate and show you what it looks like, okay? When you get these validation messages. And you can then choose to go back to the section and fix your errors or continue to the next section, okay? And there you go. So one other thing, well, there's a couple things. Let's see. If you're in the system and you notice that one of the row or column headers is underlined, you can highlight over it, hover over it, and get a more detailed definition. So definitely look at those things, right? So we'll have a, you know, a highlighted definition for all of those things. What else do I want to show? I'm actually going to go back to the menu. I want to show you a couple of things related to the questions on giving. All right. So if I'm in the fund, let's go to the funds receipt section. We added this educational philanthropy definition at the very top of the page. So as I mentioned earlier, you know, wanting to make sure to reinforce that we are collecting kind of broadly any money that's coming in that is considered philanthropy should be counted. That could include campaigns or events or, you know, even things you might sometimes count differently in your own reporting. We want all those things counted here based on the funds received definition or the new funds committed definition. What do I want to show here? Okay. I want to show you one really important thing that we check for when we are looking at money raised. So the total value of funds received. So let's just say, let's just say I raised a million dollars this year and I'm going to skip the donor account for just a minute. Well, no, let me just make up a number. I'm going to say there were 500 donors. I'm going to skip the bequest question. I'm going to skip the bequest question okay. When I come down to funds received by constituent type, this is the section I wanted to point out that we provide a column that you could add soft credits if you choose to. So this first, these first two columns are looking at donors. So the number of parents, the number of alumni who made a donation, the number of grandparents of current students, and so on. This whole section is just individuals. If you have, you know, an employee, I'm just going to, whatever. If you have an employee who gave through a foundation, I don't know that employee would do that. Parents are going to do that. Parents giving through a foundation and you want to credit the parent in this, in this row, you could add an additional donor account here. Okay. And then the gray fields auto-calculate. And then we go into the money. So these are the actual funds received, hard credit funds received, soft credit. One of the things that we check as part of our validation here is if you accidentally type too big of a number, we are checking every row to make sure it's less than a million. Okay. But the value of those funds raised is less than what you put up above. So if I were to save this, I'm going to get an error message that says, wait, check this number. It looks too big. Okay. So these are some of the things we're checking in here. I'm also going to show you, here's where we count donors and money from organizational constituents. And then down here at the bottom is the question on purpose. Here's where I can give you a really good, really good example. If you don't have, you know, if there isn't any money in one of these categories, let's say you, you don't have an endowment, just enter zero. And then other capital purposes. I'm going to make a mistake here because I just want to show you how the errors work. Notice this grand total says 1,100,000. When I save and stay here, it's going to tell me there's an error there. Okay. Where is it? Funds received match by purpose. The total value of funds received by purpose should match or be equal to the total value of funds received. So for all of these monetary questions, we are building in checks so we can ensure that you've given us the most accurate data and it helps limit the amount of follow-up we have to do after the fact. If you click through to the validation, here's how the failed validations show up. There'll be a little list at the top and you can expand them for additional information and it actually takes you directly to the data point that's in question. So again, very easy, very user-friendly. I can't imagine you'll have many problems here, but please let us know. Like I said, this is a new system. We've built all of this from scratch. It's entirely possible we made a mistake on a validation. So if you're having trouble, do not hesitate to reach out to us. All right. I'm going to just highlight one last thing and then I'll go back into the slide. Nope. I want to go back to the section menu. We do have a section at the end for feedback and we're basically asking you, sorry, I'm now hopping all over the place. We're basically asking you for questions around, you know, was this easy? Was this difficult? What section was hardest? You know, just to get some general information from you if you had any issues trying to provide this data. Okay. And you'll see, notice on the section on the main survey page, you'll start to see all your little errors pop up. So, you know, don't worry. We make sure you don't lose track of those. They will keep popping up until they're cleared and you're able to submit. All right. I'm going to go back into the presentation. If anyone has any questions, please feel free to put them into the chat or there is a Q&A feature, but I think, you know, I think the chat would work just fine. All righty. Let's see. See if I can get back to my PowerPoint here. All right. Here we go. Here we go. So, really, this is my last slide is just to talk about next steps. Data needs to be submitted by March 28th. We have a little bit of wiggle room there if you're really struggling to get your data done. So, please just reach out to us if you have any questions or any technical issues. Again, the next phase, once we collect all this data, we'll be building out the benchmarking portion. That won't be available right away. We're actually in the process of building benchmarking for all of our surveys right now, but we're going to do our best to get it to you as quickly as possible. Again, we will be consolidating all the data to pull together some key observations about the survey and how it went and what are some highlights. And then I did just want to reiterate that I expect that next year the timing of the survey will be a little bit more in line with your region's financial academic year cycle so that it's not feeling like you're providing data that's, you know, very late from when your year closed. All righty. So, if anyone has any questions, I'm trying to get to a screen where I can see any questions. That is all I have to share today. You can put questions in the chat if you'd like. Hello, I see David. David, did you want to ask a question? Oh, no, we've just got everybody on the screen. Excellent. How about if I stop sharing for a moment? There we go. All right. Thank you all for joining today. If you have any questions, just let me know. That's really all I have to share. We're really excited. I actually have one school that's already submitted data, which is incredible. We're really thrilled about that. We've got schools from all, almost every, I think every region signed up. So, we should have a really nice, you know, a really nice gathering of information. Wonderful. Yeah, any questions? All right. Well, Lana, we'll give you a few minutes back in your day. Thank you so much for joining. And like I said, you'll be getting some automated emails from us. You'll be hearing from us. And reach out if you have any questions. Cricket, did you want to add anything? No, just another thank you. The first year you do any effort like this, the more people we have participate, the better. So, thank you for participating in the survey. And I can't wait to see some of the results, so we can begin sharing those with everyone next year. Great. Thank you so much. Bye, everyone.

philanthropy

international schools

independent schools

CASE

survey

global benchmarking

data collection

educational institutions

financial year