Hi! Everyone so excited to have you join us today. I always love watching the participant number tick up. So we we will just give that a moment to let everyone flow in, and then we will get started. Sorry. It looks like we might have chat disabled. We'll work on getting that enabled. So you all can tell us where you're from. Oh, right? It looks like we're our ticking up. Numbers have slowed slightly. So we have a lot of great things to share with you today. So to ensure that we start and end on time. I am going to kick things off, so let me share my screen. All right, and hopefully you all can see that. I guess we're thrilled to have so many of you joining us here today, especially when we have some good news like we'll be sharing. It's really nice to all rally around and hear some good news as it comes through our 2022 philanthropy trends. So today we will be focusing on the findings from the case. Insights on voluntary supportive education, which was just released yesterday. So this is really hot off the presses. My name is Jenny Cook Smith, and I'll tell you a little bit more about myself, and just a moment when I also have my co-presenters introduce themselves, but first I thought we would just start with a few housekeeping items. So. First of all, this is recorded, and anyone that has a registered for today's webinar will receive that recording from us. We will also send you a power or the Powerpoint that we'll be sharing today. Throughout this session we invite you to use the Q. And a for any questions that you have and hopefully we'll get that chat enabled if it's not already enabled. And I see it is. Thank you, Anne, so you can use the Q. And a, or that chat function. We will do our best to save a little time at the end, to address questions at well as well, but with such a large group we will keep those using the chat and the Q&A feature we also have created a few polls, because we'll like to keep this as interactive as possible and would love to hear from you throughout the session. So I think, without further ado, I would love for my co-presenters to introduce themselves. Thanks, I'm Anne Kaplan. I'm the senior director of at the voluntary support of Education program at case I've been in charge of this program. So since 1999, when it was at another organization. So I just been walking down to the Vsc. For quite some time. I also manage the alumni engagement metrics program Survey interface, which is still open for another week or so. And I'm happy to be here. So great! Thanks, Anne, Nick! Good morning. I'm Nick and PC data scientist with Case. I'm actually, relatively new. So this is my first year working on the Vse Survey. So it's been a exciting year, to say the least, and I'm happy to get into it with all of you. And I cannot wait for you all to see some of the great things that Nick has been up to which he'll share with you today. And to round us out. I am our senior director of case and Site solutions which I think really means my goal and our team's goal is thinking about how we bring value to you. Our members through data. And I hope that you'll agree as we finish our session today. That's really a lot of what our time is about. And speaking of that, just to walk through our plan for today's session. So we certainly want to spend some time talking to you about what some of the highlights were when we looked at the 2,022 results, and Ann Kaplan going to be taking you through this. We'll also talk a little bit about just what case insights. Is, gosh! I guess about 10 days ago we announced a rebrand of what was formerly called am Atlas, and so we'll actually kick off the session today with a bit of an introduction, or perhaps a reintroduction to some of you. We will then switch into some solutions, conversations. So some really things that were some things we're really proud of. It case that you get as a member and as a survey participant, and also some opportunities to partner with you deeper and then, as I noted, we will absolutely take any questions that the group has with such a large group I'll go ahead and put it out there, that if we don't get everything we can certainly connect with you, offline as well, and really enjoying seeing all these names come through on the chat. Lots of of great familiar friends to to case, and I'm so happy you're here with us today as well. Speaking of that, we actually thought we would start with a poll. And so our other team member, who is our behind the scenes, hero making sure everything is happening. Shalia will launch that poll you should be, seeing that coming up on your screen, and we thought it'd just be helpful to know who's with us today. Tried our best to put this into some fairly broad buckets. It's really great to see actually, how much representation we have across advancement. And it is essentially looks like we're about 50%. Those of you that probably live and breathe, this data, and the voluntary support of education. That sort of in that advancement services, operations, role. And then 50% on the other side, whether it's more frontline workers and from a major plan or annual giving on the only engagement side. And then also those of you that are leading the advancement effort. So very, very happy to have you and our small representation for Markham and donor relations. Thank you. I I think you'll find this very valuable to you as well. Thanks again. Every10, and sorry. I just putting those results up as well. So hopefully that popped up on your screen. So kicking us off. Wanna make sure that this is advancing. So, as I mentioned, we are really fresh into a new outlook, as we think about our work within case, and that is, we are the case insights team. The one thing we will miss is all the ways that people struggle to say. A. M. Atlas. I think one of our favorites actually came towards the end, which is, I think, am at last which seemed incredibly fitting but the insights name is really we did a lot of surveying and market research, and one of the things we heard from you is we're all at cases but we're not quite sure what this other name could be hard to pronounce is. And so this was an opportunity to really align around the work. That case is doing as we think about our next strategic plan. And really employing you and your institutions with the tools you need to use your job. And obviously a key component of that is to data standards and research that we can provide. As you look at the Graphic here, what we're really communicating is that this idea that we're looking to provide metrics across integrated advancement. So today we are focusing on trends and philanthropy and specifically trends. And Us. Philanthropy. We do also have surveys and other regions of the globe, so that we cannot start to understand what are things that are really specific to what's happening here, and what are data trends that might be happening in other places we as Anne mentioned the alumni engagement metrics is an area that we spend a lot of time and energy on over the last 4 years, and that data will become coming out next. So we will be reaching out to you around. Then to do a similar type of review we're doing today. You'll also see we are. We have a campaign metrics, survey or a campaign source survey that is in partnership with Martin Lundy, and that is, really meant to understand trend-specific 2 campaigns since there's a lot of questions around how do we have accountability really in transparency and campaign counting, and then our other 2 circles are really our newest areas. The diversity, equity, inclusion, and belonging data. Offering is brand new. We have just released the advancement, inclusion, index, and that's in partnership with our opportunity and inclusion Center. And this is a really great tool and opportunity for you to understand you know how you compare when you look at other institutions on your maturity, maturity, matrix around diversity, equity, inclusion, and belonging, and your advancement. Shops, and then finally, we are hard at working together, a task force. The volunteers, as we start to round out these measures with marketing and communications, metrics. All of this orbiting around our bright yellow sunshine of the case, global reporting standards. I thought I would mention this today for a couple of reasons. One, the global reporting standards, the first global edition was released in 2021, and we had a year, though it felt very fast, and we know that we probably need a lot more time as we really get these incorporated to start to think about with these standards. How might that change the data that we are asking you all to provide for these benchmarks? And again Anna is gonna walk through those findings. But what we want you to know is one particularly for the 50% of you that said you said somewhere in advancement services. Thank you. From the bottom of our hearts. Thank you. We know that this was a hard adjustment, and our message to us is it was this survey just, you know our hope is that those are going to get easier over time. The goal here is that we have this ability to now have global benchmarks. And to really the standards were meant to, because it had been many years since the last release. This is now an opportunity to understand the data with the complexity that we know has happened as we think about some of our largest gifts within advancement, and to that end I thought before we passed things over, I would simply share what was the really anchor definition of the new global reporting standards and that is defining educational philanthropy. The notation here being that past versions that were really based on us and Canadian tax law were much more about. In fact, the government or the taxation bodies, telling us what we count as fillanthropic. The new standards, outline this definition that you see here specifically calling out some things like private philanthropy. And this idea that the gift really should be about the purpose of benefiting the institutions Mission, and not that they's any sort of other things beyond recognition and stewardship. That would be provided. I'll just say, as with this definition, we then are starting to look at 2 lenses or viewpoints on fundraising with the Vsc. We have had 65 years of looking at more of this funds received perspective. So that is data. We've got a lot of rich trending on. We just started collecting new funds committed last year, and fiscal 2022. This is more of an overarching, fundraising activity, and so the colors here are really showing you that there are some things that would count in both categories. So it's not meant to add, received and committed, and get a full total committed is actually where we get that fundraising, activity, number and I've heard from you. I know this is a matter measure that many of you are really excited to start analyzing when it comes to trends, and when it comes to peers. And so, while we know that there were some changes, this was optional, really encourage you to think about how you're institution could look at providing that data and future years as well, so that we can start to do some of that great trend analysis before I transition to Ann and we move away from standards. I will just ask if you're sitting here and thinking. Gosh, I've got a lot to learn on standards. We can help. We do have a course, and you'll see the information here. And again something we're happy to chat offline. But with without further ado, I am going to pass things over to Ann Caplan to take you through Fiscal 2022. Okay, so we just released the findings from the 60 fifth voluntary support of education. Survey. This is a survey, I think we mentioned before. That has been collecting data on fundraising outcomes in us. Colleges and universities since 1,957 the participants in the survey raise about 85% of the funds in the United States. So the sample is smaller than that. The sample of respondents is usually around 30% of the Us. Colleges and universities, but they raise most of the money. In 2022 we had 826 colleges and universities taking part. So in fiscal 2022, 59.5 billion dollars were raised 22.7% of that was from alumni, 16% from non-alumni individuals. And then we have organizations at 61.3%. And the reason they're all in one place. If you've been following the results over the years you would have seen foundations, corporations, other organizations, and so on. But we pulled out donor, advise funds for the first time as a separate category, and I think there are institutions that had them in foundations or corporations, and it made it look like those numbers were too small they it some of them weren't quite plausible. Depended on the institution, but if we add them all together, it's still the same. Count. So for this year, I just put everything together as organizations. But if you go to Data minor, which which is now been renamed, they data portal. You'll be. You can download all the raw data. So you can feel free to go. Look at that, and I can help you do it. So along those lines. Here are those same slices, as longitudinal trends that green line that represents organizations. I can just tell you is most is dominated by foundations, and about a third way half of those are family foundations. So you're the donor you're stewarding is an individual who has a relationship with the institution. Donor advised. Funds are next, and that's why we broke them out this year, and corporations would be lower. And then then we have smaller things like religious organizations, fundraising consortia, rotary clubs. You all kinds of things would go under there. But at the very top or foundations they're the dominant type of organization. The other thing. Actually, before we do that, when you see these lines going down it doesn't mean giving went down. It means the share of giving commanded by that line went down. These are bunch of different pie charts. So it's not that giving from alumni is trending, you know. Trending down. It's just that giving from donor advise on the foundations is quite high. So here are the sources, as you can see by the the fact that the lighter blue rectangles are longer than the dark L, that every type of donor increased, giving last year. The, even when I disaggregated organizations, I didn't see any type where we would have been showing a decline. So it was was a good year overall, nationally. And here's here's what I think. I mean what really drives all of this is relationships between donors and institutions. That's the driving factor that everyone has some control over. But it happens in an environments when somebody is going to make a gift. What that gift ends up being worth, and when it ends up being transferred does depend on things that are outside your control. One of those is the stock market, and from the beginning I looked it for stock market indexes from the beginning of the calendar year since before the fiscal year even started to the end of the calendar year. You can see that all of the indexes I looked at were up by double digit pretendages. This. These are very steep, increases. And as an individual, if I can think about philanthropy during a tax planning time, that percentage is what's in my mind at my minds. If we just look from the start of the fiscal year to the end of the calendar year, you see that the growth is a lot smaller because stock market lost ground. And then, if we look at the this is started. The fiscal year right is is July first ish for most institutions, and the start of the tax planning year for me is January. And then we do the start of the fiscal year to the end of the fiscal year. I think everybody knows stock market really tanked, and when I thought about it last year, I was like, Oh, giving is going to be down. I forgot about January. So that's really why giving increased at the level. It did in the Y, and y increase now, at that level. Why people or institutions give to to a university? That's that's not the stock market driving it. And just, we do ask a question about gifts of securities, as you can see, the total value of gifts of securities, not in the whole survey. This is just among the respondents and the numbers at the bottom increase pretty substantially. And then we had the average number of such gifts, and those also increased. So just as a little track on was the stock market really a factor? Yes. So let's see what people gave their money to. The 2 biggest increases were in. Get to current operations with restrictions on use. That's the bottom one on the left, and then the second to the top on the right, gives to endowment with restrictions on use. Now those are the biggest slices of the pie every year, and they make up almost 80% of the gifts. No matter whether some other category goes up or down, unrestricted current operations, gifts lost a little bit of ground. That's a tiny category. But it but there are a lot of gifts. The number of gifts is pretty high there, and in fiscal 2021 Mckenzie Scott gave a lot of gifts that were unrestricted, and I think those help push that small number up on the capital side. We see newly established, irrevocable, deferred gifts like charitable remainder trust gift annuities, that kind of thing, those increased slightly but newly established, the per gifts do tend to increase at times when the stock market is strong as well it's a very small slice here, but, as you all know, if you're in a campaign, or there's some other big push, they'll become more dominant, gets to endowment with no restrictions on income. Small category, lost a little bit of ground. We did see some major gifts of that type in 2021. So I think if this is more case of 2021 like raising the floor, a little bit, gifts for, or of property buildings and equipment also increased in a healthy way. This is this is something that I try to convey to audiences, to public audiences who don't maybe know what happens in fundraising, because there's a lot of how are there some negative attitudes about anything that's restricted endowments or current operations like it, like an endowment is sort of hoarding. But actually, you can see in that turquoise arc that 40% of it goes for student financial aid. It's the most income redistributing type of gift. There is, and I wish they would learn that on Capitol Hill and stop, stop with excise taxes, so it gives to and gives to endowment, are restricted by the donors. So the other argument that I finally will, irritating after 20 or so years of doing this, is that people say, Well, you know the economy is bad. Why aren't you spending down your endowment it's not yours to spend down. It's the donors have indicated what it must be used for and how and when those distributions should be made. So that's why, as you know. And then current operations giving which actually, it's a slightly better reputation, predominantly funds research, 30% of it goes to research. So 10% to student financial aid, 2930% to research research is also something that benefits the public. But it's a more broad public right because a lot of this is medical research. Colleges and universities are the focus of some of the nation's greatest research projects. And and before we talk about a couple of the newer variables that we had this year, there was a question that I wanted to pose to you, which was in the chronicle of philanthropies, report Webinar, that happened yesterday they had noted that you know foundations includes family foundations just like our analysis, and that it drove because foundation giving increased, and because of those family foundations it actually meant individual giving was down, and the question is this consistent with what we're seeing with the Vsc. As well. Yes, I mean over the years. I have another graph that has more layered that line that went from the nineties to present foundation, giving overtook alumni giving is the predominant source of giving more than a decade ago, and it keeps inching up. So it so it it has assumed the level of dominance that how long I used to have. But who are the people who have these family foundations a lot of them are alumni or other friends of the institution? So when foundation, given goes up, it's sometimes appears to depress personal giving. That's just because people are giving through foundations and donor, advised funds are creeping up in in that way. They were kind of at the bottom of the line of the lines, and then they peaked up, and they overtook corporations, and who runs donor, advise funds. People and it's relationships with people. So as mechanisms for giving change, and they will. It's important to know who you're stewarding, and in some of our survey instruments you have an option to report on additional soft credit, giving through foundations donor advise Bunds. And so on. And you can really see how much larger personal giving is when you count, gives people cause to be made rather than directly made. And I'll just add, in some recent analysis, we did around principle giving, which is now easily found in our website, our new website. We saw that 60% of principal gifts are now coming from foundations, staffs, organizations. So again, the majority not coming from that hard credit alumni or non alumni, individual. Yeah, and we had a. We don't have it anymore, because we have donor advised funds pulled out. But we haven't optional question on the survey for many years about these soft credit gifts. And I, if you would just take that sample, 2 to 300 respondents every year about it was 50 to 60% of the gifts were hard credit last time we measured it in that little sample. But that means nearly half or not, and and the response rate was low, so I wouldn't really hang a hat on that. But that does give us a pretty good idea that we needed to start looking at some of the soft credit mechanisms. So I'm gonna pause there and say that we do have some new questions on the survey. A lot of the survey really didn't change right. The standards change. There was some clarification on when you count to pledge, but we've always had pledges on the survey. We've always had the best intentions, but now, like, there's actually you can report requests, intentions with far less documentation than you used to be able to. But you have to be certain age. Right? So some of those things moved. But then they're brand new questions, and they were all optional, so I hope nobody looked at them and was dissuaded from doing the survey. We we only had about 200 respondents out of the 8, 25, or 6. That replied that fill these questions out. But the the results seem quite valid, and I hope we'll get some more data over the years. So one of the things we asked about was giving from alumni by graduation cohorts. So one of the things we asked about was the dollars how much money were given by alumni, who either just graduated or graduated within the last 5 years. You can see it's under 1% 0 point 6. And then, as you might expect, as people as the years away from the college. Probably people give more and more funds. And this is just like a throwback to my previous career, giving U.S.A. I worked with an economist when we when we estimate a total personal giving, one of the factors was how many people in the population are between the ages of 35 and 64, which were the prime giving age. Range, I don't. I don't know where the prime giving range is now, but it's you know it's not when you're 21, and paying off student loans. So, of course the lesson here isn't well, let's just wait 20 years, and then we'll contact them. But you guys know that relationships are built over time. And that's why the alumni engagement survey is so important, because you can see that there are people who volunteer and communicate and attend events who weren't giving yet. Got it when they can, and it's when they can. They probably will. The percentage you gave. So this would be the equivalent of the obsolete metric alumni. Partition. But this is the partition panel within the cohorts, and so you can see that it. It grows. It doesn't grow the way the dollar amount does right, but it it does grow part of that just isn't aside as the denominator declines. Cause your records. You don't have as good records for the older cohorts. But let's not get into weeds. Let's look at the next question. And then there's a question. There are 2 questions on gift bands, and there are by every type of donor that we measure separately. So if it's a big grid, these are the totals, but each grid has columns by donor type. So alumni non alumni, individuals, corporations, foundations, donor advis funds, other orgs, and if you fill out this question it will add to your grand total and your alumni column will add to your alumni totals. So as a percentage of all the dollars received on the sample of surveys, gifts of 25 million or more are responsible for quite a bit of the giving you've got that sort of I wouldn't call it a lower echelon a 1 million dollars is the floor of that one that's a quarter of it. So most of the money comes from these major gifts, and the but most of the donors. If you look, go to the next side, are giving at much, much higher rates at lower, but each gift is worth less. But people will move into that. Hi higher gift band as they are able. I spoke yesterday with Mentor of mine, who used to do studies on fundraising by the wealthy and he's like when the circumstances are correct, and you have the assets the institutions that you're connected to receive the money. You know that. But that just means our engagement is so important. Even if our eyes on monetary game. Thanks, Anne, and I hope you all are excited about what really was quite a strong year, and you know, after 21, which was another which is a bit of a bounce back year. So I think this idea that we're starting to see a couple of strong years together is incredibly exciting. And especially as we start digging in as an showed and looked at some of the things driving that. And we're going to continue what I think of as sort of peeling back the laters as Nick shares with you some of what we're looking from a reporting standpoint. But before we did that I'd love to hear from you all. So Leah is actually going to launch another poll and y'all keep me honest. I think we figured out every possible response to this, but just put in the chat. If we miss something. What we want to know is we're guessing. Most of you are pretty through 2023 that your end to those last, you know, 4 to 6 months, and would love to get a pulse on what's happening so far right now. And I'm scrolling through as we're seeing results in it. Looks like you may be seeing the trend we have seen for many, many years, which is increase in dollars decrease, and don'tors a 35% of you indicating that a couple of you are on a calendar year. So I'd say to jury is still out right. You're just jumping in so fair enough on that. I will also note that so far, seeing 14% saying decrease in both dollars and donors. So that is not great to hear. But I would say, balanced by about 12% of you staying increase in dollars and donors. Great thanks and I'd love to know we have one more, Poll, that we're going to launch. And this is a little bit less about the trends, more about the environment. So as Leah gets that up for you that is looking at this idea of keeping you up at night, and we're gonna be mean because you may look at this list and say every single thing on the list. You gotta narrow it down to your top. 2. And again, these are some things I I will tell you all. They are both things we were hearing, and then also chat. Gpt said this seemed to be the thing that we're keeping higher education administrators up at night. So both the humans and the computers are indicating that. And Eric, Hi, Eric, I'm not sure if we can go back and share that donor dollar poll results. But what we can do when we send the follow up is, send those poll results out for everybody. And is, those are coming. We are seeing lots of you. I'm seeing some pretty high spikes on finding training and retaining talent. 40% keeping up with the expectations of campus leadership. I'm gonna go ahead. I think we've got most responses in. So I'm gonna end this and share those results. So you can see this. So it looks like the top ones are keeping up with campus leadership, finding and retraining talent, and then also fair amount of other. If you put other in there would love for you to put in the chat what that other might be. Always love. These is a little chance of virtual therapy with one another. Right, I will add, as we transition over to our next section, that I was recently spending some time with a poll, there was an inside higher Ed, and it was specific to this. Idea of what Presidents and chancellors of institutions felt like was going to be the next ticket to raising more money and thinking about the future of our institutions, saying pretty much. All said, Oh, building up our a base of donors. So those of you that said you're worried about the planning donors, and you're worried about those expectations of philanthropy to bridge the gap. Thank you. Probably. Why isn't doing so? And I think that's a good educational opportunity, as we think about those conversations as well. So, what we're going to do next, and a moment I'm going to pass the baton. So to speak, over to Nick, and we are really excited to share with you some bran. Few reports that are available to you. So before we do that, just to sort of set this idea for you as I said, we're part of the solutions team. And when we think about solutions, one that is simply understanding the larger landscape. A lot of what we're doing today. We have our key findings report available on the website. And then the access to the data portal. And we've actually got a screenshot will show you with how you can get access. That's where you, as a case member. No matter what your role is, can go in and see that great data. One of the things we heard is that people love the data, but it often became overwhelming to know where to start. And that's where summary benchmarking reports come in. You may have heard these, as the GPS reports, we've now rebranded them as these summary benchmarking report, and the idea is, any survey per participant is going to get this report, and that will be available to you and the data portal. We'll also spend a few moments sharing with you the next opportunity, which is the strategic benchmarking report, so the summary you get a few. Did the survey. It's fantastic way to really see those top data points and have a quick visual understanding of where you are trending up or down. And how that compares to peers. Our plan from here is, we hope that you do something with these results, whether that is doing something on your own. Or partnering with case through the strategic benchmarking reports. That's an additional fee, but that includes an opportunity to connect with our team and get much more in depth in the results. So with all of that, I am going to pass things over to Nick, who is going to introduce you to these new reports. So let me stop sharing my screen. And Nick will have you share yours. Great. Thanks. Jenny, yeah. So, Jenni, and thanks for sending me up so as well as she, said the I'm sorry I'm Justin my zoom here. As you said, the summary benchmarking reports are a Member case member benefit for those who completed the most recent year is 2022 Vse Survey and we understand the completing the survey especially this year was a lot of work, and so we provide these complimentary as a form of appreciation, but we also think they're invaluable place to begin benchmarking. And so we provide you with 5 team metrics. And we really wanted to focus in a way that was easily digestible, so that you can get the most out of your work that you put in to submit your survey data and can take this and run with it with the results. So to begin, we essentially focused on optimizing this for not only making them easily to easy, to navigate and understand what was going on, in this year's survey results, but also take the take what you see in this report and share it they're highly interactable. And I'll go through a little bit of that as we go along. But they're great as well for printing and sharing some of the charts and tables that you'll see. So to begin, we have incredibly useful frontrunner. And Nick, let me. Sorry to interrupt. There was just a note about it's a little hard to hear, so maybe if you could just talk up or adjust your mind perfect. Thank you. Okay, hopefully, this is a little bit better. As I said, there's incredible front matter in these reports, not only about the survey, but about what we are actually doing under under the hood. So you can really understand who you're being benchmarked against in these complimentary reports, and how to understand what you're reading. So to begin, we if you're familiar with the former GPS reports, these are set up very similarly, if you've never participated in the Vse so survey essentially what we do is we find 10 institutions who participate in the survey who are similar to yours on a variety of different variables and try to maximize your comparisons to institutions who, you feel would be similar to you, and I'll show you just briefly one of the key metrics that we have in these reports which are the cumulative change in fundrais funds received over the last 5 years, and so you can see from this graph. It's very easy to see the trends in. In this case it's sample institution. And those case peers that we identified were similar. And then all of those survey respondents that were that answered in 2022, and, as I said, they're highly interactable. So if you were interested in not only the percent of change you hover over, you can see the actual dollar amounts and more details on that percent of change. And if you like this, you can even download it as a as a picture, and put this into your own Powerpoints, or take it and share it over. Email, but focusing on as we have in the rest of this webinar the disaggregation of trends and the details. We also provide benchmarking metrics at such as the 12 large gifts. So you can really understand what's going into driving these changes over time. And you can look at how that is for your institution as well as those case peers that we defined. Or if you're more interested in all the survey respondents, you can see directly one to one. How you did your institution compared to the respondents, but more specifically, I wanna focus on here the support by source, because, as was was to earlier, this is very important. And if you were interested in your support, by source, and you just wanted to focus, let's say, not on other organizations, maybe are institutions and have a lot of other organizations donating, maybe you want to just focus on alumni. They interaction. All these charts is incredible, and you can just isolate and see exactly what your alumni we're supporting your institution versus those case peers. And again. You could have done that for the All Survey respondents. Lastly, we also wanted to help you understand what's going on, not just over the last 5 years, but over just the last one year. So we also provide you with some some change. Since the last year. Further, disaggregating that again focusing on the alumni. Donors, which, from the Chat sound, I see, a very important to a lot of participants here today. We break these out, segregating more about alumni donors, and what percentage of your alumni became donors out of your legally contactable alumni. So really trying to pull in all of that data that you work so hard to submit this year and optimize it so you can easily see how you're performing compared to your peers or the all survey respondents. And before we move on from there I just wanna highlight given that concern around alumni donors that one of the more interesting things we saw when we produced these reports, and seeing this data at the Median is that at the midpoint, we actually saw a 3% growth in alumni donors, and that would be momentous in itself. But what I would say is extra momentous is that we saw that slight median update in 21 as well. We kind of expected it in 21, because so many of you cancel giving days and 20, or pulled back on some of that outreach. But the fact. At the meeting we saw it for 2 years in a row is really interesting. So hopefully, we'll start to collect some good stories as some things that might be working as well. Thanks, and and the last metric the fifth metric we provide here in the summary reports are on the purpose, again broken out, so I don't want to go to into into detail about this data. Specifically, I maybe you saw at the top. This is fake data. And as Jenni said, when your institution is report is available, if you're eligible, please explore that, and feel free to reach out to us. If you have any questions about what you're seeing in that same vein. While these summary benchmarking reports are incredible. To begin Ben March again, especially if you're not necessarily versed in data. Maybe you're just more data interested. If once you take these and and pair them with the key findings that came out yesterday, they really start to paint a picture of the big picture about what was going on over the last year in philanthropy and how does your institution fit into these total trends, and then, if you are interested in more of the data aspect, or whether you are, feel you're capable, or you want to become capable, you can either reach out to the case Inspector Portal, as as Ann mentioned, formally called the data, minor or if you wanna work with us to create a customized report. You can do that as well, and I will show you next the customized report. So good in the customized report. You have the opportunity to select up to 20 peers, and in this report the data becomes much more detailed over a longer period of time. So if you didn't submit, all if you didn't answer all of the optional questions this year, or you haven't submitted data or the last 10 years of the Survey. Don't fret, reach out to us, and we can work with you and make sure. And make a report with you that helps you achieve your goals so, as I said, you get this hand, select your 20 peers, whereas in the summary report we will select the peers that we feel are closest to based on variables. So, if you feel that those peers aren't necessarily reflective of your aspirations or where your institution has been coming from over the last 5 years, this is a phenomenal opportunity to handpick those peers, and really see who how you're performing compared to those institutions that you identify with. So every strategic marking report has 4 main features, of course, in the people are this institutional characteristics about yourself. Your institution, and those peers that you selected will also have an executive overview, handwritten by a case. It's insights member of staff, and then we also provide an overview or the for the report as well as more detailed findings. That kind of get into the nitty, gritty. And I just wanted to add that that executive overview is a product of conversations with your team and understanding your goals along with the data. Itself. Yes, exactly. It's it's a great place to start unpacking all of the complex in detailed data that it's how it's not only in this report, but in the survey in general. And in over that survey's lifetime. So but briefly, I just want to show you an example of the funds responsived overview that we have. And if you remember, from the summary report, these were all grouped into the the Median averages for your peers, and then yourself your institution as a separate line. So in the strategic report, we get to break out each of the peers independently see where they're going, where they've come from. Rather, and how you ensure stacks up against and we've tried to provide this in multiple different ways to really get get you thinking about what is the story that has LED us to the philanthropic philanthropic support that you saw this last year. And how is that? How was last year compared to your peers over the last 10 years? So not only do we provide the data for the actual dollars here, with all of the detailed data, and all your institution, and you average your peer. Median pulled out. We also go ahead and rank them for you to really give you that clear view of wherever where have I performed compared to my peers over the last 10 years, and if you compare this to the more detailed findings below? You will see, or funds received. That the you can really, you can really compare again. Sorry you can really compare against where you are this year, and how that stocked up against the change, not only from last year, but also really thinking about those largest gifts, and how they contribute to the totals from any given year. We also provide your ability to see your funds received without those 3 large gifts taken out. And so you'll see that this sample institution here has moved from one of the higher ranked funds received institutions towards more of the middle of the pack. As you can see on the left. Here we also have other sections with more with same level detail for data, for new pledges which will formulate outstanding pledges. Returning back to that philanthropic support, by support, by source, and then support by purpose. And so I'm going to interact with the left side here. This navigation to essentially jump, and I want to show you the philanthropic support by purpose to show you that not only do we have something similar that you see in in the summary, benchmarking report, but with a higher level, detail we also get to break this out into different components such as the current operations and the restricted gifts for endowments, and I know this was a a large, large, largely quick overview of a complex report that I, as I mentioned, you know, it is full of the rich data that everybody here and everybody who is participating in the survey has contributed year and in, year out. So if you I just wanna reiterate if you are interested in getting more into the nitty gritty of the of the data. But you haven't you feel like you haven't had the opportunity to submit all the optional questions at the time of the survey, or you have new information that you want to explore with us. Feel free to reach out and email us. And you have new information that you want to explore with us, feel free to reach out and email us, and we will work with you to really. Yeah, I if you skip to any of the questions on the survey, whether it's the Vsc. Or later date, or for the Ams. Just get in touch with us. You can just write to Vsc. At Kst. Org, and just say you need to fill in some options will open it. Happy to do that. Thank you. Thanks so much. Nick. I hope you all are just excited. About this as we are. I wanted to follow up. I know there are a couple of questions in the chat, but wanted to reiterate that these reports, the summary benchmarking reports. The first report that Nick showed you. If you did. The survey, we will be putting these in data minor, and you. We're looking. Our goal is to get these end by the end of this week. But you know, within the next couple of weeks you'll see those out. We will be sending a note to tell you. Those are loaded, and an end. If you did the survey in past years, you can go in and actually see what I have as an example here, Augustana, you come up first, so that's why you're my example. But you would see your own report. You would see this for the alumni engagement metrics as well as Nick said, this is really what we feel like is the right thing to do for you. Taking this time to give us this great data. This is now our way of saying we sure hope you'll use it, because there's some great information here, as you're thinking about next steps. I I always tell people, if for no other reason, get the report, although they're plenty of other reasons. Yeah. But get the report, and look at who your peer group is when it's been determined by an algorithm in a you know, to scientific way of deciding who you should be benchmarking against that. I think that's a price list offering from this. Completely agree, and I think the ability to say data informed peers is something that pretty spectacular versus someone had a list, and they seemed like the right candidates. So what I'd like to do is leave you with what you can do next. Well, we are very proud of our brand new website. So I really hope you'll take a moment. Go to the new website. And I've just highlighted that we are a. We are top navigation. Y all insights is here, and important. So when you go online to case.org, if you click insights, you'll see some great guided next steps based on your institutional needs. I hold on my accidentally advanced my slide. There and then from there some other thoughts. So at the end of the day we hope that you will commit to making data informed decisions and really thinking about using your benchmarking results. And there are a number of ways you can do that I've highlighted 3, and that's the summary in the strategic reports that Nick shared going and checking out the full reports that are available in the data portal and then purchasing the Vsc book which will be available in this spring or 3 ways. That case can help you do that. Lastly, we would love to interact with you and and see you soon. So if any of you are interested in the case, drive conference, and you haven't registered, there's still time that will be at the end of March next Nick and I and our behind the scenes. Hiroshalia will all be there, and would love to meet you, and just to add, we'll also be doing a version of this for alumni engagement coming up next so Lee is going to launch one last poll for you. And just to add, will also be doing a version of this for alumni engagement coming up next. So League is gonna launch one last poll for you. And this is simply to give us an opportunity if you want to know more about that strategic report, this will make sure that we are reaching out to you and answer your questions. If you have questions about anything we've shared today, again. Just let us know. Yes, and we will make sure that you are on our list. As the poll is coming out, happy to answer any questions, and yes, excited to see you at drive, Jessica. Happy to see great chats throughout the group. Thank you all for being such a good interactive and engagement today. Oh, great question, Beth, about if you didn't do the engagement survey, will you be invited to see the results? If you could just send an email, and I'm gonna put it in here to insight solutions@k.org, we'll make sure you get on the list. And I think Todd had a question about the alumni engagement survey closing. That is Ann Kaplan's answer. There! Yeah, the survey is officially closed, but if somebody wants to put some data in in the next week, you could contact me, and I'll let you in or back in to do that. But then, if you wanted to do it in retrospect, if you just wait a couple of months, I could reopen it for those people. Does that answer your question? I hope so, Brittany. Well, I know we are almost at time I'll give Britney a minute if she did want to jump in. I will. Just wanted to say Thank you all for joining us today. We are more than happy to work with you, to answer any questions, and and thank you for your supportive care.

webinar

philanthropy trends

funds raised

Summary Benchmarking Report

Strategic Benchmarking Report

fundraising outcomes

data-informed decisions

Alumni Engagement Survey

future webinars