We're going to give everybody just another couple of minutes to log in. I know everybody's got a lot on their plate and we appreciate you taking your time to learn about this new survey. Thanks everyone for joining us on this webinar, the Case Insights on Campaign Survey in partnership with Martz and Lundy. We'll get started in just another minute or two. We're gonna give our colleagues some time to join us on this session. And if you know of any of your colleagues who are unable to join this session, it will be recorded. And so we can share it out to everybody that way as well. Okay, well, in respect for everybody's time, we really appreciate you taking a moment out of your day to learn about this new case survey, the Case Insights on Campaigns, in partnership with Martz and Lundy. This session will be recorded so that if any of your colleagues are missing this session or if you need to share it with colleagues who are filling out the survey, then you'll have the opportunity to go over it later. To also let you know, we will be repeating this session at 7 o'clock tonight, Eastern Standard Time, so that you can, if you love this webinar so much, you can watch it again tonight. There we go. I'm just going to do some brief introductions. You see that Deborah Trumbull, our Senior Director of Research at CASE, was supposed to be doing this survey today. She has unfortunately fallen ill, so you have myself and my colleague, Jenny Cook-Smith. We'll introduce ourselves briefly, and then I'm going to pass it to Sarah so she can introduce herself. She is the VP for Philanthropy Insights and Analytics at Martz and Lundy, and Martz and Lundy is our partner for this research project. I am Cindy Moon-Barna. I am the Senior Director of Library and Standards at CASE. The hat that I'm wearing for this session today is really about the CASE Global Reporting Standards. I've been with the CASE for about 11 years, and I have been answering standards questions during all that time, so if there's a question about campaigns, I'm hoping I've heard a flavor of it in the last few years, but if not, feel free to stump me, and I'll be giving some background on the survey, and I'm going to hand it over to my colleague, Jenny Cook-Smith. Hi, my name is Jenny Cook-Smith, and I'm our Senior Director for CASE Insights Solutions, which means I typically come in when we start thinking about how do we use this data and think about making it meaningful for you. But I've been partnering with Sarah and Martz and Lundy as we've worked to get this survey off the ground, and you will see me coming back again wearing my survey manager hat as we talk about the mechanics of the platform you'll be using. And Sarah, if you want to introduce yourself. Sure. Good morning. I am Sarah Cleff, Vice President for Philanthropy Insights and Analytics, and I'm delighted to be partnering with CASE on this effort. Thanks. Today's agenda, what we're going to talk about, we're going to talk about CASE Insights and our partnership with Martz and Lundy on this work. We're going to give you an introduction to the survey itself, the CASE Insights on Campaign Survey. We're going to give you an overview of the survey website, and then we'll talk about next steps and have time at the end for some Q&A, but also give you some resources that if you have some questions after the fact, that you can also reach out to CASE. CASE Insights is the standards data and research arm of CASE. As you can see, we collect data and provide research on all aspects of advancement. Philanthropy is what you may be most familiar with, be it the Volunteer Supportive Education Survey, which became a part of CASE in 2018, or the CASE Insights on Philanthropy in the UK and Ireland, or the CASE Insights on Philanthropy in Australia and New Zealand. Some of our newer surveys I'll be talking about as we kind of go down the list. And then we also have work with alumni engagement, inclusion and belonging, marketing and communications, and the campaign survey, which we're here talking about. You can find information about all of the surveys at CASE, including documentation, high-level insights, and opportunities for taking your data to the next level, all on the CASE website at case.org, CASE Insights. And then the center of all of that is the CASE Global Reporting Standards, which we'll touch on to in a little bit. The CASE Insights Surveys, we have a lot of them. In my time at CASE, this list has really grown. I already mentioned the CASE Insights Surveys on Philanthropy in Australia and New Zealand. We also have one in Canada in cooperation with CCAE. I mentioned UK Ireland, the VSC Survey, which is 62 years and running. The new pilot is CASE Insights on Philanthropy in Latin America. Many of you may be familiar with the Insights on Philanthropy for Independent Schools with NAIS, the National Association of Independent Schools. New this year as well, we have a Philanthropy on International and Independent Schools Survey, and then the Alumni Engagement Survey, which is global, and the Campaign Survey, which is also global. Two big journeys that we've undertaken in the last couple of years is that we're aligning all of these surveys with the CASE Global Reporting Standards, and we're also in the process of moving all of these surveys to a single survey platform, which you as participants, it will make your lives much easier, I promise. But in the meantime, it's a lot of work for our team and something that we are really excited about moving forward. I'm going to pass it over to Sarah, and she's going to give a little background on Marts & Lundy. Thank you, Cindy. Marts & Lundy has been a partner to nonprofits for nearly a century, providing strategic counsel, data-driven insights, and communications expertise to strengthen philanthropy. Our approach is rooted in collaboration, helping organizations navigate evolving fundraising landscapes while building sustainable philanthropic programs. As a firm, we're committed to advancing the field by sharing knowledge, exploring emerging trends, and developing solutions that address the challenges and opportunities that face you all today. Through research, benchmarking, and direct client work, we aim to contribute to the broader conversation about philanthropy's future, leveraging our collective expertise to enhance impact across the sector. This partnership is a great example of that commitment. I also want to talk a little bit about why we feel this survey in particular is so important. Until now, institutions have really lacked a consistent, industry-standard way to compare campaign performance. Insights on Campaigns fills that gap, providing the first global dataset aligned with case global reporting standards. By capturing key metrics, this survey is going to deliver actionable insights that help institutions refine goals, engage leadership, and optimize your fundraising strategies. Campaigns are often reported differently across institutions. This consistent way of tracking campaign outcomes ensures a clearer, more reliable picture of campaign success. The more institutions contribute, the stronger and more meaningful the data becomes, creating a vital resource for campaign planning and decision-making worldwide. This is more than just a survey. It's a collaborative initiative to strengthen philanthropy, define campaign best practices, and provide fundraisers with the tools they need to achieve greater impact. As the inaugural participants in this survey, we'd like to thank you for helping to shape the future of campaign benchmarking and fundraising strategy. Thank you, Sarah. That is a really excellent overview of a lot of the goals we have for this survey. ACE used to have a campaign survey that was last put out in 2013. I will say that that survey was very detailed, very robust, and very onerous for the participants. Many of the goals of this project is to make the campaign data not only collected in a way that allows institutions to benchmark against each other, but at the same time, make that data actionable and provide opportunities for increased insights. This talks a little bit about the survey itself. Data collection will begin on February 14th, and it will continue through April 11th. This is not an annual survey. For some of you who are familiar with some of our annual philanthropic surveys, the data collection is intended to capture a recently completed campaign. As we all know, the length of these campaigns is more than a single year. You can submit your data at any point when you complete a campaign. For this inaugural cohort of institutions who are participating in the survey, we're really looking for campaigns that have completed within the last five years, and we're really looking forward to everyone's input. It's open to all institution types, schools, colleges, universities, in all of the case global regions. This is really meant to be a global survey and to really collect some insights globally on what's happening within campaigns. The case campaign survey is based on the case global reporting standards. I have to say, this work has been my life for the last few years. I was the project manager for the first edition of the case global reporting standards that came out in 2021, and also continued in that role through the second edition, which came out in July of 2024. The real important part of the case global reporting standards is that they provide a common set of definitions for advancement professionals around the globe. They make global benchmarking possible. These standards were developed with senior volunteers. It also includes regional supplements that were developed with sets of volunteers from those regions. The regions that are included are Australia, New Zealand, Canada, Mexico, Singapore, the United States, and the United Kingdom. Chapter seven of this work includes information about campaign management, design, planning, budgeting duration, the phases, public, silent, how to handle pledges and recognition, and how to count. The real emphasis for this work, and in particular, the work on campaigns in this book, is to talk about transparency for institutions to develop campaign counting guidelines that is, you know, robust and transparent to the communities that they serve, to their donors, and their constituents. It includes information on, you know, reach backs and reach forwards, you know, defining how long that campaign counting period is. I will tell you within the committee of advancement professionals who worked on this, there was a huge range of how people were defining a campaign. And I'm sure Sarah could tell us some stories too, based on her experience. So this is, you know, this is another way to standardize these definitions so that you can compare against other institutions and you're not comparing someone who says, oh, my capital campaign was only three years, whereas my capital campaign was 10 years. That's not really a fair comparison for either of you. And then one important point to note is given the dates of these publications, we realize that not everything that is counted in these completed campaigns, which may have lasted 10 years, are covered in these standards. And there's recognition of that and there's consideration of that. And I will talk about that as we move forward. One important part of the case global reporting standards is that we take two lenses for looking at our fundraising philanthropic results. We look at funds received, which is a measure of money in the bank, funds received within the, you know, single reporting year, or in the case of campaigns within the campaign counting period, as you've defined. And then we also have a metric for looking at new funds committed. And new funds committed is a fairly new metric in parts of the world because it includes bequests and legacy intentions. It includes your future commitments. It includes those 10 year major gift pledges. So, this, you know, provides a graphical depiction of two different ways we can be looking at philanthropic results. The survey sections we're going to talk a little bit about, it includes, you know, survey resources, the data sharing agreement, some institutional details, prior campaigns, if your institution completed a prior comprehensive campaign, details and timeline. And for timeline, it takes into consideration things like, did you have a leadership change? You know, many of these campaigns that we're reporting on in this survey, in this first cohort, include COVID. So, did you shorten or lengthen your campaign counting period or change your goals due to COVID? It includes your campaign goals and counting policies. One thing that this survey includes is, do you include goals that are not just philanthropic goals? Like, are they engagement goals? We're looking to see what sort of insights we can gather based on data. We're looking at new funds committed totals. We're looking at new funds committed by uses and by designations. How those designations are counted has changed between the case global reporting standards and the previous editions of the case standards, which was called the case reporting standards and management guidelines. Luckily, we got the title a little bit shorter, but that work is from 2009. So, there was a long time between the editions. We also include the section where it's campaign funds excluded from new funds committed. So, anything, for example, bequest and legacy commitments for donors that are younger than 65 years of age by the end of the campaign counting period, that would be included here. Anything that is in the exclusions section of the standards in the global reporting standards, you would be counting it here because case realizes, and we even have it in the book, that if you, the first edition of the case global reporting standards came out in 2021. There is guidance in that first edition that says if you are in the public phase of a campaign, do not make any changes to your campaign counting guidelines based on these new standards. You're already in it, you're in the thick of it, you already have your policy in place, stick to what you have. If you are in the, were in the planning or a silent phase of your campaign, then there are recommendations to adjust your campaign counting policies as feasible, but that's not always feasible. So we knew that it was particularly important for this first group of cohorts. I mean, you're looking at campaigns that probably started in 2015, 2016, that you're using the old standards. And so the rules were told in many areas were different. So this is the space that we give you to count all of those funds. So it's not like we're telling you to readjust your campaign totals. We also included a section on principal gifts, looking at your top 1%, 5%, 10%. And then we're also looking at staffing and budget, because we want to know, we ask questions about, you know, did your staffing change as a part of a campaign? Did your, you know, if your timeline changed, did things happen? Did you have a change in leadership? Did you have a change in institutional leadership? Did you change your, you know, your donor database? Did you invest in new software, a new CMS, or, you know, new prospect research or wealth screening staff, or feasibility work? So it has some questions about that. It's not super detailed, we're not going to be like, okay, you added 2.3 people. No, we were just, we really want to get a sense of trends and what's happening in this space. Some of the general information that it includes, there is a data use agreement. And we're trying to standardize this through all of case surveys. You are required as the survey completer or participant to acknowledge this agreement in order to participate and submit your data to the survey. Data will be available to case members for benchmarking. Now, the level that it is available to and the detail that is available really is dependent on the number of institutions that submit data to the survey. But right now, it looks like we are on track to be above that over 50, over 50 submitted to kind of click into that next area. Also, since this is a global survey, the way in which institutions are identified or not identified, I would say maybe even described by either region or institutional name, goes to some of the data practices in those regions. Whereas in the U.S., it is more common for institutions to be identified. Those institutions will be identified for regions outside of the U.S. where that is not as common practice, those institutions will have regional tags but not have their names identified. And all of this information about the data use agreement will be on the CASE website for you to look at before you submit your data, and the CASE Insights team will be available for any questions about that. Jenny, anything you want to add here that I may have missed on that? I think you covered it very well. Okay. Well, thank you. Other general information, you know, we're going to ask your institutional details, what kind of institution you are, your size, currency, you know, if you had prior campaigns, you can enter some very high-level information, you know, total of donors, total raised for four prior campaigns. I don't believe that's a required field, but you do have that opportunity. And now I'm, you know, I'm still going. And then we're going to talk about some of the campaign details and timelines, as I mentioned before, you're going to have the opportunity to note if you've had any leadership changes, any durations, if you are already in planning for your next campaign, like some people go straight from one end to the other, and, you know, there's no pause. And for a lot of this too, when we're talking about campaign reporting year, we're talking about your campaign counting period as you have defined it by your institution. Here again, we talk about the campaign goals and counting policies, you know, we're looking to see, do you just have monetary goals or do you have engagement goals? You know, an independent school may have parent and grandparent goals or, you know, acquisition of first-time donors. We're seeing more and more that it's, you know, philanthropy is definitely a key priority to all of this, but there are other parts too that are becoming just as important. And then we talk a little bit about, you know, how you're handling bequests and legacy intentions. New funds committed. It includes information about gift types, constituent types. One important thing here is there, within our survey, there is no hierarchy for individual donor types. As some of you may remember or still have tattooed on your forehead like I do, the hierarchy from the case global reporting standards and management guidelines where, you know, if they're an alumnus, you count that first and you forget everything else. Well, now you can count if someone is an alumnus, a parent, a board member. And that gives more accurate depictions of some of those donor groups because, you know, your board could be made of alumnus. And according to the old standards, well, they would have never been counted as board. And then how are you supposed to count your board giving? Soft credit, too, is available for recognition credit. And I believe in the next year or two, you'll see more in the standards about how we're counting soft credit. And I just wanted to add that this is a place where if you enter according to the way that Cindy's described, you absolutely are going to have double counting. So we typically want to avoid double counting at all costs when it comes to money. But what we want to do is if you're looking at each of these as a separate entity, then that's going to allow us to extrapolate things like percentage of donors in a campaign that are alumni or percentage of your trustees that are supporting your campaigns. But let's slice this in some different ways. And we've got some we'll talk about validations. We've got some validations to make this as straightforward as possible. But I think probably this is the place that we can get such valuable data that it can trip folks up. So please don't hesitate to ask as you start filling that out if you have any questions at all about how to interpret those donor types. Yes. Thank you, Jenny. And then under new funds committed, we do ask some questions about the uses of funds. Those of you who have used the VSC before are familiar with a lot of these categories. Something that I will tell you under designations of funds, in the case global reporting standards, we lumped some things under other. And so other now includes things like library, athletics, physical plant and public service. And that's a change from the previous standards. And I would say, too, if I know it's not possible, but if any of you have misplaced your old editions of the 2009 standards, you can send me an email and I can get you a version of it. Because. Yes, not not everyone has both sets memorized like I do, and I don't wish that on any of you. So I think it's me and John Taylor, so. And then I also want to include this chart here. It talks about campaign funds excluded from the new funds committed. This includes sections that are not included in the new case global reporting standards. But given the age of the campaigns that we are talking about for this survey, in particular for this first groups of survey participants, it is perfectly normal and acceptable for you to have these counted in your campaign counts. And it includes things like bequest legacy intentions from donors under 65. Now. If your age for counting bequests was always 65, then this isn't going to affect you at all. But something we learned when we did the global reporting standards is that the number that institutions pick is all over the place. And, you know, big institutions, small institutions, independent schools and the rationales they had for picking those numbers or those ages is really all over the place. The reason the the global reporting standards working group picked age 65 is kind of that magic number is that it most closely aligned with the 50th anniversary for independent schools. And that was a key fundraising milestone for those institutions. And that's how they came to consensus. We looked at actuarial tables. We looked at life expectancy across the world. We looked at all kinds of donor advice funds. You know, donor advice funds really weren't a thing in 2015. So, you know, you may have them counted and where they're counted much differently now. Same thing for intellectual property, government grants for government grants. The new global reporting standards really want you to look at the ultimate source of the grant funding, which we hope you all still have your government grant funding. I'm speaking as someone who lives in Washington, D.C., but the previous standards was if Institution A received a grant from the government and subcontracted to Institution B, Institution B would count that money. Now, under the new standards, Institution B goes back to the original source, which is the government, and it's like, OK, we're no longer counting those grants. But this that's, you know, one area. Pouring rights is something that was not is no longer counted, which you would count in previous campaigns. Sponsored research. That's a whole story in itself. And there are other areas as well. So ticket sales, memberships, seating arrangements, anything before 17, preferential seating. We could talk about this for days. And then lastly, I'm going to talk about principal gifts and staffing, as I mentioned before, we're asking a couple of questions about the top 1 percent, 5 percent and 10 percent of donors and then the value and type of those largest gifts and pledges, staffing budget. Here again, we're also trying to see trends on, you know, are people adding staff, removing staff when they do that, campaign expenditures and any resources or upgrading of resources that would have been done as a part of a campaign. And now I'm going to hand it over to Jenny, who's going to talk about the survey tool website and how that works. Great. Thanks so much, Cindy. And I just want to note that the email address that you saw on the previous screen is actually the email that will be coming your way because you all have kindly signed up that you are eligible and interested in taking part. And so one of the things we'll be doing is adding you to our survey platform and then sending you an email saying the survey is open. Here's all the great documentation and resources that you need. And we'll have a specific ask for you that I'm going to hit in just a moment. But just a few key features about the survey platform. As Cindy noted, if you are representing an institution where you've taken part in the VSE or the Case Alumni Engagement Metrics survey, some of these pieces are going to be relatively familiar to you. But essentially, the way it's set up is we, of course, are asking questions about your institution. So we're assuming that you are one person representing your institution. However, if it's easier to have multiple people actually take a look at the survey, we can set up multiple users. That's just something that you'll email us. We'll talk about that email address as we go through. But it's just InsightsAtCase.org and we'll make sure you have whatever access you need. All of the emails that we're sending will be coming through the system. And so once you see it once, that'll mean, yeah, you're getting our emails. But if you're not seeing something from us and really that will be on February 14th when that survey opens up, then please do let us know and check your junk. But everything coming from the platform itself. And essentially what's nice about this is you can come and go. So it's not like another survey where you sort of have to move through. You can do a section, save it, leave, come back. I mentioned this earlier, but one of the real reasons that we have migrated to this new platform is the amazing validation that we have throughout. And so we've done a lot of work behind the scenes to really account for all the things that need to add to each other or things that can't be more than X or Y. And so it's quite possible that as you're going through, you may see errors. And those are just checks for validation. Again, we're really happy to help you with that. And if you advance to the next slide. Then let's talk a little bit about sort of this flow and this process, and we'll come back to that data validation as well as we go through this. So again, we will set you up in the survey, but if you need any access at all for anybody else, it's just insights at case.org. And then what will happen is we are asking that the first thing you do is you will come to a page that will basically you'll have the options you see here, and we just want you to check you will complete the survey. Again, if you're the person that completes the VSC or the alumni engagement metrics, you may actually see or you will see all of those surveys listed. We want you to go into the campaign survey and select this. What that does is lowers our blood pressure so that we know, all right, people are doing this. We know it's going to take time. We know you're gathering information, but it tells us that intention to take part. If you go to the next slide. A little bit more about the validation. So what happens is when you complete a section and you hit save, it's actually checking for errors. And so what will happen is that there are various layers of errors. I love I feel like there's a nice sense of humor that our fatal error is actually a skull. And the idea is that you can't submit the survey until you fixed that. Again, we've tried to be really clear about what's needed. So hopefully it'll be it'll make sense. But let us know if you have questions. The serious errors essentially mean we think something's probably wrong, but there exists a world that it could actually be accurate. And so in order for you to submit it, you need to tell us more information. So there's a place that you'll comment to say, oh, this is why it's looking funny. And then the last is a warning. So it's sort of saying, you know, this is a number that is much higher or lower than we expected. So it's just a trigger to check to make sure that you indeed didn't have a slip of the fingers as you're going through. And then as we go through the completion process, basically on that survey menu, you have an option to run one final check, make sure everything looks OK. For me, it feels really nice to watch the errors start to go down. And then there's an option to save a PDF. We do recommend doing that so that you'll have that for your files. And if you continue to the next slide. Then the last thing you'll want to do is tell us you have completed the survey. So, again, this is a really important check because that tells us from your perspective, everything's done and then we can go in as we start that process of data cleaning. So just one note, that survey data has been reviewed and is clean. That is for case to fill out. What you need to worry about is those first three pieces and know that while we hope all of you will take the survey, this is a place that for whatever reason, it's not possible now to let us know that you will not. What happens on those pieces is it sort of gets you out of the communication until we hear you will or you will not. We are going to assume you're still in the process and you just haven't gotten a chance to do so yet. So just to review a few pieces, your next steps will be having that plan to submit the data by April 11th. When the survey is live, it will be included with a number of helpful resources, including question by question, as well as a bit of a glossary that will walk through some of the terms that Cindy spent some time on today. And we've listed that email address here. This is going to be the email address for any questions you have, for getting access to the survey, if you get error messages that don't make sense, all of those things. And then the last piece I wanted to note is what's in it for you. First and foremost, our immense gratitude to all of you because what you're really doing is building metrics for your colleagues that are probably in a little bit different stage than you are right now. Because, of course, we're asking you, as someone that's completed a campaign, the goal is that we start to shore this up so that we really understand what are some of those key components of campaigns, as Sarah mentioned to begin with. We are going to be providing all of you as participants access to data through our benchmarking tool, which is basically the same platform as the survey site. So you'll be able to go in and do all the digging and see sort of your data compared to others. And then we're also releasing a couple of different findings. One will be a dashboard, because we felt like that by nature of this kind of research, it's really helpful to be able to do some of the own slicing and dicing. As well as brief findings, or even in our first year, I often like to say observations report that we'll be producing together with Marks and Lundy. So with that, I know that was a fast run through, but wanted to see any questions at all from any of you. And I stopped the share, so we can actually see each other, if anyone wants to say their question on camera. I think we covered it all, Cindy. Yay. Well, Sarah, do you have anything to add from your perspective? I mean, you know more about campaigns than I do, so. No, I think just again expressing our gratitude for those of you that have registered to participate in this survey. Thank you for taking the time to do so. As Jenny mentioned, it will be valuable, not just to you, but to your colleagues across the industry to see that data. We get questions all the time about what we're seeing at different campaigns, and this will just provide another great resource for that information. So appreciate you all participating. Yeah, and we, you know, our thanks to Marks and Lundy for their partnership in this work and helping to make this survey possible and, you know, give the standards, you know, some life and some background and some practical applications. That's what I was trying to say. We have one question. We have a question, Ben. Oh, sorry. Hey. I'm asking about how long it's going to take to complete the survey. I wish I had a one-size-fits-all answer to that. Some of that's going to be the way that you're storing your data. I would anticipate it will be several hours to complete. And again, I think there's a plus or minus there, depending on your own institution. In my experience, I think that that staffing and budgeting can often be, it's probably the most important metric for many of our colleagues, and it's the one that to really get those measures can often be an act of collaboration and take some time. So if I were in your shoes, that's probably one I just want to read through first. And then, you know, when you look at some of the things like your goals, there's going to be elements that will be very quick when we look at some of those institutional characteristics. And I would say if you're an institution that's already submitting to case surveys, then we're not asking you to reinvent the wheel and how you're counting things. What we'll be doing is just looking at it over a different parameter. So instead of a one-year period, that longer counting cycle. So again, depending on how you're pulling that from your institution, it may be as simple as addressing, you know, adjusting some of the date parameters in your queries. Great question. The one I wish we had an easier one-size-fits-all answer to. But again, hopefully this sort of come and go approach will help as well as you're thinking through some of those pieces. All right. Well, thank you, everyone. We are very happy to be a resource. This is really just the first of these conversations.

CASE Insights

Campaign Survey

Marts & Lundy

educational institutions

fundraising strategies

benchmarking

philanthropy

global standards