Go ahead and turn it over to our incredible presenter, Jenny Cooksman. Thanks so much Lauren and hi everyone. Really excited to have you join us today and what is quite honestly one of my favorite topics and that's really how do we make data meaningful for you? And hopefully this is a favorite topic of yours. Before we get into our program, I thought I'd just tell you a little bit more about me. I joined Case almost 4 years ago to the day and I really joined Kate's because in 2,018 I was at the summit when Sue Cunningham our president and CEO announced that case had acquired a survey called the VSE, which we'll talk about more today. And that, this investment and data and research and standards was of critical importance as we envisioned the future of case. And, here I am. I have spent most of my career focusing on how we take data and make it usable, how we make it valuable, and I think even more importantly, how we learn from each other from a collaborative and benchmarking aspect. And so I'm going to be sharing a lot of that with you today. I just wanted to echo what Lauren said about the QA and the chat. First of all, I think it's just always fun to know who's out there and where you're coming from. So I certainly invite you to throw in the chat your name. What institution you're with, anything else you'd think we'd love to know and would love to keep that interactive throughout our session. I also will have a couple of opportunities for you to. I also will have a couple of opportunities for you to connect with us. Again, I'll ask also note, love questions. So please feel free to use that chat or Q&A and if we don't get to them we will absolutely say I'll make sure I reach out to you and get your questions answered. So let's spend a moment talking about some objectives for our session today. We will start by talking a little bit about defining some leadership styles between data adjacent. And data and formed. And I think the chat's disabled, so I'm sure Lauren will get that going. So thank you all for letting us know. So again, we, we'll talk a little bit about. So again, we, we'll talk a little bit about some of those leadership styles and more importantly, we'll talk a little bit about some of those leadership styles and more importantly what your goals might be based on where you are right now We'll also spend kind of the other foundational element. A few slides talking about some key components of standards that are critical. No matter what your role in advancement is. Then we'll shift gears and for the second portion of the presentation we want to make sure that you feel comfortable. I find what's available to your institution based on what type of institution you are and where you're located and also. Based on your role. Again, if you're a person that's trying to get the data and learn from it or if you're the person that's actually inputting the data or you're somewhere in between. We'll move towards. The area that my team really focuses on, which I think of is all the solutions. So how do you take the data and think about strategic next steps? And then we'll round things out by the research and the data standards and research and discuss some of what's available to you based on our collaborative educational partners that we work with in case. So hopefully that sounds like a good session to you all today. I thought before we kicked it off though, I would just set. An intention as you will of what I hope is your goal and that is Let's see, we're for many of you. You've probably some of you have ended your fiscal year many of you you were days away and so I'd love for you to think about as you're turning the calendar into that new year 6 months from now. What's one thing that you can come back and say, okay, I went to that webinar and I shared something I learned. I tested something. All right, implemented something. So that's your goal. Hopefully I'm only giving you one, but as in the course of today with that in mind as it hits you, please think about writing that down. And also, you know, what's that problem you might want to solve and how's something in this webinar able to help you. So again, with that in mind, let's talk a little bit about some of the foundational. Elements before we get into the benchmarking that's available to you. And so I'd like to introduce you to what we call case and sites. Some of you may have heard the term AM atlas. While I will miss all the creative ways people try to pronounce AM atlas. What we soon learned is that Many of you really think of case and adding an additional division with a name that didn't have case in it was a little confusing as to what it was. And so as we've recently re-branded, what we've tried to do is really call what we're doing our name. And so I idea here is providing insights to you from case and we're doing that in the varying ways that you can see here. We'll spend some time today really on the philanthropy and the alumni engagement circles. Just as a note and when it comes to philanthropy we actually have some different surveys and different parts of the globe. And that's because of course B and 3 works a little differently depending on where you are. Even though we're all looking at the same standards. We'll be focusing today on the philanthropy results from 3 surveys that are most important to this group and that would be from our US higher education. Our Canadian higher education and our brand new US schools. With alumni engagement we have a great global survey that looks at a little 9 engagement metrics. What is share some outcomes of that and use that actually as a sample. As an orientation we do also have a couple of non annual surveys and that is the campaigns. Which is. Really meant to be filled out as you complete a campaign and all about transparency and accountability and campaign counting. We also partner with our opportunity and inclusion center to build an inclusion index which provides for you a measure of maturity as you look at your institutions DEI B practices. And I should say specifically for advancement. And, marketing and communications. And so the marketing and communications is actually something that's in the future and we're in the process of working with a task force to round all of these out. And I tell you that because our goal is that we can provide measures to you and benchmarks that you can use that will provide the metrics across an integrated advancement. And I'm pulling a definition here from the case global reporting standards and you can see that there's so much more to advance than just the gifts and we believe all of these pieces really connect to building out those great outcomes. Now, I had teased out that I think a key learning objective before we do anything with the data itself is the idea of understanding what your institution's leadership style is when it comes to data. And so we'll look at the data informed in a moment, but when we examine data adjacent. As you look through those, notice this isn't. Bad. These are steps on a journey. So, and you may find that you're some of this and maybe your sum of data informed, but what I'd like to call your attention to. Is there sort of a theme here of, Doing a little bit with data, but not necessarily outcomes based. And I think the differentiation between this and then data and form is this notion in the chase that This really becomes a goal for the people that have data or advancement services or operations somewhere in their title. And as such, data collection tends to be pretty limited. As we compare that against the data and form. Notice that you're doing things like pulling and how do you look at both what you're doing well and celebrate that and at the same time think about where is the data telling you that you've got opportunities and how do you employ that. As well as data becomes the role of the entire organization. And I'll give some examples of that as we go through our session today. Finally, we're really kind of moving along as term of acceptance. Notice this didn't say data collection is now complete, but it's more about this idea that this is a cycle and a process. And once you start thinking about how we pull in data centrally, it's always an opportunity to continue expanding. I share this because I think your outcomes and your thing you're taking away today may be different. Based on where you as an institution find yourself in these 2 models. Either way, I think one hallmark of data informed and one way to help you get there is employing a practice of strategic data integration. And so by this, notice that it's really a step by step approach of thinking about What is the problem? What am I trying to solve? And I would say again. Take a moment and think at your own institution, even if it's one small thing, it doesn't have to be big. What are the things that I'm trying to address? And Then the next question is once you've figured that out, what's that goal? What will change when you meet your goal? And so with this it may not be a quantitative change yet. That may happen. What I'd like for you to think of is what's one of the first things that you might observe. Is changing and I'll give you an example. So let's say at your institution, your real problem is you need to build a pipeline so that you've got major get donors. But what's happening is that your donor accounts have been decreasing over time. And so what you actually realized because we know major guests tend to be a lagging indicator. There's a lot of things that happen first. Is that you may actually be focusing on engagement as your first goal to build that funnel. And so what you may notice is changing are things like We're working with our academic units and they're actually providing the classroom speakers that are coming. Or we see that we're getting more alumni to campus. Or we are putting out a promote net promoteer scores and we're getting 8 and 9 in our event so we feel like we're accomplishing those goals. So that's the way I think about this as an aside. Love it seeing the chat. I'm very happy that's working and always loves seeing people from all over. So again, keep that chat going throughout. Then the question is what's your baseline? Where are you right now? And this may surprise you, cause you may find that it's a little better than you thought. I'm gonna walk you through where you can find a lot of great resources from KAY as you go to fill out surveys and sometimes just looking at those guidance documents give you ideas of things you should be getting or things you maybe had that you hadn't even thought about. And then lastly, how do you know if you've made progress again? What are those data points that you can think of that will point that clue that you're in the right direction? And please don't forget, you always want to make sure you've got a plan to share that progress. Particularly if you've collaborated to get that data, think about all those stakeholders that are going to care about those next steps. So planning the seats here again, I really want to make sure that you all leave thinking about what you're gonna do with data. But what I'd like to do first is take it a step up and let's keep on these foundations and I wanna talk a moment about the case global reporting standards because quite frankly we can't do anything from a benchmarking perspective if we're not counting in the same way. The case global reporting standards have been around for over 40 years or I should say the standards have, but they've only been global for the past couple of years. And, there's a couple of exciting things that happened as a result of that. First, When we think about professions and if you look about what defines a profession, What is the commonalities that you'll see no matter what the profession is is that there's metrics? And there are standards. And so having this globally and the notation of global advancement that are communities of our alumni and students are also coming from everywhere. One really builds us up as a profession. 2, we know that. The IRS or in Canada the you know Canadian taxation body. Telling all of you what is philanthropic doesn't always make the most sense. And so by having this global version, it actually meant that your member professional member association essentially gets to assign those standards without worrying about the taxation piece and I'll talk about that in a moment. Having these in place mean that you do get to have great apples to apples benchmarks. It applies ability of transparency and consistency and upfront and the standards you see those elements of ethical decisions. So notations around donor control, influence, and the principles of practice. And so those are again are a couple of elements that no matter what your role in advancement is, I think it's really critical to know. So I teased out this idea that the global standards meant that our taxation bodies weren't telling us what to count or not count. This is in fact the anchor definition that was used. We had a working group that met a volunteers from across the globe that met for over 2 years. Regularly ironing this thing out. And this was really the anchor definition that they push things up against. And so I'll call out a couple of components to you. One is notice. We explicitly know that educational philanthropy is voluntary. And it is private. So that of course means also non governmental. And that in keeping with standards that must benefit the mission and the Doner shouldn't receive anything beyond. That recognition and stewardship. And so that's helpful because when we look at things like, let's say you have a donor that's going to make a major gift, but in doing so they want to help select the contractor for the project. Well, that actually doesn't need this definition of educational philanthropy or maybe you have a Coke or Pepsi that wants to have exclusive pouring rights. Great revenue for your school or institution. But again, not educational philanthropy. So having this definition really set the tune. Another definition that I think is critical to know. It's called new funds committed. My bet is all of you have been measuring some component of this, but we haven't had it in a standardized way, at least for the US. That you can measure. If you're joining us today from Canada, this is actually something that we've had in your surveys for the past couple of years. New phones committed. Thank of as that overarching definition that looks at your fundraising app. Activity, not just the cash in the door, which is historically what we've examined. And a way to think about that if we compare the 2 funds received so that's the measure we sort of always had, especially from the voluntary support of education when we look at US higher at fundraising is that cash in the bank. I've color-coded it in this way because what I don't want you to do is add funds. Received and new funds committed to get one big number. That would be double counting. The orange here is the same in both columns for a reason. What we're trying to do is look at one lens that counts those pledges and new bequest intentions and another lens that doesn't and instead looks at the pledge payments and any realized request. So this is a place where if I could see your lovely faces, I would do a quick check and see if anybody had questions. And so again, certainly welcome if you've got questions about this definition. Put that in the chat and again, happy to answer that in the course of our session today. A little bit more if you're here and you think you're the person that might need to be the standard bear at your institution or maybe you know who that is. Couple of additional facts for you. As case members, your institution gets a digital subscription to the standards. Now that is, assigned to a user. So again, if you need to be that person and you don't know how to do it. Happy to help. Also, we do offer a course, an online course on the standards and, for that at upon completion you get a digital certificate and you also do get CFRA credit. So great option again. Sort of tickles your appetite here for just a little bit of standards and you feel like you need to learn a lot more. So as we continue to. Through our topics. Let's talk a little bit about now that there's some, you know, standards in place, how we start accessing the benchmarks. So to sort of take the orbiting circles that I shared with you earlier. And plot it out in a chart. Hopefully you can look at the column that applies to you and see the benchmarks that are available to you as a case member. You'll see some of those do notate that their future surveys that will be coming out our future data collection points. Some are regional we talked about that earlier. Others are global and then you can see that designation of our DEIB. That's that inclusion index. We tend to recommend about every 3 years. You need enough time to see if he's moved along that matrix and then again that campaign when you've closed out your campaign. For each of these columns. We provide key findings and we provide some. Great member benefits that we're going to walk through. And so the idea being if your case actually Anybody, whether you're a case member or not, can go online and read our findings report. So that's available to all. As we move through that spectrum. Whether or not you filled out a survey, you do have access to the data in the data portal. If you're joining us from a school, a K 12 school, your access to the philanthropy data will actually be in dazzle and we'll also be bringing that data into the data portal as well. And then if you filled out a survey, then you start to unlock some great benefits. The first is what we call a summary benchmarking report. I'll be sharing that with you today. And the second is it unlocks some more strategic options that are for a fee and working with our staff. And again, we'll talk about that a little bit today. So walking through these benefits that are available, I thought I would use one survey that is applicable to all of you no matter where you are and so that is the alumni engagement metric survey. And just a level set if you're here and you've never heard about that survey. You're a lot because I'm about to show you where you can go learn everything you need to know. But what I'll add is that the ideas were measuring engagement. Across the modes that you see here. And so, as we're looking at whether an alumnus did at least one thing, during the year and one of these modes, then we can start to see who's engaged and then from there start to combine these modes to understand. And you know if someone's engaged monetarily are they also engaged non-monetarily and so forth. So that's the survey and it's context. Let's talk you through how you could go find information on that. So the first step is our website. So we now as part of becoming Insights have a top road navigation. So when you're on the case website, you click and sites, you get to this lovely page here. From there you'll see a couple of paths and if you're brand new I highly recommend the path that we call getting started. Because the getting started is a place where again you see some access to the standards much like we got started with today's call. But you'll also see this is where you can go and access the surveys themselves. And so if you click on surveys, you'd see The varying surveys one of those being the insights on alumni engagement. And so I just want to show you from here. That you can access the findings. That this is where you'll actually log in to submit data. You can see the key dates. And as we scroll down the page. Then you'll see things like how you access data. Supporting documentation. This is critical. And this is an example of how you'll see all of the surveys. Supporting documentation is going to share with you kind of grid that you can use as you're collecting information. We'll also share with you a guidance document that is really stoop to nuts everything you need to know on something like that is really super nuts everything you need to know on something like alumni engagement. I work with a lot of members that actually take this and months to a year before they're ever gonna fill out the survey. This is sort of the guideline of, alright, I'm gonna go through and figure out what we have and what we don't have. And I'm gonna think about how we get to a path of collecting that data. Again, moving down the idea of data informed. You'll also see that there is a white paper that really talks about the why and some critical definitions as we look at engagement overall. And as we continue down, we move into some next steps. And again, I'll be talking about this next steps today, but just wanted you to see how that's available here. So, again, the real that seeing some questions coming in and we will absolutely either address them online or offline. What I'd like to do next though is let's hear from you. I'd love for you to scan this QR code. When you get there. Tell me and it doesn't have to be one word. You can put a variety of words. When I take a moment and hear from you, why do you think benchmarking is important? And this could be examples of internal benchmarking, meaning year over year. It could be collaborative. It can be really, broad. It could also be really specific to your institution and a benefit you've had from benchmarking. So give you guys a minute to scan that. As you're doing so, I'm gonna pop over so we can start seeing results and don't worry the QR code will be on the results page as well. So if you are still scanning, you will get it there. But we should start to see this coming in. The idea of landscape assessment. Oh yeah, as expectation setting and funding. I, thinking of expectation setting, it's always fun when we have calls where you have your best fundraising your ever and we have to talk about, may not look great in the future. One of our big words there. Excellent. And what I'll do when we send, these slides. As we'll also put this version, with your responses and as well. And I still see a couple coming in. So just give you guys a moment. Comparison is key and I'm gonna talk about I will say when I first started a case that was a question. I did a lot of surveying of members. Having some insights from case on who to compare to is probably not one of the number one things we've heard. Alright, thank you all. Let's get back to our presentation, but if you were slower than you wanted to be on responding. Don't worry. You can still fill those in and again we'll collect those and put them in the presentation at the completion. So what I'm going to do is share with you some insights or outcomes of benchmarking that we've learned. And we're going to do this through those surveys that I highlighted. So starting with we've actually been going across the country for I'd say probably about the last 8 months or so and just being really explicit with let's just say it participation as out engagement is in and And maybe we manifested that. Now that US News and World Report has dropped participation. Of the giving rate from participation. I will say those are conversations we've been having with them for the past few years and I think so I think it's really exciting time for us. Why that's exciting is because if you look at the next data point. We see in this research that the vast majority of engagement is non philanthropic. So that tells us that what a poor measure of affinity we had. And how much we've been missing when we just looked at that narrow events. Now, why engagement is helpful is because all of a sudden it expands your pipeline so we can look at things like what percentage of our alumni were engaged are also giving. And you can see the median benchmarks there. Think about your own numbers and whether you're higher or lower. I will tell you the range is really wide. And as I've worked with institutions, sometimes those numbers are much higher because it's really about strategies that have been put in place. That are all about that conversion component. We have also seen that the longer someone's with your school or institution, the higher the engagement is. We send to see a higher engagement rate in all 4 modes. So again, if you don't have that, that's something to check out. And we've also seen this notion that simply the act of taking the survey has forced institutions to collaborate in schools in ways that they hadn't before. And we sort of seen that as iterative so that it may start with members of the advancement office and then maybe it moves to various academic and faculty leaders. Or campus partners. So this has been, I think, really exciting as we think of both of the philanthropic and also the non philanthropic outcomes of this survey. As we continue on, And we look at, some of our philanthropic outcomes. So we've learned for our 22 results for US higher end. That an increase of 12% and funds received was notable and in fact the highest percentage one year increase in over a decade. My first question was who was this just kind of a timing aspect on bigger gifts as we came out of the pandemic and that probably was part of it, but what we saw is when we removed the largest gifts, we actually saw an even sharper increase. So again, think about your own institutions and if you are following those trends. Now, one, I think it's worth pointing out because it's different, but I don't think we've cracked a nut that's been a real problem. So for the past couple of years, one surprise we saw was that the median alumni donors actually increased. I will say not up to pre pandemic levels. And that. Again, tells us that what happened in 2020 was the bottom really fell out on alumni donors and so we're doing a bit of inching back but probably a little bit back to some of those pre pandemic trends we've seen. And these measures are actually all medians. I did see that question come through. I will also note we shared new funds committed we talked about with standards we've got some new definitions I will tell you if you're going to put one new data point that you didn't fill in in the survey last year and the survey this year. I'm going to make a case for new funds committed. One, because you really should be comparing that data point and 2, because you've got one year where it's gonna be optional and then the following year we will make that a required data, right? Because that's really an identified metric that we like to see across all surveys. Speaking of that, when we look to our friends in Canada, we have been measuring new funds committed. And so having that data point, we were able to see that new phones committed has had this tremendous increase in the past 2 years. In 2,019 in Canada there was this really banner year for higher ed. So the fact that we're back up and exceeding a banner year is really, I think, a strong indication of philanthropic giving within Canada. We've also started looking at that mix of donors to dollars and a quantitative proof here that 80 20 is really dead and so you can see for a Canadian survey 1% of the donors were responsible for 80 84% of new funds committed. One of the things that did drive up that new funds committed was a really strategic push and focus on student financial aid. And then finally, we didn't see that small uptick of donors like we saw in the US when we looked at our Canadian data points. So our school survey is in partnership with the National Association of Independent Schools. The key findings report is nearly hot off the process. I think it is in the very, very final editing stage. So stay tuned. I'll share with you a couple of points that will be in there though. And so again as a new survey we don't have trends but we had over a thousand schools so we get this great data that we've never been able to sort of report on when we look at the school population. And so examples of that include the median dollar point and donor point though again I will tell you the range is really wide here. Similar to what we saw with our Canadian data and our US data is getting that percentage of donors to dollars. We saw that almost half of our case member schools reported being in a capital campaign. And then you can see that when we look at who is giving that we had almost double alumni when we looked at boarding today. I don't think that's a big surprise. What was the surprise was for both schools, alumni still made up the biggest proportion overall of donors, but no surprise parents, parents of alumni and students and foundations were responsible for the largest amounts overall. Sorry, I share this with you. So that you can start thinking about. What questions came up as you started looking at these trends? And more importantly, you know, as you start thinking about these, where do you need to dig in and know more? If we feel this idea that engagement fuels the pipeline and I would argue the data supports that. If we feel this idea that engagement fuels the pipeline and I would argue the data supports that. What do we think about benefits of employing engagement and thinking about again these collaborations. So some food for thought. As you step away from this time together and you're thinking about again that one idea that you might So as we move towards this idea of what do we do with the data, I'd like to focus on really where my team spends its time. And that is solutions. And so one solution that we're incredibly proud of is what we call our summary benchmarking reports. So this is a benefit that gets unlocked when 2 things happen. One is you're a case member and 2 as you complete a survey. When you get that, you're gonna have this great report. And that report, is specific to your institution or school. And again if you're here you've never seen it but you know you did a survey reach out to me happy to help I will also tell you that that does get loaded into the data portal and we'll talk about access to that in a moment. So I thought I would just take a brief field trip here and share with you. What the report looks like and we'll continue with the alumni engagement data. Now this is fake or summary data. Or excuse me, I should say sample data. It's a static HTML file, which just means that it's going to open like a web page and we do that to give you some interactivity. If I come to report navigation, here's where you can see that interactivity. So that it's, you know, things like how to isolate that interactivity so that it's, you know, things like how to isolate a variable, you know, things like how to isolate a variable, how to zoom out, You Zen, we'll see piers. So of course in real life you will have actual peer names listed. And we. Do this based on. An algorithm. Now it's a little different based on each survey. For this survey, here's the algorithm you can see. We did this because members clearly told us that they wanted case to be more directive and who they should be comparing to. And so the idea with the algorithm is, we bump you up against these variables that you see here and the schools listed are the ones that are closest to you based on these variables. With those peers assigned then throughout this report you will see your results and notice when I hover I can see exactly what that image is showing. Compared to your peers. The median of that group of years, I'd say. Compared to the country. And then since this is a global report, all respondents. You can also click on the data to see. The actual table that can be exported. And the actual table that can be exported. And if I come to my chart, I manage that mentioned the interactivity. If you double that can be exported. And if I come to my chart, I manage that mentioned the interactivity. If you double click, you see it can isolate. So and then of course if I click on the camera, I can export this. So if you wanted to put it into a presentation. If I double click, it takes it right back. You will see some grade out options. These are just telling you the types of things available in a strategic report. And again, we'll look at that momentarily. The other piece I wanted to note is that when you come to things like the trends. If I hover here over my sample institution, I can actually see, you know, they were really far down and engagement by hovering. I can see that that was really driven by being down in everything but philanthropy, but really it was that decrease and it. And then lastly, I'll point out that you can toggle and see the engagement here by mode. So again, lots of things built in to hopefully make it really easy on you to take action as you think about what to do next. So speaking of this idea of taking action, I kind of envision it if any of you are a member of those who use your own adventure books. I felt like this one was kind of a prepared for our topic at hand. From that summer report. There's really 2 paths you can take. And you may take both depending on sort of where you are at different points, but the idea is you can learn on your own. Learning on your own would be referencing those keep bindings and really start thinking about what's the landscape saying and what's my data saying. And then you can also use the data portal and the data portal is what houses the data. We're gonna come back in a moment to learn with case. But what I'd like to share with you is when we talk about the data portal, again, I've got the website here. The idea is that it houses All of the data. From the surveys. And as I noted, we are in the process or will be loading that. Data from Dazzle for Independent Schools and that's not yet in. But to give you an idea of what you'll see when you log in. This is an example of where you'll see your strategic reports. I have everyone. But again, you could download it. You can go to all your download reports and if you did multiple surveys and we hope you do. You'll see those there. You also and this is what I always tell people start with a recommended reports because from here these are the reports with the most commonly used fields and you can actually come in and whoops have to log back in really quickly but when you come into that you will be able to show who you want to compare to and you can pull over that year or multiple years and I'll just note that when we go to edit that's where we can pull in those data points. Again, this is and I'm gonna pull back our slide. This we have online tutorials when you get to that screen. We also have folks that can help. And you will see the exact data for those. Participants that are in the survey itself. Typically what I recommend is take it to Excel for further manipulation. So that's sort of that choose your own adventure learning around. If we continue on the second side, this is the idea of learning with case. So. These are going to be fee based services. This is where you'd interact with our team. And what we find is that again, it just depends on your needs. Sometimes for institutions, it actually saves you time and money to investment case to do it. Other times you may be able to just do it as easy on your own, but we're we've spent a lot of time putting together these strategic reports so that we really think about how do we help you take this data to meet your specific goals. In addition to their strategic reports. We also have just announced that we're starting what we call benchmarking cohorts. We're going to treat those as topical. Our first one is happening in this fall and it will be based on alumni engagement metrics and we keep that really small because again we want the data to drive the conversations and we want that to be about how we define and using meaningful engagement to meet your outcomes. We do have a couple of slots left. So if that's something you're interested in again happy to talk and then finally we find that sometimes it faces instead of sending folks to a conference or in addition to sending folks to a conference. You may find it's a easier investment to just have case come and do training for you. And so in there we can sort of build out a specific experience specific to your needs. I'll just spend a moment on the strategic reports and tell you that as we built them, we did this so that you could really see those very specific action points. We build in a. Executive overview that we write after learning more for your team and that's something that we'll be adding from schools once we get an extra year of data. So the final objective that I wanted to share with you as you think about making the most of your case data. Is what we call the research. Of the data standards and research. And that is where we work with our varying educational partners and we collaborate on some really specific topics. And so these range from things like principal giving, which was an actual study and I'll look at some insights from that to what just is happening right now, which is a full survey from GIFT campus or we can learn a little bit more about the data and metrics that are most important to you. To, our campaign survey and we're about to do our second annual research with, GDNA. So those are ways we can really think about what's happening right now. So those are ways we can really think about what's happening right now and how we can help you within space. We heard, loud and clear that principal giving was an area where you were looking for more data. And so we actually mined the VSE for the biggest guests. We took the institutions that had those biggest guests and surveyed to learn more. And so you can see some of the outcomes from that survey. Really painting the picture of It takes a marathon, it takes a team. This is really an investment that happens over time when we look at things like from the average time to securing a principal gift to the number of major guests made before and while I don't have it on this slide. The fact that 79% of our principal gift donors gave for 11 plus years before they made a principal gift. So those are the types of things that we made a principal gift. So those are the types of things that we can learn in collaboration with our partners that we can learn. So those are the types of things that we can learn in collaboration with our partners that you then as case members have access to. So this is And then finally, I wanted to recognize our champions. Who are, and we just started this program. So I think over time you're gonna see a lot more logos added here. But these are are varying educational partners that have said We believe in this profession and that standards are critical for this profession and we are incorporating standards in our own practices where they're getting their own course to make sure that they can advise you on standards and they're really supporting case in these efforts. So wanted to give a shout out there. So what I'd like to do, before we transition over to answer some of the questions that you submitted is I've got one more. Question for all of you. I'm gonna put you on the spot. But since we we told you at the beginning that this was coming, I just love for you to take a moment again scan the QR code and just share. Just something, whether it's something that you learn that you think you want to tell a friend or colleague, whether it's something that you're thinking you know I may just check out that alumni engagement metric survey or I want to understand what's happening in principal guests. Take a moment, scan that to our code and. Let's sort of see what those key takeaways are from your time today. So just like we did before, I'm going to open up. Our page, just bear with me a moment to, pull open. This next one. And those. Should be coming in. So give you give you guys a minute there and as as you're filling those and Lauren. What questions do we have? Yes, thank you so much Jenny. So our first question. Are there any suggestions for guidelines so that stewardship and recognition doesn't extend into tangible benefits? Oh, great question. So one I will tell you that there's some really great samples and the in case in the standards that start to speak to things like gifts and gift agreements and some of those components. I will tell you that one I love you said tangible benefit because you're speaking the right language we spent a lot of time and robust discussions I will say about things like quid pro quo and how we address athletics seating. And the idea for that is that you can count anything that is above the tangible benefit that the donor is receiving for the tangible benefit that the donor is receiving for the gift. That the donor is receiving for the gift. So you could still, as long as you can define what that tangible benefit is. Thank you so much. And the second question is, is there a best practice on how to report pledges beyond 5 years and raises edge. Do you record a 5 year pledge then record a second pledge and for date it to year 6? And does that cause challenges with other reporting? Oh, you guys are really hitting on again the questions we had lots and lots of discussion. So one thing now will tell you. Is that, our colleagues in UK and Ireland, many of which are Black Bot Razors Edge customers. I have been collecting. This new funds committed based on the 5 years. For many years. And so we really leaned on them and setting this up. We, felt like that. 5 years was really still that standard. I think it may change over time. I think it may change over time if we see that standard. I think it may change over time if we see that standard. I think it may change over time if we see that, I think it may change over time if we see that, say, 10 year pledges are becoming more of the standard, but we wanted to, 10 year pledges are becoming more of the standard, but we wanted to put some guardrails in so that we were trying to count it does get a little tricky from no matter what system you're in. That being said, I would recommend exactly what you suggested, which is you'd book one pledge for years one through 5. You book a second year for your 6 through 10 and it. Exactly. Like you said, you would post it that. So that then when you go to report, that's gonna come in in your 6. I will also add that we are working with, all of our educational partners. Whether they're listed yet as champions or not to make it as easy as possible to fill out these case surveys. From their systems. So I think that that's something it's another reason why I want an entire survey collection before we make something like new funds committed. Compulsory, so that we can get that as sort of built in as possible over time. Awesome. Thank you so much, Jenny. That is a good for the questions. Do you have to share? Alright. Well, I'm just taking a moment and looking at some of these great things that you said you'll commit to to come in and again I'll put these in the PowerPoint that you can see it but loving loving loving seeing these Makes my heart sore as I told you all. I think this is such a critical, important. Part of your case membership. And it makes me really happy to have some time to talk to you about it and make sure you're taking advantage of things that are out there. Please, please feel free. To. Hit me up with questions. I am going to share my screen or my presentation one last time and just. List some places that you can go for help. So we do actually have an insights box. If there's anything I shared about the reports you get, the summary reports are the reports we can create for you. The strategic reports or that cohort. That's our solutions box and we're more than happy to help. And then standards we've got a separate box there. If you have any questions that sort of fit into those other nebulous things that don't really relate to insights. I put the box but know that we all are very collaborative and we can direct things to the right place. I put the box but know that we all are very collaborative and we can direct things to the right place. I also put my email address on the front page of this presentation, but it is Jay Smith. Okay. Awesome. Thank you so much. I wanna thank you guys for being so excited with us. We have known where you from just like Kenny said and interacting on how we use these tools. Again, the presentation will be available right after this session is over and you'll be able to find it at learn. Dot com. No problem. Thank you guys so much for joining. Thank you guys so much for joining. Thank you Jenny for a great presentation and I hope you all have a great Thanks everyone. Take care. And

data meaningful

use data effectively

data and research

collaborative benchmarking

audience participation

leadership styles

data standards

benefits of benchmarking

Case Global Reporting Standards