Measuring the Metrics That Matter Most-Measuring the Metrics that Matter Slides

Measuring the Metrics that Matter Slides
Pdf Summary
The 2022 report from the Council for Advancement and Support of Education (CASE), in partnership with GiveCampus, offers insights on key metrics in the domains of philanthropy, engagement, and marketing and communications. The report highlights the importance of data analytics and integrated advancement approaches to enhance educational institutions' fundraising and alumni relations.<br /><br />**Key Personnel:**<br />- **Cara Giacomini**: VP of Data, Research & Technology at CASE with a background in advancement analytics at the University of Washington and IT roles, holding a PhD in English & Textual Studies.<br />- **Deborah Trumble**: Senior Director of Research at CASE with 20 years' experience in fundraising, previously worked as an analytics consultant at Blackbaud and advancement operations manager at Smithsonian Institution.<br />- **Jen Agustin**: VP of Marketing at GiveCampus, with past roles in marketing leadership at LinkedIn and DreamBox Learning.<br /><br />**Research Questions:**<br />1. What metrics do advancement professionals prioritize in philanthropy, engagement, and marketing and communications?<br />2. How do these metrics vary across different roles, leadership levels, and types of institutions?<br /><br />**Survey Insights:**<br />- **Respondents**: 343 professionals, with a significant portion in executive leadership or management roles.<br />- **Important Metrics**:<br />  - *Philanthropy Metrics*: funds received, new funds committed, donor retention rates, donor counts, and return on fundraising investment.<br />  - *Engagement Metrics*: board involvement, volunteering, event attendance, advocacy, and online giving campaigns.<br />  - *Marketing Metrics*: enrollment, yield rate, fundraising productivity, alumni engagement, media placements, social media and email engagement, web analytics, and brand health.<br /><br />**Key Findings:**<br />- Integrated data strategy is vital across advancement disciplines.<br />- Data-driven strategies yield the best outcomes, but less than half of respondents have easy access to necessary data.<br />- Multi-channel approaches are essential, as both in-person event attendance and online giving rank high in engagement metrics.<br />- CASE promotes the use of benchmarking and encourages institutions to understand their metrics and compare them with peers.<br /><br />**Takeaways:**<br />- Emphasize an integrated approach to data across different advancement areas.<br />- Prioritize metrics that align with institutional goals and highlight successes.<br />- Encourage institutions to continuously integrate new metrics and leverage data in decision-making. <br /><br />The full report is available at [CASE Insights](https://www.case.org/research/surveys/case-insights-advancement-metrics-matter-united-states) for more detailed findings and practical applications for educational fundraisers.
Keywords
philanthropy
engagement
marketing
data analytics
fundraising
alumni relations
integrated advancement
CASE report
metrics
educational institutions