Navigating Trends in Philanthropy in Education: Insights from CASE and IDPE Benchmarking-Recording

Video Transcription

Video Summary

The session, co-hosted by CASE and IDPE, presented benchmarking insights on philanthropy and fundraising in schools and education.<br /><br />CASE’s Emma shared U.S. independent school data showing total funds received rose from 2022 to 2025, but donor numbers declined. Growth was driven mainly by major gifts from a very small share of donors, while lower-level giving eroded. Donor-advised funds were increasing, and staffing levels correlated with higher fundraising totals. She also noted differences by school type, with boarding and boys schools often raising more.<br /><br />IDPE’s Annie presented UK school data showing philanthropic income continued to grow, especially among independent schools. Campaigns, higher spending, and giving days were linked to more new donors. Major gifts made up most income, but donor acquisition and regular giving were seen as increasingly important. Income sources were diversifying somewhat, though alumni and parents remained key supporters. IDPE also observed falling staff FTE in some schools, which may affect future income.<br /><br />Both speakers emphasized the value of benchmarking data for strategy, leadership engagement, and making the case for investment in development teams.

Keywords

philanthropy

fundraising

benchmarking

independent schools

major gifts

donor acquisition

donor-advised funds

philanthropic income

development teams