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CASE Insights Survey

Survey Documentation

CASE Insights on Philanthropy (United Kingdom and Ireland)
  • Survey Documentation
  • Findings and Reports
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Survey Participation Documentation

These documents have been created to help you participate in the survey.

Survey Guidance Document (PDF)

This document contains definitions, counting standards, and examples. Please review this document carefully before you gather your data and complete the survey.
 

Survey Questions (PDF)

This document contains the survey questions and instructions as they appear within the survey system.
 

Survey Data Collection Worksheet (Excel)

All data will be collected and validated within the CASE Insights survey platform. This worksheet may be used to assemble data before entering it into the survey platform. While all data submitted on the CASE Insights survey platform will be stored for future access, saving data in the data collection worksheet can serve as a backup for your reference.

Benchmarking and Analysis Documentation

Once the submitted data is validated, CASE Insights will open up access to benchmarking.

CASE Insights benchmarking toolkit

Data from previous years (2014-15 till 2022-23) will continue to be available on the CASE Insights benchmarking toolkit (formerly known as the CASE Benchmarking Toolkit).

To access the CASE Insights benchmarking toolkit, please use either the Firefox or Internet Explorer browsers as some features of the toolkit are not compatible with the Google Chrome and Microsoft Edge browsers.

Please note, access to the CASE Insights benchmarking toolkit requires a CASE account. If you have previously logged into case.org, please use the same email and password to access the CASE Benchmarking Toolkit. If you don't have an account you will have to create a new account. If you're not sure if you have an account you can look up your email address through our portal.

  • CASE Insights benchmarking toolkit

If you’d like to update your institution’s data for 2020-21, 2021-22, or 2022-23 please email insights@case.org.

 

Benchmarking Toolkit How-To Guide

This how-to guide provides a click-by-click guide to help you navigate the toolkit while benchmarking.

  • Benchmarking How-To Guide
Global Standards

CASE Global Reporting Standards

The CASE Global Reporting Standards are a common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.

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  • Learning
      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
    • CASE@Campus
    • CASE Academy
    • Present at a Conference

    CASE Academy

    CASE Academy

    Join us at CASE Academy and unlock the leader within you. At this exclusive online course,  you’ll embark on a learning journey alongside colleagues from diverse advancement disciplines.

  • Resources
    • Library
      • Advancement Resource Catalog
      • Subject Guides
      • CASE Files
      • Sample Collections
      • Sample Submission Guidelines
    • Currents Magazine
    • Bookstore
    • Educational Partners Directory
    • Newsroom
    • Public Policy
    • Alumni for Higher Ed
    • All Resources

    Advancement Resource Catalog

    ARC

    Visit the CASE Library's database and search through more than 15,000 articles, books, and white papers. Start your search.

  • Insights
    • Getting Started
    • Today’s Opportunities
    • Building Strategy
    • Surveys
    • CASE Global Reporting Standards

    CASE Global Standards

    Global Standards

    Learn about the common set of standards, guidelines, and definitions for reporting the results of educational philanthropy activities at schools, colleges, and universities across the globe.  

  • Awards
    • Circle of Excellence
    • Global Individual Achievement Awards
    • Independent School Awards
    • Individual Achievement Awards
      • Distinguished Service Awards
      • CASE Leadership Award
      • Previous Winners
    • CASE District Awards
    • CASE Commonfund College and University Foundation Award
    • Award Recipients

    Circle of Excellence Awards

    COE

    CASE’s annual Circle of Excellence Awards showcase outstanding work in advancement. Meet our exceptional award winners.

  • Connect
    • Regions
      • Africa
      • Asia-Pacific
      • Europe
      • Latin America
      • US/Canada
      • Regional Councils
    • Districts
    • Communities
    • Schools
    • Community Colleges
    • College and University Foundations
    • U.S. Advocacy Action Center
    • Alumni for Higher Ed
    • Volunteer
    • Educational Partners
      • Engage with CASE
      • Marketing Opportunities Available with CASE
      • Industry Advisory Council
      • Educational Partners Directory
      • CASE Standards Champions
      • CASE Media Kit
    • CASE Multi-Cultural Network

    Educational Partners

    Educational Partners

    Meet CASE's Educational Partners - industry thought leaders working with CASE to strengthen schools, colleges, and universities.

  • Talent
    • Career Central
    • CASE Advancement Internship US-Canada
      • Become a Host Institution
      • Intern Spotlight
    • CASE Graduate Trainee Programmes
      • Asia-Pacific
      • Europe
      • US and Canada

    Career Central

    Career Central

    Visit CASE's Career Central to build your team or look for new career opportunities. 

  • About
    • Championing Advancement: CASE Strategic Plan
    • Celebrating 50 Years
    • What CASE Stands For
    • The Evolution of CASE
      • Board Leadership
      • Volunteer Leadership
      • President's Page
    • Offices & Staff
      • Washington D.C.
      • London
      • Mexico City
      • Singapore
      • Senior Staff Listing
    • Membership
    • Giving to CASE
      • Giving Opportunities
      • Impact of Giving
      • Legacy Giving
    • Online Newsroom
      • CASE in the News
      • CASE Experts
      • CASE Media Kit
    • Careers at CASE

    CASE Future Fund

    CASE Future Fund

    In celebration of CASE’s 50th anniversary, CASE is proudly establishing the Future Fund – a visionary philanthropic initiative poised to support and shape the future of the advancement profession. Support the Future Fund. 

  • Membership
    • Create/Manage My Account
    • Become an Institutional Member
    • CASE Membership Primary and Secondary Coordinators
    • Explore Membership Benefits
    • Membership Directory
    • Membership Tutorial Videos

    Member Benefits

    Member Benefits

    Strengthen your advancement operation, including the latest research and trends in advancement, career and professional development programs, and publications. 

    See all membership benefits and contact us today! 

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