The first step in the process is to complete the survey contact form. Starting in July of 2024, the survey will be administered on a new CASE survey platform. Survey contacts will receive notifications about the survey as well as login accounts for the new platform. When the survey opens, CASE will provide contacts with a link to the survey platform and instructions on how to login.

The Canadian philanthropy survey must be completed and submitted via the CASE Insights survey website. Once you receive your login, you can begin the survey. The Getting Started document provides an overview of the CASE Insights survey site functionality. There are also three documents to assist with survey completion: a PDF of the survey questions, the survey Guidance Document, and an Excel Survey Data Collection Form for use in assembling data prior to entering it in the online survey. While all data submitted on the CASE Insights survey site will be stored for future access, saving data in the Excel survey data collection form can serve as a backup for your reference.

Before submitting responses, we ask that your institution’s senior most Advancement Professional/Chief Advancement Officer reviews and signs off on reported data. Participants are also asked to sign a Data Sharing Agreement (DSA).  The DSA is in place to ensure that others do not share results outside of their institution and guarantees that results are only used for benchmarking purposes. 

CASE will review all data query participants to correct potential errors before reporting findings and making data available to participants in the survey report, and in individualized reports.

All survey participants will receive a complimentary summary benchmarking report presenting data on 5 key variables and a PDF report of aggregate findings.  Survey participants can also order a strategic benchmarking report presenting data for their institution and a group of 5-10 peers from within the survey population. The highly interactive HTML file presents data on 15 variables and enables users to change chart views, review underlying chart data, and download charts for use in presentations. Strategic benchmarking reports include a 30-minute call to preview data and a one hour "Review Call" in which an which a CASE Insights team member walks the client and their team through the full report, identifying strategic questions and insights for discussion.  If you are interested in learning more about strategic benchmarking reports please email insightsolutions@case.org.