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CASE Insights Survey

CASE Insights on College and University Foundations

(United States and Canada)
CASE Insights on College and University Foundations
  • Findings and Reports
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The College and University Foundation survey has been paused so Insights can begin the process of migrating all CASE Insights surveys from all our global regions to a new survey platform. This will ultimately allow us to streamline surveys, reduce duplicate data entry, and improve the data collection experience for survey participations. We are also using this time to review the foundation survey to ensure we are collecting the most useful data for our foundation members.

In September 2024, the National Committee for College and University Foundations (CUF) submitted a request for CASE CUF members to complete a simplified survey as a "check in." The responses can be found here.

 

The CASE Insights on College and University Foundations (formally known as the CASE College and University Foundation Survey) is designed to be a one-stop shop for foundation executives and professionals interested in comparing data related to their foundation's structure, staffing and operations with their peers. This annual survey also allows CASE staff to explore trends in foundation management.

Foundations participating in the CASE Insights on College and University Foundations will be able to:

  • Compare their foundation's funding and operations with their peers,
  • Pull comparison data at any time for foundation staff or board meetings,
  • Choose specific foundations to benchmark against and
  • Learn about the latest trends in foundation management and operations.

Foundations participating in the survey will also receive a copy of PowerPoint slides outlining key trends from the previous fiscal year.

FAQs

Only CASE members are eligible to participate in the College and University Foundation Survey. Since all data and information will be open to participating foundations, CASE asks that members do not share survey data beyond their foundations.

Foundation staff who completed previous surveys can access the FY22 College and University Foundation Survey by logging in. Once a completed survey is submitted, foundation staff can immediately begin to benchmark against peer foundations who have also completed the survey.

Foundation staff new to the survey must first have a CASE account that is tied to their institution. Start here to check if you have a CASE account. Once registered please contact the insights team so we can set you up in the survey and provide you more information for completing the survey.

While there is no registration fee, only CASE members are eligible to participate in the College and University Foundation Survey and complete the survey. Survey participants must also complete the entire survey to access the benchmarking data.

Registered foundations should have the following documents handy when completing the survey:

  • CASE Insights on Voluntary Support of Education Survey responses
  • NACUBO-TIAA Endowment Study responses
  • Audited financials for fiscal year
  • Form 990
Questions?

Contact Meg Natter, Director, Community Colleges and Foundations at mnatter@case.org.

See CASE's resources for College and University Foundations
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      • In-Person Events
      • Online Events
      • Past Events
      • CASE Learning Center
      • Onboard Into Advancement
    • Scholarships
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    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
    • 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
    • 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
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    • 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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