The first step in the process is to complete the Survey Contact Form. Starting in October 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 CASE Insights on Philanthropy (United Kingdom and Ireland) survey must be completed and submitted via the new CASE Insights survey website. Once you receive your login, you can begin the survey. The new survey platform will include supporting guidance directly within the survey and real-time data validation so that you can identify and correct errors as you go. Additional guidance documentation will be available when the survey opens for data collection. There will also be 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 the completed survey is submitted, we require that the senior most Advancement Professional/Director of Development reviews and signs off the reported data. You are also required to sign the Data Sharing Agreement (DSA) – this has been embedded within the survey itself. There is no hard copy required to be signed. The DSA is in place to ensure participating institutions do not share results outside of their institution and guarantees that results are only used for benchmarking purposes.

CASE conducts additional validation and may follow up about any perceived discrepancies. The data is run through rigorous checks to ensure that the data submitted is free from errors and as robust as possible. Once the data is validated, CASE will open up access to benchmarking capabilities. In addition, CASE will conduct data analysis and write a report on the findings; this will be distributed to participants and posted on the survey webpage.

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

Previous year’s data (from 2014-15 till 2021-22) will continue to be available on the CASE Insights benchmarking toolkit (formerly known as the CASE Benchmarking Toolkit). The Benchmarking Toolkit How-To Guide provides a click-by-click guide to help you navigate the toolkit while benchmarking. Please use either the Firefox or Internet Explorer browsers to access the CASE Insights benchmarking toolkit as some features of the toolkit are not compatible with the Google Chrome and Microsoft Edge browsers.

Please note that 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 Insights 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.

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