CASE Insights on Philanthropy (United Kingdom and Ireland)
Key Dates
- 2022-23 Report Published
- Data Collection -
Discover the latest survey changes
Watch our webinar recording to find out more about this year’s survey, including changes to definitions in line with the latest update to the CASE Global Reporting Standards (March 2024).
Register to watch the webinar recording
The webinar also features a demo of the new survey platform which offers improved navigation, embedded question guidance and real-time data validation to ensure errors are identified and corrected before submission.
The first CASE Insights on Philanthropy (United Kingdom and Ireland), formerly the CASE-Ross survey, was carried out in 2002 (for 2001-02 data) and built on previous surveys undertaken within the Ross Group; the survey has been repeated annually since then. Participation is open to all higher education institutions in the United Kingdom and Ireland.
The survey:
- collects detailed information about gift revenue, fundraising costs, and donors to measure the philanthropic performance of higher education institutions in the United Kingdom and Ireland;
- provides an estimate of the overall impact of philanthropy on the higher education sector;
- is the only source of information on this subject and enables institutions to compare themselves with similar/peer institutions.
The survey asks for data on specific fundraising variables:
- New funds committed (total, by source, by contribution level, largest confirmed new pledge or gift);
- Funds received (total, by source, by contribution level, from legacies, largest cash gifts, from various triggers);
- Fundraising and alumni relations programme (fundraising and alumni relations – staff, expenditure);
- Donors (donor intentions, potential donors – total, individual, organisation, donor numbers – total, individual, organisations)
- Institutional campaign(s).
If you have questions or suggestions regarding the survey and/or reporting guidelines, please contact the CASE Insights team via insights@case.org
How to Participate
Editorial Board
The current CASE Insights on Philanthropy (United Kingdom and Ireland) Editorial Board members are:
- TJ (Tania Jane) Rawlinson - Director, Development and Alumni Relations, Cardiff University
- Frances Shepherd - Director of Development and Alumni, University of Glasgow
- Tom Smith - Development Operations Manager, Loughborough University
- Holly Salvona - Operations And Research Manager, University of Strathclyde Glasgow
- Fiona Newell - Philanthropic Finance Manager, University of Birmingham
All editorial board members sign non-disclosure agreements with CASE to safeguard the data submitted by participating institutions. As part of the data querying process, editorial board members may get access to survey data for all institutions to enable them to conduct meaningful checks and use their experience and knowledge of the sector to flag any anomalies in the data (for instance, if a very small institution reports a relatively large alumni staff number).