THIS SAMPLE REPORT USES FAKE DATA FOR DEMONSTRATION PURPOSES
If you would like to update your institution’s data for 2022 or any previous survey year in order to see trends, please contact CASE Insights.
The CASE Insights on Philanthropy (Canada) (formerly the CASE-CCAE Support of Education Survey, Canada) is conducted in partnership with CCAE (The Canadian Council for the Advancement of Education) and is the authoritative source of data on giving to Canadian colleges, institutes, and universities. The survey collects data on funds received and committed, donor populations and gift bands, charitable purposes, and staffing. The survey:
In its fifth year, the 2022 survey collected data from 50 Canadian colleges, institutes, and universities. A full report of survey findings will be available in the first quarter of 2023 on the survey webpage.
The data in this report is provided to Sample Institution for internal benchmarking and to inform strategic decision making. Data from charts and downloadable source data should not be published or disclosed to individuals or organizations outside of Sample Institution. Data included here should be handled in compliance with the CASE Insights on Philanthropy (Canada) Data Sharing Agreement signed as part of the survey process.
Background The Canadian Council for the Advancement of Education (CCAE) has partnered with CASE on the CASE-CCAE Survey and agrees to the terms of use of the CASE database as described below. Agreement between the Council for Advancement and Support of Education (“CASE”) and the Institution indicated below (the “Institution”) individually a Party and together the Parties. The Parties hereby agree in consideration for the rights granted by CASE to the Institution and the rights granted by the Institution to CASE:
1. Definitions
The following definitions apply
in this agreement: Data means the data comprising the questionnaire
responses provided by the Institution to CASE in respect of the 2022
CASE-CCAE Survey of Charitable Giving to Higher Education in Canada;
Database means that database of data comprising disaggregated
questionnaire responses and information provided by Sharing Institutions
and the data and information contained therein;
Survey means the CASE-CCAE of Charitable Giving to Higher Education
in Canada conducted by CASE in partnership with CCAE (“Canadian Council
for Advancement of Education”);
Survey Collaborators means CASE, CCAE, and such other organizations
as is approved by CASE subject always to the confidentiality provisions
set out in clause 3;
Tool means the online reporting tool accessible at the website
address notified by CASE to the Institution providing access to the
Database;
Sharing Institution means an institution that has agreed to the terms contained in this Agreement.
2. Rights
2.1 CASE hereby grants the
Institution a right to access the Tool and use the information contained
in the Database solely for the Institution’s internal benchmarking or
performance for the term of this Agreement, subject always to Clause
3.
2.2 The Institution hereby grants CASE and CCAE: 2.2.1 a non-exclusive, perpetual, royalty free, worldwide license to use the Data for the purposes of the Survey subject to the terms of this Agreement; and 2.2.2 a non-exclusive, perpetual, royalty free, worldwide license to sub-licensee the Data to the Survey Collaborators for the purposes of the Survey; and 2.2.3 a non-exclusive, perpetual, royalty free, worldwide license to sub-licensee the Data to other Sharing Institutions for the purposes of internal benchmarking of performance.
3. Confidentiality
3.1 The Institution shall:
(a) keep confidential the Database and/or information obtained from the
Tool; (b) not disclose to third parties, without the express prior
written consent of CASE, the Database and/or information obtained from
the Tool; (c) ensure that no publication of Database and/or information
obtained from the Tool occurs without the prior express written consent
of CASE; and (d) disclose the Database and/or information obtained from
the Tool which is provided by CASE to the Institution for internal
benchmarking or performance, only to those persons necessary for the
purposes of such internal benchmarking and only to the extent necessary
for the proper performance of their duties.
3.2 The Institution shall ensure that the obligations in clause 3.1 are observed by its employees, students, officers and agents and by any other party retained by the Institution and any other party who engages in the internal benchmarking or performance at the instigation of the Institution.
3.3 The Institution shall notify CASE immediately if it becomes aware of any disclosure in breach of the obligations in this clause 3. At the request of CASE, the Institution will take all such steps as are necessary to prevent further disclosure.
3.4 The provisions of this clause 3 shall not apply to: (a) any information which is in the public domain at the date of this agreement or which subsequently comes into the public domain other than by breach of this agreement or any other confidentiality agreement; or (b) any information already in the possession of the Institution at the date of this agreement, other than under an obligation of confidentiality; or (c) any information obtained without any obligation of confidence from a third party that is not in breach of a confidentiality agreement with the Company concerning the information obtained; (d) the extent information is required to be disclosed by law, by any governmental or other regulatory authority or by a court or other authority of competent jurisdiction provided that, to the extent it is legally permitted to do so, it gives the other party as much notice of such disclosure as possible and, where notice of disclosure is not prohibited, it takes into account the reasonable requests of the other party in relation to the content of such disclosure.
3.5 On termination of this Agreement, the Institution shall erase all Database and/or information obtained from the Tool from computer and communications systems and devices used by it, including such systems and data storage services provided by third parties (to the extent technically practicable).
3.6 CASE gives no warranty of any kind in respect of the Tool or the Database and all statutory and implied warranties, terms and conditions are excluded to the full extent allowed by law.
3.7 The provisions of this clause 3 shall be deemed effective from the time of signing of this agreement and shall remain in full force and effect thereafter.
4. Duration and Termination
4.1 This Agreement
shall come into force on the date of signature below and shall remain in
force until the earlier of: (a) three months after CASE has served a
notice to the Institution; or (b) the date of any breach by the
Institution of the terms of this Agreement; or (c) 14 days after the
date of any notice of breach of this Agreement by CASE as notified by
the Institution.
This complimentary Summary Benchmarking Report presents data on five
key variables for Sample Institution along with aggregated data for
other institutions in the same self-identified reporting group and
aggregated data for all survey participants. Reporting groups largely
correspond to the categories used in Maclean’s magazine’s university
rankings: Primarily Undergraduate, Comprehensive, Medical/Doctoral,
College/Institutes.
CASE Peers data used in this report refers
to institutions who also self-identified as part of the Primarily
Undergraduate reporting group in 2022.
Philanthropy
(Canada) data used in this report refers to institutions
who completed the survey in a given year.
Institution |
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Institution 1 |
Institution 10 |
Institution 2 |
Institution 3 |
Institution 4 |
Institution 5 |
Institution 6 |
Institution 7 |
Institution 8 |
Institution 9 |
New Funds Committed (NFC) (formerly “New Funds Secured”) are new monies and property committed in the reporting year from any individual or qualified organization. This includes new outright gifts, new documented pledges for up to 5 years, new irrevocable planned gifts received or committed, and new qualified and documented bequests / legacy intentions if the donor is age 65 or older (CASE Global Reporting Standards 4.1).
Cumulative Percentage Change in New Funds Committed is calculated as each year’s change from 2020.
Your Institution Change, 2021-2022 (%) | CASE Peers Change, 2021-2022 (%) | Philanthropy (Canada) Change, 2021-2022 (%) | |
---|---|---|---|
Alumni | -27.0% | n/a | n/a |
Corporations | -75.8% | n/a | n/a |
Other Individual | 133.3% | n/a | n/a |
Other Organizations | 0.6% | n/a | n/a |
Trusts and Foundations | -28.6% | n/a | n/a |
Total NFC | -23.3% | n/a | n/a |
Your Institution Change, 2021-2022 (%) | CASE Peers Change, 2021-2022 (%) | Philanthropy (Canada) Change, 2021-2022 (%) | |
---|---|---|---|
Restricted for capital projects and infrastructure | 57.3% | 254.2% | -76.9% |
Restricted for faculty/staff support and experience | -50.4% | 93.6% | 8.9% |
Restricted for other purposes | 0.5% | 38.9% | 218.8% |
Restricted for research programs and partnerships | -57.5% | -67.3% | -7.4% |
Restricted for student financial aid and experience | -18.2% | 15.4% | -13.1% |
Unrestricted | -84.8% | -19.3% | -27.1% |
Total NFC | -23.3% | 25.2% | -9.3% |
Funds Received (FR) (formerly “Cash Income”) are monies and property received within the reporting year from any individual or qualified organization. This includes outright gifts, payments received to fulfill pledges made in the current or previous years, irrevocable planned gifts at face value, and realized bequests/legacy intentions (CASE Global Reporting Standards 4.1).
Cumulative Percentage Change in New Funds Committed is calculated as each year’s change from 2020.
In 2022, your institution had 946 Alumni Donors. Your CASE peers had a median of 535 Alumni Donors, and Philanthropy (Canada) institutions had a median of 857 Alumni Donors.
Your Institution Change, 2021-2022 (%) | CASE Peers Change, 2021-2022 (%) | Philanthropy (Canada) Change, 2021-2022 (%) | |
---|---|---|---|
Alumni Donors | 13.5% | -9.6% | 6.8% |
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