Summary Benchmarking Report from CASE Insights on Philanthropy in partnership with , 2022

Prepared for Sample School

June 2023

THIS SAMPLE REPORT USES SIMULATED DATA FOR DEMONSTRATION PURPOSES

About this Report

If you would like to update your school’s data for 2022, please contact CASE Insights.

About the Survey

Since April 2022, CASE and the National Association of Independent Schools (NAIS) have partnered to collect advancement data for the independent school community using the NAIS online tool, Data and Analysis for School Leadership (DASL).

The advancement category in DASL draws from the CASE Global Reporting Standards – the global framework for the advancement profession and set of shared definitions and counting practices – to give schools access to consistent advancement data across the sector.

DASL Advancement was open for data collection from June to October 2022. This Summary Benchmarking Report includes advancement data on DASL participants from July 2021 through June 2022. CASE member schools received a more detailed set of questions about their advancement activities and outcomes and are the primary subject of this report.

Report Navigation

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CASE Peers

CASE Peers and All Sample District values are reflected as median values in this report.

Peers
Sample Peer 1
Sample Peer 2
Sample Peer 3
Sample Peer 4
Sample Peer 5

Peer Algorithm

CASE Peers are determined using a combination of core data points from the survey. These data are used in an algorithm to select the five schools most similar to yours for fiscal year (FY) 2022. Data used to select the schools most similar to yours include:

School type (Day vs Boarding)
School gender
Total funds received (in US dollars)
Total enrollment
Geographic region
Size of endowment (in US dollars)
Number of alumni of record
Number of trustees
Total staff full time equivalent (FTE)
Total donor count
Funds received by source (in US dollars)
Highest grade level

Funds Received

Total Funds Received

Funds Received is defined as 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 funds received from realized bequests/legacies.

The chart below shows the total funds received hard credit. Hard credit is the value of funds received that were legally credited to the individual or entity. The remaining charts in this report also use hard credit values, rather than soft credit values.

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Data

Sources of Funds Received

Respondents were asked to enter the value of funds received hard credits by source. There is no hierarchy in the reporting of sources and dollars may be counted in more than one constituent category, and so the total of the sources below may add to more than the total funds received.

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Data

Definitions

Alumni/ae: Graduates of the school and others with a prior academic relationship, including nongraduates, distance learners, residents, honorary degree recipients and honorary alumni. For individuals who attended the school but did not graduate, count those who completed at least one term or one grading period or at least one degree-credit course with passing grades.
Parents/Grandparents of Current Students: Parents, guardians, or grandparents of current students at the school.
Parents/Grandparents of Alumni: Parents/guardians or grandparents of former students at the school.
Corporations: Corporations, businesses, partnerships, and cooperatives organized for profit-making purposes, including corporations owned by individuals and families and other closely held companies. This category also includes company-sponsored foundations, industry trade associations, and the corporate component of matching gifts.
Foundations: Personal and family foundations, community foundations, and other foundations and trusts that are private, tax-exempt entities operated exclusively for charitable purposes. Company-sponsored foundations fall under Corporations and are excluded. The individual donor who encouraged the gift may receive $ in soft credit for recognition purposes.
Donor-Advised Funds (DAFs): Distributions from donor-advised funds (DAF) sponsored by an entity that is not a community foundation which would be included in the foundations category. DAF accounts receive the hard credit (legal credit) for the distribution of monies to the school. The individual donor who set up the DAF receives soft credit for recognition purposes.
Other Organizations: Entities formed by a group of cooperating donors, such as individuals, institutions, or organizations, for facilitating their fundraising activities. Examples of fundraising consortia include the United Way, Rotary International, sororities and fraternities, and combined fund drives.
Other Individuals: Any individuals who do not fit into one of the other categories noted above, including individuals who are current or former employees of the school.
Non-attributable/Other: Any funds received not accounted for in any of the previous categories.
Trustees: Persons or members of a board given control or powers of administration of property in trust with a legal obligation to administer it solely for the purposes specified.

Purposes of Funds Received

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Definitions

Current Operations: Unrestricted: Funds received without any restriction placed on their use by the donor(s). In cases where the donor expresses a preference for the gift’s use but leaves the decision to the school, report the gift as unrestricted. Even if the school subsequently designates the gift for a particular purpose, the fact that the donor did not restrict its use means it is an unrestricted gift. For purposes of these standards, report matching funds received from organizations as unrestricted unless the matching organization states otherwise.
Current Operations: Restricted: Funds that the donor restricts for use in a particular department or a specific use. Do not include gifts to endowment, even if they have no further restrictions on them. Gifts for or of property are also excluded from this category.
Endowment: Funds established at a school to support projects, programs, or activities over an extended period. Distributions may be donor designated for specific purposes or, less commonly, unrestricted as to designation but still intended to be invested and managed to provide long-term benefit to the institution.
Other Capital Purposes: Other Capital Purposes including Property, Buildings, and Equipment and Loan Funds. Outright gifts of both real and personal property to be retained for use of the school and gifts made for the purchase, construction, or renovation of buildings and other facilities, land, and equipment. Include gifts for the retirement of debt previously incurred to fund capital projects.
Deferred Gifts: Irrevocable Charitable Remainder Trusts (CRTs), Charitable Gift Annuities (CGAs), Pooled-Income Funds, and Remained Interest in Property. Enter the full-face value of such gifts.
Other Purposes: Any funds received not accounted for in any of the previous categories.

Funds Received by Gift Band

This was a CASE Member Only question.

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Data

Donors

Current Parent and Alumni Donors

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Data

Largest Gifts

Three Largest Gifts as a Percentage of Funds Received

This chart shows the sum Funds Received from the three largest donors by type of donor.

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Data

Definitions

Living Individuals: All living individuals: Parents/Guardians of Current Students, Alumni/ae, Grandparents of Current Students, Parents and Grandparents of Alumni/ae, Employees, and Other Individuals.
Realized Bequests: Credit funds received to the decedent, not to an organization.
Corporations: Corporations, businesses, partnerships, and cooperatives organized for profit-making purposes, including corporations owned by individuals and families and other closely held companies. This category also includes company-sponsored foundations, industry trade associations, and the corporate component of matching gifts.
Foundations: Personal and family foundations, community foundations, and other foundations and trusts that are private, tax-exempt entities operated exclusively for charitable purposes. Company-sponsored foundations fall under Corporations and are excluded.
Donors-Advised Funds (DAFs): Distributions from donor-advised funds (DAF) sponsored by an entity that is not a community foundation which would be included in the Foundation category.