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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:

* Provides an industry standard model for measuring and reporting fundraising outcomes.

* Provides participants with standardized data to benchmark year-over-year fundraising progress, make reliable apples-to-apples comparisons with peer institutions, and inform fundraising strategy.

* Helps institutional leaders set goals, assess performance, build capacity, and make informed, strategic decisions regarding investments in advancement.

* Raises the profile of higher education advancement in Canada and increase public understanding of the role of philanthropy in supporting Canadian students and institutions.

* Provides data to help measure the impact of public policy and inform advocacy initiatives supporting educational advancement in Canada and globally.

In its 6th year, the 2023 survey collected data from 42 Canadian colleges, institutes, and universities.

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 Data from charts and downloadable source data should not be published or disclosed to individuals or organizations outside of Sample Institution .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-CCAE Survey 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.