CASE Advancement Investment Metrics Survey for Independent Schools

Transcription

1 CASE Advancement Investment Metrics Survey for Independent Schools A1 What is the full legal name of your educational institution? Text A2 Which of the following best describes your school? 1) Day school 2) Boarding school 3) Combination day and boarding school A3 A4 A5 A6 A7 A8 A9 A10 First, tell us about your institution... Is your institution an international school? (International schools serve pre-collegiate students and typically have a large portion of students who come from countries other than the one in which the school is based.) Please indicate whether you are using U.S. dollars or Canadian dollars to report your advancement expenditures, endowment value, private support raised, etc., so that we can convert and standardize the figures later. What is the total annual operating budget of your educational institution for the most recently 1) U.S. dollars 2) Canadian dollars This should be the same number reported for your institution in Education" survey and appearing in the column headed "Institutional Expenditures," if your institution responded to that survey. If not, please INCLUDE any expenditures for instruction, research, public service, academic support, student services, institutional support, scholarships, fellowships, and operation and maintenance of physical plant and please EXCLUDE any How many "alumni of record" does your institution have? This should be the same number reported for your institution in Education" survey, if your institution responded to that survey. If not, include the number of living alumni about whom you feel reasonably confident you have a correct contactable address (mail or ) in your database, i.e. they are "solicitable." An "alumnus/alumna" is anyone who attended your institution for one semester or more. Enter your response as a whole number with no commas, periods or decimals and no text such as "50k." What is the total student enrollment of your institution at the beginning of the most recently (Please report beginning fall enrollment, headcount.) Was your institution in a fundraising campaign at any time during the most recently What was the value of your institution's endowment at the end of the most recently For approximately how long have you had one or more full-time staff dedicated specifically to direct fundraising? 1)Start-up (0-10 years) 2)Emerging (11-25 years) 3)Mature (26 or more years) 4)Not applicable 5)Don't know This should be the same number reported for your institution in the Council for Aid to Education's " Voluntary Support of Education" survey in the column headed "Beginning Fall Enrollment (headcount)," if your institution responded to that survey. This number is the sum of full and part-time students, NOT "full-time equivalent" students. A "campaign" is a focused fundraising initiative that has a defined length of usually more than a year and goals separate from those of on-going annual fund-type operations, even though those annual fund operations may sometimes be referred to as "annual fund campaigns." Please report a whole number with NO currency sign, commas, decimals, and no text letters such as "100m" or "500k." For very large numbers, please double check the number of zeros you enter. Consider only staff members who spend the majority of their time in direct, front-line fundraising.

2 A11 If you have a dues-paying alumni members program, what was the gross revenue from both annual and lifetime dues collected for the most recently Please check the N/A checkbox if you do not have a membership dues program. B1 Does the advancement program at your institution have information technology staff who are fully dedicated to supporting advancement operations and are not part of a centralized campus IT office? (Please note that expenditures associated with these staff should be included in the ADVANCEMENT SERVICES sections of this survey.) B2 B3 B4 B5 B6 B7 B8 B9 B10 Next, tell us about your advancement expenditures... Does the advancement program at your institution have human resources staff who are fully dedicated to supporting advancement operations and are not part of a centralized campus HR office? (Please note that expenditures associated with these staff should be included in the ADVANCEMENT LEADERSHIP/ADVANCEMENT MANAGEMENT sections of this survey.) What were total annual OPERATING expenditures including salaries and benefits of all your FUNDRAISING / DEVELOPMENT offices for the most recently What are the total annual CAPITAL expenditures of all your FUNDRAISING / DEVELOPMENT offices for the most recently salaries and benefits of all your ALUMNI RELATIONS/AFFAIRS offices for the most recently What are the total annual CAPITAL expenditures of all your ALUMNI RELATIONS/AFFAIRS offices for the most recently salaries and benefits of all your COMMUNICATIONS AND MARKETING offices for the most recently COMMUNICATIONS AND MARKETING offices for the most recently salaries and benefits of your ADVANCEMENT SERVICES offices for the most recently (Include expenses associated with information technology staff for advancement here if those staff are fully dedicated to serving advancement units and are not based in a centralized campus IT unit. If your institution does not have a separate Advancement Services office do not leave this blank but check the N/A checkbox in the adjacent response area.) ADVANCEMENT SERVICES office for the most recently (If your institution does not have a separate Advancement Services office do not leave this blank but check the N/A checkbox.) Please include all dues collected whether they are from institutional or independent alumni associations.

3 B11 B12 B13 salaries and benefits of your ADVANCEMENT LEADERSHIP/ADVANCEMENT MANAGEMENT office for the most recently ADVANCEMENT LEADERSHIP/ADVANCEMENT MANAGEMENT office for the most recently Are there OTHER operating expenditures that you have NOT reported here because they are covered in an overhead/indirect base or formula?, other base/formula exps. are NOT included here 2)Yes, other base/formula exps. ARE inc. here as estimates 3)No, we do not have a base or formula exps. system 4)Don't know Include all operating expenditures associated with executivelevel staff who oversee ALL OR MULTIPLE advancement disciplines rather than one discipline exclusively; often these executive-level staff will have a title of assistant or associate head of school and report directly to the head of school. Also include expenses associated with staff who directly support these executives as well as staff based in advancement who are dedicated specifically to human resources for advancement and are not part of the institution's central human resources department. INCLUDE BENEFITS EVEN IF THOSE BENEFITS ARE COVERED CENTRALLY BY THE INSTITUTION. See guidance document for additional advice All other advancement staff are to be counted in the staff numbers for the advancement discipline in which they spend the majority of their time. Include capital expenditures associated with executive-level staff who oversee ALL OR MULTIPLE advancement disciplines rather than one discipline exclusively; often these executivelevel staff will have a title of assistant or associate head of school and report directly to the head of school. Also include expenses associated with staff who directly support these executives as well as staff based in advancement who are dedicated specifically to human resources for advancement and are not part of the institution's central human resources department. Capital expenditures associated with the work of all other advancement staff are to be counted in the figures for the advancement discipline in which they spend the majority of their time. C1 How many full-time equivalent paid staff are there in all your FUNDRAISING / DEVELOPMENT offices for the most recently Make sure that staff who perform fundraising/development functions within other advancement offices are still included here, and that staff who are employed in fundraising / development offices but who perform other advancement functions, such as communications and marketing, advancement services, etc., appear under those other functions.) If you have no fundraising / development office do NOT leave this blank, select the N/A checkbox and go on to the next question. C2 About your staffing... How many full-time equivalent paid staff are there in your ALUMNI RELATIONS/AFFAIRS office for the most recently completed fiscal year? Make sure that staff who perform alumni relations functions within other advancement offices are still included here, and that staff who are employed in alumni relations but who perform other advancement functions, such as communications and marketing, advancement services, etc., appear under those functions. If you have no alumni relations/affairs office please select the N/A checkbox.

4 C3 C4 C5 How many full-time equivalent paid staff are in your COMMUNICATIONS AND MARKETING office for the most recently How many full-time equivalent paid staff are there in your ADVANCEMENT SERVICES office for the most recently How many full-time equivalent paid staff are there in your ADVANCEMENT LEADERSHIP / ADVANCEMENT MANAGEMENT office for the most recently About your fundraising... Make sure that staff who perform communications and marketing functions within other advancement offices are still included here, and that staff who are employed in communications and marketing offices but who perform other advancement functions, such as alumni relations, advancement services, etc., appear under those other functions. If you have no Communications and Marketing office please select the N/A checkbox. Include information technology staff based in advancement who are fully dedicated to serving advancement and are not part of a centralized campus IT office. Make sure that staff who perform advancement services functions within other advancement offices are still included here, and that staff who are employed in advancement services but who perform other advancement functions, such as communications and marketing, alumni relations, etc., appear under those other functions. If your institution does NOT have a distinct Advancement Services office please select the N/A checkbox. Make sure any staff in other advancement offices who fulfill advancement services functions are included in the staff count here. Include expenditures associated with executive-level staff who oversee ALL OR MULTIPLE advancement disciplines rather than one discipline exclusively; often these executive-level staff will have a title of assistant or associate head of school and report directly to the head of school. Also include staff who directly support these executives as well as staff based in advancement who are dedicated specifically to human resources for advancement and are not part of the institution's central human resources department. All other advancement staff are to be counted in the staff numbers for the advancement discipline in which they actually work. If your institution does not have an Advancement Leadership / Advancement Management office please select the N/A checkbox. D1 What was the TOTAL VOLUNTARY SUPPORT raised by your institution for the period in the most recently completed fiscal year, from all sources? This number should be the same as your organization gave to Education" survey in the column headed "Total Support, outright and deferred (at present value) combined," if your institution responded to that survey. Please enter a whole number with no commas or periods or decimal places or dollar symbol, and no text like "500k." For very large amounts, please double-check your number of zeros. Of that total amount, how much came from ALUMNI? (This D2 number can be the same as your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Individuals - Alumni.") D3 Of that total amount, how much came from PARENTS? (This number can be the same as your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Individuals - Parents.")

5 D4 D5 D6 D7 D8 Of that total amount, how much came from OTHER INDIVIDUALS? (This number can be the same as your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Individuals - Others.") Of that total amount, how much came from FOUNDATIONS? (This number can be the same one your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Organizations - Foundations.") Of that total amount, how much came from CORPORATIONS? (This number can be the same as your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Organizations - Corporations.") Of that total amount, how much came from RELIGIOUS ORGANIZATIONS? (This number can be the same one your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Organizations - Religious Orgs.") Of that total amount, how much came from "OTHER ORGANIZATIONS," such as fundraising consortia? (This number can be the same as your organization gave to the Council for Aid to Education's "Voluntary Support of Education" survey and reported in the column headed "Sources of Support - Organizations - Fundraising Consortia and Other Orgs.") Finally, your contact info Please give us your name. (This will be used only to contact you Text E1 about the survey; it will not be shown in reports or given out to third parties.) Please give us your address. (This will be used only to Text E2 contact you about the survey; it will not be shown in reports or given out to third parties.) Please give us your job title. (This will only be used to keep track Text E3 of what types of staff complete the survey. It will not be given out to third parties or appear in reports.) E4 Please give us your phone number. (This will be used only to contact you about the survey; it will not be shown in reports or given out to third parties.) Text