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Giving to Excellence: Generating Philanthropic Support for UK Higher Education

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Giving to Excellence: Generating Philanthropic Support for UK Higher Education Giving to Excellence: Generating Philanthropic Support for UK Higher Education ROSS-CASE REPORT 2016 Findings from data collected for 2012-13, 2013-14 and 2014-15 Data was collected from October 2015 to December 2015 Ross-CASE Editorial Board © 2016 CASE The Editorial Board members helped manage the All rights reserved. No part of the material in this project by contributing their time and expertise at document may be reproduced or used in any form, each stage of the Report. They were involved with electronic or mechanical, including photocopying, survey review, script creation, survey promotions, data recording, posting or distributing, or by any collection, data verification, analysis, report writing information storage and retrieval system, without the and dissemination. The 2014-15 committee consisted of: written consent of the Council for Advancement and Support of Education. • Andrew Harris, Executive Director of Campaigns, Aston University This report is not for sale, reproduction or commercial use. • Andy Cooper, Head of Development Services, University of Sheffield Limit of Liability/Disclaimer While the publisher has used its best efforts in • Fran Shepherd, Vice President International preparing this document, it makes no representations Development, University of Glasgow or warranties with respect to the accuracy or • Marnie Middlemiss, Head of Major Gifts, completeness of the contents of this paper. No liability King’s College London or responsibility of any kind (to extent permitted by law), including responsibility for negligence is • Rosie Dale, Head of Communications and accepted by the Council for Advancement and Support Regular Giving, University of Bristol of Education, its servants or agents. All information • Tania Jane Rawlinson, Director of Development and gathered is believed correct at publication date. Alumni Relations, Cardiff University Neither the publisher nor the author is engaged in rendering legal, accounting or other professional services. If legal advice or other expert assistance is required, the services of a competent professional CASE staff should be sought. • Tricia King, Vice-President International, CASE Publication date • John Middleton, Executive Director, 26 April 2016 CASE Europe • Carolee Summers-Sparks, Deputy Director, CASE Europe • Gareth Jenkins, Head of Marketing and Communications, CASE Europe • Nena Grceva, Interim Membership Services Manager, CASE Europe • Yashraj Jain, Research Manager, CASE Europe [Report Author] Copyright CASE 2016 | Giving to Excellence: Generating Philanthropic Support for UK Higher Education 2 Contents Foreword ...........................................................................................................................................................................4 1 Executive summary .........................................................................................................................................5 1.1 Findings .............................................................................................................................................................................5 2 Sector highlights ...............................................................................................................................................6 2.1 Key indicators – 2014-2015 ...........................................................................................................................................6 2.1.1 New funds secured ............................................................................................................................................... 7 2.1.2 Cash income received ..........................................................................................................................................8 2.1.3 Contactable alumni and donors .......................................................................................................................9 2.1.4 Fundraising and alumni relations investment ............................................................................................10 2.2 Trends in key indicators .............................................................................................................................................. 11 2.3 Findings by mission group ..........................................................................................................................................12 2.4 Findings by cluster .......................................................................................................................................................14 2.5 Case studies ...................................................................................................................................................................19 2.6 Appendix .........................................................................................................................................................................25 2.6.1 CASE ........................................................................................................................................................................25 2.6.2 About the survey .................................................................................................................................................25 2.6.3 Reporting conventions ......................................................................................................................................25 2.6.4 Acknowledgments ...............................................................................................................................................26 2.6.5 Participating institutions ..................................................................................................................................26 2.6.6 Glossary .................................................................................................................................................................28 Copyright CASE 2016 | Giving to Excellence: Generating Philanthropic Support for UK Higher Education 3 Foreword This year's survey comes at a time of great change for Whilst corporations contribute significant funds to the UK charity sector. Since the close of the year (the universities in other ways (commissioning research, survey covers 1 August 2014 – 31 July 2015) we have developing sponsorship and other partnerships) the seen the review into fundraising regulations chaired level of philanthropy as defined by this survey is by Sir Stuart Etherington, changes to guidance from relatively modest (around 6% of new funds secured/ the Information Commissioner, the creation of the cash income received). new fundraising regulator and proposals for a new fundraising preference service. It is currently unclear Income from alumni still makes up the lion’s share what the true impact of these changes will be on the of individual gifts, demonstrating the value of a ability of Higher Education institutions’ ongoing ability relationship which universities now aim to inculcate to attract philanthropic support in both the short and from student days. long term. There remains significant variance across the sector, The first indications of how these changes are affecting but trend data show some evidence of widespread our sector's fundraising should be visible in next growth. An increasing number of institutions are year's 2015-16 Ross CASE Survey. The historical trend securing £10M or more in new philanthropic funds and data of previous surveys will be invaluable in helping more universities are breaking the £1M barrier as well understand some of the impact of these changes. (on both measures of philanthropic income). In the meantime, the 2014-15 survey findings show It would seem that universities are increasingly generally positive moves on the key variables. The recognised as a destination for philanthropic two measures of philanthropic income show healthy investment which returns a valuable dividend to increases. There may be an emerging trend of larger society due to their importance as educators of next gifts coming from a relatively flat number of donors, generation leadership and the birthplace of solutions perhaps reflecting a concentration on major gift to world problems. programmes. Ross-CASE Editorial Board Income (whether measured by new funds secured or cash income received) came fairly equally from individuals and organisations. By far the greatest proportion of income from the latter came from trusts and foundations. The fact that organisation donors made up only 2% of total donors demonstrates the considerable importance of trusts and foundations to the higher education sector. Copyright CASE 2016 | Giving to Excellence: Generating Philanthropic Support for UK Higher Education 4 1 Executive summary The Ross-CASE Supporting Document prescribes definitions for recording philanthropic income. As per the document the two main methods of reporting philanthropic income are: 1. New funds secured in a year are new gifts and 2. Cash income received in a year includes all cash confirmed pledges from donors received during the which arrives during the year – whether from new year. They include both new single cash gifts, and single cash gifts, or from cash payments received the full value (up to five years) of new confirmed against pledges secured in this or previous years. pledges. New funds secured are new, so they do not Cash income reflects the success of both current, include cash payments
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