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Increasing philanthropic support for higher education Kate Hunter, Executive Director, CASE Europe

Increasing philanthropic support for higher education Kate Hunter, Executive Director, CASE Europe. Council for Advancement and Support of Education.

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Increasing philanthropic support for higher education Kate Hunter, Executive Director, CASE Europe

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  1. Increasing philanthropic support for higher educationKate Hunter, Executive Director, CASE Europe

  2. Council for Advancement and Support of Education CASE is the global association for educational advancement and professionals who work in alumni relations, fundraising/development, communications and marketing. CASE provides: • World-class training for practitioners, academics and institutional leaders • Advocacy on behalf of advancement professionals globally • Easy-to-use benchmarking tools and surveys • Outstanding professional networking opportunities • Excellent online resources at www.case.org CASE also: • Produces leading handbooks and bespoke training programmes • Organises study tours of top ranking institutions around the world • Administers awards for outstanding practice

  3. Council for Advancement and Support of Education CASE Europe Members in Europe • 400 members in schools, colleges and universities across 27 countries in Europe • CASE Europe Annual Conference attracts 1000 attendees from over 30 countries across the world • Practitioner-led learning, sharing knowledge, data and trends among peers • Member institutions in Europe include: University of Cambridge, London School of Economics, UCL, EcolePolytechnique, ETH Zurich, INSEAD, KU Leuven, University of Barcelona • Members in Poland include: Warsaw School of Economics

  4. Overview • What’s happening in Europe? • UK – latest reports, thinking and data • EU 2011 report on state of research philanthropy • Summary and contact for more information

  5. Higher education finance across Europe

  6. This isn’t America you know... • we don’t have the tradition • we don’t have the wealth • we don’t have the tax incentives • it’s the government’s business • it’s all very well for Oxford… • this isn’t what we appoint our Rectors to do • we can’t get the staff • we already tried this and it didn’t work!

  7. Identify Inform Steward Make Aware Commit Share Knowledge Involve Care Core Concepts Why People Give Money “People don’t give to organizations that have needs; they give to organizations that meet needs.” - Kay Sprinkel Grace

  8. Momentum in the UK • 2003 UK gov HE White Paper: alumni giving and endowments • 2004 Thomas Report on Voluntary Giving • 2006-09 £7.5m matched funding for capacity building: 27 HEIs in England • 2008-11 £200m matched funding of donations: 155 HEIs in England; £10m for 11 HEIs in Wales • 2009-10 Changing expectations from government, opposition • 2012 Pearce review of UK HE philanthropy

  9. Council for Advancement and Support of Education

  10. Gifts to education • Chalmers, KarolinskaInstitutet • INSEAD, ESSEC, ESCP-EAP • EcolePolytechnique, Toulouse • Lille, Louvain • Bocconi, Milano, Bologna • Groningen, Erasmus, Utrecht, Leuven • Oxford, Cambridge, Edinburgh, LSE, Bristol

  11. Giving in evidence: Fundraising from philanthropy in European universities • EC Report 2011 – survey of 164 European universities in 24 EU countries • In almost half of the universities surveyed, the research team could not identify who to speak to about philanthropy • “We find that philanthropic fundraising is not, on the whole, taken seriously in European universities”

  12. Giving in evidence 2 • Universities more comfortable working with institutional donors (charitable trusts and private corporations) than with individual donors (alumni and wealthy individuals) • Less than half ask wealthy individuals or their alumni for support • Levels of success may be related to levels of effort

  13. The Matthew effect?

  14. Giving in evidence 3 • It is reasonable to conclude that accumulative advantages accrue more easily to some institutions than others – such as those that have had centuries to develop links with donors, and that have long-standing reputations for excellence • The task for institutions is to find ways to create and grow such advantages for themselves

  15. Council for Advancement and Support of Education CASE Europe Events 2013 • CASE Europe Annual Conference, Manchester, 26 – 30 August • Please visit www.case.org/events for our new upcoming events

  16. Council for Advancement and Support of Education International CASE Alumni Relations Survey (ICARS) • ICARS provides an invaluable toolkit for alumni relations professionals to benchmark performance internally and against fellow institutions in the United Kingdom and Europe. • It is an invaluable tool as management data is increasingly critical to programme planning, realizing best efficiencies, reporting and securing budgets. • Only participating institutions have access to the results data – comparable year to year. • The survey is open from July to October – with a peer benchmarking available online by the end of December and overall report on findings are made available by April the following year. • Business and Management Schools can also take part in a dedicated survey tailored for them. With the process being the same as ICARS the only difference is that no overall report is produced. • With more than 85 Institutions and 25 Schools participating last year it is the largest benchmarking surveys operated by CASE globally.

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