Whether you are looking to expand your donor acquisition program, enhance retention efforts, or reactivate lapsed donors, these reports provide the essential tools to guide your decision-making and optimise your fundraising impact.

Reports included:

• Donor Loyalty
• Acquisition
• Retention
• Reactivation
• Attrition

Elevate the management of your Major Giving program with data-driven reports tailored to support the growth of your highest value donor relationships. These reports provide a comprehensive view of your fundraising team’s portfolio performance and help you to identify and retain your top donors, allowing you to efficiently manage your major gift strategy and optimise donor engagement.

Reports included:

• Portfolio Performance
• Portfolio Overview
• LYBUNT Report
• Top Donors Report
• Giving Level Analysis – Single Giving
• Giving Level Analysis – Annual Giving

Dive deep into the composition, behaviours, and engagement patterns of your donor base. These in-depth reports provide a comprehensive analysis that help you understand who your donors are, their lifetime giving patterns and behaviours, and the diverse ways of engaging with your organisation so you can optimise your strategies for increased engagement and retention.

Reports included:

• Donor Profile
• Lifetime Value
• Donor and Revenue Coverage
• Contactability

Simplify and streamline the CASE Higher Education philanthropic benchmarking reporting process, with reports specifically tailored to the metrics required for this valuable industry wide benchmarking exercise. Our CASE Philanthropic Survey reports are customisable to your organisation while consistently and accurately tracking the complex reporting requirements of the program.  These reports will save your organisation time and ensure your figures are concise and consistent, making it easier to assess your institution’s standing and identify opportunities for growth within the higher education sector.

Reports Included:

• CASE – Overall Income
• CASE – Income by Purpose
• CASE – Income by Source
• CASE – Income by Contribution Level
• CASE – Constituents

Enhance the management of your Gifts in Wills program with a comprehensive suite of reports that cover both prospective and realised Gifts in Wills. These reports provide valuable insights into your bequest program and the giving behaviours of your past and future bequest supporters, so that you can find prospective lookalike audiences and grow your organisation’s financial sustainability.

Reports Incuded:

• Realised Gifts in Wills: Overview
• Realised Gifts in Wills: Giving Analysis
• Prospective Gifts in Wills

 These core reports for Higher Education institutions will enhance your understanding of your alumni base, enabling you to strengthen connections, improve outreach, and grow engagement efforts.

Whether you would like to explore demographic trends, measure alumni engagement, or drill-down into education, employment, and giving trends, these reports provide a key resource for managing and enhancing your alumni relations.

Reports included:

• Alumni Education
• Alumni Employment
• Alumni Engagement
• Alumni Giving
• Alumni Overview
• Alumni Profile
  

Reports included:

• Single Giving Overview
• Appeal Performance
• Appeal Performance by RFM

Expected release: Q2 2025