Benchmarking Discussion

Benchmarking Discussion

AICAD Development Conference

Monday, July 16, 2012

Travis Carley

Corporate Vice President

CCS

22

Benchmarking

33

External Benchmarking Resources

44

Quantitative Questions

The essential element of benchmarking is measurement

Allows for apples to apples comparison

Thoughtful data categories provide the ability to undertake a wide range of analysis

Standard categories should be used in keeping with other national and industry benchmarking

Categories should remain standard year over year

55

By Source and by Revenue

Philanthropic Revenue FY2011 FY2012  Major Individual Gifts ($10,000+) (Excluding Trustee Giving) $- $- IndividualTrustee Giving $- $-  Direct Mail $- $-  Online Giving $- $-  Phone Solicitation $- $-  Alumni Giving $- $-  Parent Giving $- $-  Class/Anniversary Giving $- $-  Student/Recent Grad. Giving $- $-  Other Individual Giving $- $-  Bequests/Planned Gifts $- $-  Foundation Gifts $- $- FoundationCorporate Gifts, Corporate Foundation Grants, Cause Marketing $- $- CorporateMatching Gifts $- $-  Special Events $- $- OtherAll Other Philanthropic Support* $- $-  Total Support $- $-  Please describe what is included in All Other Philanthropic Support:    

66

Trustee Giving Detail

Trustee Giving Information FY2011 FY2012

Annual trustee goal $- $-

Number of trustee members $- $-

Number of trustee donors $- $-

Total amount raised $- $-

77

Staffing and Efficiency

Fundraising Staff (Using 0.5 FTE Increments) FY2011 FY2012

Support Staff (Assistants, Data Entry Associates, etc.) - -

Professional Support Staff (Prospect Researcher, Development Communications, Stewardship, etc.) - -

Professional Fundraisers (VP of Development/CDO, MG Officers, Annual Fund Staff, Grant Writers, etc.) - - Total - -

Development Expenses FY2011 FY2012

Development Staff $- $-

Development Operations $- $-

Development Vendors $- $-

Development - Other $- $-

Total Expenses $- $-

88

Qualitative Questions

General

Alumni Giving

Phone and Mail

Faculty and Staff

Matching Gifts

Leadership Giving

Student and Recent Grads Giving

Class and/or anniversary giving

Online giving

Other

Captures what is not in the numbers

Allows for identification of trends and new approaches

Offers insight into how results are achieved

Addresses current issues and relevant topics for peer discussion

1212

Comments and Discussion

1313

Thank You!

Travis W. CarleyCorporate Vice [email protected]

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