Benchmarking Discussion
AICAD Development Conference
Monday, July 16, 2012
Travis Carley
Corporate Vice President
CCS
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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