First Annual Fundraising Effectiveness Survey

The 2004-2005 FEP Survey will remain open indefinitely in order to have the 2004-2005 base-line data for the fEP Fundraising Performance Database as comprehensive as possible. The 2005-2006 FEP Survey was initiated in August 2007.

Measuring Growth in Giving from 2004 to 2005 by Gain/Loss Category*

*Growth in giving = the net of gains minus losses. Fundraising performance data developed through this survey will help your organization raise more money by maximizing gains and minimizing losses.

To assess interest in development of fundraising performance indicators, the Association of Fundraising Professionals (AFP) emailed its members and asked if they would participate in an annual web-based Fundraising Effectiveness Survey. With more than 1,500 responses indicating overwhelming support, AFP is now implementing the first Annual Fundraising Effectiveness Survey in collaboration with the Center on Nonprofits and Philanthropy at The Urban Institute, the Center on Philanthropy at Indiana University, the National Committee on Planned Giving, the Council for Advancement and Support of Education, and Council for Resource Development and other nonprofit sector associations.

Please respond to the 2006 Fundraising Effectiveness Survey and get back decision-useful comparative fundraising performance data that will support growth-oriented strategic planning and budgeting for your fundraising programs - enabling you to raise more money for your organization. Access to the survey performance data will be free to survey respondents.

All of the information you provide will be kept strictly confidential and will be reported in aggregate form only.

Because you cannot save a partially completed survey and return to it at a later time for completion, you need to organize the data for all 55 fields off-line before you begin.

Important: Financial data entries (i.e., fields 16-55) must be in local currency based on country code provided in field 7b.

To make it easier to respond, refer your donor software provider* to this URL and ask them if they can provide you with guidance on how to use their software to provide the giving data required for fields 17-55. If they can't help you, you will find detailed instructions for responding on your own by going to

http://www.afpnet.org/ka/ka-3.cfm?content_item_id=23821&folder_id=887.

In addition, you and/or your software provider may email FEP@afpnet.org with questions.

*Participating donor software firms that have been assisting with the design of the 2006 Survey and are ready to help their clients respond (as of November 2006):
Blackbaud (Raiser's Edge)
Donor2/Campus Management Corporation
DonorOne (ResourceOne Technologies)
DonorPerfect Fundraising Software
eTapestry
FundTrack Software
MatchMaker FundRaising Software
Metafile (Resultsplus)
Mission Research (GiftWorks)
PledgeMaker (SofTrek)
ROI Solutions
Sage Software
Telosa Software (Exceed!)

Part I -- Identification and contact information (fields 1 to 5 are optional)

1) Name of organization

2) Organization's Identificatioan Number (IRS Employer Identification Number, Canadian CRA Registration Number or software firm identification number)

3) Contact person

4) Email

5) Phone (use xxx-xxx-xxxx format)

Part II -- Other descriptive information

Characteristics of organization (For comparative analysis purposes, subsets of performance statistics will be developed according to various organizational characteristics)

6) Organizational and professional staff affiliations (select all that apply)

AFP (Association of Fundraising Professionals)   CASE (Council for Advancement and Support of Education)   AHP (Association for Healthcare Philanthropy)   ALDE (Association of Lutheran Development Executives)   NCPG (National Committee on Planned Giving)   CRD (Council for Resource Development)   Other (please specify)

If you selected other, please specify:

Location

7a) Zip code (use 5-digit code) or postal code

7b) Country code (choose one; use local currency in financial fields 16-55)

US (United States)CA (Canada)MX (Mexico)AU (Australia)UK (United Kingdom)Other (please specify)

If you selected other, please specify:

8) Year development program initiated (use YYYY format)

9) Subsector or type of organization (Choose one)

Arts, culture and humanitiesEducationEnvironmentAnimal-RelatedHealth CareMental Health and Crisis InterventionVoluntary Health Assns and Medical DisciplinesMedical ResearchCrime & Legal-RelatedEmploymentFood, Agriculture & NutritionHousing & ShelterPublic Safety, Disaster Preparedness & ReliefRecreation & SportsYouth DevelopmentHuman ServicesInternational, Foreign Affairs and National SecurityCivil Rights, Social Action & AdvocacyCommunity Improvement and Capacity BuildingPhilanthropy, Voluntarism and Grantmaking FoundationsScience and TechnologySocial SciencePublic & Societal BenefitReligion-RelatedMutual & Membership BenefitUnknown (Other)

The Growth-in-Giving data are for the last two 12-month periods ending:
(The First Annual Fundraising Effectiveness Survey is for calendar years 2004 and 2005. Therefore the preferred period ending dates are "12/31/2004" for Period 1 and "12/31/2005" for Period 2. Enter these dates in fields 10 and 11 unless you are unable to use these period ending dates for extracting giving data for fields 17 to 55, in which case enter the period ending dates used.)

10) Period 1 (mm/dd/yyyy)

11) Period 2 (mm/dd/yyyy)

Number of development office full-time personnel for the second period (i.e., Period 2) of the last two twelve-month periods (optional)
Tenths are permitted (e.g., 1.6). The system will not allow you to leave fields blank. If you do not know the answer, enter three zeros (e.g., 000).

12) Professional staff (Period 2)

13) Support staff (Period 2)

14) Fundraising consultants (Period 2)

15) Volunteer fundraisers (Period 2)

Total fundraising expenses or budget for Period 2 (optional)
(from development office budget; audited financials; IRS Form 990, line 15; or CRA Form T3010A). The system will not allow you to leave fields blank. If you do not know the answer, enter three zeros (e.g., 000)

16) Total fundraising expenses (Dollar field, no cents) (Do not use commas in the number, e.g., enter 123456, NOT $123,456.28)

Part III -- Software Extract of Growth-in-Giving Data From Here On

Participating donor software firms are developing queries software modules that will extract the required data for fields 17-55 from their clients' donor databases according to the Gain/Loss criteria.

Note: Include cash gifts, pledge payments, recurring gift payments, gifts of marketable securities, and the contribution portion of special event income. Count these gifts whether unrestricted or restricted. Exclude pledges and pledge balances, all in-kind donations such as equipment, materials, personal services or use of facilities, deferred gifts such as known bequests and charitable remainder trusts or annuities, and the costs-benefiting-donors portion of special event income.

General giving history

17) Number of individual donors of record (include all donors in database that have ever given and have valid mail or email addresses). (Do not use commas)

Note: If unable to segregate individuals and non-individuals, enter all donors of record in field 17 and overall data in the "Gain/Loss Data - Individuals" section (fields 22-38), as noted below.

18) Largest gift in Period 1 (Dollar field, no cents) (Do not use commas) (Use sum of all gifts by a donor in Period 1)

19) Largest gift in Period 2 (Dollar field, no cents) (Do not use commas) (Use sum of all gifts by a donor in Period 2)

Number of gifts (include multiple gifts per donor during period) for two twelve month periods (Number of gift transactions is independent of number of donors)

20) Number of gift transactions Period 1 (Do not use commas)

21) Number of gift transactions Period 2 (Do not use commas)

Gain/Loss Data for individuals and for organizations (non-individuals) for Period 1 and Period 2 (lines 22-55) Note: If unable to segregate individuals and non-individuals, enter overall data in "Gain/Loss Data - Individuals" section (fields 22-38) and leave "Gain/Loss Data - Organizations" section blank (fields 39-55).

Definitions for Gain/Loss categories:
New -- donors who never gave prior to Period 2
Recapture -- previously lapsed donors who gave again in Period 2
Upgrade -- donors who gave more in Period 2 than in Period 1
Same -- donors who gave the same amount in both years
Downgrade -- donors who gave less in Period 2 than in Period 1
Lapsed new -- new, first-time donors in Period 1 who did not give in Period 2
Lapsed other -- other lapsed donors who gave in Period 1 and prior years but not in Period 2

Individuals

Individuals -- New (donors who never gave prior to Period 2)

22) Number of Period 2 donors (Do not use commas)

23) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals - Recapture (previously lapsed donors who gave again in Period 2)

24) Number of Period 2 donors (Do not use commas)

25) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Upgrade (donors who gave more in Period 2 than in Period 1)

26) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

27) Number of Period 2 donors (Do not use commas)

28) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Same (donors who gave the same amount in both years)

29) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

30) Number of Period 2 donors (Do not use commas)

31) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Downgrade (donors who gave less in Period 2 than in Period 1)

32) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

33) Number of Period 2 donors (Do not use commas)

34) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals --- Lapsed new (new, first-time donors in Period 1 who did not give in Period 2)

35) Number of Period 1 donors (Do not use commas)

36) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Lapsed other (other lapsed donors who gave in Period 1 and prior years but not in Period 2)

37) Number of Period 1 donors (Do not use commas)

38) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Organizations (i.e., all non-individuals)

Organizations -- New (donors who never gave prior to Period 2)

39) Number of Period 2 donors (Do not use commas)

40) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Recapture (previously lapsed donors who gave again in Period 2)

41) Number of Period 2 donors (Do not use commas)

42) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Upgrade (donors who gave more in Period 2 than in Period 1)

43) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

44) Number of Period 2 donors (Do not use commas)

45) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Same (donors who gave the same amount in both years)

46) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

47) Number of Period 2 donors (Do not use commas)

48) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Downgrade (donors who gave less in Period 2 than in Period 1)

49) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

50) Number of Period 2 donors (Do not use commas)

51) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Lapsed new (new, first-time donors in Period 1 who did not give in Period 2)

52) Number of Period 1 donors (Do not use commas)

53) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Lapsed other (other lapsed donors who gave in Period 1 and prior years but not in Period 2)

54) Number of Period 1 donors (Do not use commas)

55) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)