More Profitability Benchmarking
In partnership with
The aim of More Profitability Benchmarking is to help fundraising leaders make more informed decisions about strategy and investments in fundraising. As a sector we suffer from a lack of comparable, timely or granular information about the profitability of fundraising activities.
More Profitability Benchmarkings is the only service that looks at profitability of your complete fundraising portfolio.
Our vision is that More Profitability Benchmarking will become an essential part of measuring relative performance for every charity. It will become the definitive source of information about financial trends in fundraising activity across the country and ultimately the world!
Why Benchmark?
It is vital that we report our relative performance if we are to know how well we perform.
Traditionally not-for-profits have only reported against budget and prior years but this ignores the context of what is happening in the market. We know fundraising is getting tougher and our data illustrates that it is also getting more expensive.From interviews with past users of this service, others have found it invaluable to:
- Measure relative performance
- Set realistic expectations and budgets
- Evaluate your fundraising mix
- Determine where to invest for best returns
- Create a profit accountable culture
- Increase confidence and understanding of fundraising
What you get
Dashboard ReportsThese summaries are valuable for showing results at a leadership level covering annual and 5 year growth in gross and net terms, changes in return, market share and income per head of population.
Macro ComparisonsOur macro analysis covers nearly $4.5b of income across 66 charities over the past 5 years to give a robust picture of return rates.
Trend ReportsOur accelerator charts show the rate of change in income compared to the rate of change in expenditure by size of organisation helping you to quickly see if your program is over or under performing compared to others.
Mix ReportsIn the insights package we provide a detailed breakdown of the reliance for each type of fundraising and compare this to the cost income ratio by size of charity allowing you see at a glance where to focus your efforts in the future.
Return and Ratio ReportsReturn and ratio reports show the return compared to each organisation, organised by size,
so you can make a more effective comparison.
Participation Options
Topline:
Free for FIA members this new version offers a comparison of your overall fundraising income, expenditure, salaries and full time staff equivalents against our 5 year data set and other participating charities for this year.
Insights:
This comprehensive, robust analysis looks at 9 fundraising programs and compares your performance in each area for the past 5 years for returns, mix and growth. It includes our unique Fundraising Success Survey and a 2 hour presentation of findings.
Insights TemplateFor the Insights and Data Reports we need a few more numbers than the 8 listed above in the Topline Template – these will be collected using the More Profitability Full Data Collection Template 2019
The template we supply automatically creates “sanity checking graphs” and alerts if any numbers appear inconsistent or are outliers.
Instructions are issued to all charities to ensure reasonable levels of comparability.
Insights Package Overview Video
Benefits
Topline
Overall Fundraising
Compare to macro Analysis
Individual Program reports5 year TrendsFundraising Success Survey2 hour presentationInvestment: $500
FIA Member Investment: Free
Insights
Best Value
Overall Fundraising
Compare to macro Analysis
Individual Program reports
5 year Trends
Fundraising Success Survey
2 hour presentation
Investment: $4,000
FIA Member Investment: $3,200
Report
Overall Fundraising
Compare to macro Analysis
Individual Program reports
5 year Trends
Fundraising Success Survey2 hour presentationInvestment: $2,000
FIA Member Investment: $2,000
Fundraising Success Survey
Sign up to More Profitability Insights Package and as a bonus you will get unique access to a study of the fundraising success factors across your organisation.
Fundraising success comes from a unique combination of an organisational culture that loves to fundraise, great insights about why people give and a well-resourced realistic strategy for growth.
More Strategic has developed and delivered a 15-question survey that assesses and benchmarks the key drivers of fundraising performance across 4 key areas;
Context
- Market
- Employee Promoter Score
Activity
- Portfolio
- Performance
- Potential
Success Drivers
- Leadership
- Governance
- Brand
- Staffing
- Strategy
- Systems
- Innovation
Experience Management
- Performance
- Measurement
- Practice
We will invite organisational leaders and the fundraising team to complete the survey and in the workshop share the findings from across the organisation and in comparison to other not for profits.
Sample Fundraising Success Survey graph
Videos
More Profitability Benchmarking Overview Video
Topline Package Overview Video
Insights Package Overview Video
Participants
