Plans & Pricing

Individual Giving Benchmarking 2024/25

Your data tells the story

2-Year membership for data supplying charities with more than 50,000 Individual Giving transactions

Joining The Benchmarking project as a two-year member can be a transformative decision for your charity.

Benchmarking, the process of comparing one’s performance metrics to those of similar organisations, offers a multitude of benefits that can significantly enhance your charity’s impact.

The Benchmarking Project provides a unique opportunity for a charity to gain valuable insights into its own data and operations. By measuring its performance against peer organisations, your team can identify areas where it excels and areas where it lags behind. This data-driven approach can lead to more informed decision-making, allowing the charity to allocate resources more efficiently and effectively.

Benchmarking fosters a culture of continuous improvement within the organisation. Over a two-year period, charities can track their progress, set goals, and implement changes based on the insights gathered from the benchmarking data. This iterative process can lead to measurable improvements in program outcomes, fundraising effectiveness, and overall efficiency.

Additionally, being a part of a benchmarking project provides opportunities for networking and collaboration. Charities can learn from their peers, share best practices, and even explore potential partnerships. This collaborative environment can lead to innovative solutions to common challenges and can strengthen the sector as a whole.

It is a strategic investment in your future. The insights gained, culture of improvement fostered, and opportunities for collaboration can all contribute to a more effective and sustainable organisation, ultimately enabling your team to make a greater difference in the communities you serves.

Benefits

Individual Giving Benchmarking 2024/25 (2 Years) members receive:

Essentials Reports – Australia & Aotearoa New Zealand

The Essentials Report is the summary of this process of consultation, analysis, and insights development. It will give you the trustworthy evidence you need to understand the key fundraising trends and insights to support you in making the best possible fundraising decisions.

You will also find information to support you in working with your colleagues in senior management and Board, to explain how investment in fundraising works and to underpin strategic decision making.

This report is a starting point for new conversations within our community and within your own team. Whether you work in a not-for-profit, supplier, or consultancy, you will find this report to be (forgive us), Essential.

PowerBI Reports

Boards and fundraising leaders often do not have access to the right information they need to govern their fundraising programs, and fundraising managers and teams often do not have access to the metrics, benchmarks and insights they need to improve their management and forecasting of fundraising activities.

The interactive individualised PowerBI report gives you all the data at your fingertips.

From the data we get narrative, and from discussions we get clarity. The outcomes of The Benchmarking Project are aimed at the three tiers of a charity team; board, management, and day-to-day practitioners. The stories told in our forums will inspire and instruct all levels to make real change.

Tickets to Launch Forum

The flagship Forum is the official start of the benchmarking year. Alongside special guests, Fi McPhee and Andy Tidy walk you and your team through the key trends to inspire and inform your fundraising.

This day-long online Forum brings up to 500 fundraisers together in one space to listen to and discuss vital learnings from the year to drive the year ahead.

Tickets to Specialist Forums

The topics for our Specialist Forums are decided by our Advisory Panel and are hosted by our key stakeholders. These shortform online sessions have covered, P2P, Events, Community Fundraising as well as Digital, Major Gifts and Gifts in Wills. 

Speakers with specific industry expertise are called upon to share their stories and their insights to create a stronger sector.

More Profitability Benchmarking Forum

This shortform session is a walk-through of the key insights from More Strategics’ ‘More Profitability Benchmarking’ program are shared by former ‘FIA Fundraiser of the Year’, Martin Paul FFIA and his team.

Value Adds

This year’s Benchmarking Project membership comes with a portfolio of exciting value adds:

2nd Data Delivery Date:

In a time where the cost of living is a real issue for donors, a limited number of data-providing charities will have the opportunity to refresh their data in July 2024 to track the impact of this issue and others. 

$3,000 AUD PA

Online ‘Insights in Action’ Workshop: 

An online 2.5hr workshop with Fi McPhee that answers the BIG questions about your program and industry trends.

$3,000 AUD PA

In-person ‘Insights in Action’ Workshop: 

Limited to just 6 charities in 2024, you can invite Fi McPhee to your office in Australia or Aotearoa New Zealand for a 2.5hr workshop to discuss your program and identify the opportunities for growth.

$5,500 AUD PA

Executive Summary:

A top-level snapshot that summarises the major trends for your board and executive team.

$2,000 AUD PA

Dr Cassandra Chapman Research – Understanding Consumer’s Charity Preference: 

Analysis of benchmarking data would be combined with insights from other donor research conducted by Dr Chapman and her team to develop a richer picture of donor psychology and charitable behaviour.

FREE

More Profitability

The Benchmarking Project membership comes with the option to package More’s Profitability Benchmarking

More Profitability Simple (1 year of data): A comprehensive look at your most recent year’s data across all areas of fundraising, reporting on return on investment by program, income per FTE, income mix and 93 database and relationship metrics including changes in database size, number of relationships being managed per FTE, success rates for major donors, average donations and penetration rates. With only 1 year of data to collect this is ideal insights for smaller organisations to complement an Accelerator membership. Participants receive a report and 1 hour presentation

$1,750 AUD PA

More Profitability Smart (5 years of data): All the benefits of the Simple report but with detailed trend analysis for the past 5 and 2 years to ensure you are retaining market share and achieving industry standard growth across all your programs. Participants receive a report and 2 hour presentation

$2,750 AUD PA

More Profitability Sophisticated (5 years of data and culture survey): Everything you ever need to know! Full trend and annual data analysis from the Standard model plus a detailed, benchmarked survey of how your team see the drivers of fundraising success across your culture, structure, innovation, supporter experience, brand management, systems and staffing. Participants receive a report and 3 hour presentation/workshop

$3,750 AUD PA