Plans & Pricing

Individual Giving Benchmarking 2024

Your data has never looked better

Data supplying charities with more than 50,000 Individual Giving transactions

Fundraising leaders often do not have access to the right information they need to govern their fundraising programs. 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.

From the data we get narrative, and from discussions we get clarity. The outcomes of The Benchmarking Project is 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.

Joining The Benchmarking Project as an Individual Giving 2024 member and contributing you data (don’t worry, we don’t take anything that can identify a donor) can be a watershed decision for a charity focused on Individual Giving.

You will gain access to a treasure trove of insights and benchmarks specific to Individual Giving, Trusts and Foundations, and Corporate Giving. This data-driven approach  will enable you organisation to evaluate your performance against peer charities, helping you identify strengths and areas for improvement. These insights can be instrumental in refining your fundraising strategies, optimising donor engagement, and achieving better outcomes.

Moreover, participating charities become part of a supportive and collaborative community. The Benchmarking Project fosters a culture of knowledge-sharing and best practice exchange among its members. This means that charities can tap into the collective wisdom of their peers and access innovative strategies and tactics that have proven successful in the realm of individual giving. Such collaboration can lead to more effective fundraising campaigns and donor stewardship efforts.

The Benchmarking Project offers tailored resources to its members. These resources can be invaluable. They can help your fundraising team refine its donor segmentation, craft compelling fundraising appeals, and implement effective donor retention strategies.

Benefits

Individual Giving Benchmarking 2024 (1 Year) 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