blue strike webinar using benchmark reports to gauge performance - august 28, 2014 final
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Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
USING BENCHMARK REPORTS TO GAUGE PERFORMANCE
Join the webinar online. Go to http://fuze.me/24675655Enter the meeting number: 24675655To join from a phone: +1-201-479-4595
Participants will be muted during the presentation to maintain good sound quality. If you have a comment or question raise your flag and you will be unmuted.
Thanks and welcome to the webinar!
BLUE STRIKE
This is a 45-minute webinar focused on using benchmark reports to measure nonprofit fundraising performance.
It is designed to meet the needs of organizations engaged in advocacy, civic engagement, policy work, and public interest law.
The recommendations are intended for development staff and executive directors.
WELCOME
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
HOW DID WE DO??
BLUE STRIKEINSPIRING SUPPORT FOR CIVIC ENGAGEMENT
First, we’ll look at three of the most popular benchmark reports in the nonprofit field – the M+R and NTEN Nonprofit Benchmarks Study, the Giving USA Annual Report, and the Blackbaud Charitable Giving Report -- and discuss the pros and cons of each.
AGENDA
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
Then we’ll look at how to create a customized report for your organization using peer group statistics from the National Center for Charitable Statistics (NCCS) -- a free resource of web tools and datasets.
AGENDA
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
1. Accurate and reliable data2. Info relevant for our own organization3. Access to the “how” and “why” behind
the performance measure, plus ROI*4. Inexpensive or free5. Able to manipulate the data to show
where you fit* Return on investment
WHAT SHOULD WE LOOK FOR?
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
PART 1:
POPULARBENCHMARK
REPORTS
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
NONPROFIT BENCHMARK REPORTS
Three of the most popular:
1. M+R and NTEN Nonprofit Benchmark Study
2. Giving USA Annual Report
3. Blackbaud Charitable Giving Report
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
M+R AND NTEN ONLINE
The average online donation was $68Online giving rose 14 percent Monthly giving (sustainers) rose 25
percentNonprofits received an estimated 1.7
cents for every fundraising message delivered
Average gift grew by 2% overall, but fluctuated significantly by sector
M+R AND NTEN 2013 FINDINGS
Pros
Includes other web metrics in comparison
Analysts are in the trenches
Free and accessible Good connection
between results and why
Cons
Very small sample Only online giving Doesn’t account for
the fluid nature of giving
No ROI calculation
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
M+R AND NTEN PROS & CONS
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
GIVING USA
1
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
Giving by individuals increased 4.2 percent (2.7 percent adjusted for inflation).
Corporate giving decreased 1.9 percent (-3.2 percent adjusted for inflation).
Foundations increased 5.7 percent (4.2 percent adjusted for inflation).
Bequests increased 8.7 percent (7.2 percent adjusted for inflation).
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
GIVING USA 2013 FINDINGS
“If total giving continues to grow at the current inflation-adjusted, two-year average rate of 4.2 percent, we estimate it would take just one to two more years to reach or surpass the pre-recession peak.”
Patrick M. Rooney, Ph.D., associate dean for academic aff airs and research at the Indiana University Lilly Family School of Philanthropy.
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
GIVING USA 2013 FINDINGS
Pros
Comprehensive and inclusive
Lots of organizations included
Experts and academics participating
Longevity – 40 years
Cons
Full report is expensive
Delay in reporting – not real time
Advocacy groups are not a distinct category
Based on estimates; likely to be revised
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
GIVING USA PROS & CONS
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
BLACKBAUD
Overall giving grew 4.9 percent while online giving grew 13.5 percent
Online giving accounted for 6.4 percent of all charitable giving
Large organizations grew by 5.7 percent, medium organizations by 3.8, and small by 3.6
More than one-third of charitable giving happens in the last three months of the year
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
BLACKBAUD FINDINGS
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
BLACKBAUD
Pros
Based on actual contributions, not estimates or survey responses
Large sample, online and offl ine
Index is real timeFree
Cons
The recommendations are anecdotal
Limited to sectors that don’t match advocacy as a category
No ROI calculation
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
BLACKBAUD PROS & CONS
PART 2:
CUSTOMIZED REPORTS
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
NCCS
The National Center for Charitable Statistics (NCCS) at the Urban Institute is the “national clearinghouse for data on the nonprofit sector in the United States.”Register as a user so you can create customized lists and have easy access to nonprofit data. It’s free!
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
SIGN UP PAGE FOR NCCS
NCCS WEB TOOLS PAGE
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
NCCS CUSTOM LIST
1• Under Advanced Tools, select
“Custom List Management”
2• Select “Create A New List”
3• Assign a name to your list
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
NCCS CUSTOM LIST
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
NCCS CUSTOM LIST
4• Determine parameters NTEE,
size, location
5• Search Active Organizations
6• Select 7 to 10 peer
organizations
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
RECOMMENDATIONS
1. Control your “benchmarking environment” by being proactive
2. Understand the strengths and weaknesses of the various reports
3. Focus on finding out the “how” and “why” behind the performance
4. Share with stakeholders
ReferencesReports Articles
ADDITIONAL RESOURCES
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
REFERENCES: BENCHMARK REPORTS
M+R and NTEN Nonprofit Benchmark Report
Giving USA The Lilly Family School of Philanthropy at Indiana University-Purdue University, Indianapolis
Blackbaud Charitable Giving Report (pdf) and Index
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
REFERENCES: BLOGS AND ARTICLES
Alex Daniels, “Group Estimates Philanthropy Rose 13% in 2013, Clashing With Giving USA” in The Chronicle of Philanthropy , Jan. 17, 2014http://philanthropy.com/article/Group-Estimates-Philanthropy/144113/
Tony Macklin, “The one where philanthropy data geeks got it wrong” in Tony Macklin blog, Jan. 23, 2014http://tonymacklin.com/2014/01/23/the-one-where-the-philanthropy-data-geeks-got-it-wrong/
Tom Watson, “Philanthropy Food Fight! Has US Charitable Giving Really Exploded?” in Forbes, Jan. 21, 2014http://www.forbes.com/sites/tomwatson/2014/01/21/philanthropy-food-fi ght-has-u-s-charitable-giving-really-exploded/
BLUE STRIKEINSPIRING SUPPORT FOR CIVIC ENGAGEMENT
Year End Boot CampTuesday, September 30, 2014 at 01:15 PM
Raising Money for Advocacy: How it's diff erentTuesday, October 28, 2014 at 01:15 PM
Major Donor FundraisingTuesday, November 25, 2014 at 01:15 PM
It's Almost New Year's Eve: Do you know where your donors are?Tuesday, December 30, 2014 at 01:15 PM
BLUE STRIKE WEBINARS
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
Thank you for participating
today!
From Mary Dillon Kerwin President of Blue Strike
Check out our other slide shows at http://www.bluestrike.org/resources
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
BLUESTRIKE.ORG
THANK YOU!
Blue Strike Webinar: Using Benchmark Reports to Gauge Performance, Aug. 28, 2014
BLUESTRIKE.ORG
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