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Another year better together Pareto Fundraising Benchmarking 2019 Better Together

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Page 1: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

Another year better

together

Pareto Fundraising

Benchmarking2019

BetterTogether

Page 2: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising effectiveness. And it’s back in 2019 and better than ever.

The benchmarkfor fundraisingdecision-making

Pareto Fundraising Benchmarking has consistently delivered a suite of positive impacts for member charities.

It’ll empower you to take a fact-based approach to decision making, provide you with insights for strategy review & development, and help define benchmarks for managing your programs.

Its great power is that it takes your data and combines it with that of more than 80 participating charities, expanding your management view from a narrow, inward one to a broad sector-wide perspective.

Page 3: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

Save The Children“We’ve just had a session with our board, by Pareto, around the statistics and the data of fundraising and it really makes a huge difference to directors understanding, where they are confronted with the data rather than their own prejudices and perceptions. When we start to unpack that we come to new places in terms of the right levels of investment overall and which areas of fundraising we really should be focusing on So, I’d encourage you all to have a session with your own board and the return on investment, as it were, will be well worth it.”Paul Ronalds, CEO, Save the Children Australia

Mission Australia“Pareto Fundraising is an indispensable strategic partner for any organisation who want to kick goals in the NFP market. The value starts in the data, but it’s their intelligent strategic insight and advice, that takes it to another level. Strategic growth pathways suddenly become apparent and attainable.”Tony O’Halloran, Manager, Marketing Strategy, Mission Australia

Australian Red Cross“If it’s worth us investing millions in fundraising and donors, then it’s worth us paying a tiny fraction of that to know how we compare to other charities in the marketplace.”Jennifer Gibb, Director, Fundraising, Marketing & Communications,The Australian Red Cross Society

What Benchmarking members sayDon’t just take our word for how essential Benchmarking is. Here’s a small sample of the great things our members have said:

Page 4: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

Donor ProfilesFor the first time, you’ll be able to deep dive into some classic donor profiles such as single givers or F2F regular givers – seeing who gives, how, how often, and how much. You’ll be able to compare your results to the whole charity sector and to other charities individually.

Dive into the Data

Your PurposeNot all causes are the same. Benchmarking will help you and your charity sub-type peers understand how you are performing in comparison to the overall fundraising sector. Based on primary ACNC charitable purpose category chosen by your organisation.

What’s new in 2019?

In addition to the usual static presentation format of the past, you* will also have access to a fully interactive Microsoft Power Business Intelligence Portal to allow you to drill deeper and explore the data much more than ever before, producing your own version of charts and insights.

*Standard-Lite and Standard members

Page 5: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

Take a Standard Lite membership and receive an Individual Charity Report that compares your own charity performance metrics and comparisons to your peers, sector charities and the industry overall. And there’s more with a Standard membership.

Membership Options:

Basic Standard Lite Standard

FREE $5,500 $7,950

Static PDF copy of the 2019Industry Trends Report ✔ ✔ ✔

Access to Benchmarking online reporting portal - with interactive access to key benchmarking data charts

✘ ✔ ✔

July 2019 Report Launch Event 4 hour presentation of Industry Trends Report + lunch

Optionalattendance at $250 per

ticket

3 complementary tickets

Additional tickets $135 each

5 complementary tickets

Additional tickets $135 each

2.5 hour group discussionof trends and current industry issues at the Launch Event

✘ ✔ ✔

Individual Charity Report that shows your performance compared to that of other members

✘ ✔ ✔

Report and recommendations presented by a Pareto Fundraising Strategist at your offices

✘ ✘ ✔

Page 6: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

2018 Benchmarking Trends in New Zealand

2018 INCOMERG 35.5%

Other 24.5%

Bequest 19.6%

Cash 11.7%

HV Cash 7.0%

Event 1.7%

$256.95m

TBD in

2018

TBD in

2018

57%

81%

60%

75%

59%

75%

59%

71%

55%

68%

52%

67%

56%

62%

RG ACQUISITIONF2F

Retained Year 1 Lapsed

NON-F2F

Recr

uits

Recr

uits

Retained Year 1 Lapsed

0k10

k20

k30

k40

k50

k60

k0k

50k

100k

150k

200k

250k

2010 2011 2012 2013 2014 2015 2016 2017

2010 2011 2012 2013 2014 2015 2016 2017

81%

83%

73%

81%

79%

77%

84%

80%

75%

78%

84%

80%

83%

80%

71%

79%

MAJOR GIFTINCOME

Existing Donors New Donors

Inco

me

Inco

me

DONORS

Existing Donors New Donors

0m5m

10m

15m

20m

0k1k

2k3k

4k

2010 2011 2012 2013 2014 2015 2016 2017

2010 2011 2012 2013 2014 2015 2016 2017

BEQUESTAVERAGE GIFT

Av. Bequest Gift 50% of Av. Bequest Gifts 80% of Av. Bequest Gifts

Bequ

est I

ncom

eAv

erag

e Be

ques

t Gift

TOTAL INCOME

Existing Donors General Public

0k20

k40

k60

k0k

25k

50k

75k

100k

2010 2011 2012 2013 2014 2015 2016 2017

08 09 10 11 12 13 14 15 16 17

473.9K NEW DONORS

$0 $25 $50 $75 $100 $125 $150

AVERAGE AGE / GIFT BY CHANNEL

Aver

age

Age

Average Gift

Direct Mail 43%

Phone 9%

F2F 3%

Media 2%

Online 27%

Other 16%

CASH DONOR ACQUISITIONCHANNEL MIX

010

2030

4050

6070

Page 7: Another year better together - IVE NFP...Better Together Since 2005, Pareto Fundraising Benchmarking has been the sector standard for understanding, analysing and improving fundraising

T +61 2 8064 5420

E [email protected]

W paretofundraising.com

Register your charity now

Discover the difference Pareto Fundraising Benchmarking can make to your decision-making. And your results. Contact Clarke Vincent.

Join forces with sector-leading charities in 2019

Register at paretofundraising.com/benchmarking

Alternatively you can email [email protected] call Clarke Vincent on +61 415 668 667

Provide your data by:30 April 2019

Book seats at the launch:Wellington 2 July 2019 Auckland 3 July 2019

Book us to present your Individual Charity Report

Register online