Higher Ed National Fundriasing Index 2011 Trends
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Transcript of Higher Ed National Fundriasing Index 2011 Trends
FY2011 donorCENTRICS™ INDEX OF FY2011 donorCENTRICS™ INDEX OF HIGHER EDUCATION FUNDRAISING PERFORMANCE FUNDRAISING PERFORMANCE AND OTHER NONPROFIT TRENDS
July 2012July 2012John Mastrobattista
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NONPROFIT GIVING TRENDS NONPROFIT GIVING TRENDS OUTSIDE OF HIGHER EDUCATION
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G tGo to:
Giving USA 2012Giving USA 2012The Annual Report on Philanthropy for the Year 2011
download the free Executive Summary at:y
Giving-USA-The-Annual-Report-on-Philanthropy-for-the-Year-2011-Executive-Summary
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donorCentrics™ INDEX OF donorCentrics™ INDEX OF NATIONAL FUNDRAISING PERFORMANCEFUNDRAISING PERFORMANCE
Results through Q4 2011Results through Q4 2011
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Q4 2011
Five-Year Overall Index Revenue and Donor TrendsCumulative Rolling 12-Month Median Change from Q4 2006
Q
4%
6%
8%
IndexStart of
RecessionHaiti
Earthquake
1.9%
0%
2%
4% IndexRevenue
Recession Earthquake
-5.3%
-6%
-4%
-2%
Index
-8%
Q4
2006
Q1
2007
Q2
2007
Q3
2007
Q4
2007
Q1
2008
Q2
2008
Q3
2008
Q4
2008
Q1
2009
Q2
2009
Q3
2009
Q4
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
DonorsEnd ofRecession
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Q4 2011
Five-Year Overall Index New Donor TrendsCumulative Rolling 12-Month Median Change from Q4 2006
Q
-2%
0%
2%
AllHaiti
Earthquake
-5.3%
-8%
-6%
-4%All
Donors
Start ofRecession
Earthquake
-14.4%
-16%
-14%
-12%
-10%
New DonorsEnd of
Recession
-18%
16%
Q4
2006
Q1
2007
Q2
2007
Q3
2007
Q4
2007
Q1
2008
Q2
2008
Q3
2008
Q4
2008
Q1
2009
Q2
2009
Q3
2009
Q4
2009
Q1
2010
Q2
2010
Q3
2010
Q4
2010
Q1
2011
Q2
2011
Q3
2011
Q4
2011
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Q4 2011
Overall Index Medians
Year-over-Year Change
Q
1.0%
-2.0%
-2.1%
-2 1%
Revenue
Donors
g
3.2%
-3.1%
-2.1%
1.6%
-4.3%
Rev / Donor
New Donors
0.0%
-2.0%
-0.3%
-0.6%
-2.5%
Overall Retention
1st-Year Retention
M lti Y R t ti %
1.8%
-1.3%
-3.9%
Multi-Year Retention
Reactivation
2009 to 2010
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2009 to 2010
2010 to 2011
SOURCES OF GIVING
81%Mail
Fig. 12: Percent of Gifts by ChannelOverall 2011 Index Medians
$38Mail
Fig. 13: Average Gift by ChannelOverall 2011 Index Medians
3%
6%
Telemarketing
Online
$38
$39
$63
Telemarketing
Online
All other channels combined made up 10% of gifts in 2011.
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SOURCES OF GIVINGFig. 14: Online Gifts and Revenue
as a Percent of TotalOverall 2007-2011 Index Medians
8.8%Gifts
Revenue
5.4%
6.4%
4.7%
5.7%
7.0%Revenue
2.4%3.2%
4.1%3.6%
2007 2008 2009 2010 2011
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RESULTS - Q4 2011 SUMMARY
Increases in Revenue per Donor Still Not Compensating for Donor Declines
Q
Not Compensating for Donor Declines
• Overall index revenue declined again in 2011, a median drop of 2.1%
• 39% of the index organizations had year-over-year revenue increases in 2011• 39% of the index organizations had year-over-year revenue increases in 2011
• Donor numbers dropped at the same rate as overall index revenue in 2011,
declining a median 2.1%
34% f th i d i ti h d d i 2011• 34% of the index organizations had year-over-year donor increases 2011
• Arts & Culture and Religious organizations showed signs of recovery
• Human Services and Societal Benefit had the strongest performance in the Index
across key metrics including new donor acquisition.
• Environmental organizations performed at the index medians
• Animal Welfare, Health and International Relief all showed declines
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2011 donorCentrics™ INDEX OF 2011 donorCentrics™ INDEX OF HIGHER EDUCATION FUNDRAISING PERFORMANCEFUNDRAISING PERFORMANCE
July-June Fiscal Years 2009, 2010, 2011July June Fiscal Years 2009, 2010, 2011
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PARTICIPATING PUBLIC INSTITUTIONS• Arizona State University• Bowling Green State University• Carleton University• Clemson University• College of Charleston
• Oregon State University• The Pennsylvania State University• Queen's University• Richard Ivey School of Business,
Western University Canada
• University of Michigan• University of New Orleans• University of North Carolina
- Chapel Hill• University of North Carolina• College of Charleston
• The College of William and Mary• Colorado School of Mines• Colorado State University• Dalhousie University
Western University, Canada• Rutgers University Foundation• Ryerson University• SAIT Polytechnic• St. Cloud State University
• University of North Carolina - Greensboro
• University of North Carolina- Wilmington
• University of Oklahomay• Darden School of Business at UVA• Indiana University Foundation• Iowa State University Foundation• James Madison University
y• University of Arizona• University of California, Berkeley
- Haas School of Business• UCLA Anderson School of
• University of Oregon• University of Saskatchewan• University of South Dakota• University of South Florida
• Kent State University• McMaster University• Michigan State University• Morehead State University
N th C li St t U i it
Management• University of California, Santa Barbara• University of California, Santa Cruz• University of Delaware• University of Georgia
• University of Texas at Austin• University of Toronto• University of Virginia• University of Waterloo • University of Wisconsin• North Carolina State University
• Northern Illinois University• Ohio University• The Ohio State University• Oklahoma State University
• University of Georgia• University of Guelph • University of Houston• University of Kentucky• University of Maryland
• University of Wisconsin• Virginia Commonwealth University• Western University• The Wharton School of the
University of Pennsylvania
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Oklahoma State University y y y y• York University
PARTICIPATING PRIVATE INSTITUTIONS• Allegheny College• Boston University• Brandeis University• Polytechnic Institute of NYU
• Gustavus Adolphus College• Hartwick College• Harvard Medical School• Ithaca College
• Salve Regina University • Sarah Lawrence College• St. Louis University• Smith Collegey
• Carroll College• Carnegie Mellon University –
Tepper School of Business• College of Saint Benedict
g• Johns Hopkins University• Loyola University Chicago• Loyola University New Orleans• Luther Seminary
g• Southern Methodist University• St. Norbert College• Syracuse University• Texas Christian University
• Columbia University• Cornell University• Creighton University• Dartmouth College
Dartmouth Medical School
• Marquette University• Massachusetts Institute of
Technology• Mount Saint Mary's College• University of Notre Dame
• Union College• University of Chicago• University of Miami• University of Richmond
University of San Diego• Dartmouth Medical School• Emmanuel College• Emerson College• Emory University• Gardner Webb University
• University of Notre Dame• Northwestern University• New York University• Rice University• Rockhurst University
• University of San Diego• Wake Forest University• Wofford College• Yale Law School• Yale School of ManagementGardner Webb University
• Gettysburg Collegeoc u st U e s ty
• Rensselaer Polytechnic InstituteYale School of Management
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INDEX METHODOLOGY
• 60 public and 51 private institutions
• Actual donor transactions, not survey responses
• Cash payment basis, not pledges
• Gift cap used to exclude major gifts
• Does not include:
- Soft credits
- Matching gift payments
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DONORCENTRICS COHORT GROUPS
• Athletic Giving new • Law SchoolsM di l S h l• Big 10/Big 12
• Business Schools• Canadian Schools• Faith-Based Schools
• Medical Schools • Parents Group new• Private College Consortium• Science and Tech Schools• Faith-Based Schools
• Ivy League • Large Public Universities• Mid Sized Public Universities
Science and Tech Schools• SEC Schools new• Small Colleges• Women’s Colleges new
Sign up,+ Send us your data by July 31, 2012 = An ice cream party for your team!
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BENCHMARKING BENEFITS:C G S
Benchmarking helps institutions:• Identify strengths and weaknessesy g• Consider new methods, ideas and tools to improve effectiveness• Crack through resistance to change • Set higher standardsSet g e sta da ds• Accelerate learning• Make better decisions• Improve allocation of scarce resourcesImprove allocation of scarce resources • Justify fundraising investments • Demonstrate efficiency to stakeholders/donors• Preserve institutional memory through staff transitionsPreserve institutional memory through staff transitions
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OVERALL GIVING
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MEDIAN DONOR PARTICIPATION RATES
26% 25%
2009 2010 2011
9% 11% 11%
19%
9% 11%8%
11%
7%10%
Private Public Overall
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MEDIAN CHANGE IN REVENUE
2009 2010 2011
4.7% 6.3% 5.3%4.4%
6.9% 6.1%
-12.8%-13.0% -12.8%
Private Public Overall
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MEDIAN CHANGE IN DONOR COUNTS
2009 2010 2011
0.5% 0.1%
-4.7%-6 0% -5.7%
-1.9%-0.5%
-2.6%-1.0%
-6.0%
Private Public Overall
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MEDIAN REVENUE PER DONOR
$550 $591 $583
2009 2010 2011
$356 $400
$385 $450 $416
$474
Private Public Overall
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MEDIAN CHANGE IN REVENUE PER DONOR
2009 2010 2011
4.2%9.2%
6.1%4.2%
7.4% 6.8%
-6.4%-8.1%
-7.5%
Private Public Overall
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ACQUISITION
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MEDIAN CHANGE IN NEW DONORS
2009 2010 2011
0.0%
2009 2010 2011
-0.6%
-3.5%-4 4%
-1.9%
3 9%
-0.4%
-2.1%
-9 2%
4.4%-3.9%
-9.2%Private Public Overall
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MEDIAN REVENUE PER NEW DONOR
2009 2010 2011
$126 $127 $128
$117 $120 $127 $100
$136 $123
Private Public Overall
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RETENTION
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MEDIAN DONOR RETENTION RATES
2009 2010 2011
65%
55% 59%
66%
58% 61%67%
58%62%
2009 2010 2011
Private Public Overall
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MEDIAN MULTI-YEAR DONOR RETENTION RATES
2009 2010 2011
67%
59% 64%
70%
62%66%
71%
62%66%
Private Public Overall
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MEDIAN NEW DONOR RETENTION RATE
30%27%
27%30%
27%
2009 2010 2011
24% 26%25% 27%27% 27%
Private Public Overall
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MEDIAN CHANGE IN RETAINED DONOR REVENUE
2009 2010 2011
4.5% 5.0% 4.9%5.3%
8.8% 6.8%
11 5%-11.4% -11.5%
-11.5%
Private Public Overall
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REACTIVATION
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MEDIAN DONOR REACTIVATION RATES
2009 2010 2011
18% 18%
2009 2010 2011
18%
14% 16%14%16%17%
13%15%
Private Public Overall
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MEDIAN REVENUE PER REACTIVATED DONOR
2009 2010 2011
$359
$314
$387
$295
$246 $269 $314
$274 $292 $271
$295
Private Public Overall
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MEDIAN CHANGE IN REACTIVATED DONOR REVENUE
2009 2010 2011
10 3%
17.1%14.6%
10.3%
-11.7%
-17 5%
-15.6%
-6.3% -4.5%-5.7%
-17.5%
Private Public Overall
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DISCUSSION
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THANK YOU!
Jenny Cooke SmithAccount Manager, Higher Education
Jenny Cooke@blackbaud [email protected]
John MastrobattistaSenior Fundraising Analyst
John mastrobattista@blackbaud [email protected]
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