blue strike webinar using benchmark reports to gauge performance - august 28, 2014 final

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