Fundraising Effectiveness Project Surveys

Thank you for participating in the annual Fundraising Effectiveness Project (FEP) Surveys.

Part I -- Identification and contact information (fields 1 to 5 are optional)

1) Name of organization

2) Organization's Identificatioan Number (IRS Employer Identification Number, Canadian CRA Registration Number or software firm identification number)

3) Contact person

4) Email

5) Phone (use xxx-xxx-xxxx format)

Part II -- Other descriptive information

Characteristics of organization (For comparative analysis purposes, subsets of performance statistics will be developed according to various organizational characteristics)

6) Organizational and professional staff affiliations (Select all that apply.  If you list addtional affliations under Other, please separate by commas.)

AFP (Association of Fundraising Professionals)   CASE (Council for Advancement and Support of Education)   AHP (Association for Healthcare Philanthropy)   ALDE (Association of Lutheran Development Executives)   NCDC (National Catholic Development Conference)   CRD (Council for Resource Development)   Other (please specify)

If you selected other, please specify:

Location

7a) Zip code (use 5-digit code) or postal code

7b) Country code (choose one; use local currency in financial fields 16-55)

USA (United States)CAN (Canada)MEX (Mexico)AUS (Australia)GBR (United Kingdom)Other (please specify)

If you selected other, please specify:

8) Year development program initiated (use YYYY format)

9) Subsector or type of organization (Choose one)

Arts, culture and humanitiesEducationEnvironmentAnimal-RelatedHealth CareMental Health and Crisis InterventionVoluntary Health Assns and Medical DisciplinesMedical ResearchCrime & Legal-RelatedEmploymentFood, Agriculture & NutritionHousing & ShelterPublic Safety, Disaster Preparedness & ReliefRecreation & SportsYouth DevelopmentHuman ServicesInternational, Foreign Affairs and National SecurityCivil Rights, Social Action & AdvocacyCommunity Improvement and Capacity BuildingPhilanthropy, Voluntarism and Grantmaking FoundationsScience and TechnologySocial SciencePublic & Societal BenefitReligion-RelatedMutual & Membership BenefitUnknown (Other)

Growth-in-Giving data are for any two consecutive 12-month periods, where the latest year (field 11 -- "Period 2") results by gain/loss categories are compared to results in the prior year (field 10 -- "Period 1").  Calendar-year data are preferred.  For example, to respond with 2006-2007 data, the preferred period ending dates would be "12/31/2006" for Period 1 and "12/31/2007" for Period 2.  Enter the two calendar-year period ending dates in fields 10 and 11.  If you are unable to use calendar-year period ending dates for extracting giving data for fields 17 to 55, enter the period ending dates that you can use.

10) Period 1 (mm/dd/yyyy)

11) Period 2 (mm/dd/yyyy)

Number of development office full-time personnel for the second period (i.e., Period 2) of the last two twelve-month periods (optional)
Tenths are permitted (e.g., 1.6). The system will not allow you to leave fields blank. If you do not know the answer, enter three zeros (e.g., 000).

12) Professional staff (Period 2)

13) Support staff (Period 2)

14) Fundraising consultants (Period 2)

15) Volunteer fundraisers (Period 2)

Total fundraising expenses or budget for Period 2 (optional)
(from development office budget; audited financials; IRS Form 990, line 15; or CRA Form T3010A). The system will not allow you to leave fields blank. If you do not know the answer, enter three zeros (e.g., 000)

16) Total fundraising expenses (Dollar field, no cents) (Do not use commas in the number, e.g., enter 123456, NOT $123,456.28)

Part III -- Software Extract of Growth-in-Giving Data From Here On

Participating donor software firms are developing queries software modules that will extract the required data for fields 17-57 from their clients' donor databases according to the Gain/Loss criteria.

Note: Include cash gifts, pledge payments, recurring gift payments, gifts of marketable securities, and the contribution portion of special event income. Count these gifts whether unrestricted or restricted. Exclude pledges and pledge balances, all in-kind donations such as equipment, materials, personal services or use of facilities, deferred gifts such as known bequests and charitable remainder trusts or annuities, and the costs-benefiting-donors portion of special event income.

General giving history

17) Number of individual donors of record (include all donors in database that have ever given and have valid mail or email addresses). (Do not use commas)

Note: If unable to segregate individuals and non-individuals, enter all donors of record in field 17 and overall data in the "Gain/Loss Data - Individuals" section (fields 22-38), as noted below.

18) Largest gift in Period 1 (Dollar field, no cents) (Do not use commas) (Use sum of all gifts by a donor in Period 1)

19) Largest gift in Period 2 (Dollar field, no cents) (Do not use commas) (Use sum of all gifts by a donor in Period 2)

Number of gifts (include multiple gifts per donor during period) for two twelve month periods (Number of gift transactions is independent of number of donors)

20a) Number of gift transactions Period 1 (Do not use commas)

20b) Number of gift transactions Period 2 (Do not use commas)

Gain/Loss Data for individuals and for organizations (non-individuals) for Period 1 and Period 2 (lines 21-55) Note: If unable to segregate individuals and non-individuals, enter overall data in "Gain/Loss Data - Individuals" section (fields 21-38) and leave "Gain/Loss Data - Organizations" section blank (fields 39-55).

Definitions for Gain/Loss categories:
New -- donors who never gave prior to Period 2
Recapture -- previously lapsed donors who gave again in Period 2
Upgrade -- donors who gave more in Period 2 than in Period 1
Same -- donors who gave the same amount in both years
Downgrade -- donors who gave less in Period 2 than in Period 1
Lapsed new -- new, first-time donors in Period 1 who did not give in Period 2
Lapsed other -- other lapsed donors who gave in Period 1 and prior years but not in Period 2

Individuals

Individuals -- New in Period 1 (donors who never gave prior to Period 1)

21a) Number of Period 1 donors (Do not use commas)

21b) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- New (donors who never gave prior to Period 2)

22) Number of Period 2 donors (Do not use commas)

23) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals - Recapture (previously lapsed donors who gave again in Period 2)

24) Number of Period 2 donors (Do not use commas)

25) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Upgrade (donors who gave more in Period 2 than in Period 1)

26) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

27) Number of Period 2 donors (Do not use commas)

28) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Same (donors who gave the same amount in both years)

29) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

30) Number of Period 2 donors (Do not use commas)

31) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Downgrade (donors who gave less in Period 2 than in Period 1)

32) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

33) Number of Period 2 donors (Do not use commas)

34) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Individuals --- Lapsed new (new, first-time donors in Period 1 who did not give in Period 2)

35) Number of Period 1 donors (Do not use commas)

36) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Individuals -- Lapsed other (other lapsed donors who gave in Period 1 and prior years but not in Period 2)

37) Number of Period 1 donors (Do not use commas)

38) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Organizations (i.e., all non-individuals)

Organizations -- New (donors who never gave prior to Period 2)

39) Number of Period 2 donors (Do not use commas)

40) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Recapture (previously lapsed donors who gave again in Period 2)

41) Number of Period 2 donors (Do not use commas)

42) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Upgrade (donors who gave more in Period 2 than in Period 1)

43) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

44) Number of Period 2 donors (Do not use commas)

45) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Same (donors who gave the same amount in both years)

46) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

47) Number of Period 2 donors (Do not use commas)

48) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Downgrade (donors who gave less in Period 2 than in Period 1)

49) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

50) Number of Period 2 donors (Do not use commas)

51) Amount of Period 2 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Lapsed new (new, first-time donors in Period 1 who did not give in Period 2)

52) Number of Period 1 donors (Do not use commas)

53) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

Organizations -- Lapsed other (other lapsed donors who gave in Period 1 and prior years but not in Period 2)

54) Number of Period 1 donors (Do not use commas)

55) Amount of Period 1 gifts (Dollar field, no cents) (Do not use commas)

56) Comments (optional), e.g., circumstances impacting on giving during Periods 1 and 2