1.

Title/position of person primarily filling out this survey:

President
Executive director
Development director
Other

11%
70%
5%
15%

2.

How many years have you served in your present capacity for your organization?

Median: 4 years

3.

In what state is your organization headquarters located?

4.

Which of the following most closely describes yourprogram and/or facility?
(Check all that apply)

Political advocacy organization
Adoption agency
Legal service organization
Counseling service or counseling agency
Crisis pregnancy counseling
Health care organization
Mental health care organization
Women’s concerns organization
Child abuse/Orphanage/Foster care agency
Family ministry
Other

6%
41%
1%
20%
60%
6%
1%
7%
6%
13%
29%

5.

What is the number of people employed by your organization?

Median

Full time employees
Part time employees
Total

2
2
4

6.

Thinking of the most recently completed fiscal year (1992-93), indicate the TOTAL INCOME you received and then break it down by SOURCES. (If you don’t keep records as detailed as the chart below, simply provide the information your organization has available and estimate other amounts so they add up to the total.)

7.

Did the year’s income you listed above leave you with a balance or deficit for that year?Balance of $8,137 (median)
Deficit of $8,906 (median)

In the previous year (fiscal 1991-92), did you have a balance or deficit?Balance of $6,619 (median)
Deficit of $5,335

8.

How many individuals are on your mailing list that you are actively mailing to
(at least 1 mailing per year)?

Median: 1490

How many were on your mailing list 1 year ago?

Median: 1250

9.

Please provide the approximate number of names in each of the following categories on your mailing list. Cross out or change the category names to match what you actually use. Feel free to estimate.

Number of names (median)

Major donors ($1,000 or more within 12 months)

Lapsed donors (no gift 12 months or more)

Churches

Non-donors

Other

125

10

56

710

194

10.

Think now of all your donors. How many do you have in the following categories?
(Estimate if you need to.)

11.

What is your annual rate of donor attrition?

Mean: 8%

Median: 1%

12.

Have you surveyed your constituency within the last 3 years to determine who gives and why?

Yes

5%

No

95%

13.

Which of the following communication methods do you rely on to get your fundraising message out? (Check all that apply)

Method

How many times per year?
median

4

3

2

1

1

1

1

2

1

14.

Is an active effort made by your organization to identify and cultivate potential major donors capable of giving $1,000 or more within 1 year?

No

Yes

75%

25%

How satisfied are you with the effectiveness of your efforts to attract major donors?

Very satisfied

Somewhat satisfied

Mixed feelings

Somewhat dissatisfied

Very dissatisfied

3%

14%

28%

16%

39%

15.

Does your organization seek planned or deferred gifts?

No

Yes

77%

23%

16.

What instruments are you using to encourage planned giving?

(Check all that apply)

Wills and bequests naming organization as participant

Life insurance naming organization as beneficiary

Trusts of various kinds

Gift annuities naming organization as remainderman

Other

76%

44%

39%

46%

20%

17.

How satisfied are you with how well your organization is doing in terms of the productivity of its planned giving initiatives?

Very satisfied

Somewhat satisfied

Mixed feelings

Somewhat dissatisfied

Very dissatisfied

0%

26%

12%

15%

46%

18.

When was your organization’s last capital campaign?

We have never had one

Within the last 3 years

Over 3 years ago

61%

28%

11%

What was the income goal of the campaign?

Median: 30,009

For what purpose were the funds raised?

Building funds

General funds

Purchase property

Facilities

New center

Endowment

New mission

Staff salaries

Pay off mortgage

41%

31%

16%

8%

6%

4%

4%

4%

0%

What percentage of the goal did you reach?

Median: 98%

19.

Do you plan to have a capital campaign in the next 3 years?

No

Yes

55%

45%

If so, for what purpose will the funds be raised?

General funds

Building funds

Facilities

Purchase property

Pay off mortgage

New center

Endowment

Staff salaries

New mission

28%

25%

15%

11%

9%

9%

8%

8%

4%

20.

In the last 12 months, how many proposals did your organization submit to foundations?

Median: 4

What is your biggest obstacle to finding foundation funding?

Lack of time

Limited appeal

Lack of personnel

Expertise

Lack of contact

Volunteers

Uncertainty health care

33%

24%

22%

21%

14%

4%

0%

What was the size of your most recent grant from a foundation?

Median: $2,500

21.

In the last year, did you use premiums (tangible products to encourage a donation or as a thank you for a donation)?

No

Yes

77%

23%

22.

Over the past 5 years, have premiums become more important, less important, or remained of the same importance in your fundraising?

More important

Less important

Stayed the same

12%

19%

69%

23.

What were your total expenditures specifically for new donor acquisition during the last fiscal year?

24.

How satisfied are you with your organization’s effectiveness at acquiring new donors?

Very satisfied

Somewhat satisfied

Mixed feelings

Somewhat dissatisfied

Very dissatisfied

4%

21%

22%

29%

24%

25.

What one initiative is working best for you in new donor acquisition?

Events

Personal contact

Church presentations

Word of mouth

Walkathon

Newsletters

Publicity

Inserts

48%

20%

19%

11%

11%

3%

2%

0%

26.

What recent activity to acquire new donors have you tried which did not produce the results you were looking for?

Direct mail

Events

Walkathon

Inserts

Personal contact

Church presentations

Newsletters

Publicity

Word of mouth

39%

31%

11%

8%

7%

7%

2%

0%

3%

27.

Please estimate how your organization’s funds are spent. Please complete this
expenditure chart for the most recently completed fiscal year (1992-93).
Cross out or change the category names to match what you actually use.

28.

What was the 1992-93 amount budgeted for all fundraising purposes,
including staff salaries?

Median: $19,982

How much of that budget was spent?

$13,129

29.

Have you or your fundraising staff used outside counsel/consultants within the last year?

No

Yes

78%

22%

In the last 12 months, about how much did you spend in outside fundraising counsel?

Median: $1,600

30.

In the next year, are you (or others with development responsibilities) likely to use fundraising counsel/consultants?

No

Yes

Not sure

49%

21%

29%

31.

Do you have an endowment?

No

Yes

86%

14%

If so, what is the size?

Median: 40,000

32.

What are your future priorities for developing these income sources or activities? Rank order the top 3 using 1 (high), 2, 3 (low) to identify those which you believe most need to be developed in your organization.

Church giving

Direct mailings to individuals

Government grants

Trustee/board members giving

Foundations proposals

Corporate gifts

Product sales (T-shirts, etc.)

Bequest gifts (through wills, trusts, etc.)

Other

76%

69%

4%

24%

47%

27%

5%

21%

17%