Another year better
together
Pareto Fundraising
Benchmarking2019
BetterTogether
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.
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:
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
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
✘ ✘ ✔
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
T +61 2 8064 5420
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