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Fundraising Organizations – Federations, advocacy groups

Suite of Services

Benchmarking

Capture year end data on activities that are associated with membership or enrollment growth and financial stability. The report allows your organization to compare results to other similar organizations or longitudinally to yourself. Tool captures data on admissions, revenues, expenses and bottom line profitability. A ‘Dashboard’ helps organizations view their performance at a glance while detailed reports facilitate financial analysis. The report enables organizations to decide which development activities are directly related to revenues and helps develop ROI measurements to donors.

  • Compare your organization's performance over time, against other fundraising organizations, and against a selected peer group.
  • Professionalize board meetings using objective Benchmark Report data and not anecdotal evidence to make strategic financial decisions.
  • Find out which board and development activities (e.g., giving, soliciting, training and self-assessment), correlate with your organization's financial health.
  • Use the Benchmark Report to fundraise from donors who ask for a clear plan and measurable ROI.

Donor Surveys

Measuring Success uses data-driven tools like customer surveys and financial models to frame clients’ decisions and enable a shift to fact based decision making. Many non profits, unfortunately tend to make decisions with very little data, using anecdotal observation, emotion, and influencers. This often leads to inconsistent and poor results. We generate observations and recommendations by directly soliciting stakeholder feedback to the status quo, determining causations and correlations, and teaching leadership to absorb the data and its strategic implications. Clients receive a customized report that details our analysis and findings with detailed, actionable recommendations for change.

  • Identify areas in which interactions with donors are associated with larger gift increases
  • Quantify perceptions of how well you are meeting the needs of donors in these areas
  • Identify target segments of donors among whom you are performing better or worse
  • Improve relationships and giving by communicating results and taking action

Identify top Propsects & Increase Donor Giving

  • Work with us to develop a customized major donors predictive model that isolates key characteristics associated with increased gift giving
  • Prioritize cultivation efforts based on true financial capacity as influenced by type of wealth (liquid versus restricted), volatility of assets and perceived level of wealth among your mid-level donors.
  • Increase the conversion rate of mid-level donors to major donors by enabling federation to identify the components of federation participation (affinities, interests, and passions) most closely associated with greatest potential to become a major donor.
  • Reduce the time it takes to move someone from being a mid-level donor to a major donor by leveraging data on affinities, interests and passions to determine latent desire.

ROI on events

  • Identify and plan events that will have the greatest impact on donor giving.
  • Develop event objectives, define key outcomes and set measures that indicate whether the desired outcomes were achieved.

Custom work

  • Measuring Success specializes in working with large fundraising organizations to develop measurement systems that enable non-profit managers and boards to make decisions by using data instead of pure anecdote and emotion.
  • We design our projects to utilize data to explore new economic models and work with your organization to understand your individual situations and needs. By understanding your unique circumstances and combining that knowledge with field benchmarks and independent data, we can tailor our reports and recommendations to your exact specifications.


Thought leadership

products buttonOur Latest Newsletter: Decision-Making in Health Care: Lessons for the Non-Profit Sector
publications buttonFinancial Stability in an Uncertain Market
newsletter buttonThe Peer Yardstick™ Toolkit
"I honestly wasn’t sure at first why we were asked to spend 6 hours reviewing the results of our survey. But now I understand it was worth every minute. You’ve saved us a year of strategic planning. I am very busy in my work, so as the board chair, this allows me to use my time so much better because I am basing decisions in data instead of sorting out a lot of processes and non-representative opinions or emotions when parents complain to me."

From a Board President

Our Most Recent Monthly Newsletter

Decision-Making in Health Care: Lessons for the Non-Profit Sector
The health care industry is often considered the epitome of evidence-based decision-making. Yet a recent New York Times Magazine article, “Making Health Care Better,” suggests that Read more

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01/17 - 01/19 - North American Jewish Day School Leadership Conference
01/29 - Conference of Independent School Association of the Central States