Fundraising Effectiveness Project (FEP) Benchmarking Comparison Report

To measure and compare your organization’s fundraising gain and loss ratios year to year and against similar organizations, you can participate in the Association of Fundraising Professionals (AFP) annual Fundraising Effectiveness Project (FEP) survey. The survey collects consecutive annual data from many organizations throughout the United States. From Administration, your organization can create and run a process to compile and submit information to the AFP for the FEP survey. When you run the FEP submit process, the program compares the payment activity during two consecutive time periods, including donations and payments toward commitments such as pledges and recurring gifts, and breaks down the activity into gains and losses based on the giving behavior of the constituents associated with the revenue.

The FEP Benchmarking Comparison report shows your annual performance in comparison to the averages compiled by AFP from FEP survey participants for the same year. You can use this comparison to help identify areas to improve and to help increase revenue.

To run the FEP Benchmarking Comparison report, from Fundraising, select FEP benchmarking comparison under Reports. Select the year of the data to compare. In the Subsector field, select whether to view the averages of all verticals of FEP survey participants or only those related to a specific vertical such as Arts, Culture and Humanities or Mental Health and Crisis Intervention. After you select the criteria of the information to include, select View Report.

The report displays the constituent and revenue information your organization submitted to AFP for the selected year. For comparison, the report also displays the selected year’s FEP averages and the variance between the two for the various FEP statistics.

On the second page of the report, you can view bar graphs of the statistics to quickly compare your organization’s performance to the FEP averages.

You can print the report or export it in several different formats.