Fundraising Effectiveness Project Statistics

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. When you run the FEP submit process, the program compares the payment activity during the selected 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.

Category	Description
New	Constituents with a payment transaction during the later period but not prior to the later period.
Recapture	Constituents with a payment transaction during the later period and prior to, but not during, the earlier period.
Same	Constituents with payment transactions during both periods, with an equal payment amount during each period.
Upgrade	Constituents with payment transactions during both periods, but with a larger payment amount during the later period than the earlier period.
Downgrade	Constituents with payment transactions during both periods, but with a larger payment amount during the earlier period than the later period.
Lapsed new	Constituents with a payment transaction during the earlier period, but not prior to the earlier period nor during the later period.
Lapsed repeat	Constituents with a payment transaction during and prior to the earlier period, but not during the later period.

Tip: From Revenue or Analysis, you can generate the Revenue Dynamics report to view your constituents’ revenue activity, including payments and pledges, with the statistics similar to those used for the FEP. From Fundraising or Analysis, you can generate the FEP Benchmarking Comparison report to compare your annual performance against the averages of the FEP survey participants for the same year. For information about the Revenue Dynamics report or FEP Benchmarking Comparison report, see the Reports and KPIs Guide.