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Performance Benchmarking Initiative

Topics: Fundraising Performance Management, Philanthropy, Benchmarking, Management Tools, Performance Improvement, Strategy

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The Philanthropy Leadership Performance Benchmarking Initiative uses comparative analyses to deliver insights on the drivers of effectiveness in hospital philanthropy. Members who submit their most recent fiscal year funds raised and expenses data receive a rigorous benchmarking report containing comparisons of their own foundation or development office’s performance on key fundraising metrics to that of peer institutions from the Philanthropy Leadership Council’s database. Submitters will also receive access to the Online Performance Analyzer, which can be used to compare performance to custom cohorts.

Download PDF Download a sample report

Orientation to the Performance Benchmarking Initiative

Watch an eight-minute video introducing the services offered through the Performance Benchmarking Initiative.

How to Participate

All relevant materials for participating in the benchmarking initiative are available below and the complete process is outlined in the Data Submission Guide. Completed surveys should be submitted to the Council via e-mail at philanthropy@advisory.com.

Submitting Your Data

The Philanthropy Leadership Council is currently collecting data representing the most recently completed fiscal year from all members. We are accepting submissions on a rolling basis; as such, we will return a customized report to participants within one month of finalizing the submission. To get started, please carefully read the Data Submission Guide and proceed as instructed.

Download Excel tool Phase I Data Request 

Save this file as "PhaseI.xls."

  Download Excel tool Phase II Data Request

To ensure that the links between the two files function properly, please save this file as “PhaseII.xls” and store it in the same folder as the Phase I Data Request. 

Download PDF Blackbaud Query Guidance

    Any questions about the benchmarking initiative may be directed to the research team at 202-568-7044 or philanthropy@advisory.com.

    Data and Analytics

    Online Tool—The Performance Analyzer

    Members may access and analyze the Council’s database of foundation revenue and expense performance using the Performance Analyzer, which houses data collected through our benchmarking initiative. Users may view performance statistics for all participating foundations or narrow their analysis to focus on a smaller cohort.

    Performance Analyzer Demo

    Watch a 20-minute demo of the Performance Analyzer.

    Performance Analyzer Orientation

    Read an orientation to the Performance Analyzer and answers to FAQs.

    Download PDF Download the PDF

    Published Findings

    An extensive analysis of foundation revenues, expenses, and return on investment is available in the study Toward a Higher Standard.

    Data to guide the establishment of performance metrics for major gifts officer are available in the Appendix of the study Platform for Performance.

    Comprehensive results from the Council’s Survey of Hospitals’ Top Gifts are available in the Appendix of the study Top Relationships.

    Findings from the 2005 Survey of Hospital and Health System Executives are provided in The CXO Perspective.
     

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