FY2024 AHP Report on Giving Survey

  • AHP Report on Giving Survey for Fiscal Year 2025

  • Clear

  • Please input data for fiscal year 2025, whatever date range that means for your organization. 

    Download a pdf copy of the blank survey form. Please note that the pdf version is for reference only. All responses must be submitted using the online form.

     

    AHP is committed to your privacy and security. Please read the AHP Privacy Policy before filling out this survey.

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  • Required Data for Full Survey

    • Total recorded revenue
    • Production revenue and number of donors by gift type (annual, major, etc.)
    • Expenses
      • Direct compensation
      • Indirect compensation
      • Noncompensation
    • Number of fundraising and indirect FTEs
    • Giving by physicians, staff, board members, other individuals, corporations, and foundations
    • Endowment
    • Use of funds

  • Required Data for Mini Survey

    • Total recorded revenue
    • Total production revenue
    • Total fundraising expense
    • Number of fundraising FTEs
    • About Your Organization 

    • All questions marked with a RED ASTERISK (*) are required.
    •  Glossary of Terms 

    • Please report the name and location of your philanthropic organization only. If you are reporting for a healthcare system and have multiple names and locations, please report information either for the philanthropic entity at the healthcare system level or the headquarters of your healthcare system.

    • Rows
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    • Gifts Received 
    •  Glossary of Terms 

    • Total Gift Revenue

    • Recorded Revenue: All irrevocable outright and irrevocable written deferred gifts received during the reporting year made in any form, such as cash and securities, non-cash gifts such as personal and real property, unconditional pledges, or irrevocable bequests.

    • Production Revenue: Includes recorded revenue plus revocable, written deferred gifts that are not yet recordable per GAAP due to revocability and/or conditions on the gift (such as conditional pledges or revocable bequests) to allow the gift to be recorded for financial statement purposes.  

    • Rows
    • Rows
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    • Expenses 
    •  Glossary of Terms 

      Please report all expenses related to the fundraising operation, whether or not the foundation or the healthcare organization is responsible for paying them.

    • Direct compensation expense: Actual compensation expense (such as salaries, benefits, bonuses, and any other compensation) related to philanthropy/development officers who directly carry out each fundraising program.

    • Indirect compensation expense: Actual compensation expense (such as salaries, benefits, bonuses, and other compensation) related to staff who indirectly support philanthropy officers.

    • Non-compensation expense: Actual expense that is related to philanthropy operations, but that is not compensation related. Examples include professional fees (e.g., legal, tax, accounting), contracted services (e.g., consulting), travel, dues/subscriptions/memberships, software subscription/maintenance, rent/occupancy, supplies, printing, postage, mailing, and cultivation expense. Exclude non-philanthropy expense and depreciation expense, which is purely an accounting entry, not a real usage of resources. 

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    • Staffing 
    •  Glossary of Terms 

    • Direct Fundraising Staff: Individuals performing front-line fundraising activities, typically including the following functions: Chief Philanthropy/Development Officer (CPO/CDO), executive director, vice president of philanthropy, directors of philanthropy/development, annual gifts, major gifts, planned gifts, special events, campaign fundraising, public and private grant writing, corporate and foundation relations, and other fundraising specialists with direct fundraising responsibilities.

      Do NOT include support staff (coordinators, administrative assistants, clerical staff), grant/proposal writers, prospect researchers, communications/ marketing/ public relations, finance/ accounting (including CFO), operations, information technology, data entry, gift receipting, data analyst, or human resources. 

    • Indirect Fundraising Staff: Individuals who are not responsible for front-line fundraising activities. Some examples of the work these individuals perform to support fundraising are: general writing, public relations, marketing, finance (including the tasks of the CFO), operations, information technology, prospect research; gift receipting, data management, data analysis, human resources, development coordinator, administrative assistant, clerical support, and other specialists and generalists without direct fundraising responsibilities.

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    • Endowments and Campaigns 
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    • Constituency Giving 
    •  Glossary of Terms 
    • Rows
    • Rows
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    • Distribution of Funds 
    •  Glossary of Terms 
    • Rows
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    • Your Performance Scorecard 

    • The scorecard below is calculated based on your survey responses and is provided to enable you to gauge whether the numbers you entered are accurate and generate realistic key performance indicators (KPIs). Median benchmarks for each KPI from last year's Report on Giving survey are included for comparison.

      If your performance scorecard seems unrealistic or inaccurate, please double check your responses before submitting the survey.

    • Return on Investment

      Total Fundraising Revenue ÷ Total Fundraising Expense

    • Reference Benchmarks

      • Median ROI for recorded revenue: $3.87
      • Median ROI for production revenue: $4.96

    • Cost to Raise a Dollar

      Total Fundraising Expense ÷ Total Fundraising Revenue

    • Reference Benchmarks

      • Median CTRD for recorded revenue: $0.26
      • Median CTRD for production revenue: $0.20

    • Net Fundraising Revenue (NFR)

      Total Fundraising Revenue - Total Fundraising Expense

    • Reference Benchmark

      • Median: $1,084,834
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