2024 Tax Appeal Survey

F&P - 2024 Tax Appeal Survey

AWESOME PRIZES TO BE WON! Take part in our Tax Appeal Survey to go into the draw and win! Subscribers could win a 2-day ticket to one of our 2024/25 conferences (valued at $1100)* and non-members can go into the draw to win 1 of 3 F&P memberships (valued at $497). Please ensure you provide your email address to go into the draw. Please also note we are unable to share the report we create from the survey without your email address.

EMAIL ADDRESS:

TOP LEVEL RESULTS

1. How much did your organisation's 2024 Tax Appeal raise?*

2. And how much did your 2023 Tax Appeal raise? *

3. In your opinion, what factors contributed to your 2024 result?*

4. How much did you spend on your 2024 Tax Appeal? *

THE STATS – 2024 TAX APPEALS

5. How many donations were made to your 2024 Tax Appeal? *

6. What was the overall response rate? (%)*

7. What was the average gift? *

8. What was the median gift?

9. What percentage of your 2024 Tax Appeal income came from the top 20 donations? (%) *

10. What was the largest donation to your 2024 Tax Appeal (in dollars)?*

11. How many new donors did you acquire through the appeal? *

12. What was the cost per acquisition for new donors?

CREATIVE AND CHANNELS – 2024 TAX APPEALS

13. What was the creative concept of your 2024 Tax Appeal and why did you choose this theme?*

14. What were the key channels for your 2024 Tax Appeal? Eg. Direct mail, email, social media, SMS etc. *

15. Out of all the channels you used, what secured the best response? Please include metrics by channel if possible – response rate, cost per acquisition etc. *

16. Did you include a gifts-in-wills tickbox in your appeal communications? If so, what was the response? *

17. Did you include a regular giving tickbox in your appeal communications? If so, what was the response? *

18. How have you thanked and reported back to your 2024 Tax Appeal donors? *

ABOUT YOUR ORGANISATION

19. What is your cause? Eg. community support, animal welfare, education, environment, health, medical research, disability support services, arts and culture etc.*

20. Organisation size. Please select the option that best fits your organisation and treat the figures as AU$ or NZ$ depending on where you are based:*

Annual revenue (all streams) is under $50,000Annual revenue (all streams) is under $500,000Annual revenue (all streams) is over $500,000 and under $3 millionAnnual revenue (all streams) is over $3 millionAnnual revenue (all streams) is over $20 millionAnnual revenue (all streams) is over $50 millionAnnual revenue (all streams) is over $100 million

21. If you are happy for your organisation name to be shared as part of the survey results, please add it here. Organisation name:

In a few words, sum up what was special about your 2024 Tax Appeal

Did you try a new theme, test new creative or channels, take a highly personalised approach with major donors, roll-out a new way to thank donors, or did your appeal fail spectacularly meaning you've learned many valuable lessons you'd like to share?! Whatever the reason, tell us why your 2024 Tax Appeal stood out for you.

Would you like your appeal story to be published as a case study?!

F&P are looking for 5 - 8 nonprofits who are happy to share their story as a case study in the 2024 Tax Appeal Report. If you are happy to be contacted for this purpose, please fill out the details below - we'd love to speak to you!

Name

First NameLast Name

Position

Organisation

Mobile number

Email

example@example.com

Survey responses are due by 5pm AEST on Friday 23 August 2024.

* This offer applies to the main conference only (ie, not masterclasses) of Big4 2024, Digi.Raise 2025, and Funsraising Forum 2025. Airfares and accommodation are not included. Winners must be able to attend the conference in-person (ie, no virtual conference passes). For more information about F&P conferences, please visit: https://fandp.com.au/fpconference-overview

Thank you for completing the F&P survey of 2024 Tax Appeals. Your contact details will be added to the F&P mailing list so you can recieve our weekly e-newsletter packed with fundraising news and insights, conference updates, details of free webinars, special offers and more. If you do not wish to be added to our mailing list please select the option below.

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