• AHP Report on Giving Survey for Fiscal Year 2025

  • 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.

     All questions marked with a red asterisk (*) are required.

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  • Today's Date
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    2 digit month, 2 digit day, 4 digit year
  • Choose your survey type.*

  • 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

  • Glossary of Terms

    • About Your Organization 

    • 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.

    • Which of the following are you reporting data for? Note: If you are reporting numbers for a foundation that supports a single healthcare entity, choose "single healthcare entity" even if the single healthcare entity is part of a healthcare system.*
    • Which types of communities does your philanthropy organization support? Select all that apply.
    • Was your organization engaged in a capital, comprehensive, cause or other campaign in fiscal year 2025? Choose "No" if your organization was involved only in a short-term, annual campaign.
    • Please choose the type of entity your philanthropic organization supports.*
    • Is your organization part of a healthcare system?
    • Please select the operations structure of your organization.
    • Please select the operations structure of your organization.
    • Please report the total number of healthcare entities in your system.
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    • Please report your net patient revenue at the end of fiscal year 2025.
    • Please report your organization's total revenue from all sources (including funding received from provincial and territorial health plans, patient payments, donations, research grants, and investments) at the end of fiscal year 2025.
    • Which option below best describes your philanthropy organization's funding relationship with your healthcare organization?
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    • Gifts Received 

    • Glossary of Terms

    • Total Gift Revenue

    • Total Recorded 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.

    • Total Production Revenue*

    • 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.  

    • Value of Gifts Received by Type
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    • Number of Donors and Gifts by Type (Production Revenue)
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    • Value of the largest gift received
    • Please list the top 10 ZIP codes across your entire service area that contribute the most to your total giving.
    • Does your organization have a formal process for clinicians (physicians or nurses) to refer grateful patients to the foundation or philanthropy department?
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    • Expenses 

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

    • Glossary of Terms

    • Total Fundraising Expenses*
    • Direct Compensation Expense

    • 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

    • 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

    • 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.

    • Does your organization formally evaluate gift officers based on hitting specific volume targets for donor moves and solicitations?
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    • Endowments and Campaigns 
    • Does your fundraising organization have an endowment?
    • Please provide the total market value of your endowment at the end of fiscal year 2025.
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    • Constituency Giving 

    • Glossary of Terms

    • Please report the total number of donors and total production revenue in each category.
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    • Please report total production revenue received through gifts made by members of relevant reporting boards and executive team members. Board members may overlap with the source categories in the previous question.
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    • Distribution of Funds 

    • Glossary of Terms

    • Please include all dollars distributed in the fiscal year regardless of when they were collected.
      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). Typical median benchmarks for each KPI are included for comparison.

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

       

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    • Total Recorded Revenue
    • Total Production Revenue
    • Total Fundraising Expense

    • Return on Investment

      Total Fundraising Revenue ÷ Total Fundraising Expense
    • Recorded Revenue
    • Production Revenue

    • 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
    • Recorded Revenue
    • Production 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
    • Recorded Revenue
    • Production Revenue
    • Production NFR per Direct Fundraising FTE (Production Revenue NFR / Total Direct Fundraising FTEs)

    • Reference Benchmark

      • Median: $1,084,834
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