The document summarizes various fundraising investment options, providing key metrics like internal rate of return (IRR), net present value (NPV), initial investment, net income in the 5th year, and return on investment (ROI). One option analyzed is text messaging to committed donors, with assumptions like an audience of 20,000, initial 20% text rate, and $10,000 set-up costs. The analysis finds that texting to committed donors has a high IRR of 199% and NPV of £400,770, with an initial investment of -$28,370 and net income in the 5th year of £178,184.

1. Summary of Fundraising Investment Options
Initial Net Income 5th Year
IRR NPV Investment in Year 5 ROI
Telephone Upgrade of regular donors 213% 10,134 -1,675 2,257 14.40
Telephone conversion of cash donors 85% 35,081 -16,114 9,687 14.40
Telephone conversion of eventers 85% 31,925 -14,664 8,815 14.40
Telephone conversion to £1000 gifts -40% -5,310 -11,727 6,867 1.27
Tribute pages 123% 80,480 -20,000 25,000 2.00
30 New Branches 150% 188,537 -17,500 120,000 2.50
Mass-participation event 122% 230,612 -40,000 145,000 2.38
Donor Acquisition
Initial Net Income 5th Year
IRR NPV Investment in Year 5 ROI
Direct Mail Negative -474,276 -140,088 -54,299 0.77
Door to door fundraising 33% 404,964 -448,204 559,059 1.72
Door drops Negative -245,847 -46,642 -41,794 0.58
Telerecruitment 9% 13,612 -105,237 107,997 1.46
Advertising 29% 133,800 -112,000 144,320 1.49
Inserts Negative -503,116 -191,936 -27,656 0.91
Raffle 48% 51,219 -56,620 111,365 1.46
DRTV Negative -35,606 -80,000 8,824 10.00
Recruitment to £1,000 gifts 471% 108,274 -10,250 47,250 4.71
Text to committed 199% £400,770 -28,370 178,184 5.43

2. Text to Committed
Assumptions
Audience 20,000
Initial text 20%
Set-up costs £10,000.00 Internal Rate of Return: 199%
Average gift £3
Fulfilment £100.00 per thousand Net Present Value: £400,770
Conversion contact rate 75%
Conversion DD rate 35%
Conversion Cost £5.99 per call Discount Rate: 6%
Average DD gift £4.00 per month
Attrition 10% per year
Year 0 Year 1 Year 2 Year 3 Year 4 Year 5
Donors Acquired 4,000 4,000 4,000 4,000 4,000
Cumulative Net Donors 4,000 7,600 10,840 13,756 16,380
Initial Gift Income 12,000 12,000 12,000 12,000 12,000
Regular Giving Conversion 50,400 95,760 136,584 173,326 206,393
Total Income 0 62,400 107,760 148,584 185,326 218,393
Set-up costs 10,000
Fulfilment 0 400 400 400 400 400
DD Conversion Programme 17,970 17,970 17,970 17,970 17,970
Management Costs 0 6,240 10,776 14,858 18,533 21,839
Total Expenditure 28,370 24,610 29,146 33,228 36,903 40,209
Net Income -28,370 37,790 78,614 115,356 148,423 178,184