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The findings that we have reported are indicative of general trends that we have deduced from the survey results, but can only be proven by an individual charity when running a head-to-head Test internally within their organisation, ideally where only one variable is changed at any one time. We very much hope that this survey marks just the beginning of a process of  qualitative research, and testing of factors that beneficially impact retention for charities. The information contained in the presentation and subsequent report are copyright to the PFRA and the authors of the presentation and report (Morag Fleming, Head of Fundraising, Quarriers and Rupert Tappin, Managing Director, Future Fundraising) and we would ask that you do not reproduce or disseminate any of this material (apart from for internal use within your own organisation) without prior permission from the PFRA. If you would like to receive a copy of the full report when published, then please contact Ian MacQuillin of the PFRA, on  [email_address] , or call 020 7401 8452. Yours faithfully Mick Aldridge CEO, PFRA
Maximising Income from Face-to-face Fundraising (Findings from PFRA Attrition Survey 2008 & 2009) Monday 6 th  July 2009 (@ IoF Convention) Rupert Tappin – Future Fundraising Morag Fleming – Quarriers
Agenda for the Session ,[object Object],[object Object],[object Object],[object Object],[object Object]
Why did we do the survey? ,[object Object],[object Object],[object Object]
Why measure attrition? ,[object Object],[object Object],[object Object],[object Object],[object Object]
How did we measure attrition? ,[object Object],[object Object],[object Object],[object Object],[object Object]
2008 Survey Key Findings ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Communications and attrition ,[object Object],[object Object],[object Object]
Communication Myth No 1 ,[object Object]
Question Time Round 1! ,[object Object],[object Object],[object Object],[object Object]
Our survey found . . .  ,[object Object]
Communication Myth No 2 ,[object Object]
Our survey found . . .  ,[object Object]
Communication Frequency ,[object Object],[object Object],[object Object]
Communication myth No 3 ,[object Object]
Our survey found . . .  ,[object Object],[object Object]
Customising Communications ,[object Object],[object Object]
Communication myth No 4 ,[object Object]
Question Time Round 2! ,[object Object],[object Object],[object Object],[object Object],[object Object]
Our survey found . . .  ,[object Object],[object Object]
Upgrade Calls ,[object Object],[object Object],[object Object]
2009 PFRA Attrition Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2009 PFRA Attrition Survey ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
2009 Survey ,[object Object],[object Object],[object Object]
Average Attrition  ,[object Object]
 
 
 
 
Key Findings ,[object Object],[object Object],[object Object],[object Object]
 
 
 
Key Findings ,[object Object],[object Object],[object Object],[object Object]
 
 
Street Trends ,[object Object],[object Object],[object Object]
 
 
Door trends ,[object Object],[object Object],[object Object]
Average Gift – significant effect on campaigns in 2008 survey, albeit inconsistent What is its impact in the 2009 attrition survey?
Actual Average Gifts (Weighted) ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Attrition by Av. Gift - Street Trends ,[object Object],[object Object],[object Object]
 
Attrition by Av. Gift - Door Trends ,[object Object],[object Object],[object Object]
What Can We Read Into This? ,[object Object],[object Object],[object Object]
Putting the Survey Findings Into Context ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
 
Attrition Survey Conclusions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
Attrition Survey Conclusions ,[object Object],[object Object],[object Object],[object Object],[object Object],[object Object]
[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],[object Object],Wrap-up & Questions
Morag Fleming, Head of Fundraising, Quarriers, morag.fleming@quarriers.org.uk, 01505 616032 Rupert Tappin, MD, Future Fundraising,  rupertt@futurefundraising.co.uk, 0845 644 8026 Wrap-up & Questions

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PFRA DARS 2009 Maximising Income From Face To Face Regular Giving 2009 Pfra Attrition Survey Distribution Copy

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  • 3. The findings that we have reported are indicative of general trends that we have deduced from the survey results, but can only be proven by an individual charity when running a head-to-head Test internally within their organisation, ideally where only one variable is changed at any one time. We very much hope that this survey marks just the beginning of a process of qualitative research, and testing of factors that beneficially impact retention for charities. The information contained in the presentation and subsequent report are copyright to the PFRA and the authors of the presentation and report (Morag Fleming, Head of Fundraising, Quarriers and Rupert Tappin, Managing Director, Future Fundraising) and we would ask that you do not reproduce or disseminate any of this material (apart from for internal use within your own organisation) without prior permission from the PFRA. If you would like to receive a copy of the full report when published, then please contact Ian MacQuillin of the PFRA, on [email_address] , or call 020 7401 8452. Yours faithfully Mick Aldridge CEO, PFRA
  • 4. Maximising Income from Face-to-face Fundraising (Findings from PFRA Attrition Survey 2008 & 2009) Monday 6 th July 2009 (@ IoF Convention) Rupert Tappin – Future Fundraising Morag Fleming – Quarriers
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  • 43. Average Gift – significant effect on campaigns in 2008 survey, albeit inconsistent What is its impact in the 2009 attrition survey?
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  • 55. Morag Fleming, Head of Fundraising, Quarriers, morag.fleming@quarriers.org.uk, 01505 616032 Rupert Tappin, MD, Future Fundraising, rupertt@futurefundraising.co.uk, 0845 644 8026 Wrap-up & Questions

Editor's Notes

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  8. Rupert. Question – what is your opinion – no effect, positive effect, negative effect? What horizon are you measuring over? – time period critical.
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  12. Morag - Question what they think the most relevant frequency would be
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  15. Rupert. Potential question before next slide re – what do you think has the most positive effect on donor retention
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  23. Rupert. If time, potentially explore what we did with the months to avoid having donors that hadn’t yet made their payments – based on date of last 1 st payment. This info will now be featured in our report, due September 2009. Being careful of assumptive attrition modelling
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  34. Morag. 2006 – blue 2007 - red
  35. Morag. 2006 blue, 2007 red, 2008 green
  36. Morag – state we are unsure if the data contained in the 3 charities with much lower Yr 1 attrition is being reported in the same way as all other campaigns (to be focussed on in report due Sept 09).
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  38. Morag. 2006 blue, 2007 red, 2008 green
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  48. Morag. Underlying message here is that in spite of increase in attrition across both street and door from 06 to 08, street income per 1,000 donors recruited is largely unchanged to that in 2006, thanks to increase in average gift. Door has seen a very slight overall decrease in income per 1,000 donors recruited, as the increase in average gift has not quite offset the increase in attrition from 06 to 08. However, there has been a shift of volumes between street and door, with 1.5 times as many donors reported for door campaigns (48,000) than for street campaigns (35,000) in 2006, increasing to three times as many door reported donors (67,000) compared with street reported donors in 2008 (19,000).
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  51. Rupert / Morag. Report due in Sept 09 will include insights into how we carried out our analysis, complete with advice and feedback for participants on the data they submitted.
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