IDPE and Graham-Pelton Consulting Schools alumni relations and fundraising benchmarking survey 2018

Transcription

1 IDPE and Graham-Pelton Consulting Schools alumni relations and fundraising benchmarking survey 2018 Please use this document to help you review all the questions and help manage your time needed to complete the survey, distribute questions to other members of your team or school, collate your answers. Please visit to complete and submit the online survey. Questions marked * are required.

2 Please note that the question numbers shown in this document will not appear in the online survey. This survey is intended to be completed by the person leading fundraising and/or alumni relations activities at the school (referred to as the Senior Development Professional within this survey). This position is typically called Development Director or Development Manager. Sometimes this position is merged with another role and is referred to as Director of External Relations or Marketing. Details of person completing this questionnaire Please provide your name, job title, and contact information. Help: Please provide these details so that we can contact you if we have any queries about your answers. Your details will not be given out to other survey participants.* 1. First Name: 2. Surname: 3. Job Title: 4. Phone Number: 5. Address: 6. Are you the senior development professional?* ( ) Yes ( ) No pg. 1

3 7. If you are not the senior development professional, please indicate the senior development professional's name, title, and address.* Name: Title: Address: 8. I am authorised by the senior development professional or Head of Institution to complete this survey.* ( ) Yes ( ) No pg. 2

4 Your School 9. How many schools does your development office support?* 10. Please provide the following details about the school(s).* School Name: Town: Postcode: 11. In what year(s) did the school(s) open?* For development offices supporting multiple schools only 12. How many of these schools do you support with fundraising? 13.How many of these schools do you support with alumni relations? 14.Did the number of schools you support increase in the past two years? ( ) Yes ( ) No 15.How many Heads do you regularly interact with? pg. 3

5 16.How many alumni associations do you deal with? 17.Do you produce different communication materials for each school? ( ) Yes ( ) No 18.Please describe any other impact servicing multiple schools has on your development office. Thank you. For the rest of the survey, please answer the questions by combining your activities for all schools that you service and treat them as one school (eg count the total number of alumni that you engage with). 19. Which IDPE Region are you a member of? ( ) East ( ) London ( ) North East ( ) North West ( ) Scotland ( ) South Central ( ) South East ( ) South West pg. 4

6 ( ) Surrey ( ) Thames ( ) West Midlands ( ) Not a member 20. Type of School* ( ) Free school/academy (inc City Technology Colleges) ( ) Maintained ( ) Grammar School ( ) Independent School 21. What type of setting is your school in?* ( ) Inner London ( ) Outer London ( ) City - Other than London ( ) Town ( ) Suburb ( ) Village ( ) Semi-Rural ( ) Remote Rural 22. Are you a day or boarding school? Please tick all that apply.* ( ) Day School ( ) Full boarding pg. 5

7 ( ) Partial boarding ( ) Flexible boarding 23. Intake* <8 yrs 8-10 yrs yrs yrs 16+ yrs Co-Ed ( ) ( ) ( ) ( ) ( ) Boy ( ) ( ) ( ) ( ) ( ) Girl ( ) ( ) ( ) ( ) ( ) 24. Additional Intake Criteria (Please tick all that apply) ( ) Faith ( ) Special Educational Needs ( ) Other (please state criteria): * 25. How many pupils are there in the school in total?* 2016/ /18 Number of pupils pg. 6

8 26. What were the average annual school fees for 2016/17 and 2017/18 for ages <11?* 2016/17 Day 2016/17 Boarding 2017/18 Day 2017/18 Boarding Ages < What were the average annual school fees for 2016/17 and 2017/18 for ages 11-15?* 2016/17 Day 2016/17 Boarding 2017/18 Day 2017/18 Boarding Ages What were the average annual school fees for 2016/17 and 2017/18 for ages 16+?* 2016/17 Day 2016/17 Boarding 2017/18 Day 2017/18 Boarding Ages For co-educational schools, in which year did the school start to admit both genders?* pg. 7

9 30. Is there a strong association between the school's alumni or parents and any particular profession (e.g. armed forces, finance, agriculture) that has greatly influenced the overall wealth of your available prospect pool (either positively or negatively)? ( ) Yes ( ) No 31. Please name the profession: pg. 8

10 Bursaries and Scholarships Please read through this section first to understand the different pieces of data we are looking for. 32. How many bursaries and scholarships (as a number) were awarded to pupils across the school in 2016/17 and 2017/18? For free schools/academies, please enter the number of hardship pupils at the school.* 2016/17 Total Number 2017/18 Total Number Bursaries Scholarships 33. And as a percentage?* 2016/17 % of students receiving some financial support 2017/18 % of students receiving some financial support Bursaries Scholarships pg. 9

11 34. How many pupils were on means-tested bursaries in 2016/17 and 2017/18? 2016/ / What percentage of pupils were on means-tested bursaries in 2016/17 and 2017/18? 2016/ / How many pupils were on 100% plus means-tested bursaries in 2016/17 and 2017/18? 2016/ / What percentage of pupils were on 100% plus means-tested bursaries in 2016/17 and 2017/18? 2016/ /18 pg. 10

12 38. How many pupils were on 90% plus means-tested bursaries in 2016/17 and 2017/18? 2016/ / What percentage of pupils were on 90% plus means-tested bursaries in 2016/17 and 2017/18? 2016/ / What was the average percentage assistance of all means-tested bursaries in 2016/17 and 2017/18? 2016/ /18 pg. 11

13 41. What was the total expenditure of all means-tested bursaries in 2016/17 and 2017/18? 2016/ / What are the sources of revenue for this expenditure? ( ) Fundraising ( ) Cross-subsidy from fees ( ) Endowment ( ) Other * pg. 12

14 The development office and team 43. For how many years has the school had a development team or department?* ( ) <1 year ( ) 1-3 years ( ) 4-6 years ( ) 7-10 years ( ) years ( ) years ( ) >20 years 44. Has this Office been consistently in operation during this period of time? ( ) Yes ( ) No ( ) Unsure 45. How many senior development professionals have been in post since the development office first opened? 46. If you have a development strategy, how many years does your development strategy cover? ( ) 1 ( ) 2 ( ) 3 ( ) 4 ( ) 5 ( ) >5 pg. 13

15 ( ) Not applicable 47. Does your school have a separate charitable fundraising foundation?* ( ) Yes ( ) No 48. If you have a fundraising board, how many people are on your fundraising board? ( ) No board ( ) <5 ( ) 5-10 ( ) Who is on your fundraising board? ( ) Alumni ( ) Current Staff ( ) Former Staff ( ) Current Parents ( ) Parents of Alumni ( ) Governors ( ) Other * pg. 14

16 50. How many full-time equivalent (FTE) staff are in your development team? Help: A member of staff working full-time (at least 35 hours) should be classed as 1 FTE. A person working 20 hours a week should be classed as 0.57 FTE. The total number of FTEs for an office of one person working full-time and two people working 20 hours a week would be 2.14 FTE. This figure should equate to the total staff that you have budget for and when you are fully recruited. Vacancies and absence are covered later.* 51. Over a year, what percentage of total FTE time is spent on the following areas? These figures should add up to 100%. Help: In the example above, the 2.14 FTE spend 25% of their time on major gifts fundraising, 50% on alumni relations, 10% on the annual fund, and 15% on database and administration, totalling 100%.* Major gift and legacy fundraising (including prospect cultivation) Regular giving/annual fund fundraising Alumni relations (including communications, events) Database, prospect research, and gift administration Development office management and administration Other development office activities Other school activities 52. If "other school activities" entered: What other school activities are you or your office involved in? pg. 15

17 53. Please indicate if you have had any staffing shortages (vacancies or long periods of absence/leave) by entering the number of weeks during the year that the following areas were not staffed as budgeted. 2016/ /18 Major gift and legacy fundraising (including prospect cultivation) Regular giving/annual fund fundraising Alumni relations (including communications, events) Database, prospect research, and gift administration Development office management and administration Other development office activities Other school activities 54. How would you rate the development office in terms of being clearly visible and influential within the school? ( ) Very low ( ) Low ( ) Average ( ) Good ( ) Very good pg. 16

18 55. What were your total annual staff and non-staff costs?* Staff costs Non-staff costs 2016/ / Please split your total annual staff and non-staff costs into the following areas. Help: For staff with multiple areas of responsibilities and non-staff costs that cover more than one area, please split the costs between the relevant areas as appropriate. 2016/17: Staff costs Non-staff costs Other Department Budgets Major gift and legacy fundraising (including prospect cultivation) Regular giving/annual fund fundraising Alumni relations (including communications, events) Database, prospect research, and gift administration pg. 17

19 Staff costs Non-staff costs Other Department Budgets Development office management and administration Other development office activities Other school activities 2017/18: Staff costs Non-staff costs Other Department Budgets Major gift and legacy fundraising (including prospect cultivation) Regular giving/annual fund fundraising Alumni relations (including communications, events) Database, prospect research, and gift administration Development office management and administration pg. 18

20 Staff costs Non-staff costs Other Department Budgets Other development office activities Other school activities 57. What is the largest single non-salary expenditure item you have?* 58. What is the value of this largest single non-salary expenditure item?* 59. What is the development office s budget for professional development? pg. 19

21 The senior leadership team 60. Has your Head had any formal training for fundraising? ( ) Yes ( ) No ( ) Unsure If yes, please describe 61. For how many years has your Head been in post? 62. Please indicate how the following people are involved in Development. Very Little Involvement Little Involvement Somewhat Involved Involved Very Involved Head Teacher ( ) ( ) ( ) ( ) ( ) Chair of Governors ( ) ( ) ( ) ( ) ( ) Chair of Trustees ( ) ( ) ( ) ( ) ( ) Governing body as a whole ( ) ( ) ( ) ( ) ( ) pg. 20

22 Very Little Involvement Little Involvement Somewhat Involved Involved Very Involved Campaign/Fundraising Board Bursar/Finance Director ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) Teaching Staff ( ) ( ) ( ) ( ) ( ) Alumni Association ( ) ( ) ( ) ( ) ( ) Current Parents ( ) ( ) ( ) ( ) ( ) Parents of Alumni ( ) ( ) ( ) ( ) ( ) Pupils ( ) ( ) ( ) ( ) ( ) 63. In your experience, what percentage of his/her time over the past two years has the Head dedicated to development? ( ) Less than 5% ( ) 5% 10% ( ) 10% 15% ( ) 15% 20% ( ) 20% 25% ( ) More than 25% pg. 21

23 64. Which development activities does the Head get involved in, and which activities do you think the Head should become more involved in? Head currently involved Would like Head to be more involved Fundraising Writing ask letters to prospects ( ) ( ) Hosting/attending small dinners with prospects ( ) ( ) One-to-one meetings with prospects ( ) ( ) Deciding on projects to prioritise for support ( ) ( ) Discussing cultivation strategies for top prospects ( ) ( ) Direct asking/closing gifts ( ) ( ) Welcoming prospects/donors to campus ( ) ( ) Signing off proposals ( ) ( ) Donor Stewardship Writing thank-you letters to donors ( ) ( ) pg. 22

24 Head currently involved Would like Head to be more involved Calling donors to thank them ( ) ( ) Alumni Engagement Writing congratulatory letters to alumni ( ) ( ) Hosting/attending small dinners with influential alumni ( ) ( ) Attending alumni reunion events ( ) ( ) Writing for alumni magazine ( ) ( ) Attending alumni networking events in the UK Attending alumni networking events overseas ( ) ( ) ( ) ( ) Strategy and Operations Meeting new Development and Alumni Relations staff ( ) ( ) Meeting telethon calling team ( ) ( ) pg. 23

25 Head currently involved Would like Head to be more involved Attending telethon calling session/s ( ) ( ) Training/coaching senior leadership in asking ( ) ( ) Promoting the school s vision and strategy ( ) ( ) 65. What are the most important types of support you and your team give to your Head? ( ) Prospect briefings ( ) Prospect profiles ( ) Sensitivity checks on individual prospects ( ) Cultivation plans ( ) Paving the way for an ask ( ) Asking on behalf of the Head ( ) Organising dinners ( ) Attending dinners to support Head ( ) Preparing papers and reports ( ) Training/coaching in asking ( ) Rehearsing asking ( ) Writing speeches for events pg. 24

26 ( ) Propose alumni for honorary awards ( ) Provide guidance on risk and ethics related to fundraising ( ) Giving clear advice on relevant matters ( ) Inputting into school strategy/wider matters pg. 25

27 Alumni Relations and Engagement 66. Of the alumni contacts in your database, how many are living? 67. How many staff work in alumni relations? 68. What is the total expenditure (including salaries and programming) on alumni relations? 69. Who is responsible for alumni relations in your school?* ( ) A separate alumni association ( ) The development office ( ) An alumni office within the school but separate to the development office ( ) Volunteers ( ) There is no alumni relations function ( ) Other 70. If your alumni relations programme is not managed by the development office, how would you describe the relationship between your office and the alumni office or alumni association? ( ) Very poor ( ) Poor ( ) Neutral ( ) Good ( ) Very good pg. 26

28 71. How many events are organised for alumni each year by the following?* Development Office: Alumni Association: Other parts of the school: Alumni: 72. How many of the following types of constituencies have attended any of those events in the past two years?* 2016/ /18 Current pupils Current parents Parents of alumni Staff Former Staff Local community Governors Others pg. 27

29 73. Do you have a volunteer programme (an active programme for people to give their time) for:* Yes No Alumni ( ) ( ) Parents ( ) ( ) 74. Do you measure how many hours volunteers spend on these activities for your school?* ( ) Yes ( ) No 75. How many hours have been spent volunteering in these activities?* Alumni Parents Career support Mentoring Hosting events Internships Event assistance (including speaking) Work placements Teaching support pg. 28

30 76. How many publications do you produce and how often do you send them out to alumni? Help: Enter the number of individual publications that are sent for each frequency, eg if you produce two annual magazines with a different name, enter 2 against Annually/Printed publications. If you have two editions of one printed magazine per year, enter 1 against Bi- Annually/Printed publications. Printed publications e-newsletters Ad-hoc Weekly Fortnightly Monthly Termly Bi-Annually Annually Less often than annually pg. 29

31 77. Who has editorial rights for alumni relations publications? ( ) Development Office ( ) Alumni Association ( ) Marketing ( ) Other - Write In: * 78. If you do not have responsibility for alumni relations, what is the equivalent job title to the Senior Development Executive that manages alumni relations? 79. Please tick which of the following groups you include when working on alumni relations. Volunteering Events Publications Current pupils ( ) ( ) ( ) Current parents ( ) ( ) ( ) Parents of alumni ( ) ( ) ( ) Staff ( ) ( ) ( ) Former Staff ( ) ( ) ( ) Governors ( ) ( ) ( ) pg. 30

32 Volunteering Events Publications Local community ( ) ( ) ( ) Other (Write In) ( ) ( ) ( ) 80. Please indicate how many alumni you have had in each category in 2016/17. Donors Volunteers Event Attendees 81. Please indicate how many alumni you have had in each category in 2017/18. Donors Volunteers Event Attendees pg. 31

33 Web site and social networking 82. Do you have websites for alumni relations and fundraising? Part of School Website Separate from School Website Don't Have Website Fundraising ( ) ( ) ( ) Alumni Relations ( ) ( ) ( ) 83. Do you have a secure online engagement facility for alumni? (Anything from reviewing and updating your details to more interactive activity) ( ) Yes ( ) No 84. Do you have a discussion forum on your alumni website? ( ) Yes ( ) No 85. How often do you update your websites with news? ( ) Ad-hoc ( ) Daily ( ) Weekly ( ) Fortnightly ( ) Monthly ( ) Termly ( ) Less often pg. 32

34 86. How many followers do you have on the following types of social media that you may use? Facebook: Flickr: Instagram: LinkedIn: Pinterest: Twitter: Xing: YouTube: 87. Do you use any other social media platforms? ( ) Yes ( ) No 88. If yes, what other social media platforms do you use and how many followers do you have on each of them? Social Media Platform Followers 89. Do you have a dedicated person who regularly updates your social media channels and responds to posts? ( ) Yes ( ) No pg. 33

35 90. How often do you update/post to your social media channels? ( ) Ad hoc ( ) Daily ( ) Weekly ( ) Fortnightly ( ) Monthly ( ) Termly 91. Do you record who your social media followers are in your alumni database? ( ) Yes ( ) No pg. 34

36 Alumni demographics, database, and research 92. Which development database do you use? ( ) Alms ( ) DonorStrategy ( ) etapestry ( ) SIMS ( ) ThankQ ( ) The Raiser's Edge ( ) In-house system ( ) Other 93. How many contacts do you have in total in your database?* 94. Of the total contacts in your database, how many would you consider to be contactable for each of these groups? ("Contactable" as in you have at least one of the following for them: a live address, postal address, and/or telephone number.)* Alumni: Current Parents: Parents of alumni: Organisations/Trusts: Other: pg. 35

37 95. What percentage of your alumni are male/female? Male Female 96. What percentage of your male/female alumni are contactable?* Male Female 97. What percentage of your contactable alumni currently reside in the UK versus internationally?* UK International 98. What is the average age of your contactable alumni? 99. For how many records do you have the following types of additional information? Interests: Clubs/Society involvement: Volunteering offers: Profession/Business details: Income bands: pg. 36

38 Higher Education: Dates at school: Full donation history: Opt-out preferences: Requests no contact: Opt-out preferences: Requests no fundraising contact: Opt-in preferences: Yes to being contacted: Opt-in preferences: Yes to be contacted regarding fundraising: 100. What is the minimum value gift that you would consider to be a major gift? Help: Enter the minimum gift figure, for example, 1, How many people in your database would you consider to be major prospects i.e. a person able to donate at least at the minimum value of a major gift? 102. Have you implemented a moves management system to monitor progress made with major prospect solicitations?* (A moves management system enables you to manage and track all prospects depending on what stage of the major gifts cycle they are in) ( ) Yes ( ) No ( ) Unsure pg. 37

39 103. How do you identify major prospects? ( ) BoardEx ( ) Factary ( ) Prospecting for Gold ( ) WealthEngine ( ) Rich Lists ( ) Institutional knowledge ( ) Personal interaction ( ) Other pg. 38

40 Fundraising activities - general 104. Has the school received income from fundraising activities in the last two years?* ( ) Yes ( ) No 105. If no fundraising income was received, what were the reasons?* ( ) Not active in fundraising ( ) Our constituencies aren t ready to be fundraised from ( ) Return on investment is too low ( ) Currently engaging with our prospects in preparation for fundraising in the future ( ) Plan to fundraise in the future, but not now ( ) Other pg. 39

41 106. Which methods did you employ to raise money from the following constituent groups in the past two years?* Alumni Current Parents Parents of Alumni Current Pupils Staff Trusts, Foundations Corporates Local community Governors, Trustees, Board Personal asks (1-1) Direct mail post Direct mail - Social media Telephone appeal ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) Events ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) Crowdfunding Fundraising events (eg ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) pg. 40

42 Alumni Current Parents Parents of Alumni Current Pupils Staff Trusts, Foundations Corporates Local community Governors, Trustees, Board sponsored walks) Auctions/ raffles ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) N/A ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) 107. If you ran a telephone appeal, did you use consultants? ( ) Yes ( ) No 108. Where personal asks were made, please enter the number of all personal asks that each of these types of individuals has made over the two-year period. Senior Development Professional: Head: Bursar: Fundraising Board members: Parents: Pupils: pg. 41

43 Alumni: Other staff: Consultants: Other: 109. For personal asks, how many times (on average) do you meet a prospect (1-1) before asking for a donation? ( ) First meeting ( ) 2-4 meetings ( ) 5-7 meetings ( ) 8 or more meetings 110. Do you have a gift acceptance policy in place?* ( ) Yes ( ) No 111. Is there a dedicated group or committee which considers the acceptance of gifts? ( ) Yes ( ) No pg. 42

44 112. How many donors have you had in the years 2016/17 and 2017/18? 2016/ / What is the value of philanthropic income received in the years 2016/17 and 2017/18 from these donors? Help: Only include income received, not outstanding pledges or future regular gift payments. Please include Gift Aid, where possible.* 2016/ / If you are able to break your donors into different relationship groups, please indicate how many donors you have had in each relationship group for 2016/17 and 2017/18. Help: If a person has multiple relationships, enter the donation in the first row where the relationship matches. E.g., if a person is a governor and an alumnus/a, enter the donation under Governors/Trustees/Board. 2016/17: Total number of donors 2017/18: Total number of donors Governors/ Trustees/Board Staff Current Parents pg. 43

45 2016/17: Total number of donors 2017/18: Total number of donors Alumni Parents of Alumni Current Pupils Foundation, Trust, or Livery Company with a current or historic link to the school Other charitable trusts and foundations Corporates Local community pg. 44

46 115. If you are able to break your donors into different relationship groups, please indicate the total value of philanthropic income each relationship group brought in for 2016/17 and 2017/18. Help: If a person has multiple relationships, enter the donation in the first row where the relationship matches. E.g., if a person is a governor and an alumnus/a, enter the donation under Governors/Trustees/Board. 2016/17: Total philanthropic income received 2017/18: Total philanthropic income received Governors/ Trustees/Board Staff Current Parents Alumni Parents of Alumni Current Pupils Foundation, Trust, or Livery Company with a current or historic link to the school Other charitable trusts and foundations Corporates Local community pg. 45

47 116. From new pledges and regular gifts made in 2016/17 and 2017/18, how much more income do you expect to receive from those gifts between 2017/18 and 2021/22? Help: Assume outstanding pledges and all promised regular payments will be received. Include Gift Aid How many donors made a pledge or regular gift in 2016/17 and 2017/18 counted in the previous question for whom no income has been counted? Help: These are people who have promised to make a donation, but have so far not made any payments towards that gift. 2016/ /18 Number of donors who have only pledged. Number of donors who have started a regular gift but have not made any payments. pg. 46

48 118. What were your two largest gifts received in 2016/17 and 2017/18?* (Excluding Gift Aid. Can include cumulative giving, e.g. 100 a month = 1200 a year) 2016/ /18 Value of largest gift received Value of second largest gift received 119. Please indicate how many donors you have had for the following types of projects in 2016/17 and 2017/ /17: Total number of donors 2017/18: Total number of donors Bursaries/ Scholarships Capital projects (eg buildings) Academic (non-capital) Sports (non-capital) Arts (non-capital) Unspecified pg. 47

49 120. Please indicate the total value of philanthropic income receive for the following types of projects in 2016/17 and 2017/ /17: Total philanthropic income received 2017/18: Total philanthropic income received Bursaries/ Scholarships Capital projects (eg buildings) Academic (non-capital) Sports (non-capital) Arts (non-capital) Unspecified 121. Do you receive gifts from overseas? ( ) Yes ( ) No 122. Do you have a separate foundation or partnership to receive donations from overseas? ( ) Yes ( ) No If yes, please state pg. 48

50 Fundraising activities - campaigns 123. Were you in a campaign over the last two years?* ( ) Yes ( ) No 124.What types of projects did the campaign(s) support?* ( ) Academic ( ) Facilities ( ) Sports ( ) Boarding ( ) Arts/music ( ) Major refurbishment ( ) New building ( ) Bursary ( ) Other 125. What stage were you in by the end of 2017/18?* ( ) Feasibility Study ( ) Planning ( ) Quiet Phase ( ) Public Phase ( ) Completed ( ) Extended pg. 49

51 126. How long was the planning phase of your Campaign? ( ) No planning phase ( ) 1-5 months ( ) 6-11 months ( ) 1 year ( ) 18 months ( ) 2 years ( ) More than two years 127. How long was the quiet phase of your Campaign? ( ) No quiet phase ( ) 1-6 months ( ) 6-12 months ( ) months ( ) months ( ) More than 24 months 128. How long was the public phase of your Campaign? ( ) Less than one year ( ) 1 year ( ) 18 months ( ) 2 years ( ) 3 years ( ) More than three years ( ) Rolling campaign (continuous campaign with new projects added) pg. 50

52 129. What is the target for the campaign?* 130. Did you use consultants for any stage of the campaign? ( ) Feasibility Study ( ) Wealth Profiling ( ) Strategy ( ) Direct mail appeals ( ) Telephone appeal ( ) None 131. What type of funds are you including when counting your campaign total?* ( ) Philanthropic income from individual donors ( ) Philanthropic income from corporate donors ( ) Philanthropic income from trusts/foundations ( ) Commercial income ( ) Loans ( ) School surpluses ( ) Asset/Investment sales 132. What proportion of the campaign total is from philanthropic income? pg. 51

53 133. How many fundraising campaigns has the school been involved with in the last 30 years? 134. How many years passed between the school's last campaign and this most recent campaign? 135. How many years has the school spent in campaigns (excluding any current campaign)? 136. If you didn t run a campaign in the last two years, what was the primary reason for this decision?* ( ) The school isn t fundraising ( ) A project has not yet been identified ( ) Lack of resources ( ) Our prospect pool isn t ready ( ) We re preparing to launch a campaign in the next two years ( ) We re not interested in running a fundraising campaign pg. 52

54 Fundraising activities - legacies 137. If you have a legacy society, how many years has this been running? ( ) <1 year ( ) 1-3 years ( ) 4-6 years ( ) 7-10 years ( ) >10 years ( ) N/A 138. How many members does your legacy society have? 139. What do you do to promote and stimulate legacies? ( ) Direct Mail (mailing out letters/brochures) ( ) Personal asks (1-1) ( ) Advertising (School or alumni publications) ( ) Events ( ) Website ( ) Newsletters ( ) Other pg. 53

55 140. How many new legacy pledges have you had in the last two years?* 2016/ / What was the value of legacy pledges made in the last two years?* 2016/ / How many legacy gifts were received in the last two years?* 2016/ / What was the value of legacy gifts received in the last two years?* 2016/ /18 pg. 54

56 The senior development professional 144. How long have you been in your current post as the senior development professional? ( ) 1-3 years ( ) 4-6 years ( ) 7-10 years ( ) years ( ) years ( ) >20 years 145. How long have you been in the development/fundraising profession? ( ) 1-3 years ( ) 4-6 years ( ) 7-10 years ( ) years ( ) years ( ) >20 years 146. How long have you worked in the schools sector? ( ) 1-3 years ( ) 4-6 years ( ) 7-10 years ( ) years ( ) years ( ) >20 years pg. 55

57 147. Are you on the school senior management team?* ( ) Yes ( ) No 148. Do you have an influence on the school s strategic direction? ( ) Yes ( ) No 149. Who is your direct line manager?* ( ) Head ( ) Bursar ( ) Chairman of Governors ( ) Other (please state) 150. Please tick the areas on which you are appraised or have targets.* ( ) Income raised ( ) Costs incurred ( ) Relationships cultivated ( ) Effectiveness of database ( ) Events held ( ) Website ( ) Social networking ( ) Alignment of fundraising activity with school s overall strategy ( ) Other (please state) pg. 56

58 151. Please indicate the frequency with which you have the following types of meetings. Weekly Fortnightly Monthly Termly Annually Never N/A Development Team ( ) ( ) ( ) ( ) ( ) ( ) ( ) Head ( ) ( ) ( ) ( ) ( ) ( ) ( ) Bursar ( ) ( ) ( ) ( ) ( ) ( ) ( ) Senior Management Team Fundraising Board Governing Body Alumni Association Committee ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) ( ) pg. 57

59 152. Which of the following areas fall under your remit?* ( ) Fundraising ( ) Alumni Relations ( ) Marketing ( ) Corporate Engagement ( ) Student Recruitment ( ) School Merchandise ( ) Archives ( ) School Communications ( ) Bursary Administration ( ) Data and compliance ( ) Wider income generation ( ) International business (non-fundraising/alumni relations) 153. Which of the following bands does your full-time equivalent salary fall within? Help: If you work part time, then please upgrade your salary to the full-time equivalent. For example, if you work 80% of the time, divide your salary by 80, then multiply by 100. ( ) < 25,000 ( ) 25,000-49,999 ( ) 50,000-74,999 ( ) 75,000-99,999 ( ) 100, ,999 ( ) 125,000+ pg. 58

60 154. How old are you? ( ) ( ) ( ) ( ) ( ) Are you male or female? ( ) Male ( ) Female pg. 59

61 Your school will be sent one hard copy of the final report. Please indicate below the name, job title, and address of the person to whom it should be sent. First Name: Surname: Title: Organisation Name: Street Address: Apt/Suite/Office: City: County: Postcode: If you think you will require additional hard copies, how many are you likely to want to purchase? This is for planning purposes only. Instructions on how to purchase additional copies will be made available nearer the time of availability. You will also be given the option of purchasing a bespoke version of the report that delves into further detail about the performance of your school. This will cost 500. Would you be interested in receiving such a report? ( ) Not at all interested ( ) Somewhat interested ( ) Very interested pg. 60

62 Thank you for taking part in this survey. By participating, you are helping to build recognition of schools development with factual data, and the results of the survey will help to raise awareness of the impact your work is having on school life and young people. The results will be published at the end of the Summer Term 2019 and we look forward to sharing these with you. pg. 61