Preservation Alliance for Greater Philadelphia

ABC CHARITY

FIVE-YEAR GIVING HISTORY

FISCAL yEAR / Goal / Dollars
Raised for
Annual Fund / % Of Annual Fund Goal / Number of Donors Contacted / # Of Donors Making Gifts / % Of Donors
Giving / # Of New Donors / # Of Lybunts
2003
2002
2001
2000
1999

TOTAL DOLLARS RAISED BY SOURCE

source / fy 2003 / fy 2002 / fy 2001 / fy 2000 / fy 1999
Board
Friends
Corporations
Foundations
Clubs and Organizations
Matching Gifts
Other
Other
TOTAL

HISTORICAL NUMBER OF DONORS BY SOURCE CHART

source / fy 2003 / fy 2002 / fy 2001 / fy 2000 / fy 1999
Board
Friends
Corporations
Foundations
Clubs and Organizations
Matching Gifts
Other
Other
TOTAL

PROGRAM FIVE-YEAR TOTAL DOLLARS RAISED

PROGRAM / fy 2003 / fy 2002 / fy 2001 / fy 2000 / fy 1999
Unrestricted Annual Fund
Bequests
Planned Gifts
Restricted
1. Buildings
2.
3.
Gifts-in-Kind
Other
TOTAL

PROGRAM FIVE-YEAR TOTAL NUMBER OF DONORS

PROGRAM / fy 2003 / fy 2002 / fy 2001 / fy 2000 / fy 1999
Unrestricted Annual Fund
Bequests
Planned Gifts
Restricted
1. Buildings
2.
3.
Gifts-in-Kind
Other
TOTAL

FIVE-YEAR TOTAL DOLLARS RAISED BY METHOD

PROGRAM / fy 2003 / fy 2002 / fy 2001 / fy 2000 / fy 1999
Direct Mail
Bequests
Planned Gifts
1. Unitrusts
2. Annuities
3. Annuity Trusts
4. Pooled Income Fund.
5. Bequest expectancies
Grants
Special events
Phonathon
Personal solicitation
Other
TOTAL

FIVE-YEAR TOTAL NUMBER OF DONORS BY METHOD

PROGRAM / fy 2003 / fy 2002 / fy 2001 / fy 2000 / fy 1999
Direct Mail
Bequests
Planned Gifts
1. Unitrusts
2. Annuities
3. Annuity Trusts
4. Pooled Income Fund.
5. Bequest expectancies
Grants
Special events
Phonathon
Personal solicitation
Other
TOTAL

HISTORICAL GIFT RANGE CHART

Year: FY 2003

Giving Range / Number of Donors / Dollars Raised
Lifetime Gifts / Average Gift Size*
by Giving Range
Lifetime Gifts / Dollars Raised Estate Gifts (Including Bequests and Planned Gifts) / Average Gift Size* Estate Gifts (Including Bequests and Planned Gifts)
50,000+
25,000 - 49,999
10,000 - 24,999
5,000 - 9,999
2,500 - 4,999
1,499 - 2,499
1,000 - 1,499
500 - 999
250 - 499
100 - 249
50 - 99
1 - 49
Total:

Overall Average Gift: $

**Calculate average gift size by dividing dollars raised by number of donors. Please exclude any extraordinary gifts that will skew the mean value.

HISTORICAL GIFT RANGE CHART

Year: FY 2002

Overall Average Gift: $

**Calculate average gift size by dividing dollars raised by number of donors. Please exclude any extraordinary gifts that will skew the mean value.

HISTORICAL GIFT RANGE CHART

Year: FY 2001

Overall Average Gift: $

**Calculate average gift size by dividing dollars raised by number of donors. Please exclude any extraordinary gifts that will skew the mean value.

HISTORICAL GIFT RANGE CHART

Year: FY 2000

Overall Average Gift: $

**Calculate average gift size by dividing dollars raised by number of donors. Please exclude any extraordinary gifts that will skew the mean value.

HISTORICAL GIFT RANGE CHART

Year: FY 1999

Overall Average Gift: $

**Calculate average gift size by dividing dollars raised by number of donors. Please exclude any extraordinary gifts that will skew the mean value.

BUDGET/STAFF/RESULTS

YEAR / TOTAL DOLLARS RAISED / SIZE OF
STAFF
(FTE’s)
(Fund Raising only) / DOLLARS RAISED PER STAFF / SIZE OF BUDGET
(Fund Raising only) / COST PER DOLLAR RAISED / SIZE OF
BUDGET / DOLLARS RAISED AS A PERCENT OF BUDGET
FY 2003
FY 2002
FY 2001
FY 2000
FY 1999

ANNUAL TOTAL RAISED WITHOUT BEQUESTS, ESTATES, AND TRUSTS

YEAR / TOTAL RAISED WITHOUT BEQUESTS, ANNUITIES OR TRUSTS / SIZE OF DEVELOPMENT OFFICE BUDGET / COST PER DOLLAR RAISED / DOLLARS GAINED OR LOST OVER PREVIOUS YEAR / PERCENTAGE GAIN OR LOSS OVER PREVIOUS YEAR
FY 2003
FY 2002
FY 2001
FY 2000
FY 1999

Budget/Staff/Results

Year / Size of Development
Staff / Size of Development
Budget / Size of
Institutional Budget / Total Dollars Raised
FY 2003 / $ / $ / $
FY 2002 / $ / $ / $
FY 2001 / $ / $ / $
FY 2000 / $ / $ / $
FY 1999 / $ / $ / $

BOARD GIVING

1999 TO 2003

YEAR / NUMBER BOARD MEMBERS / NUMBER BOARD MEMBERS MAKING GIFTS / TOTAL AMOUNT GIVEN
1999
2000
2001
2002
2003

ABC CHARITY

DIRECT MAIL

GENERAL INFORMATION

Year: 2003

______Total number of direct mail appeals

______Total number that included follow-up mailings

Please list each appeal, including acquisition and follow-up mailings, labeling each. Add as many lines as needed.

ABC CHARITY

DIRECT MAIL

GENERAL INFORMATION

Year: 2002

______Total number of direct mail appeals

______Total number that included follow-up mailings

Please list each appeal, including acquisition and follow-up mailings, labeling each. Add as many lines as needed.

ABC CHARITY

DIRECT MAIL

GENERAL INFORMATION

Year: 2001

______Total number of direct mail appeals

______Total number that included follow-up mailings

Please list each appeal, including acquisition and follow-up mailings, labeling each. Add as many lines as needed.

ABC CHARITY

DIRECT MAIL

GENERAL INFORMATION

Year: 2000

______Total number of direct mail appeals

______Total number that included follow-up mailings

Please list each appeal, including acquisition and follow-up mailings, labeling each. Add as many lines as needed.

ABC CHARITY

DIRECT MAIL

GENERAL INFORMATION

Year 1999

______Total number of direct mail appeals

______Total number that included follow-up mailings

Please list each appeal, including acquisition and follow-up mailings, labeling each. Add as many lines as needed.

ABC Charity

DIRECT MAIL

Please complete a page for each mailing and follow-up mailing for the most recent

five years and provide a copy of each appeal.

NAME OF MAILING
DATE MAILED
NUMBER MAILED
DATE OF FIRST RESPONSE
DATE OF LAST RESPONSE
NUMBER RESPONSES
PERCENT RESPONSE
FIRST CLASS OR BULK MAIL
LIVE STAMP: YES OR NO
NAME ANY TESTED ELEMENTS / 1.
2.
CREATIVE: WHO PROVIDED?
CREATIVE COSTS
PRINTING COSTS
POSTAGE COSTS
TOTAL COSTS
GROSS INCOME
NET INCOME
COST PER DOLLAR RAISED

ABC CHARITY

Grants

1999-2003

(Please list by year. Add as many lines as needed)

Proposal Submitted To / Purpose/Amount Requested/ Date request made / Outcome
(Dollars granted/ Date notified)

ABC CHARITY

Major Gift/Planned Gift Prospects

1999-2003

(Please list in order by month/year of first visit to a prospect. Add a many lines as needed)

Prospect Name / Month/Year Visited / Outcome: including number of dollars given, form (out right gift, annuity, etc.) and month/year

ABC CHARITY

Fund Raising Special Events

(Please list (1) Name of event; (2) gross and net income by year for each event; (3) number of participants.)

FY / Event 1 / Event 2 / Event 3
Gross
Income / Net
Income / Number
Participants / Gross
Income / Net
Income / Number
Participants / Gross
Income / Net
Income / Number
Participants
FY 2003
FY 2002
FY 2001
FY 2000
FY 1999
Total