Pledge Drive Over? Strategic Review Data (Part 2)

/ Annual Campaign, Pledge, Stewardship / By

Benchmarks for Reviewing an Annual Pledge Campaign

This Part 2 or the review deals with the numeric data. Combining this with the Part 1 qualitative information will give you a basis on which to understand the immediate past drive and plan the next one.

This listing is intended to be inclusive, not exclusive – other factors may also merit review and analysis in a given situation.
Much of this data may be shared effectively as a graph or chart.

Focus AreaLast YearThis YearTrend LineObserv-
ations
1. Total amount raised
2. # or % of Member Household Commitments
3. % of Budget Fulfilled by Commitments
4. % of Financial Goal Attained
5. 6. Est. Budget “Average Cost per Household”
6. # or % Declared as Fair Share
7. # or % at Theme Target
(if any) 		Ex: Give at 5% of AGI, etc.
8. Mean/Median Commitment
9. # or % or Amount of Increased Commitments
10. New Commitments
(# or % or Amount)
11. Mean/Median of New Commitments
12. # or % of Members with only Contribution of Record** If required by the Bylaws
13. Mean/Media Contribution of Record
14. # or % of Decreased Commitments
15. Number or % of Dropped Commitments
16. # or % of Unchanged Commitments
17. Quartile
Distribution
18. # or % that Accepted Visiting Steward (or attended an event)
19. # or % that Came in After Official Close Out
20. # or % of High Risk to Complete Commitments
21. # or % that Have Not Responded by Close
22. # or Amount/Mean/Median non-Members (Friends?)
23. Any Notable Group patterns?
(Music Cmte, Social Justice, etc.)
24. The Board – Fair Share Status and Quartile Distribution?

Here is a PDF of this chart, as it may be easier to download than try to work with the online version.

Mark Ewert

Mark Ewert is a stewardship consultant with the Stewardship For Us team. Mark works with congregations on their stewardship programs and can be reached at mewert@stewardshipforus.com, via the UUA’s Congregational Stewardship Resources page (http://www.uua.org/finance/fundraising/consulting), or through your regional staff.