Direct Marketing Telephone – Memorial Gifts Monthly Giving/Pledges Major Gifts individual – Major Gifts corporate – Major Gifts - foundation Corporate Sponsorships Other: Table 3: How Funds are Raised in Your Organization Reviewing the contribution of each type or category of fundraising activity change categories if required – PERCENTAGE of Total Dollars Raised in Each of the Last Five Years Type of Fundraising Previous Previous Fiscal Yr. Fiscal Yr. Last Fiscal Year Special Events Canvassing/Door to Door Raffles/Lotteries/Gaming Direct Marketing - mail Direct Marketing - telephone Memorial Gifts Monthly Giving/Pledges Major Gifts - individual Major Gifts corporate – Major Gifts foundation – Corporate Sponsorships Other: Table 4: Cost of Fundraising Income vs. Expense Budget Analysis for last complete fiscal year Include all expenses related to the activity (including staff time, excluding facility overheads) Fundraising Category (from Tables 2/3) Gross Total Net Income Cost per $ Receipts Expenses raised
Direct Marketing – Telephone Memorial Gifts Monthly Giving/Pledges Major Gifts – individual Major Gifts – corporate Major Gifts - foundation Corporate Sponsorships Other: Table 3: How Funds are Raised in Your Organization Reviewing the contribution of each type or category of fundraising activity – change categories if required PERCENTAGE of Total Dollars Raised in Each of the Last Five Years Type of Fundraising Previous Fiscal Yr. Previous Fiscal Yr. Last Fiscal Year Special Events Canvassing/Door to Door Raffles/Lotteries/Gaming Direct Marketing - mail Direct Marketing - telephone Memorial Gifts Monthly Giving/Pledges Major Gifts - individual Major Gifts – corporate Major Gifts – foundation Corporate Sponsorships Other: Table 4: Cost of Fundraising Income vs. Expense Budget Analysis for last complete fiscal year Include all expenses related to the activity (including staff time, excluding facility overheads) Fundraising Category (from Tables 2/3) Gross Receipts Total Expenses Net Income Cost per $ raised
Develoment-Audit-Tool-Book-Format-Mar-23-2010.docx