FIA March Webinar: Financial dynamics of Regular Giving

Is your regular giving program delivering an acceptable return on investment? And what is ‘acceptable’ anyway?

Many charities today have experienced enormous growth through significant investment in regular giving. But how do you decide what investment to pitch for and what should you be looking for in terms of a 5 year return?

Regular giving and its core acquisition channels, Face to Face and Telemarketing, can be seen as the gold standard in fundraising. 

But with a changing context including greater channel saturation, increasing attrition, escalating costs and greater public scrutiny, investment decisions in regular giving are not as straight-forward as they used to be.

Whether you’re a charity starting out in regular giving or a manager of a mature program wondering ‘what’s next’ , this webinar will discuss the key principles that can feed into a definition of ‘minimum standard’ – ie the level below which you might consider the program unsustainable; and target performance – what you should be aiming for.

We will look at benchmarking data and run a few scenarios using a simple modelling tool to demonstrate some key financial drivers that you need to be thinking about.

This session won’t tell you what’s right and what’s not, but it will help you form a point of view that will assist you in influencing decisions within your organisation, and providing a solid foundation for negotiating with suppliers.

This webinar is designed for:

Individual Giving managers, Regular Giving program managers, managers with financial responsibility for a regular giving program, finance managers wishing to better understand regular giving. New charities or charities looking to invest in regular giving.

Attend this webinar and you will:

  1. Understand the financial dynamics of the regular giving program
  2. Conduct scenario modelling to test different approaches
  3. Understand where your program is in its lifecycle and how this informs investment decisions
  4. Learn to take a rolling 5-year program view and use this as the basis for conversations with finance and senior execs.
Includes simple spreadsheets to help sense check your plans.


Registrations close 5pm AEDT Monday 19 March 2018!


Proudly sponsored by



Speaker
Kerren Morris MFIA
Senior Consultant
Whydontwe.org

Kerren is a strategic fundraiser with 8 years in fundraising leadership roles following a successful career as a senior marketer in the corporate world.

Until recently Kerren was Head of Fundraising at Australian Red Cross with responsibility for a $74M portfolio across regular giving, bequests, community and Peer to Peer fundraising and digital giving. Prior to that Kerren was head of Individual Fundraising at Cancer Council NSW with responsibility for $34M annual revenue.

Kerren currently runs a consultancy whydontwe.org that specialises in fundraising strategy and leadership.

 
Date & Time
Wednesday, March 21
12.00 - 1.00pm AEDT (Sydney time)

Member: Free
Staff of Organisational Member: $25
Non-Member: $45

New Registration


Full participation in the FIA March Webinar is applicable for up to 1 continuing education point in Category 1.B –
Education of the CFRE International application for initial certification and/or recertification.