Advancement Investment and Performance Initiative

Delivering an Annual Evaluation of Return on Investment, Resource Allocation, Staffing, and Structure

Welcome to the Advancement Forum’s ROI benchmarking home page.

Data collection for the Advancement Investment and Performance Initiative is now open! Data collection will occur from January 2 to March 15, 2019. Please forward any questions to your strategic leader or email

Advocating for advancement investment

Today, institutions of all types and sizes are feeling pressure to cut costs. In this climate, advancement professionals seek a trusted data source to justify a known fact—you can only cut advancement expenses so far before those cuts put the ability to raise philanthropic revenue at risk.

The Advancement Forum’s Advancement Investment and Performance Initiative (AIPI) provides chief advancement officers with data to systematically compare the performance of their internal operations to similar institutions and cohort averages. It is designed to provide data in three key areas currently unavailable within other benchmarking products:

  • Insight into fundraising return on investment (ROI)
  • Guidance for goal setting and strategy development
  • Benchmarks of staffing resources necessary to achieve goals

This is a preview of restricted content.

Full access to this content is reserved for Advancement Forum members. Log in now or learn more about Advancement Forum.

  • Manage Your Events
  • Saved webpages and searches
  • Manage your subscriptions
  • Update personal information
  • Invite a colleague