FundRaiser Blog

The FundRaiser Software Blog is an excellent resource for nonprofit organizations looking to learn more about fundraising, donor management, membership management, and much more.

Using Reports To Set Fund Raising Goals

ReportsDonor

With the start of a new year, there’s a good chance that you’re already well into strategic planning for 2019. No doubt you have a list of goals to achieve such as a certain number or percentage increase in new donors, more consistent donor acquisition, and an increase in total giving or perhaps getting your major donors to increase their giving by a certain percent. No matter your goal, FundRaiser Software has reports which will help you track and reach these goals. 

Increasing the Overall Number of Donors and Prospects

If your goal is to increase your total numbers of prospects (and/or donors), then you may wish to know how many accounts (or names in your database) that your organization has.  The New Accounts report will show you the number of new accounts by month for your organization. This allows you to track trends, as well as perhaps set goals to increase the number of new accounts each month.

Seeing the Peak Months for New Donors

When you want to see how your new accounts transition to new donors, the new donors report will put those numbers in perspective. By comparing the new donors report with the new accounts report, it’ll be easy to see the number of new accounts who became new donors. Just as with the new accounts report, the new donors report will allow you to see trends and allow you to set goals to increase the number of donors each month.

Charting Giving Over Time

The number of names in your database as well as the count of donors are helpful for planning, but without the actual amounts, it may be difficult to forecast future giving. That’s where the Donor Period Comparison report (FundRaiser Spark and Professional only) comes into play. This report shows the giving for each donor over a specified time frame, for example the last five years, or even the last few quarters.

In this way, you can see the consistency as well as to some extent the frequency of donations. In fact, by being able to see the periods side-by-side, patterns that may not have been visible otherwise become apparent. When looking deeper with this report, for example, you can see if many of your donors give quarterly, then perhaps you can move them to monthly givers.

These three reports will help provide an overview of your organization’s charitable giving as well as help you project giving in the future by seeing what has happened in the past. If you’d like assistance with generating or using these reports, please feel free to contact our support team.

If you'd like more help on generating and using reports, we welcome you to contact FundRaiser Technical Support at This email address is being protected from spambots. You need JavaScript enabled to view it. or 800-543-4131 or register for our Reports class.

Using FundRaiser Reports to Support Your Capital C...
Using Merge Fields for a Special Touch in Letters

Related Posts

Wait a minute, while we are rendering the calendar
brick campaign spreadsheets Tickles segmenting donors password protection in honor of donations GoFundMe project donation history community broadcasting Resiliency technical support Company culture operating systems budget communications GivingTuesday general board members upgrading donors SYBUNTS support happiness upgrade grassroots campaign donor slip advanced tab new version security correspondence Reminders how-to videos endowment campaign monthly giving capital campaign user spotlights animal rescue major gift prospects new donors Crowdfunding Campaign donor contact information grants data conversion #GivingTuesday In-Kind gifts look and feel operational costs the Ask pledges targeted mailings Codes vacation reports fundraising Volunteer module tax summary letters alumni community arts nonprofits campaign management New Year training tip new nonprofit motivation code NCOA processing correspondance PayPal new leadership Task List fundraising letters community supported gardens building donor relationships Congratulations donor advised funds membership programs change of address updating custom page on site training Network for Good National Change of Address features volunteering tech tip FundRaiser Hosted Facebook campaign major donors volunteers direct mail moves management online donations office social media premiums flash sales donor attrition donor source data analysis salutation texting donors membership benefits development director mission driven arts appeal letters banquet pictures updates phoning donors anonymous donors importing csv raffle new features FundRaiser Spark data entry merge fields tribute gifts annual maintenance plan Snow Birds donor retention rate auction training ticketsales increasing giving amounts role of nonprofits word processor memorial giving large donations gift notes field Facebook legacy giving motivation Excel Thanksgiving government grants foundations donor preferences online donations gift entry ROI Cloud customer service merge notes giving levels letter templates corporate sponsors user interface prospects thank you letters donor profile small donations donor targeting Groupings ticket sales donor attrition rate mode code End of Year Letters Donor Portal disaster relief product news Alternative Addresses customer portal donor Reporting to IRS backing up data Thank You publicity materials Importing Data follow up adding personal notes to letters solicitors LYBUNTS relationship tracking donor loyalty Personalizing spare fields accounting software nonprofit fundraising announcements charity golf tournaments annual campaign personalizing letters case study event management gift acceptance policy understanding giving trends welcome packet recurring gifts transparency donor recognition add ons how to handle auction gifts overview giving history repeat donors lapsed donor planned giving entering auction gifts Constant Contact membersip benefits

Connect With Us

  800-880-3454 ext 3
  Email Us
  Request More Information
  Monday-Friday
      8:30AM-5:30PM CST

Customer Portal Login Form

User Name:
Password:

If you are not sure about your Customer User Name, please call 800-543-4131 and we will be able to help you.

Or you have lost your password, Request Password