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.

What can a new account analysis report tell you?

65

FundRaiser software has several different analytical reports that can help you and your organization look more deeply into your data. While some of them, such as the donor level report or the donor period comparison report provide gift and monetary totals, which are easily used to determine giving levels over a set period of time, other reports give plain statistical data.

The new account analysis report is one such report. This report provides a numerical count of new names added to your database by month. On the surface, looking at this grid of numbers may not appear as if it provides information that can be useful. Knowing, for example, that you added 100 new names in December and only 25 in March seems to give abstract bits of data, without any connective reasoning.

Yet, this report provides more information when you begin to think about tying it to additional information. Looking at the overview of a year allows you to begin to think about patterns. Seeing a time of the year when you obtain more accounts (which could be donors or prospects) than another time of the year may prompt you to think about what your organization is doing at various times to recruit new donors.

So much of what we do begins to become rote. When the calendar turns, an organization may do what it’s always done during that time of the year. This leads to stagnation. Looking at the new account report takes the organization’s work and distills it down into bare numbers without the “distraction” of seeing dollar amounts or names.

The truth is that an organization needs new donors and sources of funding if it wants to not just survive, but also grow. There’s going to be donor attrition. The important thing is that your organization is bringing in new prospects and donors to replace the ones who choose for whatever reason to no longer donate. That’s where the analysis reports really shine, because they can help you pinpoint what times of year help replenish your donor base and, more importantly, help it to grow.

To learn more about FundRaiser and its features register for a tour or if you are already a FundRaiser user, contact FundRaiser Technical Support at Support@FundRaiserSoftware.com or 800-543-4131.

Reports Vs. Groupings: What's The Difference?
Three Things To Prepare For Holiday Mailings

Related Posts

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

Connect With Us

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

Customer Portal Login Form

   

The customer portal is unavailable. If you need support please reach out to support@fundraisersoftware.com Thank you.

 

  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