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.

Looking Deeper Into the Donor Period Comparison Report

Mary Lenker
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The Donor Period Comparison Report (available on FundRaiser Select and Professional) provides a powerful way to receive an overview of your donors’ giving over several set time periods. From monthly to quarterly, semi-annually, or yearly, this report allows you to see a list of all your donors (or just a selection) and the totals of their giving for each period. In one glance you can chart trends, view donors who haven’t given and even see percentage and dollar amounts of the increase or decrease in giving.

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reports donation history donor loyalty donor retention rate donor targeting
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Trainers Blog
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Volunteer Help With Data Metrics

Kim Klein
Volunteer Help With Data Metrics

Dear Kim,

We work with refugees and immigrants, providing legal services, workshops and even sanctuary in some churches. I have been reading a lot about fundraising metrics recently and wonder how much time I should spend figuring out our retention rates and return on investment and that kind of thing? We have three paid staff: I am the development director and we have an executive director and a director of programming. We have about 100 volunteers and serve 2,500 people a year, and growing. We have about 1,000 individual donors as well as a number of faith-based organizations who are partners in a variety of ways. Sometimes we make money from workshops. We are all stretched thin but I want to run a good development program. What is the value of all this data?

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data analysis ROI donor retention rate
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Non-Profit Fundraising Tips
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Moving Members Up The Giving Ladder

Tony Poderis
Moving Members Up The Giving Ladder

Moving donors up the giving ladder is one of the prime reasons to keep a donor database. Here are some tips for how to prepare to ask your members to move up the giving ladder.

Creating a Reality-Based Gift Chart

Compile an A to Z listing of all current donors and lapsed donors—no more than three years (excluding those whose reason for lapsing is known).

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increasing giving amounts donor retention rate LYBUNTS
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Non-Profit Fundraising Tips
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Cultivating Your Donor Database Gives You Opportunities to Reach Out

Mary Lenker
Cultivating Your Donor Database Gives You Opportunities to Reach Out

Going back and cultivating your database will give you additional opportunities to reach out. Run periodic reports to find your lapsed donors, for example people who haven’t donated in the last 6 months. Use those reports for additional donor outreach.

Both the Donor and the Donation Report are good to use. For instance, you might want to usee

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donor retention rate donor attrition reports
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Tech Blog
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How to figure Retention and Attrition Rate in FundRaiser

Sasha Daucus
How to figure Retention and Attrition Rate in FundRaiser

In Kim Klein's article on stopping a subtle decline in donations, she mentions the importance knowing your donor retention and attrition rates. You can figure donor retention (how many you have kept) and atttrition (how many you lost) easily using Fundraiser. 

Both are calculated by taking all the donors you had in the previous calendar year and comparing which of those donors gave in the most current complete calendar year. In other words, which of the people who gave in 2014 also gave in 2015? Expressing that number as a percentage of loss gives you your attrition rate; expressed as a percentage of renewal gives you your retention rate.

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

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