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


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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Volunteer Help With Data Metrics

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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Moving Members Up The Giving Ladder

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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Cultivating Your Donor Database Gives You Opportunities to Reach Out

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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How to figure Retention and Attrition Rate in FundRaiser

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

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