2019
LevRidge Resources, LLC
Review, Refine, Remind, Refresh
Learn or re-learn major helpful attributes of your donor database
Discover how to use donor data for maximum effect
Leave here with a Plan !
Where’d our funding come from?
Trends
Top 10, Top 100
Former Board Chairs, Board members
Drop outs
Who used to love us?
How much $ raised in each of last 5 years, by source of gift (mail, events, etc.)
Top 10, Top 100 donors
Who are your last ten years of Board chairs?
Are former Board members still giving? Why not?
How many donors at each level?
How many donors are consecutive for five years?
How many donors give more than 2x year?
Length of giving history for every current donor
Lapsed members or donors
Attendance at fundraising events
Participation in appeals and campaigns
Migration % from event participant to donors
Donor entry points and migration movements
% lowered for dependence quotient
Dollars Raised Donor Renewal
Rate/Retention Rate Donor Attrition (aka Lapsed
Donor Rate) Net Annual Growth in
Donors New Donor Renewal Rate
(aka Second Gift Conversion Rate)
Net Cost Per New Donor
Cost to Raise a Dollar Net Income Return on Investment Long-Term Donor Value
*Inspired by Harvey McKinnon
Who’s it for?
Major objective(s)
Who’s intended to attend?
How to recruit them?
How to FOLLOW UP …
Share with your table
Share with group
Who is opening your newsletters? What are they reading? Analyze by subset
Which relationship came first?
Donor profiles
Evaluate connections: point system (slide with sample points) to guide prospecting
The Point System ◦ Donor, Alumnus, Parent, Staff, Patient or Family, Board
Member ◦ Gave in Last 5 Years or Years since Last Gift ◦ Gave 5 or more gifts ◦ Are already being managed
Points for contacts
◦ Attended an event in last 3 years ◦ # Gifts ◦ Cumulative Giving ◦ Years Giving – bonus for consecutive ◦ Other arts/health/environment giving ◦ Arts/health/environment background
Fundraising Analytics, Joshua M. Birkholz
Full Name 2012-2013 2013-2014 2014-2015 2015-2016 2016-2017
Summary
FY13-17
Average
FY13-17
4/5 years
>= $500
4/5 years
all
$5,600 $21,500 $1,000 $1,500 $700 $30,300 $6,060 5 5
$5,000 $750 $12,500 $0 $0 $18,250 $3,650 3 3
$500 $1,400 $1,000 $6,000 $4,000 $12,900 $2,580 5 5
$2,500 $2,677 $1,120 $1,089 $0 $7,386 $1,477 4 4
$0 $1,500 $2,000 $2,000 $1,000 $6,500 $1,300 4 4
$1,000 $2,000 $1,000 $0 $1,681 $5,681 $1,136 4 4
$1,100 $750 $1,017 $1,293 $1,411 $5,571 $1,114 5 5
$1,100 $1,200 $2,000 $1,000 $200 $5,500 $1,100 4 5
$0 $1,179 $1,000 $1,500 $1,500 $5,179 $1,036 4 4
$850 $1,000 $750 $750 $1,000 $4,350 $870 5 5
Prospects
Donors
Attendees
Volunteers
Board or staff relationships
Correlate to ‘ideal donor profile’
Keep and Grow who
You’ve Got
Begins with quick, accurate processing
Show and tell how it mattered
Host ‘investor’ gatherings
Take pictures and share from investor gatherings
Build relationships between your donors
Communicate with your donors all year!
Gift Accuracy
Data entry accuracy
Logging notes
Tracking solicitor or prospect phases
Customizing letters
Thank you calls, notes, premiums
Not just a dashboard total
Year end recap
Dependency Quotient
% of individual giving, corporate, foundation, government, endowment, bequests
% of individual giving from board
To yourself
To management
To the Board
Cash, pledges, appeal results, actual vs. budgeted, Y/Y comparisons, forecast for year-end
Who provides the development report at board meetings?
How clean and useful is your database?
How can your data be improved?
Duplicates
Addresses
Salutations
Relationships
Contact info
Volunteer info
Reporting consistency
Policies & Procedures
How to enter gifts
Reconciliation with Finance
Acknowledgement Matrix
48-hour goal
Operations Schedules