Hi Kate,
My apologies for the last line: I realize that in spite of the word "luck"
it conveys a very different meaning. What I should have said (and meant to
say) was: Happy Reporting. Once again, sorry for the miscommunication!!
*Medha Nanal*
*Strategic Data & CRM Consulting for Nonprofit Organizations*
(Fundraising, Programs, Operations, Communications)
650-600-9374
www.topcloudconsult.com
----------------------------------------------------------------------------------------
On Tue, May 21, 2019 at 12:07 PM Medha Nanal <
medhananal@topcloudconsult.com>
wrote:
> Hi Kate,
>
> Metrics differ based on the nature of fundraising effort (e.g. major
> donors or crowdfunding, etc.), as well as your overall campaign strategy
> and organizational structure. Overall, the first and foremost question to
> ask is, what is the main criteria of success or progress in my current
> campaign? Then formulate the reports/metrics based on that. For example, a
> capital campaign towards a specific goal will be focussed on how close you
> are to the goal. A fundraising campaign that runs annually towards the same
> target audience should compare YoY results.
>
> Some metrics that I advise nonprofits to use:
> - typical fundraising reports like LYBUNT and SYBUNT. Most CRM's have
> basic fundraising reports available as canned reports.
> - Active donor growth (#donors, donation amounts, average donation amount
> etc.)
> - Campaign ROI : if you have similar campaign effort year over year, then
> YoY growth, YoY retention
> - Efficiency of the organization: time spent in cultivation, solicitation,
> stewarding. $$'s donated per person, effectiveness of crowdfunding or
> events versus major donor approaches, etc.
> - Major donor trends: based on the organization, even individualized donor
> charts to show trends is useful
>
> Reports are entirely based on what data you maintain related to donors and
> your own solicitation effort, and this aspect heavily depends on which
> donor database system you use. Reporting capabilities within individual
> CRM's also vary. Some allow creating custom reports, while some others do
> not. Some expose all data for drawing reports, whereas some others hide
> certain fields from reporting. Your mileage will vary. Not all donor CRM's
> are created the same.
>
> Another approach is to export data into a spreadsheet and then run Tableau
> type visualization/analytics to see the trends. I am not a fan of this
> strategy, because this essentially forces you to work off stale data.
> However, sometimes, if your CRM does not support your reporting needs, this
> is the only option available.
>
> Hope this helps & good luck with your reporting,
>
> *Medha Nanal*
>
> *Strategic Data & CRM Consulting for Nonprofit Organizations*
> (Fundraising, Programs, Operations, Communications)
>
> 650-600-9374
>
www.topcloudconsult.com
>
> ----------------------------------------------------------------------------------------
>
>
> On Tue, May 21, 2019 at 11:43 AM Kate Becker <
Kate.Becker@lulife.org>
> wrote:
>
>> Good Afternoon,
>>
>>
>>
>> We are looking into our current metrics for our department – both
>> fundraisers/solicitors and operations. Would you be willing to share your
>> current metrics? I would also be very interested in seeing the reports you
>> use.
>>
>>
>>
>> Many thanks,
>>
>> Kate
>>
>>
>>
>>
>>
>> *Kate Becker*
>> *Corporate Director of Advancement*
>> 3150 Salt Creek Lane | Arlington Heights, IL 60005
>> office (847) 368-7375 | fax (847) 368-7369
>>
kate.becker@lulife.org
>>
>> [image: Lutheran Life Communities]
>> <http://www.lutheranlifecommunities.org/>
>>
>> *empowering vibrant, grace-filled living across all generations*
>>
>>
www.LutheranLifeCommunities.org <http://www.lutheranlifecommunities.org/>
>>
>>
>>
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>>
>