FundSvcs Community

We include soft credit for our alumni donor retention calculations. The idea is that some of our alumni may be giving through their family foundations, DAFs, etc., and we would want those gifts to show up in the tallies. If you are doing cross-constituency calculations, you may not want to include soft credits so as to avoid double-counting. However, our various calculations are all within the same constituency groups. Julie On Wed, Jun 12, 2019 at 11:25 AM Murray, Shawn W T <shawnm@pitt.edu> wrote: > Hi All, > > > > For donor retention rate… is it customary to include soft credits in the > calculation? > > > > Thanks in advance, > > Shawn > > > > Shawn Murray > > Manager of Advancement Operations > > University of Pittsburgh at Bradford > > 814-362-7655 > > shawnm@pitt.edu > > > -- *Julie Domel* | Assistant Director of Advancement Operations and Analytics Alumni Relations & Development Division | 323 Stadium Drive <https://maps.google.com/?q=323+Stadium+Drive&entry=gmail&source=g> Trinity University | One Trinity Place | San Antonio, TX 78212 jdomel@trinity.edu | office: (210) 999-8057 | fax: (210) 999-8489

Hey Shawn! I just did my retention rates and this is a good question and dependent on the nature of your constituents. For our organization if a person was soft credited, that usually means that it was done on purpose. That is, the two parties who are connected to the soft credit have coordinated together to give the gift. From a retention standpoint, I have retained that donor because they are still involved with the organization in some financial capacity. The donation retention rate on the other hand is a little fuzzy and it depends. Again, I counted the gift towards the donation retention rate, but I can definitely see an argument to not do so. If you are on the fence with either, create a retention rate where those individuals are included and one where they are excluded. Ultimately, the more detail you have with your retention rates, the more robust the story they can tell. *Steve GrimesDirector, Development Analytics and StrategyJazz at Lincoln CenterVenue / Frederick P. Rose Hall / Time Warner Center, 5th FloorOffices / 3 Columbus Circle, 12th Floor, New York, NY 10019sgrimes@jazz.org <sgrimes@jazz.org> / jazz.org <http://jazz.org>P 212 258 9985 F 212 258 9900* On Wed, Jun 12, 2019 at 12:25 PM Murray, Shawn W T <shawnm@pitt.edu> wrote: > Hi All, > > > > For donor retention rate… is it customary to include soft credits in the > calculation? > > > > Thanks in advance, > > Shawn > > > > Shawn Murray > > Manager of Advancement Operations > > University of Pittsburgh at Bradford > > 814-362-7655 > > shawnm@pitt.edu > > > -- Steve Grimes 718.795.8026

Hi All, For donor retention rate... is it customary to include soft credits in the calculation? Thanks in advance, Shawn Shawn Murray Manager of Advancement Operations University of Pittsburgh at Bradford 814-362-7655 shawnm@pitt.edu