Donor Retenion Report

Cindy Prepura

I'm trying to create a report for our Foundation Board with several fiscal years of data that gives the following information:



Total Number of Donors 

Number of Donors Recaptured

Number of Donors Lost

New Donors



Then, they want to see a break out by fund, by each of the above categories in a percentage format so they know what funds are included.  



Does anyone have any suggestions on how I can go about creating this report? 



 

Karl Schutte

I would probably do this as an export because it would take several reports in RE and would be hard to recreate.

1. Query on everyone that gave in 2013 or 2014
2. Constituent Export - Include Summary > Total Number of gifts for 2013 and 2014. Be sure to only include those that gave by using the query.
3. Include Gift Fund Description for 2014 gifts only. This can be done for the for the other year if needed
4. Export to CSV
5. Calculate those that gave in Period 1 and Period 2 (Recaptured)
6. Calculate those that gave in Period 1 and not in Period 2 (Lapsed)
7. Calculate those that didn't give in Period 1 but did in Period 2 (New)
8. Label groups so you know what funds they are giving too and calculate the percentages

 

Stephanie Ulmer

First, I think your board is asking for too much. But I guess that is dependent on how many funds you have. For example, we have 450 ACTIVE funds (more than 1,000 with inactive included), so running this breakdown by fund is virtually impossible.



I would use Analytical reports for the other things they are asking about. Just run it multiple times for the different date ranges that they are looking for. There are specific reports already built for many of the things you are looking for.

Christine Cooke 2

you could get these answers using canned reports that sit both under analytical reports and demographic and statistical reports.  I am not in RE right now -- but I believe there are two specific reports -- one for retention/lost/return that you could run multiple times for however many FYs you have to deal with and the same for funds, a 2nd report with that info broken down by fund, that one is under demo/stats

Ryan Hyde

I pretty much do exactly this every year, minus the fund data (though you could just add total for each fund you're reporting on in the export - that part seems simple enough).



If you're at all stuck on how to actually get the appropriate number, feel free to reach out to me. It takes some doing, but I've been able to successfully get this data for any given year. 



Message me if you need help and we'll switch over to email so I can share some screenshots with you.

Ryan Hyde

Oh actually, scratch that first thought about funds. If you have queries that can capture the toal number of constituents for each subgroup, then you can run those through a fund performance analysis report, dial in your date range, and you should have your breakdown, easy peasy.