Need help with phonathon analysis

Amy Dana

Ok peeps, I need help. I've been given a task I've been going around and around with and I'm hoping someone has done this sucessfully.


The March/April issue of Currents magazine had an article about Stanford ending their telefund. It included this lovely chart:



My annual fund folks want to see this data for our office. I originally set up an Export to show 10 annual fund gifts over a 10-year span and the appeal, but I realized that doesn't account for sustaining donors (I ended up seeing 10 gifts for one FY). So I set un the Export to show a gift total for each FY, but I can't add in the Appeal(s) for each year.


Has anybody else done this? I only have a week left at this position so the sooner the better.


Thank you!

Ryan Hyde

What if you exported 2 gift totals for each FY, one that shows all telefund gifts and one that shows all non-telefund gifts? Then you could them compare year 1 telefund gifts to either year 2 non-telefund gifts or all year 2 gifts pretty easily. You could also export out the total number of gifts by appeal category (telefund or not) to get an average single gift metric rather than a cumulative gift metric. I'm not saying that's better than a cumulative comparison, but it might yield some interesting data. 

Jamie Heslin

Amy Dana:

Ok peeps, I need help. I've been given a task I've been going around and around with and I'm hoping someone has done this sucessfully.


The March/April issue of Currents magazine had an article about Stanford ending their telefund. It included this lovely chart:



My annual fund folks want to see this data for our office. I originally set up an Export to show 10 annual fund gifts over a 10-year span and the appeal, but I realized that doesn't account for sustaining donors (I ended up seeing 10 gifts for one FY). So I set un the Export to show a gift total for each FY, but I can't add in the Appeal(s) for each year.


Has anybody else done this? I only have a week left at this position so the sooner the better.


Thank you!

Hi Amy,


So just to understand clearly, you're using appeal to differentiate between telephone-solicited gifts and other gifts? Do you also differentiate in other ways? Or is the appeal the only differentiator?

Megan Shackle

Since the chart calls out change in average GIFT, I would set up a gift query. In the export, I would set it up to export Appeal and Gift Amount twice per year - once for all non-telefund appeals and once for the telefund appeal. From the Excel document, you can calculate the average for each column, then obtain the change in average gift and plug the numbers into a chart like you've shared. If your employer is anything like mine, once they see the data they will likely want to see it by donor as well as gift. If you export the constituent ID as well, you can obtain this from the export you already have. I hope this helps.