Donor Loyality Metrics

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Christie Briglio
Christie Briglio ✭
Tenth Anniversary
in Blackbaud Raiser's Edge NXT®: General Discussion
Looking for examples of  what type of metrics are being used by others to measure Donor Loyality and Donor Retention. 
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  • Barbara Krause
    Barbara Krause ✭
    Tenth Anniversary Facilitator 1 Name Dropper Photogenic
    We use static queries in RE to calculate donor retention rates each fiscal year.  Instructions can be found on Blackbaud web-site. Step 1. Create a static, constituent query of constituents who gave last year.  Run the query and note the number of keys generated, which is the number of constituents selected.     Step 2. Create a static, constituent query of constituents who gave this year and base it on last year's query.  Run the query and note the number of keys generated, which is the number of constituents selected.  *On the records processing tab, mark the select from query checkbox and browse to and select last year's query.           Step 3. Calculate the donor retention rate by: a. "This Year" represents the "Number Retained".  B. Take the "Number Retained", divide by "last year", and multiply by 100 to get the retention rate percentage.

     
  • Holly Herbert
    Holly Herbert Blackbaud Employee
    Ancient Membership Facilitator 2 Name Dropper Photogenic
    Hi Christie,



    Great question! I look forward to seeing what ideas community members have around measuring donor loyalty. In the meantime, I'm moving you post from the feedback forum to the general discussion forum so more people can see it.



    Let me know if you have any questions.



    Thanks,



    Holly
  • Jennifer Messner
    Jennifer Messner ✭
    Tenth Anniversary Photogenic First Reply

    Barbara Krause:

    We use static queries in RE to calculate donor retention rates each fiscal year.  Instructions can be found on Blackbaud web-site.

    Step 1. Create a static, constituent query of constituents who gave last year.  Run the query and note the number of keys generated, which is the number of constituents selected.
     
     
    Step 2. Create a static, constituent query of constituents who gave this year and base it on last year's query.  Run the query and note the number of keys generated, which is the number of constituents selected.  *On the records processing tab, mark the select from query checkbox and browse to and select last year's query.  
     
     
     
     
    Step 3. Calculate the donor retention rate by: a. "This Year" represents the "Number Retained".  B. Take the "Number Retained", divide by "last year", and multiply by 100 to get the retention rate percentage.
     
    This was so helpful - thanks for pointing us in the right direction!

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