Campaign Analysis for Funds or Appeals

Funds and appeals can help direct gifts toward specific campaigns, which represent your overall fundraising efforts or initiatives. For example, a capital campaign for a new building may use separate funds for its design, construction, and landscaping and appeals to ask for gifts for each cause or the overall initiative. To compare the effectiveness of your fundraising efforts, you can view how much each fund or appeal acquired for your campaigns in Fundraising, Analyze or Reporting.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

Under Funds, you can compare giving toward your funds, which represent the donor's intent for how you should use a gift. To determine which initiatives resonate with donors, view how much of a fund's giving applies toward each of its campaigns under Funds by campaign.

Tip: To analyze specific solicitations or causes, filter the Funds by campaign metric by the funds or campaigns to include. For more information, see Funds Analysis Filters.

Under Appeals, you can compare how much your appeals — the solicitations used to ask donors for gifts — acquire. To determine which initiatives resonate with recipients, view how much of an appeal acquires for each of its campaigns under Appeals by campaign.

Tip: To analyze specific solicitations or initiatives, filter the Appeals by campaign metric by the appeals or campaigns to include. For more information, see Appeals Analysis Filters.

Tip: To view a list of gifts toward a campaign, select its bar in the chart. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

With this information, you can quickly compare the effectiveness of your campaigns. If a campaign fails to resonate with donors, consider these Campaigns and Funds Best Practices.

Tip: For details about a campaign, fund, or appeal, select its description to open its record. For more information, see Campaign Records, Fund Records, or Appeal Records.

Tip: On the record of a fund or appeal, you can analyze its ten top-grossing campaigns under Top campaigns. For more information, see Top Campaigns Analysis for a Fund or Appeal.