Gift Insights

Appeals are the solicitations used to bring in gifts, such as direct mailings, phonathons, auctions, or gala events. To track an appeal's effectiveness, your organization may set goals to raise toward a linked campaign. An appeal can also contain multiple packages, which are the different versions of content and items it can include.

With these insights, you can compare and analyze giving acquired through appeals or their packages:

• Appeal giving — How much each appeal acquires, through both received and committed revenue

• Appeal performance — How much each appeal receives — in total and net — compared to their goals. For each appeal, you can view:

  • Gift revenue — How much giving you acquired in response to the solicitation

  • Appeal goal — How much giving you anticipated to raise toward the appeal's campaign

  • Appeal expenses — How much the appeal cost, such as for printing and postage

  • Appeal net amount — How much you actually received through the appeal, after its expense costs

• Package giving — How much each package acquires, through both received and committed revenue

Tip: To analyze a specific time period, adjust the insight's Date filter to choose which date — gift or post date, fiscal or calendar year — to use, and set the dashboard's Date range filter.

If an appeal struggles to succeed, make sure its goal amount is realistic and review its content for areas to improve. For recommendations on how to craft effective appeals, see Appeals Best Practices.

Campaigns are the overall fundraising efforts (or initiatives), such as operating expenses, a new building, or an endowment. With the Campaign giving insight, you can compare and analyze how much each campaign receives, through both received and committed revenue. To narrow the focus to specific fundraising efforts, use the Campaign description filter.

Tip: In Fundraising, Analyze or Reporting, you can use several insights to gauge campaign performance. For more information, see Campaigns Analysis.

Funds represent the constituent's intent for how you should use or earmark their gift, such as toward a specific cause or financial purpose. With the Fund giving insight, you can compare and analyze how much each fund receives, through both received and committed revenue. To narrow the focus to specific fundraising efforts, use the Fund description filter.

Tip: In Fundraising, Analyze or Reporting, you can use several insights to gauge fund performance. For more information, see Funds Analysis.

To help manage relationships with constituents and acquire gifts, you may use fundraisers, who interact with constituents and prospects on behalf of your organization to cultivate giving opportunities. When a fundraiser helps acquire a gift, you may also credit them for some or all of the giving.

• With the Fundraiser gifts insight, you can compare and analyze how many gifts — and how much — each assigned or credited fundraiser acquires. To narrow the focus to specific fundraisers, use the Fundraiser name or Fundraiser is active filter.

• With the Gift fundraiser credit headline insight, view how much you receive through gifts with fundraisers who receive credit for their acquisition.

  Tip: To narrow the focus of Gift fundraiser credit to only gifts with specific criteria or fundraisers, apply an attribute filter to the fact or insight. For more information, see Attribute Filters.

Use these headline insights to analyze giving based how much donors give toward your fundraising efforts.

• Gift amount committed — The total amount given through the gift types your organization configures as committed revenue

• Gift amount committed, average — The average amount given through gift types your organization configures as committed revenue

• Gift amount committed, median — The middle — or median — amount given through gift types your organization configures as committed revenue. Half of the records are above this amount, and half are below.

• Gift amount received — The total amount given through the gift types your organization configures as received revenue

• Gift amount received, average — The average amount given through gift types your organization configures as committed revenue

• Gift amount received, median — The middle — or median — amount given through gift types your organization configures as received revenue. Half of the records are above this amount, and half are below.

• Gift amount, recognition revenue — The total amount given through any gift type

Tip: For information about how to configure gift types as received or committed revenue, see Revenue and Recognition.

Use these headline insights to analyze how many gifts donors give toward your fundraising efforts.

• Gifts, committed — How many gifts you acquire of types your organization configures as committed revenue

• Gifts, received — How many gifts you acquire of types your organization configures as received revenue

Tip: For information about how to configure gift types as received or committed revenue, see Revenue and Recognition.

Through pledges and recurring gifts, donors can commit to give at a future date. With the Gift projected amount by source, you can gauge how much you anticipate over an upcoming interval — such as by month — through:

• The balance of pledge installments that haven't been paid or written-off

• Recurring gift payments that haven't been paid or skipped

• With Prospect Research Management, the expected amount of open and active opportunities

Tip: To analyze projected giving by a different interval or time frame, adjust the Date attribute or use the Gift projected date, fiscal filter. To include only specific gift types or opportunities, use the Gift projected revenue source attribute filter.

With these insights, you can compare and analyze giving based on the cities of the constituents' primary addresses:

• Gifts by city — How many gifts you received from each city, as both received and committed revenue

• Gift amount by city — How much you received from each city, as both received and committed revenue

Tip: To narrow the focus to specific cities, use the Constituent city filter.

Constituent codes define the high-level affiliations constituents have with your organization — such as Board member, Vendor, or Volunteer. With these insights, you can compare and analyze giving based on the donors' primary constituent codes.

• Gifts by constituent code — How many gifts you received from each constituent code, as both received and committed revenue

• Gift amount by constituent code — How much you received from each constituent code, as both received and committed revenue

Tip: To narrow the focus to specific affiliations, use the Constituent primary code filter.

For more information, see Constituent Codes.

With campaigns, funds, and appeals, you can account for how you bring in and use the money received through gifts. With the Giving by fundraising effort insight, you can compare and analyze how much each fundraising effort receives through received, committed, and recognized revenue, and in total.

Tip: By default, this insight compares giving through appeals. To analyze giving toward other fundraising effort such as campaigns, funds, or packages, apply additional attributes like Campaign description. To analyze giving through specific gift types, select the Gift amount fact, add the Gift type attribute filter, and choose which to include.

With the Pledge amount, past due headline insight, you can track and analyze the total amount pending through overdue pledge installments.

Pledges are commitments to donate in the future with a single gift or through multiple installments, such as a gift of $1200 as 12 monthly payments of $100. With these table insights, you can analyze giving pledged through fundraising efforts or by constituents:

• Pledges by appeal — With this insight, view details of pledged giving acquired by each appeal, and in total. To choose which appeals to analyze, use the Appeal description filter.

  Tip: To also focus on giving acquired for specific funds, use the Fund description filter.

• Pledges by campaign — With this insight, view details of pledged giving through each campaign, and in total. To choose which campaigns to analyze, use the Campaign description filter.

• Pledges by constituent — With this insight, view details of giving pledged by each constituent, and in total. To choose whose giving to analyze, use the Constituent name filter.

• Pledges by fund — With this insight, view details of pledged giving through each fund, and in total. To choose which funds to analyze, use the Fund description filter.

With these insights, you can view multiple facts of the pledged giving.

• Total pledged — How much giving was committed through all pledges

• Amount paid — How much (as a monetary amount) of the committed revenue was received

• Pledge balance — How much of the committed revenue remains outstanding

• Amount written off — How much of the committed revenue was written off, such as if the constituent couldn't pay

• Fulfillment rate — How much (as a percentage) of the committed revenue was received