Clean, correct, and complete data is necessary to identify relationship-building opportunities, track valuable donor interactions, and populate fundraising metrics.
DonorMetrix™ was designed to make your data work for you, not the other way around. It provides you with Measurement That Matters so that you can make the data-driven decisions necessary for successful fundraising.
Unlock Your Fundraising Potential
Social impact organizations can get caught up in narrow Campaign-to-Campaign thinking instead of the more productive Annual Giving Fundraising approach.
This can lead to tunnel vision when measuring fundraising appeal results. If you’re asking only simple questions such as, “How much money came in? Was it more than last year? How much did it cost?” you aren’t leveraging the power of your database by monitoring how its composition is changing – and that’s risky. Addressing donor attrition is the only way to protect yourself from a shrinking database, costly miscommunications, and decreasing annual revenue.
You need to see the big picture to make big decisions.
DonorMetrix™ will help you make research-based decisions to guide successful fundraising and marketing strategies. It will increase your capacity, streamline processes, improve reporting accuracy, and reduce staff frustration. Improved data hygiene will increase your impact, enable more meaningful donor communications, build your team’s confidence, and reduce decision-making risk.
DonorMetrix™ is a reliable way to track what your donors are doing and reduce your risk of losing supporters and potential revenue. It can be implemented over four phases, but without commitment beyond the initial phase.
How It Works
DonorMetrix™ provides a clear, data-driven understanding of how your donor base is performing and where the greatest opportunities exist.
We begin with a detailed analysis of your donor file, typically reviewing ten years of recent giving history. This analysis identifies patterns in donor acquisition, retention, upgrading, and attrition, as well as key segments, including recurring donors, mid-level donors, and long-term supporters. The findings are compiled into a comprehensive report that includes narrative insights, visual charts, and supporting data tables to make trends and opportunities easy to understand.
In addition to the report, you receive a set of targeted action reports and tools that allow your team to identify and segment donors for follow-up, cultivation, and campaign planning. These are designed to move beyond analysis and support practical, day-to-day fundraising activity.
DonorMetrix™ also includes two to three working sessions with your team, depending on your needs. These sessions are used to present the findings, walk through the data in detail, and ensure that recommendations are clearly understood and actionable. Together, we translate insights into priorities, helping your team focus on the strategies that will have the greatest impact.
The result is a clear path forward grounded in your data and aligned with your fundraising goals.
Our DonorMetrix™ Gift History Report will give you valuable information, including:
- The number of donors you had at the beginning of the year
- % change of each segment over the previous year
- % of your active donor base
- Total number of active donors at the end of each year for ten years
- Net Gain/Loss of Donors for ten years
- Active Donor File Composition
- Total number of gifts
- Total dollars for the previous ten years
- Renewal rate by repeat, new, & recovered for ten years
- % of the total of direct response gifts
- Total gross revenue raised
- % of the total direct response dollars raised
- Average gift
- Average revenue per year per donor
We provide graphs to illustrate your data’s potential further:
- Executive Overview of Giving History
- Gift Size History
- Gift Frequency History
- Second Gift Conversion History
- Donor Renewal Rates
- Donor Attrition
- Donor Reactivation Report
- Monthly and Quarterly Results
- Recency, Frequency and Monetary Overview
- Donors Pyramids
We also review the database to provide information on:
- Number of records with telephone numbers and email addresses
- Gifts to non-direct-response campaigns, such as special events and tribute donations, are good internal prospect names for your direct mail, telemarketing, and online fundraising programs.
- Number of donors with flags such as do not mail, deceased, inactive, etc.
- Long-Term Donor Value
- Recurring Donors
To avoid leaving you with information overload, we also provide a summary report listing our key observations and recommendations to help you develop winning fundraising strategies for the future.
The solution is just a click away.
Three reasons you should use DonorMetrix™:
- You don’t know how many donors you are losing each year.
- You’re under pressure to cancel donor prospect campaigns because they’re losing money.
- Budgeting is a nightmare, and you’re not confident about your revenue projections.
Ready to get started?
Tell us about your organization for a complimentary quote on how DonorMetrix™ can help you.
Complete the form below and submit it. After receiving your information, we will email you a FREE Donor Database Segmentation Model as a thank-you for your interest!
“Gloria is a practical, no nonsense, get it done person. She’s effective and creative in her thinking, tactful in her approach and thus, when a client I was working with on Vancouver Island needed someone on-site, I turned to Gloria to be that person.