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 vice versa. It provides you with Measurement That Matters, so 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 the research-based decisions necessary 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 and inform more meaningful communications with donors, build your teams’ confidence, and reduce risk during decision making.
DonorMetrix is a reliable means of tracking what your donors are doing and reducing your risk of losing supporters and potential revenue for your organization and can be implemented over four phases, but with no commitment beyond the initial phase.
How It Works
We believe a phased approach is the most effective strategy, as it allows both parties to collaborate, learn, and adapt continuously as the project progresses. And it helps ensure milestones are tracked, team members are on-board, and deliverables are being met.
We use proven, evidence-based methods to maximize the contribution of your data.
In Phase 1 we gain access to your system, assess your level of data hygiene, confirm your organizational capacity, ensure CRA compliance, identify existing user groups, complete a comprehensive ten-year gift history analysis, complete a Strengths, Weaknesses, Opportunities and Threats (SWOT) analysis, and submit a phase summary report with recommendations for review as a group.
During Phase 2, adjustments to your data are made based on the SWOT analysis and recommendations for additional updates are made.
In Phase 3, we ensure your CRM process and procedure documents are updated and the staff are trained in any new systems.
Phase 4 is the final phase and includes the implementation of more advanced features such as moves management pipelines, automated workflows, additional training, and custom reports and dashboards.
Complete your DonorMetrix form to get started today!
Three reasons you should use DonorMetrix:
- You don’t know how many donors you are losing each year.
- You’re getting pressure to cancel donor prospect campaigns since they lose money.
- Budgeting is a nightmare and you’re not confident about projecting revenue.
Measurement That Matters
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 a five year period
- Net Gain/Loss of Donors for a five year period
- Last year of complete data Active Donor File Composition
- Total dollars of Active File for a five year period
- Renewal rate by Repeat, New, & Recovered for a five year period
- How many donors you renewed each year
- The renewal rate
- Total number of gifts
- % 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 further illustrate your data’s potential:
- 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, tribute donations etc. as these records 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 ensure we don’t leave you with information overload, we also provide a summary report listing our key observations as well as some recommendations to help you develop winning fundraising strategies for the future.
A meeting will be scheduled to review the summary report and analysis before proceeding with Phase 2.
The solution is just a click away.
Information
Know your renewal rates for each segment of your donor database.
Planning
Make better decisions on how much acquisition you need to combat donor attrition.
Details
Access to valuable information and analysis to improve donor renewal rates.
Finance
Budget more confidently with support from professionals who care.
Ready to get started?
For a complementary quote on how DonorMetrix can help you, simply tell us a bit about your organization.
Complete the form below and submit. After receiving your information, we will email you a FREE Donor Database Segmentation Tool to thank you for your interest!