Donor Health Scorecard
The results are in, see the health of your donor community Donor & Donation Projection Calculator
Donor Health Insights
The results are in, see the health of your donor community Donor & Donation Projection Calculator
Donor Health Insights
Evaluate the health and outlook of your donor base
A key component of Responsive Fundraising is having instant access to donor and fundraising data. The Donor Health Scorecard provides a holistic picture of the current state of your donor community that you can share with your team. Use the personalized insights to create as action items for improvements to donor health!
Upload your anonymous giving data to generate your own Donor Health Scorecard. This scorecard is inspired by the Donor Health Dashboard built into Virtuous. The scorecard will visualize key donor metrics to highlight where you are today and receive personalized insights about your greatest opportunities for growth.
Provide a gift file that includes 24 months of data containing only Donor ID, Gift Date, and Gift AmountStep 1: Download Excel/CSV Template.
Step 2: Upload File and Generate Report.
Example Report
Your Donor Health Scorecard
Retention
Average Gifts
Net Active Donors
Lapsed vs New
Giving Revenue By Tier
Net New Recurring Giving
The visualization in the Results tab below are giving you a picture of the health of your donor community right now. Click on the Insights tab to check out specific actions you can take to help grow generosity and create more sustainable fundraising practices at your nonprofit.
Here are the specific actions you can take to help grow generosity and create more sustainable fundraising practices at your nonprofit.
- Results
- Insights
Retention
The Retention widget looks at all donors who have made their first gift within the
last
12
months, and tracks what percentage of those new donors have gone on to make a
second,
third,
or fourth gift.
Average Gifts
The Average Gift widget looks at all gifts made within a given month and calculates
the
average amount.For these calculations, any $0 gifts or reversing transactions are
ignored.
Net Active Donors
The Net Active Donors Widget calculates the total number of Contacts who are New
Donors
within a given month, those who are Existing Donors (Contacts who have given within
the
last
12 months, relative to the month in the widget), and those who have Lapsed in a
given
month.
Then, by subtracting the Lapsed Donors from the combined sum of New and Existing
Donors,
the
widget displays the net total of Active Donors each month.
Lapsed vs New
The Lapsed vs New Widget looks at the number of new donors each month and compares
that
to
the number of donors who have lapsed in the same month.
Giving Revenue By Tier
The Giving Revenue by Tier Widget provides a breakdown of the total amount received
from
all
gifts, grouped by gift size. Gifts are broken down into three tiers: those less than
$1,000,
those between $1,000 and $10,000, and those larger than $10,000.
Net New Recurring Giving
The Net New Recurring Giving Widget tracks recurring gift payments month by month,
as
well
as the total number of unique Contacts who have recurring gifts within a given
month.
The
payment data includes a 60 day grace period, meaning that expected payments due
within
the
last 60 days but not yet fulfilled will be included in the displayed totals.
- Retention
- Average Gift
- Net Active Donors (Net Active, Lapsed, Existing, New)
- Lapsed vs New
- Giving Revenue by Tier
- Net Recurring Donors (Net Active, Lapsed, Existing, New)
Donor & Donation Projection Calculator
A key component of Responsive Fundraising is having instant access to donor and fundraising data. Input a few data points and see your projected donor and donation growth over the next three years. You’ll also see the potential impact that Virtuous and Responsive Fundraising could provide.
Donors Last Year
Total number of donors last year
Donors 2 Years Ago
Total number of donors for 2 years ago
Retention Rate
We’ll use 30% (the average) if you’re not sure.
%
Total Donations Last Year
Total amount of donations for the last year
Total Donations 2 Years Ago
Total amount of donations for the last year
Calculate Your Donor Retention
Below is a projection of your organization’s growth over the next three years and the impact Virtuous and Responsive Fundraising could provide. On average, Virtuous customers see a 12% increase in donor retention rate and 10% in average gift size. This model projects a 10% increase in donor retention and 5% lift to averages gift size.
| Next Year | 2 Years | 3 Years | |
|---|---|---|---|
| Current | {{ Number(Math.floor(currentDonors[1])).toLocaleString() }} | {{ Number(Math.floor(currentDonors[2])).toLocaleString() }} | {{ Number(Math.floor(currentDonors[3])).toLocaleString() }} |
| Virtuous Potential | {{ Number(Math.floor(virtuousDonors[1])).toLocaleString() }} | {{ Number(Math.floor(virtuousDonors[2])).toLocaleString() }} | {{ Number(Math.floor(virtuousDonors[3])).toLocaleString() }} |
| The Difference | {{ Number(Math.floor((virtuousDonors[1] + (currentDonors[1] * -1)))).toLocaleString() }} | {{ Number(Math.floor((virtuousDonors[2] + (currentDonors[2] * -1)))).toLocaleString() }} | {{ Number(Math.floor((virtuousDonors[3] + (currentDonors[3] * -1)))).toLocaleString() }} |
| Next Year | 2 Years | 3 Years | |
|---|---|---|---|
| Current | $ {{ Number(Math.floor(currentDonations[1])).toLocaleString() }} | $ {{ Number(Math.floor(currentDonations[2])).toLocaleString() }} | $ {{ Number(Math.floor(currentDonations[3])).toLocaleString() }} |
| Virtuous Potential | $ {{ Number(Math.floor(virtuousDonations[1])).toLocaleString() }} | $ {{ Number(Math.floor(virtuousDonations[2])).toLocaleString() }} | $ {{ Number(Math.floor(virtuousDonations[3])).toLocaleString() }} |
| The Difference | $ {{ Number(Math.floor((virtuousDonations[1] + (currentDonations[1] * -1)))).toLocaleString() }} | $ {{ Number(Math.floor((virtuousDonations[2] + (currentDonations[2] * -1)))).toLocaleString() }} | $ {{ Number(Math.floor((virtuousDonations[3] + (currentDonations[3] * -1)))).toLocaleString() }} |
| Three Years Totals | ||
|---|---|---|
| Total Donors | Total Dollars Raised | |
| Current CRM | {{ Number(Math.floor((currentDonors[1] + currentDonors[2] + currentDonors[3]))).toLocaleString() }} | $ {{ Number((currentDonations[1] + currentDonations[2] + currentDonations[3])).toLocaleString() }} |
| Virtuous Potential | {{ Number(Math.floor((virtuousDonors[1] + virtuousDonors[2] + virtuousDonors[3]))).toLocaleString() }} | $ {{ Number((virtuousDonations[1] + virtuousDonations[2] + virtuousDonations[3])).toLocaleString() }} |
| The Difference | {{ Number(Math.floor((virtuousDonors[1] + virtuousDonors[2] + virtuousDonors[3] + ((currentDonors[1] + currentDonors[2] + currentDonors[3]) * -1) ))).toLocaleString() }} | $ {{ Number((virtuousDonations[1] + virtuousDonations[2] + virtuousDonations[3] + ((currentDonations[1] + currentDonations[2] + currentDonations[3]) * -1))).toLocaleString() }} |
Get a Donor Health Scorecard Along with Actionable Insights to Grow
A key component of Responsive Fundraising is having instant access to donor and fundraising data. The Donor Health Scorecard and Donor & Donation Projection Calculator provide insights into the current state of your donor community that you can share with your team and the projected growth metrics. Use the personalized insights to create as action items for improvements to donor health!
Generate a Full Donor Health Scorecard
Upload your anonymous giving data to generate your own Donor Health Scorecard.
The scorecard will visualize key donor metrics to highlight where you are today and receive
personalized insights about your greatest opportunities for growth.
See an example report.
See an example report.
Quick Donor Retention Calculator
Input a few data points and see your projected donor and donation growth over the next three years.
You’ll also see the potential impact that Virtuous and Responsive Fundraising could provide.