Fundraising Analytics that Matter: Complete Guide

Database ManagementProspect ResearchDonor Retention
Written By Marti Barrow, CFRE | Vice President of Client Services

Key Takeaways:

  • Key Fundraising Metrics:

    • Track essential donor data, including cumulative giving, event ROI, and lapsed donors, to inform fundraising strategies.

  • Donor Data Utilization:

    • Leverage donor insights to prioritize consistent givers, personalize asks, and enhance stewardship programs.

  • Efficient Data Management:

    • Use CRM tools like Bloomerang, Salesforce, Donor Perfect, or Raiser’s Edge to streamline tracking and focus on income-producing activities.

  • Actionable Insights:

    • Replace goal-driven approaches with system-focused strategies, such as scheduling qualified donation asks instead of focusing solely on monetary targets.

  • Data Simplification:

    • Avoid overanalyzing; prioritize key metrics and maintain clean data practices without dedicating excessive time to perfection.

Marti Barrow, CFRE | Vice President of Client Services

Certified Fundraising Executive. 16 years experience as a professional fundraiser. Specializing in healthcare nonprofits. Bachelor’s Degree the University of Hawaii. Manages all in-person/virtual educational programming. Association of Fundraising Professionals Member.

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