Critical Metrics

Tracking metrics can be overwhelming.  These are some of my favorites.

Critical Metrics:

  • Funds raised vs. Last 3 years
  • Goal vs. actuals on all initiatives
  • Annual Giving Watch List
  • Annual Giving Targets vs. Actuals
  • Annual Giving Pyramid
  • Major Gift Pyramid
  • Donor Assignments

Secondary Metrics:

  • Donor #s vs. Last 3 Years
  • Monthly Growth vs. Last 5 Years
  • Annual Giving Appeal Analysis
  • Annual Giving Donor Type (Increase, Decrease, New, Renewal, Lost)
  • Major Gift Pledge Expectations

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