Fundraising Report Card is the Evaluation Tool You're Looking For!
Rating: 10 out of 10
IncentivizedUse Cases and Deployment Scope
We use Fundraising Report Card to evaluate our fundraising, to base strategic decisions on data, and to identify areas for improvement in our fundraising efforts. I love this tool. I use it prepare reports for our Board of Directors - it provides every data point I can think of [and several that I had never considered] with the click of a button. And it provides that data along with beautiful charts and graphs that make our fundraising reports easy to understand for our stakeholders.
Pros
- It makes preparing fundraising reports super easy. I used to spend 6-8 hours preparing a board report and now it takes me 30 minutes... PLUS I can pull up the reports in real time during board meetings to allow board members to see the data presented in different ways or to answer questions on-the-spot.
- It has metrics that I've never even thought to prepare - including some that always felt too complicated to prepare. Lifetime Donor Value, Donor Retention Rates, Lapsed Donors, Acquired Donors, Reactivated Donors - all broken down by giving segments.
- I can customize Giving Segments. I work at a small non-profit - a major gift for us is different than a major gift for a larger organization. I can break up my data in the segments that make sense for my organization [and select colors that match our branding... you've never seen a happier Marketing Chair on your Board of Directors than when you give them a report that is properly branded for the organization. It's a small thing, but it doesn't take any extra work on my part.]
Cons
- The only difficulty I have with Fundraising Report Card is that the integration with our CRM [Kindful] doesn't keep track of the unique ID that is exported to Fundraising Report Card [to maintain confidentiality]. So it takes a bit more work to identify which donor[s] fall into a category. For example, Fundraising Report Card will tell me that 3 major donors lapsed in the previous quarter - and I can export the Donor ID's from Fundraising Report Card, but those ID's don't mean anything in my CRM, so I can't directly see who those donors are to follow up. This is an issue with the integration specifically with Kindful.
Likelihood to Recommend
If you work in a Development/Fundraising Department and have EVER been asked what your donor retention rate is - this is for you.
AM
Amanda Mulder
Development Director in Marketing at 20 Liters (1-10 employees)
Vetted Review
1 year of experience