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Major Gift Metrics: What You Need to Know

DNL OmniMedia

At DNL OmniMedia, we work with nonprofits just like yours to position their nonprofit tech solutions for effective fundraising data tracking. Using that knowledge, we’ve created this guide to help your team understand major gift KPIs, the metrics you should be tracking, and the top tips to do so successfully.

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Donor Database Management: A Quick Guide to Prospect Setup and Tracking

Qgiv

However, many organizations fail to properly track gift officer portfolios, gift officer actions and donor pipeline management within their donor database management. Standardization around portfolio tracking, donor interactions, documenting proposals, and next steps is critical to the health and sustainability of any fundraising program.

professionals

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Raise the Board’s Financial IQ

.orgSource

Yes, you can get people to put down their phones and pay attention. When directors understand their role in stewarding and growing resources, keeping track of that progress becomes a lot more interesting. So how do you make the financial report a bingeable presentation? Is that even possible? Bring that connection to life.

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Spring cleaning: How to do a social media audit

Candid

A social media audit involves reviewing your organization’s complete social media presence, not just analyzing the metrics (to learn about assessing metrics, read my article on creating a social media plan ). Don’t use a staff member’s phone number to set up 2FA; if they leave suddenly, you may not be able to access the account.

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Social CRM, part 2: Metrics vs. CRM

Zen and the Art of Nonprofit Technology

And these tools are great at doing CRM with the standard communications methods – email, phone, snail mail, in person contact. I don’t mean to downplay metricsmetrics are hugely important – but I think mixing up metrics and CRM might make it harder to really do either well.

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Thursday Thoughts: transforming mid-level donors into major donors

EveryAction

Create personalized messages or schedule in-person meetings or phone calls to highlight the impact of individual donors’ previous contributions and connect them to the organization’s larger goals. Invite mid-level donors into your strategy. Too often we only invite those making major gifts into the strategy fold. These four are key: 1.

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5 Metrics Fundraisers Need to Know to Retain Their Donors

Connection Cafe

That’s why we put together a list of the five essential metrics you need to know, as a fundraiser, to achieve higher retention rates. Tracking these metrics will help you keep a pulse on the current engagement of your donors so you know which efforts are working and which ones need to be increased or modified. Donor Level Moves.

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