Kindful displays Donor Lifecycle Metrics to you on your Dashboard aimed to make it easy for you to know how your Fundraising efforts are going.
Overview
This article seeks to explain how the Upgraded Donors metric is calculated.
Please note that the Upgraded Donors metric is recalculated (refreshed) once an hour.
Linked Articles:
Definitions
Donor
For this formula, a "Donor" is a Contact with at least one ("hard money") transaction (regardless of the tax-deductibility of said gift)
Gift
a ("hard money") transaction in Kindful (not a non-cash gift, not a soft credit)
Period 1 and Period 2
Jan 2016 | Feb 2016 | Mar 2016 | Apr 2016 | May 2016 | June 2016 | Jul 2016 | Aug 2016 | Sep 2016 | Oct 2016 | Nov 2016 | Dec 2016 |
Jan 2017 | Feb 2017 | Mar 2017 | Apr 2017 | May 2017 | June 2017 | Jul 2017 | Aug 2017 | Sep 2017 | Oct 2017 | Nov 2017 | Dec 2017 |
Jan 2018 | Feb 2018 | Mar 2018 | Apr 2018 |
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if today's date is any day in April 2018, (such as April 10, 2018 or April 30, 2018) then
This is Period 1 |
This is Period 2 |
In other words,
Period 1 is May 1, 2016 - April 30, 2017 and
Period 2 is May 1, 2017 - April 30, 2018
What is an Upgraded Donor?
An Upgraded Donor gave during both Period 1 and Period 2, and:
Sum total of gifts during Period 2 | > | Sum total of gifts during Period 1 |
Why is this helpful?
As your donors become more engaged with your organization, and as their capacity to give increases over time, you may want to increase your asks accordingly. The Upgraded Donors metric illustrates your organization's success in this area.