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Getting Started with the Donor Performance Index diane kuehl donor 2008 community conference

Getting Started with the Donor Performance Index diane kuehl donor.com 2008 community conference. What the DPI IS.

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Getting Started with the Donor Performance Index diane kuehl donor 2008 community conference

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  1. donor.com community conference Getting Started with the Donor Performance Index diane kuehl donor.com 2008 community conference

  2. donor.com community conference What the DPI IS The Donor Performance Index is designed to provide management information on the overall effectiveness of an organization's donor acquisition, retention, and upgrading programs. The Index analyzes the donor base, placing donors in categories based on past giving history. The Index then calculates management information for each category, enabling you to spot trends, forecast future performance and make better strategic decisions.

  3. donor.com community conference What the DPI is NOT • It is NOT a measure of performance of any single fund raising strategy or campaign • It is NOT something you need to run every week or even every month • It is NOT overwhelming if you focus on a few key factors

  4. donor.com community conference Donor Categories • The DPI classifies donors into 5 basic categories: • New Donors • Regained Donors • First-Year Continuing Donors (aka 2-year donors or transitional donors) • Multi-Year Continuing Donors (3+ -year donors or core donors) • Lapsed Donors

  5. donor.com community conference Key statistics • Number of donors in each category • Total dollars • Average number of gifts per donor • Average total giving per donor per year • Percentage moving “up” to more consistent giving levels • New to First-Year Continuing Donors • First-Year to Multi-Year Continuing Donors

  6. donor.com community conference Sample Here’s where I hand out a sample DPI Report

  7. donor.com community conference Where do I start? • Key Areas to Review • Renewals • Average Gift • Gift Frequency • New Donor Acquisition • Look at your own trends • What’s happening over the years? • Run for past years to get even more info

  8. donor.com community conference Where do I start (cont’d) • Analyze various key donor groups independently • Individuals vs Organizations • Monthly Sponsors and Pledge Partners • Major Donors • Staff donors vs organization donors • What kind of numbers SHOULD I have? • Compare with like organizations • Engage the expertise of a fund-raising consultant • Tap into the donor.com community

  9. donor.com community conference What if? • What if we improved our new donor acquisition numbers? • What if we did a better job of keeping those new donors from one year to the next? • What if we raised average gift levels? • What if we increased the frequency of giving? • What if ….?

  10. donor.com community conference Let me show you what if Here’s where I bring up a spreadsheet we can tinker with.

  11. donor.com community conference Some configurable options • Use a fiscal or calendar year • Exclude gifts to a specified range of designations (e.g. exclude staff/missionary gifts from the stats) • How adjustments fit in (date of original gift or date adjustment was made) • Isolate donors who give very large gifts so that they don’t skew the averages • Treat split gifts as one (ie same date, same motivation, different designations) • Run on a selected set of names only

  12. donor.com community conference Q&A

  13. donor.com community conference For more information Visit our on-line manuals at: https://donor.com/manuals_dasco_reports_dpi diane kuehl education and business consultant diane@donor.com

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