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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 com 2008 community conference

donor.com community conference

Getting Started with the

Donor Performance Index

diane kuehl

donor.com 2008

community conference


What the dpi is

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.


What the dpi is not

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


Donor categories

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


Key statistics

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


Sample

donor.com community conference

Sample

Here’s where I hand out a sample DPI Report


Where do i start

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


Where do i start cont d

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


What if

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 ….?


Let me show you what if

donor.com community conference

Let me show you what if

Here’s where I bring up a spreadsheet we can tinker with.


Some configurable options

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



For more information

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