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The AF AG PDI Performance viewport displays the fiscal year-to-date annual fund giving performance segmented by AF AG PDI scores.
Click on any of the blue numeric links in the columns to see a detailed list of entity records.
Key Definitions:
- AF AG PDI Groups: Annual Fund Giving PDI is a score that best ranks your institution’s constituents to determine who is the best annual fund giving prospect based on their probability to donate. Each record is assigned a value and has been grouped into 10 ranges for the purposes of this report. No AF AG PDI means they do not have a current AF AG PDI value.
- Number of Records: The number of records that are scored with an AF AG PDI value in this range.
- Non-Donors: The number of records in the AF AG PDI group that have not been credited with an annual fund giving cash gift in this fiscal year-to-date.
- Donors: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction) to the annual fundgiving.
- Percent of Donors: The percent of donors in the AF AG PDI group of the total donors fiscal year-to-date.
- Participation: The percent of donors in the AF AG PDI group of the total records in the AF AG PDI range.
- Dollars: The total legal amount of the annual fund giving transactions.
- Percent of Dollars: The percent of annual fund giving dollars from the AF AG PDI group of the total annual fund giving dollars raised fiscal year-to-date.
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Entities are segmented based on the AF AG EVI score from the selected fiscal year with the corresponding performance that year not their current fiscal year score.
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The constituent count in the total row shows all constituents, regardless of whether they are active or deceased. The dollar and donor totals are all annual fund giving cash dollars and donors in the selected time period. These totals are to provide context for the Percent of Donors and Percent of Dollars figures displayed in the viewport.
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