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The Annual Fund - EVI Performance Dollars Viewport AG EVI Performance viewport displays the current selected fiscal year -to-date annual fund giving performance segmented by AF AG EVI scores.

Click on any of the blue numeric links in the columns to see a detailed list of entity records.

Click on the Viewport below for a closer look!

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Key Definitions Related to this Viewport:

  • AF AG EVI Groups: Annual Fund EVI Giving Estimated Value Index is a predictive model based score that best ranks your institution's institution’s constituents to determine who is the best annual fund giving prospect based on their predicted giving amounts (99= hightest score and highest score and 1 = lowest score). Each record is assigned a value and has been is grouped into 10 ranges for the purposes of this report. No AF AG EVI means they do not have a current AF AG EVI value.
  • Number of Records: The number of records that are scored with an AF AG EVI value in this range.
  • Non-Donors: The number of records in the AF EVI group that have not been credited with unique entities without an annual fund giving cash gift in this fiscal year-to-datedonation in each EVI group.
  • Donors: The  The number of records in the AF EVI group that have been credited with an annual fund cash gift in this fiscal year-to-dateunique entities with a donor qualifying transaction (donor indicator is set to true on the transaction) to annual giving.
  • Percent of Donors: The percent of donors in the AF AG EVI group of the total donors fiscal year-to-date.
  • Participation: The percent of donors in the AF AG EVI group of the total records in the AF AG EVI range.
  • Dollars: The  The total legal annual fund cash generated from this AF EVI group fiscal year-to-dateamount of the annual giving transactions.
  • Percent of Dollars: The percent of annual fund giving dollars from the AF AG EVI group of the total annual fund giving dollars raised fiscal year-to-date.

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Frequently Asked Questions:

Which model scores from what fiscal year are entities segmented into when looking at earlier fiscal years?

Entities are segmented based on the AG EVI score from the selected fiscal year with the corresponding performance that year, not their current fiscal year score.  

What is included in the total row?

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 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.

Why am I seeing a "Scores do not exist for the selected fiscal year" message?

The earliest Fundraiser Performance Management provides predictive scores is for the year before your school went live with the Platform. Check the Fiscal Year drop-down menu at the top of the page and then advance the year until data appears in the viewport.