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This Annual Fund - Fiscal Year Comparison by The Donor Type ViewportComparison viewport compares year-over-year fiscal year-to-date annual fund annual giving dollar and donor performance based on defined donor types. Those donor types are Acquired, Retained, and Renewed.

Select the Donor or Dollar radio button from the Measurement drop down above the chart to toggle between the two values for this reportview the data from various donors or dollars measurements.

Click on the bars in the chart 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:

• Donors: Number of records that have been credited with an annual fund cash gift in the selected time period
• Dollars: Sum of the legal annual fund cash giving in the selected time period.
• Acquired: Includes records that are credited with an annual fund cash gift in the specified time period that had not previously been credited with an annual fund cash gift.
• Retained: Includes records that are credited with an annual fund cash gift Acquired: Donors who made their first gift to annual giving in the specified time period (had not given to annual giving in any previous fiscal year).
• Retained: Donors who gave to annual giving in the specified time period and were also annual fund giving donors in the previous fiscal year.
• Renewed: Includes records that were credited with an annual fund cash gift  Donors who gave to annual giving in the specified time period and have previously donatedwho had donated to annual giving sometime in the past, but did not donate to annual giving in the previous fiscal year.
• Cash: Includes gift and pledge payment transactions designated for annual giving. This reflects actual dollars received during the period, and donors that paid during the period.
• Commitment: Includes gift and pledge transactions designated for annual giving. This reflects dollars generated/committed during the period, and donors who made any commitment during the period, whether or not they paid during the period.
• Pledge: Includes only pledge transactions designated for annual giving.
• Dollars: The total legal amount of annual giving transactions.
• Donors: The number of unique entities with a donor qualifying transaction (donor indicator is set to true on the transaction) to annual giving.

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Frequently Asked Questions: 

When reviewing the current fiscal year what time period is it comparing against?

This viewport provides a fiscal year to date comparison for the current year against the previous year's performance on the same numerical date.