The Donor Type Comparison viewport compares year-over-year annual fund dollar and donor performance based on defined donor types. Those donor types are Acquired, Retained, and Renewed.
Select from the Measurement drop down above the chart to view the data from various donors or dollars measurements.
Click on the bars in the chart to see a detailed list of entity records.
Key Definitions:
- 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 in the specified time period and were also annual fund donors in the previous fiscal year.
- Renewed: Includes records that were credited with an annual fund cash gift in the specified time period and have previously donated, but did not donate in the previous fiscal year.
- Cash: Includes gift and pledge payment transactions designated for the annual fund. This reflects actual dollars received during the period, and donors that paid during the period.
- Commitment: Includes gift and pledge transactions designated for the annual fund. 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 the annual fund.
- Dollars: The total legal amount of the selected measurement (Cash, Commitment, or Pledge) during the selected period.
- Donors: The number of unique constituent records credited with a transaction of the selected measurement (Cash, Commitment, or Pledge) during the selected period. The donor count includes those with both hard and soft credit.
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.