The AF PDI Performance viewport displays the fiscal year-to-date annual fund performance segmented by AF PDI scores.
Click on any of the blue numeric links in the columns to see a detailed list of entity records.
Key Definitions:
- AF PDI Groups: Annual Fund PDI is a score that best ranks your institution’s constituents to determine who is the best annual fund 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 PDI means they do not have a current AF PDI value.
- Number of Records: The number of records that are scored with an AF PDI value in this range.
- Non-Donors: The number of records in the AF PDI group that have not been credited with an annual fund cash gift in this fiscal year-to-date.
- Donors: The number of records in the AF PDI group that have been credited with an annual fund cash gift in this fiscal year-to-date.
- Percent of Donors: The percent of donors in the AF PDI group of the total donors fiscal year-to-date.
- Participation: The percent of donors in the AF PDI group of the total records in the AF PDI range.
- Dollars: The total legal annual fund cash generated from this AF PDI group fiscal year-to-date.
- Percent of Dollars: The percent of annual fund dollars from the AF PDI group of the total annual fund dollars raised fiscal year-to-date.
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 AF 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 fund 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.