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The Donor Type Summary viewport displays dollar and donor performance by Donor Type over a five year period. All metrics are within the context of the selected school/unit giving designations, primary relationship types, measurement and time period.

        

Key Definitions:

  • Acquired: Donors who were credited (i.e. soft credit and hard credit) with their first donation of the selected measurement (Cash, Commitment, or Pledge) to the selected school/unit giving designations in the given time period.
  • Retained: Donors who were credited (i.e. soft credit and hard credit) with a donation  of the selected measurement (Cash, Commitment, or Pledge)  to one of the selected school/unit giving designations in the given time period and in the entire preceding year period (in the case of fiscal year to date, the number of entities credited in the given period to date, and the entire preceding year period). An entity must have given to one of the selected school/unit giving designations in both years to be considered retained.
  • Renewed: Donors who were credited (i.e. soft credit and hard credit) with a donation of the selected measurement (Cash, Commitment, or Pledge) to one of the selected school/unit giving designations in the given time period, and some prior year but not in the preceding year period. An entity must have given to one of the selected school/unit giving designations in both years to be considered renewed.
  • Donor Performance: The number of entities that were credited (i.e. soft credit and hard credit) with a donation of the selected measurement (Cash, Commitment, or Pledge) in the given time period. This includes only transactions designated to one of the selected school/unit giving designations, and from entities with one of the Primary Relationship Types selected.
  • Dollar Performance: Sum of the legal giving of the selected measurement (Cash, Commitment, or Pledge) in the given time period. This includes only transactions designated to one of the selected school/unit giving designations, and from entities with one of the Primary Relationship Types selected.