The Retained Donor Migration Comparison viewport displays for those donors that have been retained whether they have given a donation in the same amount, an upgrade amount, or a downgrade amount from the selected fiscal year to the previous fiscal year.

Click in the bar chart to see a list of constituents for each of the categories. You can select a earlier fiscal year at the top of the screen to compare it against its preceding year's performance. 

Key Definitions:

• Cash: Includes gift and pledge payment transactions designated for annual giving. This reflects actual dollars received during the period, and donors who 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.
• Upgrades: Includes retained donors whose credited giving was greater in the selected fiscal year period than in the entire preceding fiscal year period.
• Downgrades: Includes retained donors whose credited giving was lower in the selected fiscal year period than in the entire preceding fiscal year period.
• Same Amount: Includes retained donors whose credited giving was the same in the selected fiscal year period as in the entire preceding fiscal year period.
• Retained: Donors who gave to annual giving in the specified time period and were also annual giving donors in the previous fiscal year.

Frequently Asked Questions:

How much more or less does the cash gift need to be in order to count as an upgrade or a downgrade?

The change can be as small as $0.01 to count as an upgrade or downgrade.