A Business Reporting Tool Made Easy to Deploy and Use

What Reports Do Fundraisers Use?

1. Donor Reports:
   • Donor Contribution Summary: Provides an overview of all donations made by individual donors, including the total amount, frequency, and date of contributions.
   • Donor Retention Report: Tracks donor retention rates over time, showing how many donors continue to contribute year after year.
   • Donor Acquisition Report: Displays information about new donors acquired within a specific time frame, helping fundraisers understand the effectiveness of their acquisition efforts.
2. Fundraising Performance Reports:
   • Campaign Performance Report: Evaluates the success of specific fundraising campaigns, detailing the amount raised, expenses, and overall ROI.
   • Event Impact Report: Analyzes the outcomes of fundraising events, such as galas, auctions, and charity runs, including attendance, funds raised, and associated costs.
3. Financial Reports:
   • Income Statement: Provides a comprehensive overview of an organization's financial performance, showing revenue, expenses, and net income.
   • Balance Sheet: Presents an organization's financial position, detailing assets, liabilities, and equity.
   • Cash Flow Statement: Tracks the flow of cash into and out of the organization, helping fundraisers manage liquidity.
4. Impact and Progress Reports:
   • Impact Report: Demonstrates the tangible results and positive changes brought about by fundraising efforts, emphasizing the organization's mission and achievements.
   • Milestone Report: Highlights significant milestones achieved through fundraising, such as the number of beneficiaries served or projects completed.
5. Donor Segmentation and Analysis Reports:
   • Donor Demographics Report: Offers insights into the demographic characteristics of donors, helping fundraisers tailor their messaging and engagement strategies.
   • Donor Behavior Analysis: Examines donor giving patterns, preferences, and interactions with the organization, aiding in personalized engagement.
6. Forecasting and Projection Reports:
   • Fundraising Forecast Report: Predicts future fundraising outcomes based on historical data and trends, assisting in setting realistic fundraising goals.
   • Donor Lifetime Value Report: Estimates the potential long-term value of individual donors, guiding resource allocation and engagement strategies.
7. Acknowledgment and Thank-You Reports:
   • Donor Acknowledgment Report: Tracks which donors have received acknowledgment letters, emails, or other forms of gratitude for their contributions.
8. Compliance and Governance Reports:
   • Audit Trail Report: Records changes made to donor records, ensuring transparency and accountability in donor management systems.
   • Financial Compliance Report: Demonstrates adherence to financial regulations and reporting standards.

“We evaluated many reporting vendors and were most impressed at the speed with which the proof of concept could be developed. We found InetSoft to be the best option to meet our business requirements and integrate with our own technology.” - John White, Senior Director, Information Technology at Livingston International

Donor Contribution Analyses

1. Donor Segmentation Analysis:
   • Segmentation by Contribution Level: Fundraisers categorize donors based on the amount they contribute, allowing them to design targeted engagement strategies for different donor tiers.
   • Segmentation by Frequency: Donors are grouped based on how often they contribute, helping fundraisers identify consistent supporters and design strategies to encourage more frequent giving.
   • Segmentation by Campaign or Cause: Donors are analyzed based on the specific campaigns or causes they support, enabling fundraisers to tailor messages and appeals to donors' interests.
2. Donor Lifecycle Analysis:
   • Acquisition Analysis: Fundraisers examine the effectiveness of donor acquisition efforts, tracking how many new donors are acquired through different channels or campaigns.
   • Retention Analysis: This analysis focuses on how many donors continue to give over time, helping fundraisers identify trends and strategies to improve donor retention rates.
   • Reactivation Analysis: Fundraisers assess strategies to re-engage lapsed donors and bring them back into the giving fold.
3. Giving Behavior Analysis:
   • Single vs. Recurring Gifts Analysis: Fundraisers study the difference between one-time donations and recurring donations, understanding the benefits and challenges of each type of giving.
   • Gift Size Analysis: Fundraisers analyze the average gift size and distribution, identifying potential opportunities to encourage larger donations.
   • Multi-Channel Analysis: This involves tracking donor behavior across different channels (online, direct mail, events, etc.) to determine the most effective engagement methods.
4. Donor Conversion Analysis:
   • Conversion Rate Analysis: Fundraisers assess the percentage of donors who take a desired action, such as making a donation after receiving an appeal or visiting a fundraising event.
   • Conversion Funnel Analysis: This involves tracking donors' journey from initial engagement to making a contribution, identifying potential drop-off points and optimizing the process.
5. Campaign Performance Analysis:
   • Campaign ROI Analysis: Fundraisers evaluate the return on investment for specific fundraising campaigns, comparing the funds raised to the costs incurred.
   • Segment-Specific Campaign Analysis: This analysis assesses how different donor segments respond to various campaigns, allowing fundraisers to refine targeting strategies.
6. Donor Engagement Analysis:
   • Interaction and Engagement Analysis: Fundraisers track how donors engage with communications, events, and other touchpoints, helping them tailor engagement strategies based on donor preferences.
   • Response Rate Analysis: This involves measuring how many donors respond to specific appeals, messages, or calls to action.
7. Predictive Analysis:
   • Donor Lifetime Value Analysis: Fundraisers use predictive modeling to estimate the potential long-term value of individual donors, aiding in resource allocation and personalized engagement.

Read how InetSoft was rated #1 for user adoption in G2 Crowd's user survey-based index.

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