Fundraising Software Reports You Should Be Running With Causeview

Fundraising software puts you in a better position to meet your goals, by providing you with the tools you need to fundraise more strategically. One of the most important tools that Causeview provides is tracking and reporting that allows you to measure your nonprofit's performance. Without reporting it’s virtually impossible to fundraise strategically because reports enable you to set realistic goals, make informed decisions, and create strategies that increase donor retention and average giving.

Here are some reports in Causeview you should consider running:

Measure performance year-over-year

Setting the right goals at the outset of your campaign, and then properly measuring those goals, is the key to successful fundraising. Run the reports below to get a high-level overview of your fundraising successes and failures. This overview lets you determine if you’re setting realistic goals and meeting them.

Reports: 

1.Gift Allocation by Campaign

What it is: Provides you a sum of all gifts allocated to each of your campaigns for the current fiscal year. 
Why is it helpful: It makes it easy to determine which campaigns were most successful.
Get more out of it: Customize the report and add your fiscal goals to see how you are faring against the goals you've set for your nonprofit. You may also want to expand the date range so that you can look at a span of fiscal years to see a year-over-year comparison. Curious to see what the average gift is? You can customize the report to provide you the average of gifts received for each of your campaigns.

2. Fund Performance Year over Year

What it is: Provides you a sum of all gifts allocated to your funds/programs year-over-year.
Why is it helpful: Allows you to determine which funds/programs were the most successful.
Get more out of it: Customize the report and add your fiscal goals to see how you are faring against the goals you've set for your nonprofit. You may also want to expand the date range so that you can look at a span of fiscal years to see a year-over-year comparison. Curious to see what the average gift is? You can customize the report to provide you the average of gifts received for each of your campaigns.

Measure donor engagement

Donor attrition rates in the nonprofit world are still atrocious, despite the fact that most experts agree that reducing donor attrition and increasing average gift size is the key to raising more. Run these reports to assess the health of your donor database.

Reports:

1.Donors Last Year But Not This Year

What it is: Provides you with a list of donors who gave last year but have not given this year.
Why is it Helpful: Allows you to identify lapsed donors and proactively engage them so that you can decrease attrition.
Get more out of it: Why not try including information on donor giving history, by adding past amounts and the campaigns or programs the donor previously donated to? If you do this, you can reference their giving history and tailor your ask to the donor’s preferences.

2.Consecutive Years of Giving

What it is: Provides you a list of donors and their consecutive years of giving.
Why is it Helpful: Allows you to proactively engage donors and decrease attrition.
Get more out of it: Why not try including donor’s average gift in your report? You can create a report that shows you a sum of your donors' giving each year, their average gift, gift type as well as the campaign, appeal or event and program they've contributed to in the past. Analyzing the appeals and gift types will also give you insight into donor preferences, and will give you the opportunity to solicit donors based on preferences.

3.Top Lifetime Constituent Giving

What it is: Provides you a list of donors and their lifetime giving amount.
Why is it Helpful: Allows you to see your top donors based on total lifetime giving, so that you thank them
accordingly.
Get more out of it: Why not add their lifetime fundraising amount to the report as well? Some donors may not be able to donate as much, but could be supporting you in other ways like encouraging others to give. Your fundraisers need acknowledgement too!

These are just some reports that will help you set and track your goals more accurately. There are tons of reports available with Causeview!

 

Want help creating these reports or are you interested in help with custom reporting?

 Request a live demo for Causeview Fundraising today