Donor Acquisition Analysis

To help increase your base of supporters and lessen the impact of donor attrition, focus on acquisition efforts to bring new supporters to the fold. To analyze donors who gave to your organization for the first time — or again, after more than five years since their previous gift — in the current year, select Acquisition in Fundraising, Analyze or Reporting. With these metrics, you can also compare your donor acquisition to previous years' efforts.

Tip: To view the Acquisition dashboard in Fundraising, Reporting, select Add , Acquisition, Open.

By default, the Acquisition metrics include all constituents. To include only donors with specific primary constituent codes or assigned fundraisers, or gifts through specific fundraising efforts, use the filters.

For deeper analysis of a fund, select its name to open its record. For more information, see Fund Records.

  • To easily apply frequently-used filters to the dashboard, select the filter criteria and then save their view for your personal reuse. For more information, see Saved Views of Dashboards.

  • To review the dashboard offline, download it as a PDF, or automatically receive a PDF as an email on a regular basis. For more information, see PDFs or Spreadsheets of Dashboards.

Note: While the Acquisition metrics consider all constituents, their lists respect security by constituent code and may include fewer records, based on who you have rights to view. For more information, see Record Security.

Tip: While acquired donors gave gifts of any type, you can choose whether to analyze their revenue received through cash-in-hand giving or committed through pledges and matching gifts with the Revenue type filter. For more information, see Revenue and Recognition.