Funds Analysis

Funds represent the donor's intent for how you should use or earmark a gift, such as toward a specific cause or financial purpose. To quickly assess your organization's fundraising toward specific causes and purposes, select Fundraising, Analyze or Reporting, Funds for a dashboard of key metrics. To increase the impact on your mission, use this analysis to drive decisions and inform your next steps.

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

To analyze your fundraising effectiveness, you can compare giving received toward your ten top-grossing funds and their goals under Top funds. With this analysis, you can quickly identify which causes donors prefer and which are at risk of meeting their goals. For more information, see Top Funds Analysis.

Note: To analyze the ten top-grossing funds that meet specific criteria, use the filters. For more information, see Funds Analysis Filters.

To help motivate fundraisers and track their effectiveness, your organization may set goals to raise toward funds. Under Progress to goals, you can view which ten active funds brought in the most (and how much), and how the giving compares to their goals. For more information, see Progress to Fund Goals.

Note: By default, the Progress to goal metric includes your ten top-grossing active funds. To analyze the ten top-grossing funds that meet additional criteria, use the filters. For more information, see Funds Analysis Filters.

Campaigns are your overall fundraising efforts or initiatives, such as an annual campaign toward operating expenses or a capital campaign toward a new building or an endowment. Under Funds by campaign, you can quickly compare how much each fund that meets the filters received, and — to determine which initiatives resonate with donors — how much of the giving applies to each campaign. For more information, see Campaign Analysis for Funds or Appeals.

Appeals are the solicitations used to bring in gifts, such as direct mailings, online donation pages, phonathons, auctions, or events. Under Funds by appeal, you can quickly compare how much each fund that meet the filters received, and — to compare the effectiveness of their solicitations — how much each appeal contributes to the giving. For more information, see Appeal Analysis for Campaigns or Funds.

For context of why donors give, we recommend you track their primary affiliation with your organization — such as Board member or Volunteer — as constituent codes on their records. Under Funds by constituent code, you can compare giving toward funds by their donors' constituent codes to identify who's engaged. For more information, see Constituent Code Analysis for Campaigns, Funds, or Appeals.

Note: By default, the Funds by constituent code metric includes your 20 top-grossing active funds. To analyze the 20 top-grossing funds that meet additional criteria, use the filters. For more information, see Funds Analysis Filters.

To help determine which causes resonate with donors and attract mostly larger or smaller gifts, you can quickly view and compare breakdowns of how many — and how much — donors give toward your funds under Funds by giving level. For more information, see Giving Level Analysis for Campaigns, Funds, or Appeals.

Note: By default, the Funds by giving level metric includes your 20 top-grossing active funds. To analyze the 20 top-grossing funds that meet additional criteria, use the filters. For more information, see Funds Analysis Filters.

Under Funds by age group, you can quickly compare how much your funds received, and — to help determine which generations of donors they attract — how much each age group contributes to the giving. For more information, see Demographics Analysis for Campaigns, Funds, or Appeals.

Note: By default, the Funds by age group metric includes your 20 top-grossing active funds. To analyze the 20 top-grossing funds that meet additional criteria, use the filters. For more information, see Funds Analysis Filters.

Tip: With the Revenue type filter, you can choose whether to analyze revenue received through cash-in-hand giving or committed through pledges and matching gifts. For more information, see Revenue and Recognition.

To view a list of records included in the number-crunching, select the total or metric. For further analysis, select Create list to open the list in Lists, where you can apply additional filters, choose columns, and save for future reuse. For more information, see Lists.

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: The Funds dashboard respects security by fund and automatically excludes gifts you don't have rights to view. For more information, see Record Security.

Note: Hang tight! It may take up to three hours for these metrics to update based on new or edited information. If no one at your organization has used the reports in over a month, the initial data refresh might take up to 24 hours.