Fund Analysis for Campaigns or Appeals
Funds — which represent the donor's intent for how you should use a gift — can help direct gifts toward specific campaigns. Similarly, appeals — the solicitations used to bring in gifts — can help direct giving toward specific funds. For example, a capital campaign for a new building may use separate funds for its design, construction, and landscaping and targeted appeals to ask for gifts for each cause. To compare the effectiveness of your fundraising efforts, you can view how much each fund or appeal acquired for your campaigns in
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.
Campaigns by fund
Under Campaigns, you can compare giving toward your campaigns, which represent your overall fundraising efforts or initiatives. Funds can help direct gifts toward specific campaigns. To determine which causes resonate with donors, view how much each fund contributes to a campaign's giving under Campaigns by fund.
Tip: To analyze specific solicitations or initatives, filter the Campaigns by fund metric by the appeals or campaigns to include. For more information, see Campaigns Analysis Filters.
Appeals by fund
Under Appeals, you can compare how much your appeals — the solicitations used to ask donors for gifts — acquire. To determine which causes resonate with donors, view how much of an appeal acquires for each of its funds under Appeals by fund.
Tip: To analyze specific solicitations or causes, filter the Appeals by fund metric by the appeals or funds to include. For more information, see Appeals Analysis Filters.
Tip: To view a list of gifts included in the number-crunching, select the bar in the chart. 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.
With this information, you can quickly compare the effectiveness of the funds tied to your campaigns or appeals.
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If a fund struggles to drive gifts to a campaign, consider the Campaigns and Funds Best Practices.
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If an appeal struggles to acquire gifts for a fund, consider the Appeals Best Practices.
Tip: On the record of a campaign or appeal, you can analyze its ten top-grossing funds under Top funds. For more information, see Top Funds Analysis for a Campaign or Appeal.
Tip: For details about a campaign, fund, or appeal, select its description to open its record. For more information, see Campaign Records, Fund Records, or Appeal Records.