Progress to Fund Goals

To help motivate fundraisers and track their effectiveness, your organization may set goal amounts to raise toward funds. Under Progress to goals from Fundraising, Analyze or Reporting, Funds, you can view which ten active funds brought in the most, how much they received, and how the giving compares to their goals.

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.

For each fund, you can view:

To track the fund's success, Revenue and Number of gifts provide how much it raised — and in how many gifts — based on the filters.

Tip: To view a list of gifts toward a fund, select either total. 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.

To help identify the typical gift amount applied toward a fund, Average gift divides the Revenue amount by the Number of gifts total.

If your organization sets goals for raise for funds, Goal provides the target amount to raise.

To help track the effectiveness of the fund:

  • % of goal provides the percentage of the fund's goal amount its total gifts raised.

  • Over (Under) provides how much the fund's total gifts exceed (or fall short of) its goal.

With this information, you can quickly compare the effectiveness of your funds and identify which struggle to meet their goals. If a fund struggles, consider the Campaigns and Funds Best Practices.

Tip: For additional details about a fund, select its description to open its record. For more information, see Fund Records.