Gifts Analysis

To quickly identify spikes or slumps in donor engagement and gauge current appeals and fundraising efforts, you can view key statistics of giving under Gifts from Fundraising, Analyze or Reporting, Overview.

Tip: By default, these statistics include giving from the past seven calendar days. To analyze gifts from another date range or related to specific campaigns, funds, or appeals, use the filters under Giving. For more information, see Giving Analysis Filters.

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.

Note: Pledge totals may differ between a metric and its gifts list. Lists include the original pledge amount, while totals in Analyze or Reporting exclude any write-offs from committed revenue.

To help recover from a slump, such as during the summer when donors vacation and tighten their budgets, follow these best practices.

Tip: For accurate giving analysis, be sure to commit any online gifts from other applications such as everydayhero or Luminate Online to their constituents in the database view.