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Campbell Rinker provides marketing research services such as surveys, focus groups and database analysis of donors, members, alumni, students and prospects to charities, associations, schools and the companies that serve them.

Donor Performance Analysis lifetime record file history transaction database analyze Campbell Rinker

Our Donor Performance Analysis allows organizations to view donor giving, emphasizing the trends of key indicators of fund raising success from year to year. Armed with this information, organizations can identify possible reasons for the donor behavior. This helps your organization see what has worked, what has not worked, and what might be the best next steps. It helps identify strengths and weaknesses as well as potential threats and latent opportunities.

We recommend a Donor Performance Analysis be used to investigate the reasons behind donor activity and income trends. The Donor Performance Analysis contains over 40 detailed graphs and tables that reveal in clear terms which donor segments are healthy or ailing, and provides clues as to how to revive performance if necessary. Also available is an objective, customized analysis of these graphs and tables.

The Donor Performance Analysis is similar to an annual medical examination, checking vital signs and a host of other indicators of file health, presenting telltale clues about the past and present condition of the file. However, neither the Donor Performance Analysis nor a medical exam can explain the causes of what is found. The reasons for donor behavior must be inferred from the history of strategies and tactics used by your organization.

Each Donor Performance Analysis includes the following sections...

Analysis by Donor Life Cycle Stages: Includes analysis of trends for current donors, as well as life-cycle stages such as New Donors, Second-Year New Donors, Multi-Year Donors, Lapsed Donors, and Second-Year Reactivated Donors.
Donor Movement Analysis: Examines how donors upgrade, downgrade, and remain at the same level of annual giving, as well as those who lapse. Also shows donor movement trends within giving ranges.
Donor Renewal by Year of Acquisition: Shows how recent, successive acquisition efforts have impacted renewal in subsequent years, and clearly displays the renewal rates for donors acquired in each of those years.
Annual Cumulative Giving Analysis: Gives an overview of some general donor giving patterns broken out by standard cumulative giving segments, helping to focus fund raiser energies on the truly important issues. Key patterns examined include percent of revenue per giving segment vs. percent of donors; giving frequency per cumulative giving segment, and growth within each cumulative giving segment.
Most Recent Gift Analysis: Evaluates whether recency is increasing or decreasing. An increasing trend indicates donors are waiting longer before renewing. Further graphs help pinpoint which recency segments (e.g. 0-12 months, 13-24 months, etc) are influencing these trends.

To download a sample report please CLICK HERE.

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