Advanced Fundraising enhances your ability to segment and target the members based on their giving patterns. Renewal, lapsed-rejoin and additional gift mailings output files with a wide range of personalization fields. Segmentation reports output information about member giving patterns and flag members for better targeting.
Mailings
► Additional gift appeals: by giving level, status, suggested upgrades based on last add-gift
► Lapsed/rejoin appeals: upgrades based on last member gift or member-year total
► Monthly renewal series: targets members due to renew; integrates with renewal reports
Reports
► Gift purpose: break down gifts by new, add-gift, renewal or rejoin
► Percentage response rate: percent of list making a gift
► Return on investment (ROI): gross revenue over mailing cost revealing net income
► Response by user-defined geographic locations
► Retention by additional gifts: effect of add-gifts on donor renewals
► Additional gifts by source of prior gift and by longevity
Donor Segmentation – Produces Reports & Flags Records
► Donor pyramid: score donors by nine level matrix of gift size and frequency
► Giving frequency and recency: number of donors who give 1, 2, 3 or more times a year
► Membership levels: segment donors into ten giving levels based on user-selected gift type
► Multi-year giving: score donors based on the long-term annual giving
► Membership Percentiles: flag donors based on their position 00 to 99 by gift size
► Donors by Zip: counted by ZIP5 or ZIP3
► Donors by Period: donors giving within a specified date range
Revenue Planning
► Periodic Budget review: budget projection vs. collected income
Renewal Reports
► Income projections
► Detailed Mailing Analysis produces Income Summary and Response Summary for up to 7 renewal hits
► Renewals by geographic locations
► Renewal upgrade trends: global survey determines average member upgrades
Setup Capabilities
► Renewal Source statistics are compiled by mailings and reports; also can be edited for detailed results
► Upgrade table: maintain table of custom upgrade levels, which in turn enable personalized upgrade asks