Analysis Reports Training Webinar

Learn how to build donor analysis reports such as Lapsed Donors, Donor and Membership Retention, Appeals Comparison

Quick recap

Learn about donor analysis and retention, focusing on various tools and methods for understanding donor behavior and improving communication. Explore areas in DonorSnap such as Community > Contacts, pre-built reports, and data mining capabilities to identify lapsed donors, analyze donation patterns, and generate comprehensive reports. Regular data analysis is essential to donor management and DonorSnap’s features will help you maintain a usable database and enhance donor relationships.

Summary

Donor Analysis and Retention Strategies
The trainer led a discussion on analysis reports, focusing on donor analysis and retention. She emphasized the importance of understanding donor behavior to improve communication and retention. The discussion covered three main areas: quick searches under community > contacts, canned reports under the Reports >Fund Development Analysis section, and DataMiner Platinum. The trainer also highlighted the need for regular analysis to maintain a usable database and how to find inactive donors.

Community > Contacts Feature for Data Analysis
The trainer discussed the utility of the community > contacts page in DonorSnap. She demonstrated how to quickly search and analyze data, such as identifying individuals who have never donated or haven’t donated in a while. She emphasized that this quick filtering can help determine where to focus next steps, such as sending emails or running reports. The trainer also mentioned the possibility of tracking volunteers and in-kind donations. She concluded by highlighting the pre-built Fund Development Analysis reports available for more detailed analysis.

Lapsed Donor Identification and Reporting
The trainer discussed the use of pre-built reports in the system to identify lapsed donors. She demonstrated how to filter for donors who last donated between 2017 and 2020, and how to view their donation history, total donations, and last donation details. She suggested that these reports could be used to contact lapsed donors or to provide information to the board. She also explained how to download these reports in a clean and printable version or as an Excel file for further analysis.

Analyzing Donor Data for Insights
The trainer discussed various methods for analyzing donor data, including tracking membership expiration dates and capital campaign contributions. She also demonstrated how to identify new donors and compare donation patterns between different time periods. She also considered using these methods for different purposes, such as identifying lapsed donors or understanding donor behavior over time.

Data Dump Process for Donations
The trainer discussed the process of generating a data dump for the past five years, which includes all contacts and donations. She explained that the data can be segmented into groups and can be grouped quarterly or annually. The data is then exported to Excel, where it can be analyzed and filtered to identify donors who have given every year for the past five years.

Periodic Comparison Feature for Data Analysis
The trainer discussed the periodic comparison feature, which allows for the analysis of data over time. She demonstrated how to use it to compare different campaigns and appeals over the past five years, providing a breakdown of donations by year. The trainer also mentioned the ability to compare contact types and fundraising by campaign or appeal.

DataMiner Platinum for Donor Reports
The trainer discussed the use of DataMiner Platinum for analyzing donors and creating reports for various purposes. She explained that while the analysis reports are useful for printing out for the board, DataMiner Platinum is beneficial for creating more specific, customized reports. The trainer demonstrated how to build a report for lapsed donors and consistent donors, emphasizing the importance of understanding the data and fields to be pulled. She also mentioned the possibility of creating custom reports based on specific needs and the availability of webinars for further guidance on different types of reports.

Related Pages

Getting Started 106: Reports
Donation Reports Training Webinar
Donor Retention Reports Training Webinar
DMP 101: Introduction