The 5 Fundraising Vital Signs give you the information you need to evaluate and strengthen your fundraising program. Your organization deserves to have access to this information (for free!!).

Your Masterfile Audit and Action Plan (MAAP) will give you access to all these vital signs and much more. Better yet, it costs you nothing and is ready for your review in 6 days! Get started – complete the box on the left, chat with us or call.

Below are the 5 Fundraising Vital Signs, what they mean, and what you can do to improve. We’d love to hear what you’re using to track performance. Email us or chat with us live by clicking the box on the left.

Vital Sign: 5 Year LifeTime Value

After 5 years, how valuable is a donor to my organization?

This one of the two most important questions a fundraiser should be asking.

Lifetime Value (LTV) should be closely tracked to monitor how well the donor file is being cultivated and upgraded. This indicators also provides valuable insight so you can gauge how much you should be investing in acquisition.

Your free MAAP will not only calculate your LTV but also audit your file and recommend how to improve this metric by:

Vital Sign: 5 Year LifeTime Growth

How well is the donor relationship being managed?

We give a lot of lip service to ‘retention’ and ‘upgrading’ but how do you assess these on your file? DonorTrends has created the LifeTime Growth metric that rolls retention, upgrading and loyalty into one number.

LifeTime Growth (LTG) should be closely tracked to monitor how well the donor relationship is being managed. Use this metric to calculate how long it will take to recoup the acquisition investment. Compare your score against the average to evaluate how good your fundraising is against other organizations.

Your free MAAP will not only calculate your LTG and benchmark it against industry averages but also audit your file and recommend how to improve this metric by:

Vital Sign: 0-12 Month Donor Retention

How committed are your donors?

The reality of fundraising is that all of our donors are not going to give every year. Attrition is normal. Understanding how many donors retain their support (and how many donors fall off) is key to projecting what your active file is capable of producing.

0-12 month Retention is tracked to understand how effective your engagement strategies in appeals, renewals, and second conversion have been. Use this metric to understand how dependent you are on multi-year donors renewing their support.

Your free MAAP will not only calculate your retention and benchmark it against industry averages but also audit your file and recommend how to improve retention by:

Vital Sign: Years on File

How long have your donors been with you?

The number of years a donor stays with your organization is a basic indicator of loyalty. The goal is to implement engagement and retention strategies that increase the number of years on file.

Your free MAAP will not only calculate how long your donors stay with you and benchmark it against industry averages but also audit your file and recommend how to improve by:

Vital Sign: Sustainability Indicator

How sustainable is your fundraising program?

This indicator includes every metric that fundraisers track individually – LTV, retention, upgrading, value, % of new donors and % of reactivated.

This indicator answers a basic question that we should all know the answer to:

Are you covering attrition and upgrading donors at a fast enough pace to cover the lower value of newer donors joining?

If your current strategies are not growing enough to cover attrition and lower values from new donors than your score will be less than 1.

If you’re growing, your score will be more than 1.

Your free MAAP calculates how sustainable your current strategy is and provides an action plan to improve by:

Improve your fundraising health and get your free MAAP today!

Complete the form at the top of the page, chat with us live by typing in the chat box or call us 1.866.948.9363.