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30-Day Money-Back Guarantee

This course includes:

  • 2.5 hours on-demand video
  • 3 articles
  • 1 downloadable resource
  • Full lifetime access
  • Access on mobile and TV
  • Assignments
Business Business Analytics & Intelligence Data Analysis

Fundraising Metrics

Understanding what to measure and why for fundraising analysis
Rating: 4.8 out of 54.8 (3 ratings)
13 students
Created by Kirk Schmidt
Last updated 2/2020
English
English [Auto]
30-Day Money-Back Guarantee

What you'll learn

  • Understand fundamental concepts behind the metrics we use in fundraising
  • How to apply metrics to fundraising to measure gifts, donors, and overall fundraising performance

Requirements

  • Access to spreadsheets (Microsoft Excel or Google Sheets)

Description

This course is designed to look at the metrics that we use in fundraising and the fundamental principles behind them.

This course has three main goals:

1) Get you familiar with different types of metrics that will be useful when measuring your fundraising

2) Provide you with fundamentals behind these metrics, so you understand what it is that they are actually telling you

3) Give you opportunity to apply your learning through quick assignments using Microsoft Excel or Google Sheets, and quizzes along the way to make sure you understand the metrics

You are going to learn the fundamentals behind the calculations that are common in the sector, but also tackle some important calculations that you may not be as familiar with. You will be able to understand why multiple retention rates are better than a single rate, the difference between cost-to-raise-a-dollar and return-on-investment (and how to move from one to the other), and evaluating whether donors will bring in more than you spend acquiring them.

By the end of the course, the goal is for you to be able to use all of these metrics to analyse campaigns. Which campaign did better in terms of acquiring donors, retaining donors, converting to monthly, etc. Did one campaign do better with revenue or better with retention, or both?

While math will be used in the course, you don’t have to be good at math for the course. There will be some minor calculations you are asked to do, but you will be able to use Excel, Google Sheets, or other tools to do it for you.

Who this course is for:

  • Fundraisers who are looking to move to more data-driven fundraising

Course content

8 sections • 38 lectures • 2h 32m total length

  • Preview01:18

  • Preview03:06
  • Preview02:55
  • Dashboards
    03:21
  • Understanding Metrics
    3 questions

  • Introduction to Measures of Central Tendency
    00:11
  • Preview05:47
  • Median
    04:16
  • Mode
    03:30
  • Mean, Median, and Mode
    4 questions
  • Mean, Median, and Mode in Spreadsheets
    06:06
  • Trying Mean, Median, and Mode in Spreadsheets
    4 questions
  • Understanding Skew
    05:28
  • Dealing with Outliers
    04:20
  • Trimmed Mean
    04:01
  • Winsorized Mean
    05:02
  • Trimmed Mean and Winsorized Mean in Spreadsheets
    04:48
  • Adding Trimmed Mean
    4 questions
  • Measures of Central Tendency: Review
    02:16

  • Rates and Ratios
    06:18
  • Understanding Ratios
    3 questions
  • Quantiles
    03:23
  • Quantiles in Spreadsheets
    05:47
  • Understanding Quantiles
    3 questions
  • Subsets/Cohorts
    03:47
  • Base Concepts: Review
    00:09
  • Base Concepts
    5 questions

  • Average Gift
    05:39
  • Annualizing
    03:23
  • Most Common Gifts
    03:57
  • Quantile Analysis
    05:00
  • Gift Measurement: Review
    01:27
  • Gift Measurement Quiz
    3 questions
  • Gift Analysis
    7 questions

  • Retention Rates and Churn
    06:49
  • Performing Rolling Rates
    01:56
  • Reacquisition/Re...
    01:43
  • Retention and Re-acquisition Rates
    5 questions
  • Estimating Donor Lifetime using Retention
    09:26
  • Estimated Donor Lifetime
    4 questions
  • Preview02:19
  • Estimating your Number of Donors
    03:34
  • Stable Replacement
    10:13
  • How many donors will you have?
    4 questions
  • Donor Measurement: Review
    01:34
  • Donor Analysis Assignment
    14 questions

  • Cost to Raise a Dollar vs Return on Investment
    03:17
  • CTRAD and ROI
    4 questions
  • Understanding Net Present Value
    04:09
  • NPV
    2 questions
  • Lifetime Value
    08:46
  • Cost of Fundraising
    4 questions
  • Cost of Fundraising: Review
    01:25

  • Final Assignment
    1 question
  • Assignment and Formula Sheet
    01:53

Instructor

Kirk Schmidt
Fundraiser and Mathematician
Kirk Schmidt
  • 4.8 Instructor Rating
  • 3 Reviews
  • 13 Students
  • 1 Course

I am a fundraiser, and I have been working in the non-profit sector since 2007 and specialize in fundraising data and metrics.

My background is mathematics and IT, holding a Bachelor of Mathematics from the University of Waterloo (Canada).

For eight years, I consulted charities on data and metrics, and have worked with over 75 charities across Canada and the United States.

Speaking credits:

Association of Fundraising Professionals (AFP) International Conference, AFP Calgary Compass, AFP Banff Compass, NTEN Non-profit Technology Conference, Canadian Council for Advancement in Education National Conference, Blackbaud Conference for Non-Profits.


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