Fundraising Metrics
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
- Preview01:18
Instructor
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.