Answering User Questions about Fundraising Analytics

The goal of the fundraising data mart is to give business users the ability to monitor and measure the effectiveness of their various fundraising campaigns over time. In addition, the fundraising data mart allows for an association to compare fundraising campaigns with donor and donations against members, customer demographics, rates, employers, geography, and product information. The fundraising data mart area helps analyze the performance of fundraising campaigns, and allows users to analyze fundraising behavior in a way that can provide insight into past trends.

The Fundraising Advantage data mart has been architected to be able to answer the questions listed below. Obviously, if an organization does not track some of the demographics listed below, those demographics would not be included in that organization’s data mart.

Sample Questions

1. Show the amount of Donations from a particular geographic area (state, county, census region, census division, county) in the past n years.

2. Show the amount of Donations from a particular company in the past n years.

3. Show the amount of Donations from a particular industry in the past n years.

4. Show the amount of Donations from a particular customer class in the past n years.

5. Show the amount of Donations by customer demographic (age range, income, gender, ethnicity, job function, education level) in the past n years.

6. Show the largest Donors in a particular geographic area (state, county, census region, census division, county) in the past n years.

7. Show the number of Donors in a particular geographic area (state, county, census region, census division, county) in the past n years.

8. Show the number of Donors from a particular company in the past n years.

9. Show the number of Donors from a particular industry in the past n years.

10. Show the number of Donors from a particular customer class in the past n years.

11. Show the number of Donors by customer demographic (age range, income, gender, ethnicity, job function, education level) in the past n years.

12. Show the breakdown of number of Donors and Donation amounts by member type in the past n years.

13. Show the breakdown of Donation amounts by fundraising campaign, appeal, and fund in the past n years.

14. Show the breakdown of number of Donors by fundraising campaign, appeal, and fund in the past n years.

15. Show the breakdown of number of Donors by income range, donor class, donor giving status, and external wealth in the past n years.

16. Show the amount of Donations by major contributor in the past n years.

17. Show the amount of Donations with a matching gift in the past n years.

18. Show the amount of Donations with a matching gift in the past n years.

19. Show the number of Donors with a matching gift in the past n years.

20. Show the average amount of Donation by donor type in the past n years.

21. Show the total amount of Donations by donor type in the past n years.

22. Show the total number of Donations by donor type in the past n years.

Dimension Attributes

For the above business questions, you can drill across and/or down by the following dimensional attributes:

Donor

· Income Range

· Income Source

· Donor Class

· Donor has Spouse?

· Donor has Children?

· Donor is a Foundation?

· Anonymous Donor?

· Donor Giving Status (First Time, Renewal, Last Year, Some Year, Never)

· Donor Giving Class (Donor, Past Donor, Major Donor, Past Major Donor, Prospect)

· External Wealth

· Number of Gifts

· Average Amount Per Gift

· Total Donation Amount

· Months From First Donation

· Months From Last Donation

· Family Participation?

· Employer is Donor?

· Employer is Donor with Matching Gift?

· Parent Company is Donor?

· First Time Donor?

· Major Donor Classification

Donation

· Campaign

· Campaign Class

· Campaign Date Restricted?

· Campaign Restricted Structure

· Parent Campaign

· Fund

· Fund Class

· Fund Tribute Type

· Appeal

· Appeal Class

· Appeal Tribute Type

· Pledge Scheduled Payment?

· Planned Giving Plan Type

· Matching Gift

· Gift Type

· Move Plan?

· Recurring?

· Gift Frequency

· Membership

· Member vs. Non-member

· Membership Instatement Type (New, Renewed, Reinstated, Continuing, Non-Member)

· Membership Status (Active, Grace, Lapsed, Canceled)

· Years as a Member

· Consecutive Years as a Member

· Chapter membership

· Section membership

· Member Type

· Life Time Membership Purchase Amount

Customer Demographics

· Gender

· Age Bracket

· Ethnicity

· Job Function

· Income

· Education Level

· Customer Type (Individual, Committee, Company, SubGroup, Unknown)

· Customer Class (Individual, Company, Facility, Gov't Individual, Gov't Organization, Non-Profit)

· Customer Status (Active, Inactive, Duplicate, Deceased, Unknown)

Employer Demographics

· Industry

· Staff Size

· Revenue

· Customer Class (Individual, Company, Facility, Gov't Individual, Gov't Organization, Non-Profit)

· Customer Status (Active, Inactive, Duplicate, Deceased, Unknown)

Geography

· Postal Code

· City

· State

· Census Region

· Census Division

· County

· Congressional District

· School District

· Commission District

· Ward District

· Assembly District

· Country

· Continent

Rate

· Rate Structure (Complimentary, List Price, Member Price, Student Price, Unknown)

· Member Price?

· Rate Code

· Renew As Product

· Renew As Rate Structure

· Complimentary Rate?

Product

· Parent Product

· Product Code

· Product Name

· Product Type

· Pricing Method

· Product Class

Facts and Measures

For the above business questions, you can calculate the following measurements:

· Donation Amount

· Donation Count