Tracking Fundraising Outcomes

For a variety of reasons, many organizations do not have a good, consistent fundraising reports that they regularly pull and use. There are also not one-size-fits-all reports that work perfectly at every organization. Identifying what is important to share, making sure data can be easily and consistently pulled from the database, and then committing the time to this process is essential.

There are two main categories of reports that are important to regularly review:

  1. External, high-level reports for leadership
  2. Internal, detailed reports for the development team

While there generally is some overlap, each category has a different purpose and so the reports within that should also have different information.

External Reports to Inform Leadership
Your Leadership team might include your executive director, executive leadership team, board, and perhaps even a donor development committee. External reports are meant to inform these groups. They serve to celebrate successes and help to identify where change might be needed. It is important to keep this report in a simple and consistent format, especially if you are not sharing any reports with the board at this point. There are a few different options as far as format and what type of data to share but pick one and stick with it! Whoever presents this data to leadership needs to fully understand it and be able to answer questions about it.
Finance reports are important and should be reconciled with when pulling fundraising reports. But they should not be shared in place of fundraising reports. There are different ways to classify things and a different level of detail required in both systems. If the only report leadership is seeing is about cash in the bank, it becomes difficult to get organizational buy-in and a discussion around other important but not dollar related fundraising goals.

Internal Reports to Inform the Development Team
There are helpful reports to pull in order to inform fundraising goals and planning each year. It is important for development staff to look at a variety of metrics, and more data and detail than is shared with leadership. When planning, use at least three years of comparison to inform your development plan.

  • Giving by Donor Type: Between individuals, businesses, and foundations, recording the number of dollars per category, per year.
  • Giving by Gift Type: How many gifts do you get by check, credit card, online, securities, in-kind, or other?
  • Major Donor Metrics: How many new major donors are you getting each year? How many major donors increased their giving this year over last? What dollar figure comes from major donors each year?
  • Acquisition Metrics: How many new donors are you getting each year? What are those appeals that acquire the most new donors each year?
  • Retention Metrics: What is your overall donor retention rate? What is your retention rate for new donors? What appeals have the best and worst retention?
  • Lapsed Donor Data: Where and when are we losing donors? Can you put a structure in place to look at donors 3 months ahead of time and try to capture them before the lapse? How are we engaging with event donors who didn’t attend an event?
  • Event Data: What are the amounts raised in each segment of your event (sponsorships, ticket sales, donations, donations from those who cannot attend)? What are your expenses and what’s the overall net?
  • Gift Metrics: What are your most common gift amounts, particularly in direct mail/online giving? Look at your “check boxes” both in hard copy and online and consider changing those to allow donors to more naturally upgrade their giving.

Having a few consistent reports that are regularly reviewed can not only help keep everyone on the same page, but it can help inform strategies and focus on the right priorities. If you need a sample or just don’t know where to start, please reach out! We are happy to help.

Want to hear more from Laura? Register today for the virtual Revenue Momentum Summit on February 19, where she will be sharing more about recurring donor basics!

Laura Kruisenga
Chief Operating Officer, Kennari Consulting

 In her role as COO, Laura oversees Kennari’s business operations and departments, ensuring the company’s growth is well-aligned with its mission and values. She also works with clients to build their annual fundraising programs with a particular focus on events, communications, and staffing. Laura’s practical coaching style and results-oriented strategies help her clients set realistic goals and achieve measurable results. Laura is an instructor in Fundkit, an online tool for fundraisers featuring video tutorials and downloadable tools, powered by Kennari Consulting. 

Laura graduated from Adrian College with a degree in business administration and has 20 years of fund development experience. When she isn’t coaching clients, Laura enjoys spending time outside with her family, hosting theme parties, and serving in her church.

 

Related posts

As if serving one community isn’t a privilege, BOOST RADIO served six in 2021. In January, BOOST reintroduced themselves to St. Louis when they moved from a translator to a full-power signal. BOOST hit the cold streets with weekly “Sweet Stops;” the first 95 listeners to show up got free treats. BOOST team members served as the official DJs for two different Polar Plunges with the Special Olympics in February; nearly $200,000 was raised from hundreds of brave swimmers. March was when BOOST grew into Chicago! To celebrate, the station delivered deep dish pizza to listeners in St Louis and Chicago. BOOST RADIO renamed April 1 to April Fuel’s Day and had DJs pop up at random gas stations in both markets to buy gas for strangers. Spring & Summer brought BOOST to Minneapolis, Portland, OR, Pittsburgh, and Fayetteville, NC. The station brought their new friends Pop Up Parties for their backyard BBQ’s and open houses. BOOST supplied food, party favors, and custom mixes for dozens of winners nationwide. During the late summer and early fall, the station partnered with Out of the Darkness for suicide prevention walks. Across all BOOST markets, nearly 10,000 walked together. During the holidays, the station teamed up with rapper Thi’sl & the Salvation Army for the Full Ride Toy Drive. BOOST listeners filled a storage locker & U Haul full of gifts for children in need. 2021 was a year BOOST hit the streets and empowered its audience to bless others in their communities.

×

At Hope Media Group, the passion for Christ and the city of Houston shine in its efforts to mobilize the community to do good works so that more people can experience God’s love. After Hurricane Ida, generous KSBJ and NGEN listeners raised over $276,000 with God’s Pit Crew, sending 684 KSBJ Team Help Crews to Louisiana and sponsoring the distribution of 2,711 Blessing Buckets. KSBJ listeners also provided 20,000 bottles of water for fellow Houstonians after the winter freeze, and over 2,450 KSBJ and NGEN listeners participated in our annual Blood Drive with Gulf Coast Regional Blood Center saving more than 7,000 lives. A ministry committed to prayer, KSBJ formed the Greater Houston Prayer Council (GHPC), unifying 48 prayer groups across the city with an interdenominational, multi-ethnic, and multi-generational focus. KSBJ was also a beacon of joy to the community serving 3,000 cups of Blue Bell ice cream last summer and handing out 4,175 Easter Crosses for listeners to display as a reminder that “He is Risen.” During the holiday season, 91.7 Vida Unida blessed 100 families with Thanksgiving meals, and KSBJ listeners fulfilled the Christmas wishes of 9,315 children under the care of Houston CPS in partnership with Be A Resource. Beyond loving their neighbor, caring KSBJ and NGEN listeners sponsored 1,233 Kenyan children through Compassion International. In a year of unforeseen challenges along with the enduring effects of COVID-19, Hope Media Group listeners served as the hands and feet of Jesus like never before.

×

KCBI shares Jesus’ love and transforming power in Dallas-Fort Worth, inviting listeners to join the station in serving the community. KCBI Outreaches blessed nearly 67,000 individuals in 2021. In February, KCBI listeners provided 25,000 bottles of water to people in DFW whose water supply had been contaminated after an unprecedented winter storm disrupted power for several days. Later that month, nearly 1,300 women gathered for KCBI’s HeartStrong Faith Conference in Dallas to worship, pray and grow. Speakers included bestselling author Margaret Feinberg, podcaster Tara-Leigh Cobble, and theologian Nika Spaulding. Through KCBI’s Summer of Service, listeners donated over 13,000 meals, along with 9,000 Bibles, to community members still struggling with the COVID pandemic. Another 350 KCBI volunteers served at local ministries on our Summer of Service Day. They assembled 1,000 Love Boxes for women facing unplanned pregnancies; prepped backpacks, sorted clothing and distributed food to those in need; and prepped nearly 2,000 shoes for kids whose parents otherwise couldn’t afford them. Thanks to listeners’ generosity, KCBI distributed more than 32,000 Bibles to Texas prisons, human trafficking ministries and humanitarian ministries in 2021. Listeners purchased sonograms for pregnancy centers, which helped save more than 5,500 babies from abortion. They provided 38,000 bottles of water, along with 500 Bibles, to victims of the devastating tornadoes that swept through Kentucky in December. And throughout 2021, listeners offered more than 21,300 prayers for requests through KCBI’s Online Prayer Center. KCBI is grateful to God for the opportunity to impact DFW and beyond with Jesus’ love and transforming power.

×

Life 102.5 has a heart for Madison! For the 4th year in a row, during Valentine’s season, Life 102.5 invited listeners to share the love of Jesus with children and families receiving care at the Children’s Hospital. Listeners generously provided 2,234 Lego kits for the children. Afternoon host Summer Shepherd interviewed Dr. Melissa Mork on her award-winning podcast, “No Seriously, How Do I Do This?” Their conversation inspired the station’s “Embrace Play” giveaway, supporting families’ mental health during the pandemic. Life 102.5 provided a week’s worth of experiences for listeners, including art classes, game nights, and more. Morning Show host Dave Conour joined Team World Vision and rang two full marathons to bring attention to World Vision’s efforts of providing clean water to children and families around the world, Dave’s many miles provided 260 families with clean water for life! Life 102.5’s 21st annual Shoebox Gifts for Kids drive collected more than 1500 Christmas boxes of school supplies, hygiene items, toys, and winter clothing for children in Dane County. It was the station’s largest year yet. Amanda Brooks, Morning Show co-host and host of the weekly program “Faith & Life Today” focused on giving voice to women’s health, family and children’s issues in Madison including, education, marriage and divorce, immigration, and social justice. Life 102.5 had a wonderful year of reaching families, through children, with the love of Jesus. That’s why in 2022, Life 102.5’s outreach goal is focused on helping the most vulnerable children and their families in Madison and Southern Wisconsin.

×

Spirit 92.9 continued its commitment of blessing the central Minnesota community through intentional service projects. As the pandemic affected another year, station listeners rose to the challenge of uplifting and encouraging those feeling loss, loneliness, or burnout. Thanks to the help of generous listeners and business partners, Spirit 92.9 raised more than $8,000 in an online tip jar that blessed the staff at 19 local restaurants returning to work full time with huge tips during the Big Tip promotion. The restaurant workers were grateful for the visibility and appreciation. Numerous area teachers nominated by their students and families received special honor at the end of the school year with flowers and $500 VISA gift cards as part of “Thank A Teacher” organized by Spirit 92.9. In the fall, Spirit 92.9 partnered with two local ministries and provided free holiday meals to the community. During the ‘More Than A Meal’ event, the station worked with community members who donated enough to provide 6,000 meals and give help to people in need. Station team members also prepared and served meals together at the local homeless mission. At Christmastime, 11 community members wrote Spirit 92.9 and shared the story of someone they believed deserved some extra joy due to personal hardships. The individuals received $1000 to bless that person during Spirit 92.9’s Share The Joy promotion. Phone calls were made to hundreds of listeners to offer prayer and encouragement. Prayer support and a personal response is offered all year long.

×

2022 Membership Exclusives

January – 2022 Calendar
February – Social Series for Holy Week
March – Virtual Radio Station Field Trip
April – Book
May – Mediabase Webinar
June – Surprise at Momentum
July – Exclusive Momentum Content
August – Virtual Peer Networking Gathering
September – Fall Fun Box
October – Techsurvey Webinar
November – Noisemaker Promotions Vol 2 Book
December – Christmas Surprise 

*subject to change

×

Jim Campbell, Founder & Network President of Radio Training Network, Inc. began his radio career in commercial radio in Tennessee in 1964.  In 1966 he moved his family to Lakeland, Florida to attend college, and upon graduation he joined the staff at First Assembly of God Church where he and the church launched in the mid 1970s the first Contemporary Christian Radio Station in the nation, WCIE-FM. The station grew in both market impression and influence not just in Lakeland, but around the country inspiring others to follow Jim’s lead. In 1989 Jim left the church and founded Radio Training Network, Inc. (RTN) and over the next 30+ years, he oversaw the acquisition and development of 40+ stations plus translators. With 130 team members, RTN stations serve the Carolinas, Georgia, Alabama, Florida, and Missouri. These stations are well recognized in their respective markets thanks to the servant leadership of the staff, aggressive marketing, and a commitment to a strong emphasis on Jesus first. At present RTN has some two million listeners each week on air and approximately the same number online.

×

Andrea Kleid is a 24-year veteran of radio and records. She began her career working in Christian radio at WNLT in Cincinnati, and then moved onto WAY-FM in West Palm Beach working in programming and promotions. Her next stop took her to JOY-FM in Tampa where she served as the Promotions Director. In 2004, Andrea moved to Nashville to begin her music industry career in radio promotion under Grant Hubbard at Capitol CMG. In 2008, Andrea became the Vice President of Promotion at Word Label Group where she led one of the most successful and influential radio promotion teams in the Christian music industry. Through her signature brand of honesty, passion for Christian music, and focus on relationships, Andrea developed a reputation for successfully launching new artists’ careers including for KING and COUNTRY, NEEDTOBREATHE and Francesca Battistelli. This year, Andrea celebrates her fifth year as the President of her own company, Boxer Poet. An advocate for both radio and artists, Andrea continues to zealously host conversations around further representation for women and people of color on Christian radio.

×

Jason Sharp has a rich history with CCM radio and leadership. His early years at WONU/Chicagoland and The Bridge/Delaware gave flight to his passion for great programming and innovative promotions. As Program Director of WCQR/Johnson City and eventually the network PD for Positive Alternative Radio, Jason’s influence grew across the industry. In 2007, Jason joined the team at Northwestern Media as Program Director and then Station Manager of KTIS, Minneapolis/St Paul. In 2015, Jason furthered his formal education and earned his master’s degree in organizational leadership. Applying his leadership knowledge and skills to work, he now serves as Senior Vice President of Broadcasting at Northwestern Media’s 23 stations in 14 markets across ten states that service 1.5 million listeners each week. Jason also served Christian Music Broadcasters, first as a charter member and eventually as the lead of CMB’s educational track at Momentum for more than ten years. He then served as the organization’s board chairman from 2017-2020. Jason continues to inspire others within Christian media toward excellence and compassion through a Christ-centered attitude, education, and practical application.

×

In 1972, while serving in the U.S. Air Force in Orlando, Johnny Stone dreamt of a second kind of “air force,” that of radio. He took an overnight position at WDIZ-FM, the station where Z88.3 now stands. In the past 50 years of his career, Johnny’s work and personality raised the bar for other programmers in markets ranging from New York City, Chicago, Dallas/Fort Worth, San Diego, Tampa, Atlanta, Tucson, and Minneapolis/St. Paul. During his stint as Program Director and Morning Show host at Star 99.1 New York, his team won the NAB Crystal Radio Award and CMB Station of the Year. Presently, Johnny serves as afternoon host with his wife, Stacey, at 91.9 WGTS in Washington D.C. winner of the 2021 NAB Marconi Award for Religious Station of the Year. Owner of StoneStudios, LLC. and as a 22-year veteran in Christian media, Johnny mentored several on-air talents. Today, along with his on-air role at WGTS, he mentors college students at CMBU, teaching and modeling the belief that “you have to win in the hallways to win on the airwaves.”

×

Lisa Williams was called to Christian radio while praying in 1990. She walked into KCVO in Camdenton, Missouri and started on the air that same week. Over the past 32 years, Lisa served in various roles in on-air, programming, fundraising, and station management at radio stations and networks including K-LOVE, Z88.3, Star 99.1, KCVO, and KCWN. As an on-air personality, Lisa earned several number one ratings in several markets and was the recipient of three industry awards. Lisa now serves as the Network Talent Coach for Northwestern Media, owner of 23 stations in 14 markets across ten states that service 1.5 million listeners each week. While at Northwestern, Lisa hosted the nationally syndicated show Life with Lisa Williams from 2016-2021. She stepped away from the show to focus on coaching more than 90 on-air talents, encouraging and nurturing them to shine the light of Christ through excellent radio. When she’s not coaching talent, Lisa helps stations raise money for their operations. She also hosts a Facebook group for women on-air in Christian radio called GodsRadioGirls and helps facilitate their annual retreat.

×