Just as it is with a capital campaign, it’s important to track and measure your annual fund progress, allowing you to pivot and adjust as needed. Evaluate the success (or not such a success) using reports that focus on previously agreed upon metrics. 

Remember, good metrics are:

  • Relevant – they fit with the organizational and campaign goals and objectives
  • Measurable – they are quantifiable and data can be collected in order to provide reporting
  • Actionable – they allow for corrective action to be taken as needed

Tracking the right metrics can only be an asset to your organization, but what if you’re not sure which metrics to track?

We developed The Data-Driven Annual Fund to help organizations with data understanding and use; strategies for segmentation, solicitation and stewardship of donors and prospects; and measuring and analyzing fundraising ROI and other key metrics.

Part 3: Reporting and Return on Investment discusses evaluating annual fund results and measuring the return on investment. It covers, in deeper detail, metrics, ROI, and benchmarking. Examples and templates are provided so can get started right away.

Download The Data-Driven Annual Fund Part 3: Reporting and Return on Investment.

In case you missed them, download Part 1 and Part 2

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