Need a simple way to keep up with who’s giving, who’s stopped, and who’s MPV? These simple fields do all the work. The graphs made possible will not fail to impress.
I don’t have a development manager and we don’t ask donors for pledges. I needed a lightweight way to identify which donors are current, which are not, and what the financial impacts were. The solution involves only formula fields and existing NPSP roll-up information.
The basic idea goes like this: we can know from roll-up data already collected by NPSP first, last, and lifetime giving for an account. We can restate that information into observed average annual giving capacity. It’s just an average but 100% automatic. And we know when someone first donated, last donated, and how many times they have donated. We can restate that into donation frequency information and create a date on which we expect the next donation based on past behavior. Whether they give weekly, monthly, quarterly, annually, biannually, or aperiodically, we get a date until which they are good, i.e., still within their observed statistical pattern. Just a statistical average but also 100% automatic.
From these ideas, you can develop some awesome reports and charts:
- You can identify current accounts just by filtering expected next donation date to today. And you can sum the annual giving power to know current giving power of those accounts.You can do the same for accounts that apparently have lapsed. I call this lost donor power. And it makes it easy to prioritize who to reconnect with.
- You can graph annual donor power against first donation date. This is when you acquired new support and how much. You can limit the same to see sustained giving acquisition amounts. You can graph the same data grouped by year to compare performance year to year.
- You can graph the same data for accounts that are no longer current. You can group it by year as well. This is my most hated graph: lapsed donor.
Here are technical documents and links to learn more:
- Description of Fields
- Install URL for unmanaged package (Updated Spring 2016)