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Advancement Operations and or Services KPIs

  • 1.  Advancement Operations and or Services KPIs

    Posted 30 days ago
    Hello everyone, 

    We are in the process of creating our KPIs. We are a small, accredited, nonprofit Higher Ed institution. 

    I have found a lot on Development and fundraising KPIs but not much on Operations & Services KPIs. Any resource recommendations would be greatly appreciated. 

    Some of what I have found or thought of is below but, I am sure there is a lot more out there. 

    High level = big picture
    Low level = more specific 
    Leading - rates or % that illustrating trends in KPIs overtime. eg donor retention 
    Lagging - numbers illustrating performance as a snapshot/in a time period and not over time. eg avg gift amount per donor.
    - Cost per dollar Raised = Expenses/Revenue 
    - ROI = Revenue/Expenses 
    - Conversion rates. 
    - Donation growth/gifts closed eg 4,500 gifts in FY2020
    - Matching gift rate. Current % that use it. Promote it. eg. 1/8 gift match
    - Recurring gift percentage = number of rec gifts / total number of gifts x 100
    - Board participation rate= BOT contribution / 100
    - Donor retention = give year over year. 65 last year and 20 this year. 20/65 x100 = 30.8%. 
    - Growth
    - Acquired donor
    - Recaptured donor
    - Lappsed donor
    - Lost donor
    - Donor total value = Avg length of time donor has been active x Avg gift amount x Avg frequency of gift
    - Donor types. Ind. Org, Found, Gov, Corp
    - Donor acquisition cost = $ spend / new donors = $cost/new donor
    - Pledge fulfillment %
    - Recurring gift %
    - Average gift size
    - Website views
    - Email signups and unsubscribes 
    - Landing page conversion 
    - Donation page conversion 
    - Touches conversion to gift
    - Contact converion to gift
    - Benchmarking ???
    - Number of lists
    - Meaningful contact
    - Asks made
    - Oppertuintes proposed and closed
    - Events held
    - Geographic giving and supporter assessments . Domestic VS INT'l. States.
    - Package - how gifts are made compared to how they were solicited 
    - Database statistics and efforts to update the data integrity.
    - contact info updated. 
    - Recurring gift 
    - conversion from 1 time donors to recurring
    - % of exception recovery 
    - Increase of avg gift amount
    - Length of consistent giving
    - Moves management
    - # of visits- goal vs actual and types
    - Prospect vistis VS establised donors
    - Close rates 
    - Qualification, cultivation (with and without an ask)
    - MG #S
    - Principles 
    - Solicitations 
    - Recurring 
    - Recaptured
    - Use of actions and Notes
    - Measure donor outreach . MKT VS personal + stewardship
    - Revenue
    - Net gain of INT'l Donors
    - Exceptions and recovery
    - Tax Recetips 
    - # of donors serviced 


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    Thank you,

    Ghaith Saggaf
    Director - Office of Advancement Operations & Services
    https://zaytuna.edu
    2401 Le Conte Ave, Berkeley, CA 94709
    Cell (559)708-1994


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