How do you know if your fundraising strategy is working or if your donor file is quietly shrinking behind the scenes?
This worksheet gives you a simple framework for evaluating your fundraising performance using five key metrics. Whether you’re preparing for year-end or building a stronger program all year round, this resource will help you pinpoint where to focus for long-term impact.
You’ll learn how to:
- Identify if your donor file is growing or declining
- Calculate your average gift for new vs. existing donors
- Track year-over-year revenue growth and how it compares to inflation
- Measure donor retention across first-time and loyal supporters
- Determine five-year donor lifetime value to guide acquisition strategies
Download the worksheet and start turning metrics into momentum.
Download now
*Indicates required field
