The Presentation Ready feature in the Reports Tool allows you to generate detailed fundraising reports generated from up to five years of fundraising data in your account. The purpose of fundraising reports is to outline your fundraising performance so that you can make informed decisions for the future.
It allows you to you compare your current totals to your goals or nonprofit benchmarks, measure progress, plan for the future, and identify ways to engage your donors and build better relationships.
Creating a Presentation Ready Report
To create a Presentation Ready Report, head to the Reports Tool on the left-hand tool bar and click on the Presentation Ready tab. Click on the purple 'Create' report button. You will be prompted to choose the following:
- The report title (name)
- Whether you want the report to reflect the calendar year (Jan-Dec) or the fiscal year specified in your Organization Profile.
- How many years back you prefer the report to capture.
Below are the various sections you will find within your Presentation Ready fundrasing report.
Executive Overview of Giving History
The Executive Summary of Giving History provides an overview of your fundraising progress, year-over-year. It can display the fluctuations in your total revenue, and it can map the impact areas and campaigns that were at the core of your fundraising strategy.
A recurring donor is a donor who gives a predetermined amount of money on a regular basis. This section compares the number of recurring versus single donations within the report timeframe as well as the average recurring gift size.
Donor gifts are important to the financial health of your organization. This section will provide a better understanding of the number of gifts your organization has received, the average amount of those gifts, and the number of donations received in relation to the gift size range.
Donor retention reflects the number of donors you are able to retain over the years. This section provides insight into how many donors who started donating in a specific year continue to donate in the subsequent years.
Donor acquisition reflects the number of new donors you are able to acquire each year. This section provides insight into how many new donors you were able to acquire in the report time frame.