Reporting on the Success of Monthly Giving
In this webinar, you will learn you can process recurring gifts easily and automatically using the tools available to you in DonorPerfect If you are intrigued by this idea, this is the webinar for you. We will cover how constituent records must be set up in order for the recurring gifts to be processed automatically. We will also review how to use and track the activity of monthly giving in DonorPerfect.
-Understanding the purpose of the pledge record in monthly giving
-Walking through the monthly giving process in DonorPerfect
-Activating automatically monthly giving
-Tracking the results of automatic monthly giving
You’ll find the handout for this webinar here:
Categories: Monthly Giving Series, Training Webinars
Reporting on the Success of Monthly Giving TranscriptPrint Transcript
Good afternoon, everybody, or morning, depending on what part of the world you’re from or suppose evening if you’re on another continent, that my name is John McClellan and today we will be going over reporting on the success of your monthly giving Read More
Good afternoon, everybody, or morning, depending on what part of the world you’re from or suppose evening if you’re on another continent, that my name is John McClellan and today we will be going over reporting on the success of your monthly giving as part of our monthly giving series. The focus on this presentation is going to be how to select filters and reports. To help you see the progress and success of your various monthly giving programs. We are going to have just a brief review of the importance of some of the gift codes and DonorPerfect as well as recurring online forms. The other item I want to bring to everyone’s attention that this presentation may be shorter than our traditional off one hour. So if we wrap up a little bit early, that is to be somewhat expected.
So again, my name is John McMullen and I’m going to be your trainer today. Before we get started in the, with the presentation proper, I want to go over a few items. First on your screen, you should see our sample slide and somewhere on the screen you should see the control panel. If you do not see your control panel look for the red orange arrow button in what we call the grab tab. That is possible that depending on if you signed in a little early you may have had your your control panel collapse down to the left or right side of your screen so you may want to look along the edges of your screen for that bright red orange arrow button. I’m gonna give everybody a moment to look for that and get their control panel open.
Oh dear, as realized I was muted while I was explaining the next step. Alright, so by default, many of you are probably connected via computer audio if you need to, or if you want to switch over to a phone call, you can do so by clicking on the phone call option and it’ll give you a number and access code that you can use to dial back in so I’ll give everybody a moment to select that if they want to
all right now if you can hear me please let me know by clicking on the hand icon. It is the green and black and white button right here at the bottom of the grant. While that’s not a very helpful arrow right there is at the bottom of the grab tab
that’s better stands out. Alright, it looks like most folks are able to hear me so that’s good. We’ll we’ll keep moving
there is a handout which you can access simple PDF called reporting on the success of monthly giving. So feel free to download that. I also placed in the chat tool links to our monthly giving hub and our monthly giving starter kit. So if you did not download if you did not access those during any of the other monthly giving presentations, feel free to follow those links and bookmark those in your browser now.
As always, if you have any questions You can feel free to drop those in the questions box. And I will answer them as soon as I can. If I don’t answer your question right away, I promise I’m not ignoring you. It’s either going to be tackled later in the presentation, or I’ve had a couple of questions all coming in at once. And I just want to sort them out to answer them in the best order. So I’m going to give everybody just another moment or two to get situated, and then we’ll get started.
Ah, acquire acquiring new donors involves spending time and money on engaging and educating people about your cause. Strong donor retention allows you to spend less time and money converting new donors year after year. Instead, you can spend your valuable time sharing the significant impact your growing base of donors are having on their mission. That’s a quote from our monthly giving starter kit. So quick group discussion, discussion. Does anybody here think that this is a true statement, you can either raise your hand or you can pop your answer into the questions box.
I’ve also shared out the the links to the kits again, just in case anybody missed them. Alright, it looks like there is overwhelming agreement. I have not seen anybody say no specifically. But everybody that has responded has either raise their hands or set a variation of yes or agree. And I would also argue that that is 100% true. If you think about it even outside of the nonprofit world. Or within your organization’s if you want to think about it from an operation standpoint, your donors in a lot of ways or it can be kind of viewed as employees and we’ve all heard it’s cheaper to keep an employee than it is to have to hire a brand new one. Or in the for profit world. It’s cheaper to keep a customer than it is to try to acquire a new one. And same thing with your donors. It’s easier and more affordable both from a financial and time standpoint, to keep the donors you already have than to go and find brand new ones.
So with that in mind, today, we’re going to be going over the gift codes that you can use in your reports.
We’re gonna be talking about the monthly giving results included in their reports. We’re going to review four financial reports to see your success and then we’re going to talk about the monthly giving dashboard.
So one of the best ways to ensure that you can report accurately on the success of your monthly giving program is to have some recurring gift codes. Your gift codes will provide a way to identify your monthly gifts that might be a campaign that says monthly giving program. That might be a solicitation that says monthly giving appeal 2022 or 2023. You might have a sub solicitation that says recurring gift. You might look for donations where the frequency is monthly. Although you could have recurring donations that aren’t specifically part of a campaign or a monthly giving program. Your Online Forms can help you assign these codes because you can go into the form and tell it hey for all beyond my monthly giving form, use my monthly giving campaign or use the monthly giving appeal code for this year. So when you go into your forms, you can set those up
and then when you go to run reports, you can use the gift codes either for selection filters or to build out segments depending on it. type of report you’re running.
So if we go into when doing a perfect system, I’m pretty sure I have a monthly gift here. And if I don’t, we’ll set one up.
If we edit the pledge, we can see the general ledger, his annual fund, the campaign, it’s part of our larger monthly giving program that we have running year after year. And then we can even see specifically, this is part of the 2022 monthly giving appeal. Now, I signed up and started my pledge in 2022. But we may also have some people that signed up and started their pledge back in 2021. And our codes might even go further back than that 2020 2019 2018 so on. But by having these specific codes, again, they can be campaigns, they can be solicitations, they can be both, you know, we might, some organizations might have a recurring donation sub solicitation. Ideally, you have a monthly giving specific thank you letter, so that way we can automate your receipts. And it’s important to have these codes in your system. So that way, it’s very easy for you to run a report and see who exactly is giving to the monthly giving program.
Now, some additional options. You could look for records that have a pledge where the record type would be p you can look for gift records that have been marked as a pledge payment. You could look for pledges that were created by W la which is the the behind the scenes name for the online forms. You can look for donations with a type of gift is an online gift. And there may be some additional options. You might have a monthly donor flag or recurring donor flag that you have set up in your database for people to have applied. If anybody has a method of tracking their monthly donors in their database that they would like to share, and take a moment to pop those into the questions box share. If you share with me I can share with the group. Now, those alternate methods aside, I do really recommend that you have a monthly giving campaign and or a year specific monthly giving solicitation. And that way you can take all of the guesswork out of it. Because if you look for somebody with a pledge, they might have a traditional pledge where they promised you know $5,000, and they’re paying it out over several years. That’s not a monthly giving donation. If you look for gifts with a pledge payment is why, you know, again, that might just be tied to somebody paying off a sponsorship over time. So if you don’t already use monthly giving codes, again, I really recommend it.
Kathy mentioned that their organization also uses a flag for their sustaining slash recurring donors, along with sub solicitation codes in their system. Another good way to keep track of it, and actually do really like the idea of flags for your monthly donors, in addition to the codes, and it can sometimes you might have somebody who just signs a check once a month, and they might not have a pledge record specifically, but they’re still a monthly donor at that point. So putting that flag makes it easy to find them.
Now, when you go to build your filters, some items that you want to keep in mind, and this is a refresher from our selection filters, one on one presentation. But one thing you always want to keep in mind is is know which records you want to see in the output. Now, of course, you’re not going to know everybody that’s going to show up in the output. If you did, you wouldn’t need to run a report, right. That being said, it’s good to have a couple of records kind of in your back pocket. If you know that John Smith is supposed to show up in the report and you go and run it and he’s not there yet. That’s a good way to indicate that we need to fix it filter. Same thing as if Mary Turner’s not supposed to be in the report, but she shows up, that helps us figure out that we need to adjust some criteria. So it’s always good to have a couple of records that should or shouldn’t be in the final report. If you’re aware of the field name that you’re filtering on campaign, General Ledger, solicitation sub solicitation flag, by knowing those field names in advance, it allows you to build those filters faster, more effectively. And also just with a bit more confidence. Usually, the biggest thing that I’ve found working with clients for the past almost five years is, is a lack of confidence often causes people to second guess themselves. And that’s when you know, 15 minute report winds up taking an hour. If you know what information you’re looking for, and where it is, you can get those reports set up faster. It’s also helpful to know the type of field if it’s a coded field versus a text field. And you want to know which comparison operators you want to utilize for campaign or solicitation it might be multiple equals for the flag and the prize is going to be exactly equal to one. So here’s a quick knowledge check and then we’ll do it we’ll go ahead and demo some filters. So which data point will be helpful for selecting recurring gifts gift real gift created date name of donor or the gift coats?
Everybody another couple of seconds.
All right, 96%. So gift code, which is the best answer that the easiest way that you can find your donations. So we are in DonorPerfect. I’ve gone to settings, and filters. And we’re going to build a couple of sample selection filters that you might use to track down your monthly donors. So if we click on add new filter and the first option would be anybody where the gift has a campaign code of monthly giving
we can just call that monthly giving campaign you know, with our filter names, we don’t need to get clever or creative, we just name it after what we’re looking for. Now, if you’re not using a campaign field for that, instead, you may want to go to gift pledge, select your solicitation and possibly do multiple equals and then when you look up your codes you can find your monthly giving codes for the past however many years you want to go back we have back to 2016. So you know I can select those that seven years while I guess like those seven years, or rather those seven codes and now it’ll pull anybody that has at least one donation from any of these coded fields I can say monthly giving 2016 to 2022.
If I wanted to switch it up, I could go to the main screen and a lot of people mentioned using flags so we can say flag is equal to we have a monthly giving option. Now it doesn’t look like my system has one. But if I had a monthly giving flag, I could search for that. And if you don’t have a monthly giving flag and that’s something you’re interested in, you can add new fields by going to code maintenance. Another option on the guest screen I could do gift pledge and as one of my all fields I can go into Have the monthly giving field. And I can mark that as Yes, and that’ll find any pledges where the monthly giving is that to process automatically. And if I add more criteria, I can even include frequencies of monthly
I can set that one up on my database as well. There’s three different filters that I can use.
Against I can look for anybody where monthly giving a set to Yes, and the frequency is set to monthly. I can look for anybody who has a monthly giving solicitation. And I can look for anybody who has a monthly giving campaign. Now at least I mentioned the flag doesn’t work to pull specific donations from monthly givers as it will include all gifts from five donors, not just the ones that were from monthly giving. And that is 100%. Correct. Depending on the type of report, it could just pull all of the donations so that if you’re using something like a flag you do you need to consider what type of information do I want to see. And if you’re just looking for a name, a flag is perfectly fine. But if you are looking for giving information, it is much better to search for records based off of the gift data itself. solicitations, campaigns, sub solicitations general Ledger’s thank yous or frequencies. That is an excellent point. Thank you Lisa.
Now when you want to showcase your success, there’s a couple of different reports that you can run. So we’ve got the cross tabulation report, which will pull any two fields from the gift screens and several fields on the main screens are also available. And you can basically compare and contrast them so you could run that to see you know what Ledger’s your monthly giving campaign is pulling information pulling gifts into seeing how your your campaign here is impacting your funding. You could run solicitation versus type of gift to see how many say how your donors are are preferring to donate for monthly giving, you could run the income Analysis Report off the campaign field, you can run the comprehensive donor revenue analysis report to see how your monthly giving has impacted your database overall, we can run the gift pie chart and segment by campaign to see how many of our donors are monthly givers. We can also take a look at our monthly giving dashboard
so if we come into the perfect the first thing I’ll show you under dashboards is the monthly giving dashboard. So if you go to Reports and you select dashboard in the upper right corner there’s going to be the monthly giving dashboard option
so I’m gonna give that moment to finish loading.
So in the monthly giving dashboard, you can see how many donations failed the process within the last month. So for example, I have $75 I click on that it’ll give me a list and then I can go check those accounts. It’ll also let me know how much money we’re pulling in each month on average, as well as the grand total for the last year. We’ll see how many people we have as monthly givers and the overall conversion rate. You can also see your giving totals in a bar chart and you can see your donor count in the bar chart. Just an area where you can check some statistics on your monthly giving overall. See a couple of questions came in. So give me just a second.
Jeanne asks, Please explain the difference between campaign and solicitation. So not every database makes a distinction between the two. And so the terms are often used interchangeably. But from a DonorPerfect perspective, a solicitation that is a single focused fundraising effort like an appeal, like, if you’re doing like, if you’re doing like a summer appeal or a meteor appeal, you know, in July or August, you’d have a solicitation of mid year appeal 2022. Or it’s an event, you know, the golf tournament that you run every year. A campaign is a bigger picture fundraising effort. You know, a campaign is made up of multiple solicitations, multiple appeals and multiple events, you often all going towards a specific cause. Now, if you’re trying to renovate a building, you might have a building renovation campaign. If you want to take it out of DonorPerfect and fundraising for a second metaphor that I’ll often use is a solicitation is a single game. The campaign is the whole season. So if you think about your favorite sports team, each game is a solicitation the whole season. And from the first game to hopefully whatever your sport of choices championship game is, that’s the campaign.
Kathy asked, Does this monthly giving dashboard only show up if DonorPerfect is processing the monthly giving? That is correct, it is tied to the monthly giving application. And there’s one of the questions double checking it first.
Is there any way to see who has been giving monthly already just based on the frequency of donation, so we can do a double check to be sure if we have the correct codes updated, we have some don’t issue mail payments, and therefore don’t have a pledge. So I’m looking for a report that will just give us a list of everybody who has given six times this year. And that’s from Lisa. That is that is something that I have worked with clients on in the past, and it is tricky. You can build, you’re gonna want to reach out to support for assistance, but the elevator pitch of it would be you can build a calculated field that can count the number of donations that have happened per donor so far this year. And if they have six or more, you can then hopefully get take that list of people and then double check their donations. Unfortunately, there’s not a way to make sure that they are giving once a month because if they don’t have a pledge or anything like that, it’s just not going to be able to say Oh, they’ve given exactly once each month. But if they’ve given at least six times, that narrows down your search from everybody to just people that are likely to be monthly giver. So like I said, you may want to reach out to support or your trainer to get some, like a specific walkthrough of that. It is possible but it is gonna require a good bit of elbow grease.
Cassie is asking is there a way to add donors who are drafted to our bank to the monthly dashboard? I do not believe so. But I can look into that. And if I get a different answers, Casio can reach back out to you. And then to follow up from genies question what is the general ledger for your campaign and your solicitation? That’s how you got the money. It’s what your organization did to raise the money. General Ledger is what are you doing with it now, if you’re using QuickBooks, it’s your assembler program. It’s your income account. If you are not using QuickBooks being treated like your designations, your funds, your programs or your projects, it’s how you are using the money
Alright, so let’s take a look at and if anybody has any other questions, keep popping them in there. But we’re gonna take a look at some of the other reports in the meantime. So if we go to the Report Center The first one we can look at is the cross tabulation report.
We can put in our date range and let’s say we’re interested in seeing our monthly Giving Program from 2019 The present I can pull up solicitation versus general ledger and I can apply a filter. I can see all of my monthly giving solicitations. And we can see some of our monthly giving donors from 2019. And what that really means that they started in 2019. But that’s put money in our annual fund, it’s somebody used it for a membership. That strikes me as probably a correction that needs to be made. Our monthly gave us a started in 2020. They put $7,600 in our annual fund $710 in our building fund 113 into the operating fund, our donors from 2021. They put $24,000 in our annual fund $1,000 in our building fund $1,200 In our operating fund, and our monthly givers that started this year, put $25 in our annual fund 15 our endowment fund and $872 in our unrestricted fund. Here we can use that to see how people how people’s donations are impacting our organization. I can also look at it based off of the campaign
in this case, we can see there, if we look at type of gift, most of our donations are coming in either via cheque or be a visa EFT which just means that we’re processing VISA credit cards. But we’ve also got some untyped donations, so they’re probably checks that just weren’t updated properly. Got some bank account transfer transactions, and we have some some money that came in starting with an online form. We can even click on those numbers. So we can see the details. So for example, in my colleague, Arlene and Donna, myself, my colleague, Janet, we all have pledges are being processed through Visa cards.
We can also run the income analysis report. We have a calendar year and we have a fiscal year so you can select which one you prefer. My database is built around fiscal slot so I’m going to select we can segment it by our campaign. And we can even see what our gift splits are to determine you know what levels our monthly givers are donating at. So we can just have this wrap up for the end of the year.
And we can see what’s coming in for June. We can see the number of donations, we can see the year to date amount, we can see the previous year to date, amount and our change. And then we can also see our average gifts both this year and the previous fiscal year. So we have multiple giving levels. Now I might want to that might be too many groupings for my organization, so I might say one to 50
Let me refresh this page real quick.
Let’s just make that 10,000.
That gives us a slightly smaller number of records to or number of segments to deal with. And the nice thing is with this income analysis report. You can save the split level so if you’re only interested in seeing of three or four splits, you can enter those in leave the rest on zero and donut perfect. We’ll save The number of splits that you want
we can also, under other reports, we have a gift pie chart. So if you want a simple pie chart, we can set that up, we can put in our date range. So if we wanted to see, you know, our current fiscal year, that’d be July 1 to 2021 to this upcoming June
we can either see dollar amounts or we can see the count. Well, right now our monthly giving program is about 2% of our funding from this year. If we want to look at it from last year
our monthly giving program was about 2.4%. So it’s staying not nearly as high as we’d like but it is staying consistent.
And then, of course, there’s my personal favorite, the comprehensive donor revenue analysis report. So at this report, as always, we recommend making the ending data calendar fiscal year so that way the three year time period is broken down and into three sections that we’re all already kind of familiar with. And then we can apply a selection filter.
Now when you are running this report, especially if you are using a gift based filter, such as a solicitation filter, or a campaign filter, or a general ledger filter, the radio buttons for use donor filter and use gift filter come into play. So when you select the donor filter, what that means is it’s going to pull the entire the donors entire giving history if at least one gift qualifies for the filter. So let’s say I have one recurring gift, and three other donations that are not part of the monthly giving. If I click donor filter, it’s going to pull all of my donations because at least one qualified gift filter will make sure it only pulls the specific donations that have the correct code. So in this case, I do want to use the gift filter helps by switch back over to my cursor. I’m going to use the gift filter so that I’m only looking at the monthly donations themselves.
So you can see I went from three monthly donors in 2012 for fiscal year 20 to 38 last fiscal year, and 38 this fiscal year.
If we look at our retention rate, we didn’t retain any monthly donors for the last two fiscal years. But we actually have an 80% retention rate from this fiscal year to the previous. And organizations that have monthly giving programs do have higher overall retention rates. The industry average across all sectors is about 40 45%. Right now, it did take a pretty big hit during 2020 and early 2021. When locked down was in is in full effect. And not every not everybody was able to donate at the same level as they had been before it’s been recovering in the past year or so as as restrictions have been lifted and vaccinations have become more available. But it’s still lower than pretty much everybody would like to see. But by implementing a recurring program, you can increase that recurring that that retention rate because it’s so easy for your donors to set up a donation and never have to worry about it again. If I can give you $10 a month, talk to you about it once and never have to deal with it. After that. I’ll happily sign up for a $10 or $15 donation. I’m certainly doing it for Netflix. They may as well do it for nonprofit and a lot of people are going to have a similar state of mind if it’s easy for them to give to you. If they can talk Few one time and not have to worry about writing a check every month, or going to your website every month, you know, they’re going to be more than happy to sign up so you can make it easy, you can increase their attention
and we can also see three new, new recurring donors. Last fiscal year we had 37 new folks sign up. And then this year, we’ve had eight new people. And then reactivated we had one person come back after lapsing because they had signed up for our monthly giving program. So again, those reports, you can find cross tabulation, income analysis and the comprehensive under financial reports. And then the gift pie chart, you can find that there are other reports and if you think those reports are going to be important to you, you or your organization, mark them as a favorite, because then they’ll show up onto your favorite folder. And when you go into the appropriate folder, your favorite reports will always float to the top
All right, so our second knowledge check which report would be helpful to see how your monthly giving campaign is performing for your different types of donors history list, cross tabulation or AFP key donor metrics.
All right 74 Plus said the cross tabulation report, which is the correct answer. And nice thing is you can use that to check you know, all kinds of different statistics not even just the donor types or the type of donation, but you can see you know what, if you’re looking at your campaigns you can see what appeals are getting them to sign up the most you can see what general Ledger’s you’re impacting and all kinds of different items. Now this is gonna be a full circle back to the beginning of the series, your organization sets a monthly even goal Did you reach it so let’s see if this link is going to take us where we want to go.
so, if you go to the monthly giving hub which was shared earlier on in the presentation, I would I can share that link out again if needed. And you go on there, why monthly given
and then select the estimate revenue option that’s going to pull up our monthly giving calendar I’ll actually see I don’t know what the I don’t know what the file size limitation is. But if you give me a moment I’ll see if I can actually add that as a handout for you
all right, it is unfortunately too large of a file for me to mark as a handout. But again, if you go into the monthly giving hub and you select Get started on their y monthly giving and you scroll about halfway down you’ll get to this orange estimate revenue button and that’s going to open up I got to say an excels been a little difficult for me one moment
that open up the monthly giving calculator so give me a second here so it was reopened my questions panel
so you can take the number of active monthly donors you’ve had in the last 24 months we can take the average monthly pledge amount. So if we go into DonorPerfect
Now I’m gonna run just a simple count records report, because I’m just looking for people that have one of those. So if I got a count records
and if we just say 29, no be 20 22% Oh 701 2020.
So I have 50 monthly donors in the last 24 months. And if I determine my average monthly pledge amount now is that when we can use our income analysis. So again, if we go to financial reports income analysis
our average gift, year to date was 1650. Last year it was 12. So if we add those two together, we’re looking at like 14 $15. So we can put 15 here that’s gonna give us the revenue that we’re hoping to see, every month
we’re trying to reach a conversion percentage of three and we have two donors. Now, we’re hoping to get $22 in monthly giving revenue every month. Or if we have eight donors we’re hoping to get on during $12.50 a month.
So definitely recommend if you haven’t already downloaded, don’t save. If you haven’t already downloaded that report. Again, when you go into the monthly giving hub. The Select Get Started under why monthly giving estimate revenue that’ll download the calculator for you.
So take a moment if anybody wants to share some of their ideas or answers. But how does your organization intend to measure success. And so go ahead and pop your answers into the questions box and I’ll share them out with the group. I know some common metrics for success with clients that I’ve worked with one on one in trainings are, they’re looking to raise a certain amount of money every month through monthly giving, or they’re just looking to sign up a certain number of donors every month. Usually the biggest one that the clients I’ve worked with in the past is trying to take donors who are giving like one to $200 a year. And they might make a single donation of $100 or a single donation of $200. And then trying to get them to sign up for like 10 or $20 a month respectively. Because now you go from 100 to 120 or you go to 200 to 240. It’s not the biggest increase in the world but year over year as they continue to donate and you continue to build that relationship and they may be inclined to increase those gifts.
Seeing a couple of answers pouring in, looks like looks like most folks attending this presentation are mostly just interested in getting X amount of monthly donors. I’m seeing a couple of different numbers. Looks like a lot of folks are looking to get 50 to 100 people signed up for monthly giving plan every every organization is going to have their own metric for success. Figure out what your team wants to accomplish with your monthly giving program. And then the
get started on on figuring out how you’re gonna get there. Kim had a follow up question. Where was it that you got the average monthly amount
I went into the income analysis report. And then we do have the average gift column. And I took this year versus last year. So actually, it looks like I probably think I think I latched onto the first thing I saw, I probably should have looked at the total average for my monthly giving program, so actually, I might, my numbers would have been a lot better. So my my actual average would have been somewhere
that’s let’s see 230. That we’re looking at somewhere in like the somewhere between 100 and 100. And like $15. Based on a find your monthly Giving Program section, and it gets your total average.
So we’re going into the recap, if anybody has any questions, feel free to start typing them now. There will be time for q&a here at the end. But the biggest takeaway from today is just have a way to identify your monthly giving donors. The best options are a campaign or a solicitation. But you might also look at other gift codes, you might use a flag, you might use the frequency. And once you have a clear, clear way, and that’s the important thing, a clear way to identify those monthly giving donors. There are a variety of financial reports available to show you your progress and success.
Again, check out the monthly giving success hub and talk with others by joining the automatic monthly giving discussion group in the community.
This is the last presentation in our monthly giving webinar series. We did record these sessions. So if you attended, if you at least signed up for anything, you should be getting the follow up email with the recording later that day or that week. Otherwise, if you go into view access our pre recorded webinars, we do keep the monthly giving webinar series and up to date there as well so you can rewatch them if there’s something you missed, or if there’s something you want to go over again.
Alright, so just checking to see if there’s any questions. Morgan was asking, can you go through the reports run to get the monthly giving calculator numbers. So the report that I would recommend is one of the financial reports we looked at. So when you’re in the Report Center, you’re going to want to go to financial, it’s the income analysis was split gift. There’s a fiscal version and there’s a calendar version. So depending on your preference, I recommend bumping the ending date to the end of your calendar fiscal year, segmented out by campaign and then apply a filter right if you’re using a campaign code, apply a campaign filter or if you’re using a solicitation apply solicitation filter. And then when we run it Yeah, I can see that my I can see the year to date and the previous year to date averages for each level. But then I can also see that the bottom 71 plus 90 That’s about 160 and divide that by two. So we’re averaging about $80 a month. For the first time I went through that report. I did look at the wrong section. What if I update it?
Thought that 815 Seems a little low. I can see my conversion percentage. Now if I convert additional donors and how many donors is that going to be? And how much money I can expect each month and how much money I can expect at the end of the year.
Ah, I don’t see any other questions. I want to take a moment to thank everybody for attending. And especially this time of year, a lot of you’re probably ramping up for events and everything. So thank you so much for taking time out of your busy schedules to attend this presentation. I hope you found it informative. I hope you have some ideas for your monthly giving program moving forward. And I’ll see some of you later on this week. Take care byeRead Less