Presented by: Lynne M. Wester, UNC

Charlotte

www.donorrelationsguru.com

@donorguru

Nine Reports to Replace Your LYBUNT and

SYBUNT Reports

9 reports you need to have:

1. Giving Pyramid Report

2. Consecutive Donor Report

3. First-Time Donor Report

4. Donor Retention Report

5. Donor Giving Channel Report

6. Married Alumni Report

7. Multiple Degree Report

8. Email Address Percentage Report

9. Event Attendance vs. Giving Report

AGENDA

Of this list, which reports do you currently have access to?

Of this list, which reports are you most and least familiar with?

SAMPLE 1

SAMPLE 2

• Donors of 5 or more years

• Donors of 10 or more years

• STOP! How did you pull this info- IT

MATTERS

CONSECUTIVE

DONOR REPORT

How many of you classify year vs. year donors as individuals who give each fiscal year? Calendar year?

• Anyone who has made their first gift to

you of any amount this calendar or fiscal

year

• They have NEVER given to your

organization in any way before

FIRST-TIME

DONORS

DEFINED

SAMPLE

A donor who gave last year either fiscal or

calendar and gives again this year at any

amount

RETAINED

DONORS

DEFINED

SAMPLE 1

SAMPLE 2

• A giving channel is the way a person makes

their gift

• Channels include:

– Cash

– Check

– Online

– Recurring

– Phonathon

– Payroll deduction

DONOR GIVING CHANNEL DEFINED

SAMPLE 1

• Married to each other and both have

received at least one degree from your

institution, not just married

• Partner reporting

MARRIED

ALUMNI

DEFINED

What special programs do you have in place to recognize married alumni?

An alum who has more than one degree from

your institution

– BSBA + MBA

– BA + JD

– JD + MD

– Etc.

MULTIPLE DEGREE ALUMNI DEFINED

SAMPLE

SAMPLE

CALL TO

ACTION

SAMPLE

Thank You!

Lynne M. Wester

lynne@donorrelationsguru.com

www.donorrelationsguru.com

22